Import and export data to Dynamics CRM via web service - web-services

I have a client who wants to use Dynamics CRM Online 2015, but they need to sync the data via Web Service (SOAP), from and to CRM.
That web service is designed to work with complex types
I tried with talend, but working with complex types is a bit messy.
I don't have enough time to build my own custom solution for this.
Any ideas or tools you can recommend?
Thank you in advance

While working for my customers I used Simego and Scribe. Check their websites and see if they fit.

You can try Azure SQL Database for this purpose. Data export service gels well with Azure Database.

Related

Integration between custom system and Crm Dynamics 2016 Online

I'm working on Dynamics since about 1 year, and I'm working on "on premise" environments, and I don't know very much about online solutions.
I should now integrate 2 systems through webservice, and one of them involves Microsoft Dynamics CRM Online 2016.
What I'm trying to accomplish is that the custom systems sends data to the CRM Online through webservice.
I've read I just can't deploy my webservice and my logic as I've always done (separate web application that receives a Json or a XML through web services and works on CRM entities through the SDK).
So, do I need a separate machine to receive the XML and working on the CRM through the SDK?
In some posts I learn a little about Azure, but I don't know if it could be a nice solution. Should I get a virtual machine and then install IIS? Will my web app be visible by the custom system and able to work on the CRM online? Do I need a different service?
Thanks in advance and sorry for the confusion, it's the first time I'm trying to make CRM Online communicate with the outside.
So if I understand correctly your approach is 'custom system <=> your WS <=> CRM Online 2016
I've read I just can't deploy my webservice and my logic as I've always done (separate web application that receives a Json or a XML through web services and works on CRM entities through the SDK).
In CRM Online you don't have access to machine that CRM stands on so no folders, no inetmgr, no deploy.
So, do I need a separate machine to receive the XML and working on the CRM through the SDK?
Yes.
Should I get a virtual machine and then install IIS?
It doesn't have to be new virtual machine. It could be for example machine that custom system stands on ofc. if it can be configured to have access to the internet.
Will my web app be visible by the custom system and able to work on the CRM online?
It is matter of configuration of NAT, firewall etc.
Do I need a different service?
What service do you reffer here?

Firebase-powered app with web service code

I am planning to use Firebase database and want to know how it fits in to the following scenario.
lets say I have a browser app, android app / iOS which uses Web Services to get / insert data, web services talks to the Data Base and returns data to the client.
This way I have to write code once in my web services and all the clients use that to retrieve and insert data to the database.
If I want to use Firebase, will I be following the same approach of having webservices between the client's and the Firebase DB.
I have done some sample Firebase examples where it it gets data from database directly without web services and in this approach we have to write our logic on each client (Web browser/ android app/ iOs app).
I have looked into this article
https://firebase.googleblog.com/2013/03/where-does-firebase-fit-in-your-app.html?showComment=1480073224245#c464815735109872173
The Pattern 2 has the server concept but that does not look appropriate in my scenario.
Can I have my web service and Firebase database and get data Synchronization capabilities.
Correct me if I am wrong and please suggest the approach I need to take.
Thank you for your valuable suggestions in advance.
Thanks & regards,
Rao Burugula
The article you link gives you the most common options for integrating Firebase into your app. Pattern 2 is the easiest way to use the Firebase Database and run your own server-side code:
In this model the Firebase Database sits between the app on the user's device and your back-end code. By using this model, you can still get all the benefits of the realtime synchronization, security rules and scalability, but also have back-end code that runs in a trusted environment.
Of course you can also go for a more traditional three-tier model, where your app server sites between the devices and the database. But in that case the Firebase database won't have direct interaction with your app anymore, so you'll have to take care of the realtime aspects of the synchronization (if you want those) in your own code.
I also recommend reading the Google Cloud documentation on using the Firebase Database and App Engine's Flexible Environments. The architecture described there is the same, but a bit more up-to-date:

Extract data from Crystal Reports via Web Service

I would like to access the aggregated data of a chart in a Crystal Report. It seems there are many different Web services such as SAP BO RESTful Web Service, Crystal Reports REST WebService, OpenDocument Web service and it is - to be honest - a bit confusing.
Does anyone know if accessing the aggregated data of a Crystal Report via a Web Service is possible?
If so, which web service is the correct one?
In the best case I would expect to get the data in XML or JSON format in return.
Thanks for your suggestions. :)
I'm not an expert on Crystal Reports, but you can already eliminate OpenDocument for this scenario, as this is used to open a document hosted in the BI Platform, and display it in the browser. The use case for OpenDocument is to provide inter- and intra-document links as well as allow you to link from outside the BI Platform to a specific document.
Using the Crystal Report REST SDK, you could perhaps use the OData protocol to retrieve the necessary information. Have a look at the RESTful Web Services documentation to see if that provides what you need (OData is described in section 3.6).

Connect to CRM with only webservies

Can someone please point me to the direction where there is a example on how to connect and retrieve data from Microsoft Dynamic online 2011 with only the web services, such as Discovery and Organization, and not using any of the SDK that Microsoft provided. It would also be nice if I dont need to add System.ServiceModel.
I looked at the Soap example it still used Microsoft.Crm.Sdk.Samples.
The reason i am avoiding any SDK or namespace is I am trying to build a SQL CLR that can connect to CRM online and retrieve the data i needed for the reports. The reports are based on my local database and CRM data.
Thank you for all the help
Most data can be fetched (and relationships are well represented) via the oData/REST web services. You don't need any particular SDKs or custom code, just anything that can read data in XML or JSON format from a URI.
[Your Organization Root URL]/XRMServices/2011/OrganizationData.svc is where you'll find the fun stuff. Documentation is on MSDN at http://msdn.microsoft.com/en-us/library/gg334767.aspx

Microsoft Dynamics CRM -- Do people build websites with it?

Forgive my ignorance, but do people build websites with Microsoft Dynamics CRM?
I have a potential client who says that is the technology they will use for a new web project, for which I would be doing the HTML templating. I want to learn all I can as I am new to this particular system, but I can't seem to find anything related to web building and CRM. Is it more likely the client is using another piece of technology that they are neglecting to tell us about?
Any experience or insight about this process is greatly appreciated!
You can't build website using MSCRM, but you can build ASP.Net website using CRM content easily. The API provided by MSCRM is a set of web services, that can be queried in a website to populate pages content.
Also, you can directly query the Database if you want ReadOnly content, and only for read-only content, because it is not supported to update/create data using SQL connections.
Note that it's required to have the external connector license to use any data in the CRM, thru the API and even thru direct SQL queries.
I have built a website using .NET, utilising the CRM4 API and database. All the website did was to submit queries to CRM using the CRM web services and metadata web services, and get data back. This company was already using CRM for their back end, so it's much easier for the front end to use the same database as well since it's a simple one.
The alternative would be to create an intermediate connector between the 2 systems -- backend and front end, which is not as efficient (for our case anyway).