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Data from multiple entity's into one custom entity as one record

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Hi

Requirement: the client is capturing data in multiple entities and using to create a record/case! But can’t run a report on the record as a whole.

The data is captured externally from crm on a form then imported via xml to the multiple entities mentioned.

There solution was to create a new custom entity that would have all the relevant fields from the multiple entities that were used to create the record/case.

Then export all of the data from the multiple entities and merge all to create a record/case to reimport to the new custom entity therefore creating all as new case/record that can be reported on.

There is also a concern for duplicate data (GUID/interaction no: )

 

Any ideas or suggestions on how to accomplish this would be greatly received

 

Ps. my first thought was to use SSIS package or Excel template?

 

 

 

    


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