CRM 2011 Data as an External List
Hi,
Im having trouble creating an external data source in sharepoint designer 2010. I would like to consume the web services provided by CRM 2011 on Premise.
http://crm.domain.com/Organization/XRMServices/2011/Organization.svc
I have tried many different types of URL but whenever i try to connect i get an error saying that the url did not return a valid description of an XML Web service.
I've tried many different URLs, ive added ?wsdl and ?wsdl=wsdl0 etc. but i always get the same error.
If i put the URL in the browser I can see all the XML without any problems.
Has anyone encountered this before?
Right now im looking into creating a BDC Model from Visual Studio instead but i was really hoping to be able to do this in SPD.
Any help appreciated.
Hi, Sorry about not replying earlier.
Been busy. In the end this is how I got a list of CRM data into Sharepoint.
I actually took two different approaches.
One was to use sharepoint designer to access the Secure store key i created, and pull the data from the CRM database. Then i formated it in sharepoint designer. This is a supported approach. And if you use the filtered views provided in the CRM 2011 database
you will be able to get the security features on the data that you setup in CRM (for the user that you have configured the secure store key for ).
That is the easy way. The hard way is to create a new BDC Project for sharepoint. Then you can create a model, in XML that represents the various opperations you will do on the data. This will include, unique find, list, update, delete, etc.
Then you have to go and create those methods in the service class that comes with the model. (this is where you will write code to get the data from CRM)
My suggestion is to get that working first and load in some static data in the code. I had lots of headaches in this part especially with the model.
Say thats working and you were able to create a list that gets data from the new content type then the next thing is to go back into the code and add a web reference to the WSDL file from the CRM 2011 developer resources section on your installation. This
didnt work out of the box for me i had to read a lot of blogs to iron out little bits in the autogenerated code that didnt quite work for me. Also any .net 4 stuff is ruled out as well. But i managed to get the service object created with some CRM credentials,
(probably best to use the secure key again here to avoid having creds in the source, and to decouple any administrative tasks)
Next you can build queries and pull the data straight out of the CRM webservice. I would suggest starting with the list function ( its probably called something else ) and write the code to pull out all the items you want in the list, etc. Then move on to
the other crud functions.
If you are looking for performance for reporting, etc. then use the filtered views, its faster and has less overhead than the webservice.
REST is also an option but i think you can only pull 50 items at a time, so you will have to write the code around that. A bit masochistic though.
Its much easier to get the webservices working with silverlight as you can use the sdk libs i think. but i remember there being a problem with authentication and having to re-enter user/pass and stuff like that.
Ill try and answer any specifics if i can. .
cheers
Similar Messages
-
Can data fetched into External List be refreshed
I plan to create an External List via BCS in SharePoint Designer 2010. Original Data resides in SQL tables. Can the data in external list be automatically refreshed when the data changes in SQL? If yes, is there a setting for
it?Hi
Please check the link
http://social.technet.microsoft.com/Forums/sharepoint/en-US/e781b173-c0b7-4dd9-9a2a-9162d202e668/refresh-external-list?forum=sharepointgeneralprevious
http://aanuwizard.com/2012/04/14/sharepoint-2010-auto-refreshing-external-data-lookup-column/
Please remember to click 'Mark as Answer' on the answer if it helps you -
Rich text data type for external list
Hi,
I need to create an external list with one column as rich text type where they can highlight the text and all.
How this can be done, since with external lists the column is rendered as single line of text?Hi,
External content types are made up of fields whose types are a subset of the primitive types of .NET. For each such .NET type, a rudimentary mapping to SharePoint’s field controls exists, describing a field’s visual appearance. Fields of type string for
instance will, on the new and edit forms, render as a single-line text field. With regular lists, using the browser interface, you can easily turn a string field into a multi-line text area or a Rich Text field, but not so with external lists. At least not
unless your forms are InfoPath-based.
Please take a look at these resources:
Evaluating Business Connectivity Services in SharePoint 2010 for web service, read/write use
Customizing the External list
Multi line text box in External List edit form
Reference:
https://social.technet.microsoft.com/Forums/en-US/0fcb5a9f-8445-4a37-9e60-ac5e9e14e8f1/sharepoint-designer-external-content-type-shows-single-line-text?forum=sharepointgeneralprevious
Thanks,
Eric
Forum Support
Please remember to mark the replies as answers if they help and unmark them if they provide no help. If you have feedback for TechNet Subscriber Support, contact
[email protected]
TechNet Community Support
Please remember to mark the replies as answers if they help, and unmark the answers if they provide no help. If you have feedback for TechNet Support, contact
[email protected] -
Content Query on an External List
Hello there,
I have created an external list that reads data from a certain SQL table. Now i need to use content Query Web Part to read these data and format them in xslt. Once i have selected the external list using the Content Query properties i get this error
"External lists are not supported by this Web Part."
