This is for on-premise CRM 2011
We have an external SQL DB that contains contact information for companies. Our CRM gets a feed from this system but it is at least a day behind.
We would like to have the ability when a user is on the account form to click a ribbon button. That button should open a page that has queried an external DB based on the account the user was on to show a full list of contacts for that company. The user can then select the one desired and associate it to that account record - also creating on the fly a new contact record if it does not exist already.
What would be the best supported way of doing something like this?
Regards
Rob