I am trying to create a dashboard for Dynamics CRM 4.0 using the telerik silverlight rad controls and charts. what is the easiest/fastest way to link my project to CRM?
You'll either need to use the CRM web services API to query for data, or if you can access the SQL Server database directly, you could query the SQL views that CRM generates. These are the only ways of accessing data in CRM that are supported by Microsoft.
As a starter, check the Dynamics CRM SDK documentation for technical information about Dynamics CRM and the web services API:
http://msdn.microsoft.com/en-us/library/bb928212.aspx
If you want to use the SQL views, also check the Report Writers Guide - this is guidance for people writing SSRS reports for CRM, but should provide useful information:
http://msdn.microsoft.com/en-us/library/bb955081.aspx
If you use the views, you should always use the ones named 'Filtered...' as these will respect the authenticated users' security role (ie. they prevent users seeing data they wouldn't normally see when using CRM via the UI.)
Information on Filtered Views:
http://msdn.microsoft.com/en-us/library/cc308184.aspx
Related
I have published the Power BI report from there we need to download the dataset/export it as an Excel sheet.
How can I achieve the same?
and my published we link is here.
enter link description here
You can't export data from report published to web. This is one of the limitations of this feature:
Limitations
Publish to web is supported for the vast majority of data sources and reports in the Power BI service, however, the following are not currently supported or available with Publish to web:
Reports using row level security.
Reports using any Live Connection data source, including Analysis Services Tabular hosted on-premises, Analysis Services Multidimensional, and Azure Analysis Services.
Reports shared to you directly or through an organizational content pack.
Reports in a group in which you are not an edit member.
"R" Visuals are not currently supported in Publish to web reports.
Exporting Data from visuals in a report, which has been published to the web.
ArcGIS Maps for Power BI visuals.
Reports containing report-level DAX measures.
Single sign-on data query models.
Secure confidential or proprietary information.
Shared and certified datasets.
The automatic authentication capability provided with the Embed option doesn't work with the Power BI JavaScript API. For the Power BI JavaScript API, use the user owns data approach to embedding.
You need to enable the visual header and then you should be able use the ellipses to get to the data options.
Also make sure the visual headers are turned on for the target visuals.
You should then see the option to export.
Find more info in the documentation here
A custom entity for storing email templates is created in my Dynamics CRM - 2011 on-premise instance. I can see the entity in CRM instance but not able to find it in SQL Server CCRM database. Any help on how to query the entity schema in DB?
I have to move all the templates stored to a new on-premise CRM instance. Is there a better way to achieve this?
Thanks.
You should be able to find two tables:
[YourOrganization_MSCRM].[dbo].[EntitySchemaNameBase]
[YourOrganization_MSCRM].[dbo].[EntitySchemaNameExtensionBase]
Copying data directly into the CRM SQL database is unsupported. In general, the only supported direct use of CRM's SQL database is to read from the Filtered Views and create custom indexes.
It would be best to copy the templates to the new instance in a supported way. Supported ways to import data into CRM include writing custom code against the SOAP or REST Organization Services, using an ETL tool that provides a Dynamics CRM Connector (such as Scribe or KingswaySoft on SSIS), and the Bulk Import Wizard.
Depending on how much data you're moving, the easiest way to go is probably to export to Excel and import into the new system via the Bulk Import Wizard.
Otherwise, the CRM 2011 SDK provides the DLL's and examples for writing C# to hit the SOAP service, as well as an example JavaScript library for using the REST endpoint (sdk.rest.js).
The company I work for uses Microsoft Dynamics CRM to track our clients and is hosted through Office 365. It has the most up-to-date client information.
Up until now we have been maintaining a second database with duplicate data that is used for the internal database... as you might have guessed it doesn't get updated with the latest information, so we run into issues where a query is run and pulls out of date client information.
Instead of queries using the internal database's client list, I want to pull the data from the CRM database. Has anyone done this before and have experience with it? Not finding much on it. The URL is something like https://businessname.crm.dynamics.com. Oh and I am using Django.
You can't access the database for CRM online. However CRM has a number of web services which provide easy access to data, you will probably want to use the Web API.
There is a lot of documentation available on the MSDN; Use Microsoft Dynamics 365 web services.
I can't believe that I have not yet found the answer to this question.
All I want to know is where to start in terms of using SQL tools (queries or SSIS I assume) to query CRM online (2013) and bring data into a table.
Is this even possible?
I want to download data, then I want to transform then I want to put it back. I'm sure I can work out that once I know to start!!!
Many thanks, Warren
Unfortunately, CRM Online doesn't give you direct access to the database layer via SSMS.
There are some good samples in the CRM SDK that show how to retrieve data if you are up for writing some C#. This is their intro sample for how to connect to your CRM instance, gather some data, display it, and then update the entities. http://msdn.microsoft.com/en-us/library/hh675400.aspx
Once you manage to connect to your CRM instance, you will have access to all of your CRM data objects.
What I can suggest you based on my experience is you can get Data From CRM Online to your SQL using SSIS and you can use SSIS Integration Toolkit for CRM for it.
I'm in a position of evaluating products / approaches to build Business Intelligence Dashboards on top of Sharepoint WSS (no MOSS at this stage). Does anyone have any suggestions where would be a good place to start?
The BI platform is currently built on SQL Server 2005 / SSIS / SSRS and we're currently investigating adding SSAS to the mix so we're very Microsoft centric at the moment.
Thanks,
Steve
Perhaps this article on how to build dashboards with SSRS/Sharepoint: Building a Dashboard in SQL Server Reporting Services.
In my experience building a dashoard with SSRS/SharePoint is mostly a function of the quality of the talent involved, not the tools. SSRS and Sharepoint are both quircky, but they can get the job done out-of-the-box.
We succesfully built a WSS based BI tool for our product. The biggest challenge for us was to get delegation of security to pass through from the browser to WSS to SSAS to utilise SSAS role security to make sure the one client could'nt possibly see another's.
I'd agree with the previous comment about quirckyness; we have had to develop a fair amount of technique / supporting code for things like casading parameters behaviour's in the report viewer etc.
Best of luck - it does work if you stick with it; our customers love the portal and it will get better with the advances in Sharepoint foundation 2010.
There is a company in Chicago ( DMC - www.dmcinfo.com/sharepoint ) who has SharePoint Dashboard solution that integrates with a variety of data sources (e.g. Dynamics, CRM, Goldmine, QuickBooks, SharePoint Lists, etc.). It works with both WSS (free SharePoint) and MOSS (premium SharePoint). You may want to try asking them.