How can i make this web part get the data from an external list, or if you could give an alternative i would appreciate it
thanksHi,
If you have created External List with External content you can refer these posts
http://www.zimmergren.net/archive/2010/01/19/sp-2010-programmatically-work-with-external-lists-bcs-in-sharepoint-2010.aspx
http://knrs.blogspot.com/2010/03/sharepoint-2010-camlquery-on-external.html
Warm Regards, Bhushan http://www.passionatetechie.blogspot.com -
CRM 2011 missing price list warning
Hi,
we have CRM 2011 instance with UR6. Recently we have upgraded into UR18. Every thing is working fine . we are getting missing price list warning at Opportunity form as MS has been added revenue field.
We thought below options to turnoff warning:
1. form "on load" java script : Unsupported way
2. Database update for revenue attribute: Un supported way
3. Export and import data with revenue value: supported way .But modified date will be changed
4. Workflow : Supported way : But modified date will be changed.
Please suggest me good option to over come this warning
thanks in advance
VenkattaHi,
Workable solution is assign pricelist to opportunity in form load if there is no pricelist attached to the opportunity. This works well and is fully supported.
Hope this helps.
Minal Dahiya
blog : http://minaldahiya.blogspot.com.au/
If this post answers your question, please click "Mark As Answer" on the post and "Vote as Helpful" -
This is a variation on the issue mentioned in this
post
We are using SP 2010 Content Hub to manage our content types. On the content hub we've created a couple of exteranl lists, and then created some site columns as lookups against these lists. We then added the columns to one of our content types
and set it to publish.
After the publishing job executed, I tried adding the content type (which now appears on the subscriber sites) to one of the document libraries on one of the subscriber sites. When I did that it threw the following error:
Microsoft.SharePoint.WebControls.BusinessDataListConfigurationException: Id field is not set on the external data field
at Microsoft.SharePoint.SPBusinessDataField.CreateIdField(SPAddFieldOptions op)
at Microsoft.SharePoint.SPBusinessDataField.OnAdded(SPAddFieldOptions op)
at Microsoft.SharePoint.SPFieldCollection.AddFieldAsXmlInternal(String schemaXml, Boolean addToDefaultView, SPAddFieldOptions op, Boolean isMigration, Boolean fResetCTCol)
at Microsoft.SharePoint.SPContentType.ProvisionFieldOnList(SPField field, Boolean bRecurAllowed)
at Microsoft.SharePoint.SPContentType.ProvisionFieldsOnList()
at Microsoft.SharePoint.SPContentType.DeriveContentType(SPContentTypeCollection cts, SPContentType& ctNew)
at Microsoft.SharePoint.SPContentTypeCollection.AddContentTypeToList(SPContentType contentType)
at Microsoft.SharePoint.SPContentTypeCollection.AddContentType(SPContentType contentType, Boolean updateResourceFileProperty, Boolean checkName, Boolean setNextChildByte)
at Microsoft.SharePoint.SPContentTypeCollection.Add(SPContentType contentType)
at Microsoft.SharePoint.ApplicationPages.AddContentTypeToListPage.Update(Object o, EventArgs e)
at System.Web.UI.WebControls.Button.OnClick(EventArgs e)
at System.Web.UI.WebControls.Button.RaisePostBackEvent(String eventArgument)
at System.Web.UI.Page.RaisePostBackEvent(IPostBackEventHandler sourceControl, String eventArgument)
at System.Web.UI.Page.ProcessRequestMain(Boolean includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint) b55297ed-717f-466d-8bdc-297b20344d3f
I checked the external content type configuration and it did specify an "id column". Anyone know if what I am attempting to do is possible and if so, what special configurations are required?
ThanksThe issue is not External Content type or external list but the look up column.
It's not possible to publish a look up column via the Content Type Hub.
If you need to do this then an alternate way is to use a Managed Metadata column instead, otherwise you will have to implement this via a feature.
Varun Malhotra
=================
If my post solves your problem could you mark the post as Answered or Vote As Helpful if my post has been helpful for you. -
Hi,
Please note we are using SQL Server 2008 for sharepoint. Does it matter for this issue?
Please help.
Thanks.Hi,
According to your post, my understanding is that you failed to open external list.
Please change the External Content’s connection properties’ Authentication Mode to BDC identity.
Then launch the SharePoint 2013 Management Shell and run the PowerShell commands to remove the error.
Here is a similar thread for your reference:
http://social.msdn.microsoft.com/Forums/sharepoint/en-US/69d937e6-f4a3-40e0-b57f-67cddb4ed12e/sharepoint-2013-unable-to-render-the-data-if-the-problem-persists-contact-your-web-server?forum=sharepointcustomization
Best Regards,
Linda Li
Linda Li
TechNet Community Support -
Setting the data source of an External List to a WCF Web Service
From SharePoint Online, I want to create/connect an External List to a SQL Azure data source. This will feed a Visio diagram so I want it to be able to refresh and dynamically retrieve
current data via Visio Services.<o:p></o:p>
I have a published WCF Web Service in place (Azure Website) connected to this database that consolidates data from multiple tables and returns a variety of generic lists. From
my readings, this should bypass the need for much of the security (e.g. secure store, etc...).
Can I do this? I'm not seeing an option to Create an ECT as in past versions to connect to this endpoint. Do I have to create something in Visual Studio to Import? Any direction
would be much appreciated.<o:p></o:p>
EdFind and increase these variables in IIS: maxRequestEntityAllowed and uploadReadAheadSize
I had a similar issue a while back due to these settings. They control data to and from ISAPI connections (of which CF is one) according to this article:
http://www.iis.net/configreference/system.webserver/serverruntime
Sorry, I cant recall off hand where exactly those settings are in IIS but a quick Google search should turn it up for you. -
How to make users to select the date from calendar control only, by my making the date text field read only (don't want to let users type the date) in date time control in external list in sharepoint 2010. I am looking for a solution which can
be done through sharepoint desginer / out of the box.
thanks.Congratulate you got the solution by yourself. I am new to a
WinForms calendar component, I feel so helpless on many problems even I'd read many tutorials. This question on the
calendar date selection did me a great favor. Cheers. -
How to read XML file and update the data in MS CRM 2011?
Hi Folks,
Can anyone please help me finding some references to read XML files and push the data to MS CRM 2011 preferably by using a console application.
Please let me know if any ways of handling it in simple ways.
Thanks,
SriHI,
How to read XML file:
https://social.msdn.microsoft.com/Forums/en-US/5dd7261b-86c4-4ca8-ba87-95196ef3ba50/need-to-display-xml-file-in-textboxes-edit-the-data-and-save-the-new-xml-file?forum=csharpgeneral
How to work with CRM:
ClientCredentials credentials = new ClientCredentials();
credentials.Windows.ClientCredential = new System.Net.NetworkCredential("USER", "Password", "Domain");
Uri uri = new Uri("http://server/Organization/XRMServices/2011/Organization.svc");
OrganizationServiceProxy proxy = new OrganizationServiceProxy(uri, null, credentials, null);
proxy.ServiceConfiguration.CurrentServiceEndpoint.Behaviors.Add(new ProxyTypesBehavior());
IOrganizationService service = (IOrganizationService)proxy;
//using "service" you can create, update and retrieve entities.
More information here about service functions:
https://msdn.microsoft.com/en-us/library/gg328198.aspx -
How to Insert Data in Database using BCS with out External List
Hi,
How to Insert,Update and Delete User Interface data using business connectivity service with out External List.Please suggest me solution.
Regards,
khadarOnce you've configured the external content type, you can interact with it using the BDC Object Models available to you. You can use server side or client side and interact with the database without an external list.
Check these links:
Server side:
http://msdn.microsoft.com/en-us/library/office/ff464357(v=office.14).aspx#sectionSection3
Client Side: http://msdn.microsoft.com/library/jj164116.aspx
Brandon Atkinson
Blog: http://sharepointbrandon.com -
Can I programmaly write data to Data Source Filter in view External List?
Hi, everybody. I need a help with external list. View in external list has parameter named "Data Source Filter" for write filter data for BCS query to DB. I wanna programmaly write data to this parameter but I haven't any ideas about class, property
or method what can write data to it. Any idea?
Aleksandr ShramkoHi Alexksandr Shramko,
To set the filter value for a SharePoint common list, SPView.SetViewXml property is used to set the filter value. Following thread contains sample to help get a better understanding about how to use it:
http://social.technet.microsoft.com/Forums/sharepoint/en-US/0ddca0f6-2b17-4f4a-9d66-f3d684ed4a11/how-to-set-orderedview-of-the-list-view-programmatically?forum=sharepointdevelopmentprevious
However, I haven’t make it work for external list. In this situation, I would suggest you to custom control to display the list item instead of customizing the existing list view filter. You can choose to use gridview or other table to show the data.
