Ms word Macro to extract Great Plains Dynamics CRM 2015 Data

Question

Hello,
I have a macro in MS Word that I am trying to use from a remote server (URL)
How do I reconfigure my datasource to utilize a url such as:
http://555.555.00.000/ABCCRM/main.aspx#960021546
Sub LoadOpportunityList()
' LoadOpportunityList Macro
    Set opportunityList = ActiveDocument.SelectContentControlsByTitle("OpportunityNumber").Item(1)
    Dim cnn As New ADODB.Connection
    Dim rst As New ADODB.Recordset
    cnn.Open "Provider=SQLOLEDB;" & _
"Data Source=ABCCRM\DB1;" & _
"Initial Catalog=ABC_MSCRM;" & _
"User Id=sa;" & _
"Password=abc123"
    rst.Open "SELECT DISTINCT ws_opportunitynumber FROM Opportunity WHERE ws_opportunitynumber IS NOT NULL AND StateCode = 0 AND StepName = '2 - Estimating' Order By ws_opportunitynumber;",
cnn, adOpenStatic
    rst.MoveFirst
    With ActiveDocument.SelectContentControlsByTitle("OpportunityNumber").Item(1).DropdownListEntries
.Clear
Do
.Add rst![ws_opportunitynumber]
rst.MoveNext
Loop Until rst.EOF
    End With
    rst.Close
    cnn.Close
    Set rst = Nothing
    Set cnn = Nothing
End Sub
Sub LoadOpportunityDetails()
' LoadOpportunityDetails Macro
    Set opportunityList = ActiveDocument.SelectContentControlsByTitle("OpportunityNumber").Item(1)
    Call GetOpportunityDetails(opportunityList.Range.Text)
End Sub
Private Sub GetOpportunityDetails(OpportunityName As String)
    Dim cnn As New ADODB.Connection
    Dim rst As New ADODB.Recordset
    cnn.Open "Provider=SQLOLEDB;" & _
"Data Source=Server1\DB1;" & _
"Initial Catalog=ABC_MSCRM;" & _
"User Id=sa;" & _
"Password=abc123"
     rst.Open "SELECT TOP 1 * FROM WS_PROPOSALDATA Where ws_opportunitynumber ='" & OpportunityName & "';", _
cnn, adOpenStatic
'    rst.Open "SELECT TOP 1 Address1_Street1, Address1_Street2 FROM OpportunityBase Where Name ='" & OpportunityName & "';", _
cnn, adOpenStatic
    rst.MoveFirst
    Set proposaldate = ActiveDocument.SelectContentControlsByTitle("ProposalDate").Item(1)
    Set projecttype = ActiveDocument.SelectContentControlsByTitle("ProjectType").Item(1)
    Set projectname = ActiveDocument.SelectContentControlsByTitle("ProjectName").Item(1)
    Set opportunitycontact = ActiveDocument.SelectContentControlsByTitle("OpportunityContact").Item(1)
    Set customerquoteto = ActiveDocument.SelectContentControlsByTitle("CustomerQuoteTo").Item(1)
    Set quotetoaddress1 = ActiveDocument.SelectContentControlsByTitle("QuoteToAddress1").Item(1)
    Set quotetoaddress2 = ActiveDocument.SelectContentControlsByTitle("QuoteToAddress2").Item(1)
    Set quotetocity = ActiveDocument.SelectContentControlsByTitle("QuoteToCity").Item(1)
    Set quotetostate = ActiveDocument.SelectContentControlsByTitle("QuoteToState").Item(1)
    Set quotetozip = ActiveDocument.SelectContentControlsByTitle("QuoteToZIP").Item(1)
    Set billtocustomer = ActiveDocument.SelectContentControlsByTitle("BillToCustomer").Item(1)
 '   Set billtoaddress1 = ActiveDocument.SelectContentControlsByTitle("BillToAddress1").Item(1)
 '   Set billtoaddress2 = ActiveDocument.SelectContentControlsByTitle("BillToAddress2").Item(1)
 '   Set billtocity = ActiveDocument.SelectContentControlsByTitle("BillToCity").Item(1)
 '   Set billtostate = ActiveDocument.SelectContentControlsByTitle("BillToState").Item(1)
 '   Set billtozip = ActiveDocument.SelectContentControlsByTitle("BillToZIP").Item(1)
    Set locationcustomer = ActiveDocument.SelectContentControlsByTitle("LocationCustomer").Item(1)
    Set locationaddress1 = ActiveDocument.SelectContentControlsByTitle("LocationAddress1").Item(1)
    Set locationaddress2 = ActiveDocument.SelectContentControlsByTitle("LocationAddress2").Item(1)
    Set locationcity = ActiveDocument.SelectContentControlsByTitle("LocationCity").Item(1)
    Set locationstate = ActiveDocument.SelectContentControlsByTitle("LocationState").Item(1)
    Set locationzip = ActiveDocument.SelectContentControlsByTitle("LocationZIP").Item(1)
    Set contactname = ActiveDocument.SelectContentControlsByTitle("ContactName").Item(1)
