How to buid integration with Dynamics CRM Online

I have SQL Server 2014 OnPremise. How to use SSIS to fetch data automatically to Data Warehouse from Dynamics CRM Online?
Kenny_I

The easiest would be probably to use a commercial component, CozyRoc must do: http://www.cozyroc.com/ssis/dynamics-crm-connection
Otherwise I can direct you to a blog post http://blogs.msdn.com/b/crm/archive/2008/05/07/integrating-crm-using-sql-integration-services-ssis.aspx which is quite updated.
I remember somebody else who wanted to connect to MS Dynamics and he used http://www.kingswaysoft.com/products/ssis-integration-toolkit-for-microsoft-dynamics-crm solely.
Arthur My Blog

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CCX 9 integration with Dynamics CRM 2011?

Hi,
Please help me with intgeration of contact center 9 integration with Microsift Dynamics CRM 2011.
Please points me to some good documents. Is the coneector for Dynamics still available or EOS?
Regards,
Nirmal

Hi,
Yesterday we announced the release of the EchoSign for Microsoft Dynamics 2013 integration.
For more information please visit our blog, http://adobe.ly/1c1ovWG
The Dynamics 2013 integration includes:
Ability to send documents directly from within Leads, Opportunities, Contacts, and other Microsoft Dynamics entities including custom entities
Real-time status tracking of EchoSign transactions with visibility to EchoSign events in the Dynamics Activity Feeds
Automatically merging data from Microsoft Dynamics fields into contracts, and push data from signers back to Dynamics fields
Ability to attach invoices or custom reports and send them for signature. This allow dynamic generation of documents and forms using the native Microsoft capability and be able to leverage that within our integration
Record and store the signed agreements and the audit trail that capture each step in a contract’s history

Integrating TFS with Dynamics CRM CrmSvcUtil.exe for proxy generation in CI builds

Hello
I want to know if someone has been done integration with TFS using CI Builds for regenerate the .cs classes that the tool CrmSvcUitil.exe (Dynamics sdk) provide.
I have done something similar in the past with VS 2010 SDK, in Build Server calling "run custom tools" command for regenerate the edmx file structure before compile the solution.
Any ideas?
regards,
Javier

Hi Javier,
Based on your description, it's reasonable to change the post to a general discussion post.
If you want to get information about TFS integration with Dynamics, there is a third party tool can integrate TFS and Dynamic CRM. It sends data (e.g., bugs, features, etc.) from CRM to TFS. In addition, it updates CRM based on TFS activity. You can check
this
page for more information.
If you want to do build extention by using VS 2010 SDK, and do the integration with TFS. You can post your code and elaborate the details in
Visual Studio Integrate forum
for a better respose.
If it's not your scenario, please elaborate more or change it to a general discussion post.
Best regards,
We are trying to better understand customer views on social support experience, so your participation in this interview project would be greatly appreciated if you have time. Thanks for helping make community forums a great place.
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Connecting soap logger to dynamics crm online 2013

using soap logger to connect to dynamics crm online its getting error.how to connect with soap logger and get that soap request and responses from using C#.
This is my error pic.
hsk srinivas

i specified yes as well before. its throwing me error like this below is the screen shot.
hsk srinivas
Seems that you have to install
Identity Foundation.
Dynamics CRM MVP/ Technical Evangelist at
SlickData LLC
My blog