A sample here:
http://stackoverflow.com/questions/7647941/retriving-splistitem-through-external-lists-whose-source-is-from-sql-server-08
Thanks,
Qiao Wei
TechNet Community Support -
How to get Filtered external list data into infopath form
Hello ,
Below I am adding issue about filtered external list .
I Created a external list which contains columns like projectuid and project name , I am filtering the list by adding a custom webpart and after filtering it displays only the filtered rows .
I created a infopath form and i am using the same external list as data source . I am using the data source for an drop down list/ text box .My requirement is to display only the filtered values in the drop down list but its displaying all the values
present is in the external list .
Is there any possibility to get only the filtered values into the drop down list ?
IndreshActually, after thinking about it some more, you can filter the dropdown in InfoPath, but it depends on what you're filtering and whether that changes. If you want to filter it, you can go to the "control properties," then under "Entries," you can click
the button on the right. Then "filter data" in the popup.
As far as sending the information to a new list, you would have to use the "content organizer" under "manage site features" in your "site actions," or you would have to create a workflow in SP Designer.
cameron rautmann -
Hi,
I have created one external content type in sharepoint designer to insert/update/delete table data.
This table contains Primary key constraint.
Then I have added this external content type to Sharepoint out of box List.
Insert/Update/Delete is working fine. But when I am trying to insert record with the same id which is already exist in table, page crashed and its giving me following error:
“Violation of PRIMARY KEY constraint 'PK_tbl_Accounts'. Cannot insert duplicate key in object 'dbo.tbl_Accounts'.
The duplicate key value is (1). The statement has been terminated.”
So I want to handle this exception. Can we show any popup message to hide this error?
Thanks & Regards
RajniAvoid entering of primary from form if possible.
if not try to customize the new form with infopath and place your custom logic there.
http://lightningtools.com/uncategorized/modifying-external-list-forms-with-infopath-2010/
http://salnikan.wordpress.com/2011/07/26/prevention-of-duplicate-entries-based-on-two-or-more-columns-in-a-sharepoint-list/
Bala -
Login failed for user 'NT AUTHORITY\ANONYMOUS LOGON'. when open external list
Hi
i created a external list based on a external content type in shaepoint designer
but i got this error in event viewer when i open this list
Could not open connection using 'data source=xxxx;initial catalog=xxx;integrated security=SSPI;pooling=True;persist security info=false' in App Domain '/LM/W3SVC/1756231635/ROOT-1-130330475307091531'. The full exception text is: Login failed for user 'NT
AUTHORITY\ANONYMOUS LOGON'.
I created bcs service with Users Identity and my web application using claims based authentication
and sql server in seperate server under a domain.
all servers are in same domain
adilMost likely you are running into double-hope issue.
Read following article and implement the workaround that works for you.
http://www.spdoctor.net/Pages/message.aspx?name=login-failed-for-user-bdc
I am assuming your are using NTLM in your farm. If you are using Kerberos then check the following article.
http://blogs.technet.com/b/harmeetw/archive/2011/08/28/getting-login-failed-for-user-nt-authority-anonymous-logon-when-browsing-external-list-on-a-claims-kerberos-web-application.aspx
Amit
Maybe you are looking for
-
Updating my iPod touch 4th gen to iOS5 - I'm having trouble with syncing in general.
I first synced my iPod touch to my old computer on iTunes, and then I got my laptop and I downloaded iTunes, plugged in my iPod, and use it to download music. But the old computer broke, and we got a new one, with a different hardrive and everything.
-
The Creative Cloud application becomes inoperable continually on both my Windows 7 and 8.1 operating systems. I'm tired of re installing the application after deleting the OOBE file to get updates and syn settings between computers for Photoshop. Is
-
Addind text in a new line within a text box
Hi everyone, I have a classic text box component that i am using inside director. I want to show some text inside this text box in such a way that it should come in. For example I am adding "Item 1" , "item 2", " item 3" then every item should be pla
-
Cannot open mailbox system attendand- randomly
Hello, our environment have Exchange 2013 with CU7 installed, and lately receive weird problem that is not persistent but it unexplained. All databases mounted that are in DAG, all arbitration mailboxes good, in ADSIEDIT checked homeMDB, and it is no
-
Hi, Im creating a site for a client and wondering whether the built in contact form / code generated by Adobe Muse is secure from things like spam etc. I am exporting html not uploading to BC. Appreciate any help on the topic. Thanks