SQL Advice

[Kindly_Kaela]

Hi Everyone,

I just finished building a VBA proposal genertor integrated with WORD. Now it's time for me to "some how" link it to Microsoft CRM, specifically for product pricing. I just started using VBA a couple weeks ago and read a book about WORD / VBA. MS CRM uses a SQL database.

Is there a book you all recommend I read to understand SQL and VBA?

Is SQL VBA going to be over my head considering how new to programming I am?

I would really like to get this working....but don't even know where to begin.

Thank you in advance for your advise!!
Kaela
:cloud9:

[stanl]

If I am not mistaken CRM mainly uses SQL Server so you might start by looking up resources related to that particular SQL syntax. There is really not anything called VBA SQL, rather VBA can facilitate SQL queries and updates using Providers or ODBC sources specific to a particular database.

I would recommend you concentrate on the one task you will perform most often and post questions related to that specific task, and I am sure you will receive assistance from several of the 'gurus' on this board.

Stan

[Brandtrock]

Here are a couple of other sites that I find helpful if you need additional help. The members here are awesome, but it never hurts to have an extra place to look.

Will Riley (http://willr.info/)
Dennis Wallentin (http://excelkb.com/)
OzGrid SQL Forum (http://www.ozgrid.com/forum/forumdisplay.php?f=31)

HTH,

[Kindly_Kaela]

Good idea Stan....

I want to pull data out of a SQL database (Microsoft CRM) and insert it into a Word document.

Our sales reps create a quote in CRM and that data is stored in SQL (so I am told). I want them to then start up the Proposal Generator (built using WORD VBA) and the quote details (pricing and product information) would export from CRM and paste into the pricing table I built in Word. The completed proposal would then be given to their clients.

It would be really great if after the quote was completed in CRM, a button could be pushed in CRM that would trigger the WORD VBA program and already have the 2 linked together.

I hope I explained it well. I really appreciate any help you all can give. The concept is very excitingto me, but I don't know where to begin.

Thank you kindly!
Kaela
:cloud9:

[stanl]

Good idea Stan....

I want to pull data out of a SQL database (Microsoft CRM) and insert it into a Word document.
:cloud9:

If it were me, I'd start here... Stan

http://support.microsoft.com/kb/261999

[XLGibbs]

I see the issue. SQL and VBA are two different things.

The link posted above is perfect as a starting point for what you need. You will be using Word's VBA to create code that can execute the SQL statements necessary to return the data to the word document.

SQL is the language that data queries are written in and is pretty standardized as to the majority of basic data operations.

[Kindly_Kaela]

OK, thanks guys! I'll start with that web page and hope something clicks. If you don't mind, I will leave this thread open incase someone else has some advise for this eager-to-learn rookie.

Thanks!!
Kaela
:cloud9: