Is there a way in 2017 R2 to add an external link to a generic inquiry or is there a way in 2018 R2? If so, could you please enlighten.
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I've been hunting all day trying to find some good examples/tutorials on how to pull data into Sharepoint 2013 from CRM 2011. The best thing I have found so far is a SP2010 example, but with VS2012 and SP2013 it seems like so much has changed, and trying to make that tutorial work isn't going well thus far.
I have no experience with SP; with CRM I have used the CrmSvcUtil.exe in the past to generate a class and use that within a .NET app in order to view/update data in CRM. I tried implementing this into my Visual Web Part, but I need to be able to add connection strings to the config file which it doesn't seem are recognized by the web part. I see that I can add a service reference to the CRM Organization service but I'm not sure if/how I can use that to query data. Any help is appreciated, or if anyone could point me in the direction of some good documentation. Thanks!
You have got couple of options.
(1) Use SharePoint 2013 client API.
Consume the client API from your CRM plugin / custom workflow to update the crm data to SharePoint 2013.
(2) Consume SharePoint 2013 webservices from CRM plugin / custom workflow.
I don't think this works in sandbox based solution.
trouble again with Team Foundation Server Power Tools 2012. I just installed VS2012 and the power tools. We use check in policies. My problem: when I associate a ticket with a check in (as my policy demands), the ticket is set to 'resolved'. I don't want this behaviour, does anybody know how to change it?
thank you
You should be able to use the process editor included in power tools to make that change.
Here is a blog post detailing several ways to make this change:
Changing the default Check-In Option
Check the WITD of the ticket (work item).
The XML will have Action="Check-in" under the transition "Active" To "resolved". Remove this action. That's it.
I'm trying to build a Web part that takes data from Ui and write them into a Crm 2011 entity.
Does anybody know if is it even possible and by which ways?
Thanks!
You could take a look at using BCS:
Connecting SharePoint Online and CRM Online using BCS - 2013 Edition
Still not really seamless because you still need an intermediary application. The example only shows pulling CRM data into SharePoint but I believe it is supposed to be able to push data back as well.
I want simplify access to Dynamics CRM 2011 by redirecting users to mobile version if they open CRM link in browser that is not a compatible client. Looks like there is no out of the box solution.
You might be able to write an HTTP Module that would do this. It obviously isn't a "supported" customization but should be easy to remove if it causes problems.
The other option is to wait for the Q4 update that is supposed to add multi-browser support.
I am adding a service reference in VS.NET 2010 using
http://[orgname].api.crm.dynamics.com/XrmServices/2011/Organization.svc?wsdl
URL but it doesn't get the entities from the CRM, just get rest of the information
so how do it add reference to it, i have checked
http://bingsoft.wordpress.com/2010/10/21/crm-2011-beta-discovery-and-web-service-urls/
Have you tried using the crmsvcutil tool. http://msdn.microsoft.com/en-us/library/ff681561.aspx
Here you can find the steps (they are pretty straightforward) you need to follow to work with your CRM Online instance. You use the crmsvcutil.exe tool to generate the metadata of your organization.