Error while uploading report in Microsoft Dynamics CRM Online

I have created a report using fetch-xml query for Microsoft Dynamics CRM Online. In this field, I have created a custom enity which has "Last Accessed Date Time" field of type "DateTime". This field stores the value in GTM. I am retrieving
the value of this field using fetch-xml query. Also, I want to calculate the difference between the current DateTime and the value (in the locale and not in GMT) of this field in "Hours Minutes Seconds" format. I
have written an expression for the same in reportas follows.
(IIF(((INT((DateDiff(DateInterval.Second, DateTime.SpecifyKind(DateTime.Parse(Fields!new_lastaccesseddatetime.Value), DateTimeKind.Utc).ToLocalTime(), DateTime.Now))/60))>60), INT(((((DateDiff(DateInterval.Second, DateTime.SpecifyKind(DateTime.Parse(Fields!new_lastaccesseddatetime.Value),
DateTimeKind.Utc).ToLocalTime(), DateTime.Now)))/60)) / 60), 0))
& "Hours"&
(IIF(((INT((DateDiff(DateInterval.Second, DateTime.SpecifyKind(DateTime.Parse(Fields!new_lastaccesseddatetime.Value), DateTimeKind.Utc).ToLocalTime(), DateTime.Now))/60))>60), INT((((DateDiff(DateInterval.Second,DateTime.SpecifyKind(DateTime.Parse(Fields!new_lastaccesseddatetime.Value),
DateTimeKind.Utc).ToLocalTime(), DateTime.Now)))/60) Mod 60), INT((DateDiff(DateInterval.Second, DateTime.SpecifyKind(DateTime.Parse(Fields!new_lastaccesseddatetime.Value), DateTimeKind.Utc).ToLocalTime(), DateTime.Now))/60)))
& "Minutes" &
((DateDiff(DateInterval.Second, DateTime.SpecifyKind(DateTime.Parse(Fields!new_lastaccesseddatetime.Value),
DateTimeKind.Utc).ToLocalTime(), DateTime.Now)) Mod 60)
& "Seconds"
This works fine in visual studio. But, when tried to upload the same report in CRM Online organization, it gives the following error.
Any idea how to solve this issue?

I have found the following useful link-
- support.microsoft.com/.../en-us
The error occurred because I have used some functions("Int", "DateTime.SpecifyKind(DateTime.Parse(Fields!new_lastaccesseddatetime.Value), DateTimeKind.Utc).ToLocalTime()") in my ssrs report which are not supported by CRM Online., though
it works fine in visual studio.

MS Word integration with SAP CRM: can a PDF be created from the MS Word doc

21/11
Gurus,
I know have a better understanding of the topic but still have 2 open questions.
I now know that StreamServe cannot read .DOC files but can read and work with .PDF files.
Since we are in a SAP forum and not a StreamServe forum,
1/ I am wondering if SAP CRM 2007 can convert the MS Word generated and populated documents into .PDF. Possibly immediatly.
2/ Can the MS Word generated and populated documents be saved by SAP CRM 2007 as .XML files?
Thanks again.
Dear All,
On my project, there is a requirement to generate ad-hoc and amendable letters in CRM (2007).
We might have +150 letters so I am thinking about using MS Word integration with SAP CRM to deliver this.
With SAP CRM 2007, I understand that it is indeed possible to generate WebServices that will then be consumed by Word templates through the mail merge functionality. So agents will not have to enter BP name, address and so on. All this can be done by configuration which is great.
My point of concern is how to integrate this design to StreamServe for printing purpose (we do not want to go into local printing)
Can StreamServe collects the Word generated document?
Should this Word document be converted as PDF before or can StreamServe do it?
Should StreamServe exploits the XML contents within the Word generated document?
Thanks for your help and insights about this.
Brice.
Edited by: Brice Vialle on Nov 21, 2008 9:26 PM
Edited by: Brice Vialle on Nov 21, 2008 9:34 PM

Hi Chris,
    Your advice helps me a lot, thank you.
    I upload an XML-Format template Word Doc to server as a MIME Object.
    When OfficeControl is started in Web Dynpro, OfficeControl automatically open the XML-Format template.
   For the first time, I get the XString-type Context attribute bind to the content of the Word Doc,
   then translate it to string, I got the XML-format content, it's great!
   However, after the first time, when I input any new contents in MS Word in Web Dynpro,
   no matter I execute "Ctrl + S" or click the "savedocument" button,
   when I translate the XString Context attribute to String, I got messy code. (but the first time, it is good plain text)
   I use the function module: ECATT_CONV_XSTRING_TO_STRING (good for first time, dump after first time),
   SCMS_XSTRING_TO_BINARY, SCMS_BINARY_TO_STRING (good for first time, messy code after first time).
   My Demo source code is in: (system) SMV --> (local object) zhaode --> (Dynpro Component) ztest_office_control
   core source code is as:
   clear itab.
CALL FUNCTION 'SCMS_XSTRING_TO_BINARY'
    EXPORTING
      BUFFER = lv_datas
    IMPORTING
      OUTPUT_LENGTH = lv_length
    TABLES
      binary_tab = itab.
CALL FUNCTION 'SCMS_BINARY_TO_STRING'
    EXPORTING
      input_length = lv_length
      mimetype = 'text/plain; charset=utf-8'
    IMPORTING
      text_buffer = lv_datas_string
      output_length = lv_data_len
    TABLES
      binary_tab = itab.
    Can you give me some advice?
Best Regards,
Derek

