I working with Reporting Service (SSRS) on CRM 2011 then
I want to use Web Service as DataSource. I make simple web service that query data from CRM Database (not Filtered)
then I call it's from report preview on VS2012 It's work fine but When I deploy my Report in CRM my report not working
when I use Filtered Entity in my web service with user sa when I test It's return 0 rows and also not working on CRM
Anyone can tell me Can I use Web service as DataSource for run report on CRM ?
Thank you.
You can't use WebService as a datasource for CRM 2011. You have 2 ways - use SQL DataSource or FetchXml DataSource. You can read additional information here - https://msdn.microsoft.com/en-us/library/gg328097.aspx - same approaches would work for CRM 2011/2013/2015.
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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?
I have a requirement of a custom grid in Microsoft Dynamics CRM 2013. From a SharePoint perspective, it would have been a web part. But in CRM 2013, I don't see a similar concept. I need the custom grid to be displayed in a pane for an Entity in CRM? How could that be implemented if possible? Any ideas?
Your question is to broad, but i think what you mean is how to make a custom web page in CRM.
In Dynamics CRM 2013, you cannot add a custom aspx page, as part of a CRM,
you can only put custom Silverlight and HTML/Javascript powered web pages, the latter being the preferred way, of creating these.
However if you need to create a custom web application, you can create it as a separate web application in a separate IIS website, use the CRM web services to access data, and then embed this web application in an iframe on an entity form in CRM.
In order to connect to the crm web service, from custom apps you can use early or late binding.
Early binding sample code
Late binding sample code
Personally i use late binding as connection is easier and it seems to have better performance. The simplest way to obtain a connection to the CRM service for CRUD operations is the following code:
string connString = "Url={DynamicsCRMUrl}; Username=username; Password=password; DeviceID=AnyDeviceId; DevicePassword=AnyDevicePasscode";
CrmConnection crm = CrmConnection.Parse(connString);
IOrganizationService service = (IOrganizationService)new OrganizationService(crm);
For crm online and IFD configured CRM you must add the DeviceID and DevicePassword, for on premise it is not necessary.
Make sure you have the CRM 2013 SDK for the required assemblies.
I am answering the question with a long shot, with assumptions, as i am not sure if this is what you require, but i hope it gives you guidance.
You can add an HTML WebResource in CRM that contains the grid to be displayed.
Depending on what you want to display on the grid, the data could be populated using the Dynamics CRM SDK REST API. (see SDK.REST.js).
Once you have set-up your HTML web resource, you can then include it in your entity form as an iframe component (similar to a SharePoint web part).
This approach means you don't need to host the grid in a separate website, but can include it as part of your CRM solution.
I'm trying to access a PowerView spreadsheet in Sharepoint 2013 and I get the error below:
An error occurred while loading the model for the item or data source 'EntityDataSource'. Verify that the connection information is correct and that you have permissions to access the data source.
Here is what I have:
Server 1 - Sharepoint 2013 Server, with RS for Sharepoint Add-in installed, Analysis services feature installed
Server 2 - Contains the SQL Server installation which is used for holding the CRM 2013 databases as well as Sharepoint 2013 Config and Content databases.
I have created a Power View report in Excel 2013, using the OData
feed from my CRM 2013 organization. I saved this as .xlsx file and
uploaded to my Sharepoint site as a normal document.
I have
created an SSRS Application in Sharepoint Central Administration and
configured it to run under a service account
I have added the
following 'Servers' under my Excel Application -> Data Model settings
in Sharepoint
SQLServerName
SQLServerName\SQLInstanceName
SharepointServerName
SharepointServerName\SQLInstanceName
I have enabled the PowerView Integration Feature,
Report Server Integration Feature in my sharepoint site collection
features.
I am trying to browse to my sharepoint site and click to open the .xlsx file and I get this error.
Below is the detailed error message:
Cannot create a connection to data source 'EntityDataSource'.Microsoft.AnalysisServices.SPClient
We cannot locate a server to load the workbook Data Model.
We cannot locate a server to load the workbook Data Model.Microsoft.Office.Excel.Server.WebServicesWe cannot locate a server to load the workbook Data Model.
This question has been asked a couple times on the SharePoint SE site.
There is an MS support article from Microsoft that addresses this error. It suggests you do the following:
In the Application Management section of the Central Administration home page, click Manage service applications.
On the Manage Service Applications page, click the Excel Services service application that you want to configure.
On the Manage Excel Services page, click Data Model.
Click Add Server.
In the Server Name box, type the name of the Analysis Services instance that you want to add.
Click OK.
If that doesn't work, someone solved this problem by installing SQL Server 2012 SP1.
Someone else solved this issue by ensuring that the account used for Excel Services is an SSAS admin and then rebooting
Thank you #mmarie for the answers/comments.
I was able to partially resolve the issue by 're-installing' the Analysis services on my Sharepoint server. So it turns out I installed it the wrong way first. Followed this article to fix it.
Analysis services for SP 2013
I'm currently experiencing problem with the 'Data Refresh' within the Power Pivot/Power View reports. I have added my service account to the '"Act as part of the operating system" role on the Sharepoint server based on this article Data Refresh, however it did not resolve the issue.
Please let me know if anyone has any inputs.
I am new in CRM. I have to move data from CRM to sharepoint online.
How can i get data from crm online?
How to create entity for online crm. please help me.
I've used Scribe Online to
replicate data down from CRM Online to a local SQL Server instance
They have a blog post which shows the process of pushing the data into SharePoint using its web services
I've seen statements on various Oracle.com properties that claim Oracle CRM On Demand has the capability to access its webservices in a stateless manner however I can't seem to find any documentation on what exactly this entails.
Has anyone ever successfully invoked a stateless request with Oracle CRM On Demand or have any pertinent information?
The entire webservice document is available throught the CRM environment...
Admin>> Web Service administration >> Download documentation
from admin -> Company Administration
set of the flag "Web Services R16 Compatibility Mode"
Now each Request will be stateless and will use the existing session Id for your login user.
it is writtnen on the document!!