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 According to the blogger, Tanguy, MS has since changed and the solution he posted is no longer valid.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.
Related
I need to perform the procedure described here, but programmatically.
Some background: I am automating a setup procedure for an existing software product. This product integrates with Microsoft Dynamics 365 for Sales (online, not on-prem) and SharePoint Online. The setup process is, as of now, a manual series of steps. One of the steps consists in enabling server-based SharePoint integration for the organization.
I extensively searched Microsoft's documentation on Dynamics 365, specifically the Web API reference docs, but to no avail. I wonder if someone has had an experience doing this and if it is at all possible; if it is not possible we will be forced to have a manual step involved.
So far I have been working with the Dynamics SDK for .NET, but solutions using the Web API or PowerShell are welcome.
It is not possible.
See this issue in GitHub.
No it isn't, and is documented here: https://learn.microsoft.com/en-us/dynamics365/customer-engagement/developer/integration-dev/get-started-sharepoint-integration#enable-sharepoint-integration
"SharePoint integration for Customer Engagement can only be enabled using the web or Microsoft Dynamics 365 for Outlook. This isn’t supported through SDK."
I've had a look around and can't seem to find what I'm looking for (unless I have and didn't realise...)
I have been tasked with creating a basic CRM web based app so that it can be used on any device.
I am using MVC 5 to do this using SQL server to store all the required tables.
What I need to do know is be able to sync with an outlook exchange server so that the user can log in and their list of contacts/scheduled tasks are taken from the outlook information as well as be able to create/edit/delete etc the contacts + scheduled tasks and be able to post them back to the outlook server. ie without having to open a local Microsoft Outlook application.
Is this possible and if so does anyone know where I may be able to find a good enough source to help me learn this further.
thanks...
Tewr's comment is right on the spot as this is a scenario suited for EWS (Exchange Web Services).
If you're using MVC 5 to develop this application, it may be the most helpful to use EWS Managed API to access the Exchange server as it allows you to all of it in C#.
Managed API - http://msdn.microsoft.com/en-us/library/office/jj220499(v=exchg.80).aspx
Working with contacts - http://msdn.microsoft.com/en-us/library/office/ee693004(v=exchg.80).aspx
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
I'm tasked with writing a web app that will connect an internal employee and an external client while logging Case details. Our company recently switched over to Lync, so I'm a bit lost on the API for doing this.
Ideally, this would be a web app (C# & ASP.NET) so that the customer support department doesn't have to install something to every workstation. It would also mimic the behavior found in this article for sending an email to allow external users to connect.
Is UCMA required for this? We have a generic Lync account that could be used by a service to facilitate these requests if that would be more appropriate. I can also force the issue for using a desktop app if need be.
I'm just having a hell of a time finding the right API calls to make this happen on MSDN so any links to docs or tutorials would be a huge help.
Some research that doesn't quite point out what needs to be done:
UCMA: Chat with users not in AD
How do I Invite a user by email to a Lync 2010 chat session using the API?
you should take a look at this sample located at :%Program Files%Microsoft UCMA 3.0\SDK\Core\Sample Applications\Reference\ContactCenter
You'll find more details here : http://msdn.microsoft.com/en-us/library/hh285604.aspx
Hope that helped.
You should also take a look at UCWA - Microsoft's Unified Communications Web API.
Unified Communications Web API
It's a great platform for adding Lync functionality into your Web application, has an Online Demo with full source code as well.
I am writing a simple web application that needs to retrieve a list of customers from QuickBooks and display it in a DataGrid. I have the web connector installed and setup on the server hosting the QB data file using the web service example included in the SDK.
I can add the service to my project and interact with it, but when I try to find information about how to query QB using the web service all I can find are links to vague and mostly useless documentation. What I’m hoping someone here can do is provide a real example (code included) of how you submit a query to QB and display the results.
My environment:
QuickBooks 2009 Pro
IIS 7
C#.Net 3.5
Normally I have good success doing things like this, but for some reason this one has me stumped. Many have suggested that I should run far and fast from anything that involves integrating QuickBooks with anything. Come cant, it can’t be that hard.
As always, thanks in advance for any help you may offer.
Have you read the official developer's guide?
http://developer.intuit.com/uploadedFiles/QuickBooks_SDK/QBSDK/QBWC_proguide(1).pdf
What looks easiest in this scenario, if you have experience working with other odbc data sources in C#, would be to use an ODBC implementation of the QB data. I'm not sure if there are others, but there is a commercial one (with a free trial) available here: http://qodbc.com/