JavaScript files are not being updated while updating managed solution over Dynamics CRM Online

Hi Support,
While I am updating a managed solution over Dynamics CRM 2013 Online, JavaScript files are not being updated and is showing the source as of the last version of the managed solution.
I tried the same versions of solution on my CRM 2013 on-premise install (test organization) and it updated successfully.
This is a bit urgent issue. Please suggest how to resolve this.
Online version of the CRM is
Microsoft Dynamics® CRM Online Spring '14
(6.1.1.1855) (DB 6.1.1.1847)
blog: <a href="http://technologynotesforyou.wordpress.com">http://technologynotesforyou.wordpress.com</a> | skype: ali.net.pk

Our technical team managed to find the immediate cause for the problem, and a solution.
According to them there was a corruption on a speciffic OLAP file. By deleting it, they allowed it to be recreated on the next application processing. The file in question was found in \Microsoft SQL Server\MSSQL.2\OLAP\Data\UGF.0.db\<APPLICATION>.38.cub.xml
Where <APPLICATION> is the name of the problematic cube.
After that everything is working.

Fetch-Xml based report (to count User Access in the last 6 months ) for Microsoft Dynamics CRM Online

Hi,
I have created a User Access report for CRM on-premise using SQl query in the following format. One row corresponds to one user in organization. Currently, I am using Microsoft Dynamics CRM Online trial version and have two users in my organization.
I want to the same report for CRM Online environment. Only Fetch-Xml based custom reports are supported by CRM online environment hence this SQL query cannot be used.
I have already written fetch-xml query to retrieve user access records ("audit" entity records) in "last-x-months" (where x = 1,2,3,4,5,6) as below.
I am able to retrieve the records with "last-x-months" condition at a time, for example, the last-2-months in my fetch-xml query only.
For, example, when I retrieve the records in the last-2-months, it also includes the records in the last month. I want to count the records in the 2nd month only that is the difference between these two. The difference will be my 2nd column.
Similarly, I want the other columns.
For the case in the above example, I have created the two separate datasets to get the record-count for the last month and last-2-months. But, I am not able to use the two datasets in the same table in my report and hence not able to calculate the difference.
Is there any way to solve this problem?

Hi,
I have modified my Fetch-XML query to retrieve all the required User Access records and removed aggregation and counting and grouping from the query as well. Did grouping and counting in SSRS. Now the report works fine as shown in the above picture.

Melita Predictive Dialer Integration with SAP CRM WebIC

Hello All,
Does any one have any information about "Melita Predictive Dialer" integration with SAP CRM Web IC.
Please let me know.
Thanks
Amar Reddy

Hello Amar,
I am only aware of a few customers who have integrated predictive dialing into the Interaction Center, and those customers all used Genesys or Avaya. I'm not aware of anyone who has done this with Melita yet.
By the way, I wrote a high-level Blog on the topic of automated dialing available on PBX:
Link:Does Automated Outbound Dialing Fit in Your CRM / Call Center Strategy?
Warm regards,
John

Do you have support to integrate echosign with Dynamics CRM 2015, If Not, When it will be possible.?

Do you have support to integrate echosign with Dynamics CRM 2015, If Not, When it will be possible?

Hey Mantas,
Do not expect that feature any time soon. I do not even see that being a feature this year.
Considering all that is going on and required to be finished and sorted a lot more is/will need to be done.
In terms of what you can do I have done things like used the refer a friend form which you can style and use that to send emails out to the needed people. I have submitted multiple web forms with ajax etc as well.
You have the custom fields for the people and emails (if not you can add them) and you can use those to send emails off to people, you just do not have a workflow so your not pestered with it but the notification message is the one that goes out and can have a template applied.
So there is a number of things you can do to get that going along those lines. I have done a few variations of this on different sites.
Warning note though - Ajax submission for custom web forms has a total character limit (all fields) of 1024 characters, which is not a lot.

