I am new to the Salesforce CRM world and i need to write a generic connector/plugin in C# to connect to Salesforce CRM DB for one of our product.
Idea is that for which ever customer we want to provide our services to, we would obtain all their CRM data by using our plugin and store it locally into our DB. Although, our local DB would also be stored on Cloud, however initially even if we can figure out first how to do it with on premise SQL DB, we can migrate it later on.
Also, we would want some sync capability onto this connector which can continuously sync data from CRM on a periodic basis. Any help/pointers will be greatly appreciated.
You have a few options:
Use the Salesforce API and build a wrapper yourself. You need to setup developer account etc.
http://www.salesforce.com/us/developer/docs/api/index.htm
http://www.maatech.com/dotnetframework/using-salesforce-com-in-c.html
Use a 3rd part DLL to connect to Salesforce and make it easy to work with Salesforce objects. Most of the DLLs are paid versions with trial facility.
http://visualstudiogallery.msdn.microsoft.com/a639fe58-54b6-429b-b875-1584c365afb7
http://visualstudiogallery.msdn.microsoft.com/f6ecab53-dec5-4aca-b559-ce39315f6781
There are a set of prerequisites that you need to get done in order to interact with salesforce API using the C# .NET.
Username and Password (salesforce logins)
SOAP API (WSDL file)
Security Token
Related
We'd like to create some C# services to intereact with the Microsoft Common Data services.
We are not using Microsoft Dynamics (we might in the future, but that's maybe and not now), so https://<organization-name>.crm.dynamics.com does not seem applicable.
Is there somewhere I should be able to find the Service Uri?
And what do I need to put for most of the other properties? Which ones are required?
Working the Azure Portal, I can usually click around to find Connection Strings.
Is there someway I can do that within Power Apps?
Actually it IS the same as dynamics, since Dynamics in the cloud is built on the PowerPlatform.
checkout here for connection string info examples:
https://learn.microsoft.com/en-us/powerapps/developer/data-platform/xrm-tooling/use-connection-strings-xrm-tooling-connect
How do I from an external c# application insert and/or update a Customer in Dynamics 365 Finance & Operations?
Do I use the OData interface?
Do I use a Azure Service Bus?
Or do I use something else?
Do I need to code something on the Azure side or does existing functionality exist so that I can Create and Update a customer from an external application already?
I need some pointers/example where to read up on how to solve the above problem.
I have read on microsofts site https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/data-entities/odata. But all that information is kinda vague, and there are, i think, alot of ways to solve the problem.
THere are several ways to do it but a simple and low code would be for example in Azure.
You can create an Azure Logic App that has as a trigger a HTTP Reciever , from your C# app you can post to this endpoint whatever data you want. You can further transform the data posted there, add conditions and so on... and finally you can use CDS connector to update or insert a record.
Here where you can read more about it:
LogcApps
Trigger
CDS Connector
When creating a new service for my Windows Phone 8.1 database is also created for that service.
Instead of using service created database, can I use my own database which is located in webhost4life.com? Can I use this database, located on that server, for data adding.
By default, whenever you create a mobile service, you're required to specify a SQL database as well. You do not need to use this database. You can connect to any database you want to, from your mobile service backend code, and do whatever you want.
Just note that might need to create custom API calls, rather than the built-in CRUD operations, since the CRUD operations take advantage of a table class derivative that takes care of a lot of ORM-based things for you. If you plan on bypassing all of that, then the custom API route will let you do that.
Yes you absolutely can ! Check out this blog post on how to connect mobile services to a MongoDB backend. You just need to overwrite the backend scriptlets to handle the CRUD operations http://blogs.msdn.com/b/azuremobile/archive/2014/04/14/creating-mongodb-backed-tables-in-azure-mobile-services-with-net-backend.aspx
When you create a mobile service,a SQL database is required by default. But Microsoft Azure also provide options to make it easy to take advantage of existing assests in building a mobile service. Supported assets include any resource that runs on a static TCP port, including Microsoft SQL Server, MySQL, HTTP Web APIs, and most custom web services.
See details at https://azure.microsoft.com/zh-cn/documentation/articles/mobile-services-dotnet-backend-use-existing-sql-database/ and https://azure.microsoft.com/zh-cn/documentation/articles/mobile-services-dotnet-backend-hybrid-connections-get-started/
I am new to ZohoCrm.
Instead of passing the hardcoded data from c# to zoho CRM, I need to pass the data from the database table to Zoho. Then I need to synchronize both the database and update it to CRM
Can any one help me?
From http://www.zoho.com/crm/help/api/
Zoho CRM provides API (Application Programming Interface) for
integrating CRM modules with third-party applications such as,
accounting, ERP, e-commerce, self-service portals and others. With the
Zoho CRM API, you can extract CRM data in XML or JSON format and
develop new applications or integrate with your existing business
applications. As the Zoho CRM API is independent of programming
languages, you can develop applications in any programming language
(Java, .Net, C, C++, PHP, etc.).
.NET client for interacting with Zoho CRM service https://github.com/deveel/zohocrmsharp.
Your work is the custom logic for "pass the data from data base table to Zoho"
I'm a PHP Developer that recently got introduced to Dynamics CRM Online as I am building an application that needs to pull Customer details directly from a Dynamics CRM Online account to populate a Customer selection list.
I've gone through a number of options including:
http://mscrmtools.blogspot.com/2012/08/php-to-crm-online-easy-way-to-do.html
But I was unable to authenticate at all. According to the blogger, Tanguy, MS has since changed and the solution he posted is no longer valid. I am unable to locate a new solution for connect.
I've even tried the Dynamics SDK (http://www.microsoft.com/en-us/download/details.aspx?id=24004) but I've never done C# coding so I'm at a lost and it seems the samples weren't even compiling anyway. At the same time, I'm not sure this tool was even meant for pulling data from Dynamics CRM Online or the user hosted version.
If there's anyone who can help, it would be greatly appreciated as I've been trying to figure this out for days and trying various options only to continually hit dead end after dead end.
Thanks so much in advance.
My suggestion in this situation is always to create a C# Web Service that will act as a bridge between CRM and your php code.
The Web Service use .NET so can easily pull the data from CRM, and because is a Web Service you can consume it by any platform (with SOAP or REST is your decision)
I have been working through a CRM Online - PHP connector for the last few months. I have no server to host C# code so i've been restricted to connecting to CRM using PHP.
I have managed to get Office 365 and Windows Live authentication working (in the near future all Windows Live users will be migrated to Office 365). I have been starting to document my process here.
http://crmtroubleshoot.blogspot.com.au/2013/07/dynamics-crm-2011-php-and-soap-using.html
After spending a fair bit of time on this connection I find myself agreeing with Guido Preite. If you are in a position to host a C# Web Service somewhere then this is probably worthwhile.