ODBC

Custom relational management is very important once you run a business. It helps to improve marketing strategy, sales and customer service. Today there are many systems providing Cloud-based CRM services on the market. The main benefits of using these systems are scalability, costs, and integration with commonly used office applications (e.g. MS Excel, Access and others).

MS Dynamics is one of the most popular CRM platforms in the world. The system offers a wide range of CRM applications for any business. Using such services will be beneficial for manufacturing, wholesale, financial and IT areas.

As well as Dynamics CRM system, MS Access is a good choice for any business, by virtue of the fact that it can handle external data from various sources. It also provides a possibility to open, modify and update cloud-based databases. But what can connect Dynamics and Access when we need to retrieve data?

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Cloud-based CRM systems are becoming incredibly popular in these days. This trend is quite clear. The usage of cloud services does not require a deployment and costly specialized software domestic support, which ultimately reduces a company’s total expenses. Despite the flexibility and ease of use, it is often necessary to work directly with data stored in the cloud, without using the original Web interfaces or custom APIs. It can be any analytical studies, statistical data processing or creating certain forms of reporting documentation. In this case, a developer will find it more convenient to work with such data using familiar tools. The popular development tool – Embarcadero RAD Studio is no exception here. Various APIs and different access methods to Cloud CRM data can significantly complicate this process, as in most cases, they are not universal. Here comes ODBC technology to help, providing a standard interface to access any databases, including clouds.

UniDAC components allow working in Delphi with any ODBC driver. For this UniDAC includes a special component: TODBCUniProvider. Let’s see how to work with data stored in one of the most popular CRM systems – Salesforce. First, you need to install and configure any ODBC driver working with Salesforce. For example, Devart ODBC Driver for Salesforce. As an example, let’s create a small application that implements a master-detail connection between two standard Salesforce objects: Account and Opportunity. Account will be represented by master dataset and Opportunity by detail dataset. The AccountId field will be used for communication between the entities.

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In this article, we will discuss how to access data using ODBC driver in Microsoft Excel. We will examine in detail the data retrieving process.
Cloud technologies develop rapidly, more and more data is stored in the cloud. Microsoft provides a great number of tools for data management and for cloud-stored data in particular. Microsoft Excel is one of the most popular products for data management. However, it works locally on a user’s machine. Is there any chance to access data in the cloud? The answer is yes. Here ODBC comes into the action. Let’s see how to use ODBC driver for NetSuite as a connectivity solution between NetSuite ERP and MS Excel.
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The article describes installation and configuration of Devart ODBC Driver for QuickBooks on Windows, as well as authorization and connection to a QuickBooks account, and provides a demo sample of retrieving QuickBooks account data using Microsoft SQL Server Management Studio.

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