Is Dynamics CRM Online available in Nigeria?

I'm wondering if anyone can conclusively tell me if Dynamics CRM Online is available in Nigeria?

I'm wondering if anyone can conclusively tell me if Dynamics CRM Online is available in Nigeria?
Yes, it's available.
http://www.microsoft.com/online/international-availability.aspx
And if you want to see a map of the supported countries:
http://www.crmanswers.net/p/microsoft-online-services-internati.html
My blog: www.crmanswers.net -
Rockstar 365 Profile

How an sale order Created in CRM online will be reflected in MSA

Hi,
Could any one explain how the sale order created in CRM online reflected in MSA.
Give me an idea how data from CRM application is tranfered to MSA.?what is the role of MDW and MAR(mobile application repository) in mobile sales?.
Edited by: Shiva kumar avvula on Jul 23, 2008 11:36 AM

hi,
You can create sales transactions, that is, quotations or sales orders, on both the mobile client and in CRM Enterprise. You can access your documents at any time and place. You can make changes to them as required, for example in the office, or on a laptop during a customer visit. Sales transactions are exchanged between systems using CRM Middleware so that you are always informed about current quotations and inquiries.
First CRM data will store in CDB( consolidate data base), from here transactional data will transfer to MObiles through communication station.
Database that contains data relevant to replication (CDB tables) for mobile scenarios. The CDB is a logical part of the entire CRM database, which also contains application data.
What evet the data coming from CRM online that will convert into SBDOC and thorugh communication station it will reach mobiles.
for more details check the link.
http://help.sap.com/saphelp_crm60/helpdata/en/29/53583c2e39e433e10000000a114084/frameset.htm
Regards
Srinu

We have office 365 subscription and we need to merge our Microsoft Dynamics CRM online subscription to office

Hi,
We have office 365 subscription and we need to merge our Microsoft Dynamics CRM online subscription to office 365
For organization: Softtrends Software Pvt Ltd (https://softtrendssoftwarepvtltd.crm5.dynamics.com)
Office 365 organization : Softtrends Software Private Limited
[email protected]

Hi there,
If you already have two different Microsoft Online services accounts, then this is no easy task. If you sign up for two Microsoft Online services, using two different Microsoft Online services ID's, you basically need to choose which one to throw away, and
then do a migration from one to another.
If you have a lot of data in both of them, you could cross your fingers, and make a Service Request to Microsoft, hoping that they could do some magic for you, or at least tell you which migration track that's the easiest one.
The important part is that you first sign in to the service you want to keep, and then register for a new one using Sign in, in stead of Sign up. This way they are automatically liked to the same Windows Azure Active Directory tenant.
I hope I understood your question, and was able to help you here.
/Anders Eide

Test runner freezing when used with Dynamics CRM (and other apps) - Both applications freeze and never come back...

We are trying to use test runner with dynamics CRM.
MS Dynamics CRM will freeze and will not respond (even after 10 - 15 minutes). When this happens, the test manager will either freeze or a message will apear saying "waiting for application under test".
We are not recording action recordings...This makes using test manager impossible. It happens consistently, starting with slowing the PC down (mouse moving slowly, slow to load in new screens, drop downs etc) eventually leading to the app freezing.
Tried on windows xp, windows 7 etc on various specs of pcs.

I am experiencing this same issue with
Test runner freezing when used with Dynamics CRM. I notice this was first posted in June of 2010 and so far no
resolution? I was wondering if it could be related to memory issues? Do you have any troubleshooting ideas? The
issue for me seems to be sporadic and I can't
reproduce it every time.
The message I get is "waiting on application under test".
DLM

How Can I use Microsoft Dynamics CRM to SharePoint

I did the integration of CRM with SharePoint, but I would to know if I need buy a license to this product, because i bought SharePoint Server, or is sufficient with the integration about the file list.wsp
Thans.

Dynamics CRM is a separate server license and separate User CALs. Yes, you do need to purchase it completely separately.
Trevor Seward
Follow or contact me at...
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This post is my own opinion and does not necessarily reflect the opinion or view of Microsoft, its employees, or other MVPs.

How to buid integration with Dynamics CRM Online

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