PDF indexing in MS-Dynamics 2016/365 search - microsoft-dynamics

We would like to enable attachments indexing in the MS-Dynamics search; by default search only searches through the records data (metadata) but not through the attached files. We would like to get search results, when a query is found in attached MS-Office or PDF document.
Can anyone advise if this can be done in the Dynamics itself, or does it required a 3rd party plugin, or maybe not possible at all?
We have MS-Dynamics 365 on-premise (it's called Dynamics 2016 Enterprise).

You cannot do this in Dynamics 365. File attachments would need to be extracted, stored in an external repository and indexed.
Take a look at Lucene (open source) and ElasticSearch (based on Lucene).

Related

Dynamic Power BI OData data source location

We have a web application which is installed on customer sites.
They get to choose the name of the web server and the port that it runs on.
The web application exposes some data via an OData endpoint.
The web application also serves some template Power BI files (.pbit)
At the moment, when the customers run the pbit files for the first time, the data refresh fails and they have to relink their data source.
We use data source referencing and store the location of the endpoint in a parameters table but it's still a pain for the customers to have to change this value, and, since we (the web application) know the endpoint URL, we'd like to be able to update the pbit file with the appropriate setting.
Ideally we'd like an API to be able to manipulate the pbit file, or maybe to be able to supply parameters to Power BI desktop, or even load the pbit file (which is a .zip file as I'm sure you know!), and alter the appropriate part within it.
Has anyone actually managed to do programatically or dynamically change a data source URI without needing manual intervention?
Thanks.
I would use the Query Parameters feature for this (more details in the link below). Note as of the July 2016 update, the source for parameters can now be another Query.
So I would build that "parameter allowed values" query by pointing at an Azure SQL instance or some other web-visible source that helps them choose the right value.
https://powerbi.microsoft.com/en-us/blog/deep-dive-into-query-parameters-and-power-bi-templates/
https://powerbi.microsoft.com/en-us/blog/power-bi-desktop-july-feature-summary/

Inserting records in CRM 2011 using SSIS

I am working on a SSIS (2012) package that collects data from our till system to staging area and from staging area to CRM 2011 (on-premise | Roll up 11).
In CRM we have contact entity and order entity. These two entity are related via a guid called contactid(PK in contact) and customerid(FK in order).
when i insert new order in to CRM how do I ensure that the guid is created to associate that order to either a new contact or already existing contact?
I'm assuming since you're using SSIS your doing straight SQL inserts? If so, this is not supported. Ideally you'd be using the SDK, and in that case, you can set the GUID manually before actually creating the record, although the Contact Id still has to exist when creating the Order.
So you'll want to grab all of your existing Contacts up front, then determine for each order, if the contact exists or not. If it does, just set the customerId when you create the order and you're all set. If it doesn't, you'll need to create the Contact (potentially assigning it an Id), and then setting the customerId when you create the order.
I would echo what Daryl has said in that SQL inserts are not supported and generally a bad idea. However there is a solution, a company called Kingsway Soft make a SSIS component that allows you to read and write into CRM using the web services. The best part of it is that it is free if you don't want to run it using SQL agent. Even if you do want to schedule it the cost is very small for such an excellent product.
You can download it from here
http://www.kingswaysoft.com/products/ssis-integration-toolkit-for-microsoft-dynamics-crm

Export Geo-spatial Data from SQL Server to ArcGIS?

I'm not too familiar with ArcGIS, but is it possible to export geo-spatial data from SQL Server in a format that can easily be imported by ArcGIS? Is there a proprietary format for ArcGIS?
I'm not interested (I don't think) in purchasing ArcServer, I just want my data exposed (via web services) a client who does use Arc.
Thanks
If you are using ArcMap 10.0 version, then use the Query Layer feature to add SQL Server Spatial table data into ArcMap 10.
Use "File->Add Data-> Add Query Layer.." interface.
Using this You can connect to a SQL Server spatial tables and add them into ArcMap. Once you added into ArcMap, You can convert these data into Shape file format (a generally used GIS data files for ESRI ArcGIS tools). There are certain limitation with this method.
Another way is use ogr2ogr tool
see the link for more details
http://alastaira.wordpress.com/2011/09/29/exporting-spatial-data-from-sql-server-to-esri-shapefile/

How to use CopyIntoItems to copy files into existing doclib items

This is my scenario: I need to copy files to a sharepoint document library using its web services and set metadata on them. That's all possible with CopyIntoItems (from Copy webservice) except for Lookup fields. CopyIntoItems ignores them, so i need another way to set data on those fields.
I've tried to create a list item with the mandatory and lookup fields metadata and then, using the item ID (creating a FieldInformation field with the ID, as well as some other simple metadata), called the CopyIntoItems method and, instead of updating the item, sharepoint created a new one.
I can't do this in the reverse order because i have no way to get the ID from the item created by CopyIntoItems...
So, the question is: How can i upload a file to a sharepoint document library and set all its metadata? Including Lookup fields.
Use a regular PUT WebRequest to to upload the document into the library
Query the document library to find the ID of the item you just uploaded (based on path)
Use the Lists.asmx web service to update the document metadata
Helpful link: Uploading files to the SharePoint Document Library and updating any metadata columns
Keep in mind that if the destination folder item count + the ancestor folders item count exceeds the list view threshold then you can't query the list for the id (step 2 from Kit's answer).
Queries can be done more efficiently if constrained to a particular branch in the folder hierarchy. A workaround would be to modify the site settings, but the queries would be sluggish and would make the solution less portable because the threshold for Office365 and BPOS can't be changed.
This explains it much better: http://office.microsoft.com/en-us/office365-sharepoint-online-enterprise-help/create-or-delete-a-folder-in-a-list-or-library-HA102771961.aspx

Locating Businesses by Latitude and Longitude (API?/Webservice?)

I am looking for a free database (csv, tab delimited, xml, etc) or even a web service or API which will allow me to query for business listings within a certain distance of a latitude and longitude.
A global scope would be perfect, but I would settle for Canada/US information.
Does anyone know of anything like this?
Google AJAX search API offers this kind of service (local search) if you use the Google Maps API, see http://code.google.com/intl/fr/apis/ajaxsearch/documentation/
Apparently Yahoo! does too (see http://developer.yahoo.com/search/local/localSearch.html), if you do not plan a commercial use.
If you want to do this right, here is what you need:
Database of all locations, with long/lat coords
Database of all businesses
Address --> long/lat conversion system, if your business database is not already geocoded
I can't help you out with the business database, but here is a good resource for the "all locations" database:
http://www.geobytes.com/freeservices.htm
(Scroll down to the bottom of the page - you're looking for "GeoWorldMap".)
It contains a set of text files that are designed to be imported into a relational database. It's the most complete (free) resource that I've been able to find for this sort of task.
The Google Maps Places API provides exactly what you're looking for: https://developers.google.com/places/documentation/search