    Set contactemail = ActiveDocument.SelectContentControlsByTitle("ContactEmail").Item(1)
    Set contactphone = ActiveDocument.SelectContentControlsByTitle("ContactPhone").Item(1)
    Set servicemgrname = ActiveDocument.SelectContentControlsByTitle("ServiceMgrName").Item(1)
    Set servicemgremail = ActiveDocument.SelectContentControlsByTitle("ServiceMgrEmail").Item(1)
    Set servicemgrphone = ActiveDocument.SelectContentControlsByTitle("ServiceMgrPhone").Item(1)
    Set customerservicename = ActiveDocument.SelectContentControlsByTitle("CustomerServiceName").Item(1)
    Set customerserviceemail = ActiveDocument.SelectContentControlsByTitle("CustomerServiceEmail").Item(1)
    Set customerservicephone = ActiveDocument.SelectContentControlsByTitle("CustomerServicePhone").Item(1)
    Set technicianname = ActiveDocument.SelectContentControlsByTitle("TechnicianName").Item(1)
    Set technicianemail = ActiveDocument.SelectContentControlsByTitle("TechnicianEmail").Item(1)
    Set technicianphone = ActiveDocument.SelectContentControlsByTitle("TechnicianPhone").Item(1)
    Set Location = ActiveDocument.SelectContentControlsByTitle("Location").Item(1)
    Set ProposalNumber = ActiveDocument.SelectContentControlsByTitle("ProposalNumber").Item(1)
    proposaldate.Range.Text = rst![ws_proposaldate]
    projecttype.Range.Text = rst![ws_bidtype]
    projectname.Range.Text = rst![Name]
    opportunitycontact.Range.Text = rst![ws_endcustomercontactidname]
    customerquoteto.Range.Text = rst![QuotedToName]
    quotetoaddress1.Range.Text = rst![QuotedToaddress1_line1]
    quotetoaddress2.Range.Text = rst![QuotedToaddress1_line2]
    quotetocity.Range.Text = rst![QuotedToaddress1_city]
    quotetostate.Range.Text = rst![QuotedToaddress1_stateorprovince]
    quotetozip.Range.Text = rst![QuotedToaddress1_postalcode]
    billtocustomer.Range.Text = rst![BillToName]
 '   billtoaddress1.Range.Text = rst![BillToaddress1_line1]
 '   billtoaddress2.Range.Text = rst![BillToaddress1_line2]
 '   billtocity.Range.Text = rst![BillToaddress1_city]
 '   billtostate.Range.Text = rst![BillToaddress1_stateorprovince]
 '   billtozip.Range.Text = rst![BillToaddress1_postalcode]
    locationcustomer.Range.Text = rst![Location]
    locationaddress1.Range.Text = rst![ws_Address1]
    locationaddress2.Range.Text = rst![ws_Address2]
    locationcity.Range.Text = rst![ws_Addresscity]
    locationstate.Range.Text = rst![ws_Addressstate]
    locationzip.Range.Text = rst![ws_AddressZip]
    contactname.Range.Text = rst![MaintenanceSalesRepfullname]
    contactemail.Range.Text = rst![MaintenanceSalesRepemailaddress1]
    contactphone.Range.Text = rst![MaintenanceSalesReptelephone1]
    servicemgrname.Range.Text = rst![AreaServiceManagerfullname]
    servicemgremail.Range.Text = rst![AreaServiceManageremailaddress1]
    servicemgrphone.Range.Text = rst![AreaServiceManagertelephone1]
    customerservicename.Range.Text = rst![CustomerServiceRepfullname]
    customerserviceemail.Range.Text = rst![CustomerServiceRepemailaddress1]
    customerservicephone.Range.Text = rst![CustomerServiceReptelephone1]
    technicianname.Range.Text = rst![Technicianfullname]
    technicianemail.Range.Text = rst![Technicianemailaddress1]
    technicianphone.Range.Text = rst![Techniciantelephone1]
    Location.Range.Text = rst![Location]
    ProposalNumber.Range.Text = rst![ProposalNumber]
'    Set street1 = ActiveDocument.SelectContentControlsByTitle("Address1").Item(1)
'    Set street2 = ActiveDocument.SelectContentControlsByTitle("Address2").Item(1)
'    street1.Range.Text = rst![Address1_Street1]
'    street2.Range.Text = rst![Address1_Street2]
    rst.Close
    cnn.Close
    Set rst = Nothing
    Set cnn = Nothing
End Sub
John

Answer 1

Hi,
    Use the config file in your project as explained below.
https://msdn.microsoft.com/en-us/library/16e74h9c.aspx?f=255&MSPPError=-2147217396
Hope this helps.
Minal Dahiya
blog : http://minaldahiya.blogspot.com.au/
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