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
Related
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.
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.
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
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).