I am gonna start working on a CRM 2013 project which is in requirement analysis mode. We are supposed to enhance an existing xRM application as well as modify existing SSIS package which is used to transfer data from xRM to sharepoint application. As I have not got access to actual package & xRM application and as I am new to both these technologies can anybody plz help me with what R & D should I do beforehand & how can I make sure that I will be able to work on it efficiently.
I would suggest you to use SSIS adapters from Kingsway Soft:
http://www.kingswaysoft.com/products/ssis-integration-toolkit-for-microsoft-dynamics-crm
http://www.kingswaysoft.com/products/ssis-integration-toolkit-for-microsoft-sharepoint
Here is article that describes how to use mentioned adapters - http://jlattimer.blogspot.com/2015/03/use-kingswaysoft-and-ssis-to-create.html
I have a CRM 3.0 that I migrated to CRM 2011. Now, I want to import all the reports from CRM 3.0 to CRM 2011.
I know I can download the report as a RDL file and create a new report from existing file in CRM 2011. The problem with this solution is that I can do this one by one.
I would like to know if there is a way to do this in batch? If not, is it possible to create a new report using the SDK and the RDL file? If so, I will code an app to achieve this..
You can use SDK to create reports. Have a look at sample code on Technet. It creates new report record and publishes it for use. All entities involved in report storage are described here.
In CRM 2011 you can use DownloadReportDefinitionRequest to get actual rdl file - maybe it is also available in 3.0, so you can fully automate transfer.
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 need to import millions of records into a CRM 2011 Online entities. Is there any efficient way to do it?
With CRM 2011 Online you have different ways:
Use the standard Import Data Wizard functionality
Use CRM Web Services to get the additional capabilities for import
data, more details here: Import Data in Microsoft Dynamics CRM
Use CRM Web Services to build your own import tool using the new ExecuteMultipleRequest, more details here: Use ExecuteMultiple to Improve Performance for Bulk Data Load
Use an integration software as Scribe
Which one is more efficient between these methods depends on your crm structure, the source of your data, the complexity of the transformation, etc.
There are a couple of other import tools for importing data SSIS integration toolkit is one and Import manager another
We have a CRM migration tool that allows you to import data into CRM, both on-premise and online using the bulk import functionality which CRM provides.
Our product supports multiple table mappings per migration project, defining multiple data sources, and when you are done running your import in development, you can clone the connections into a new environment , for example SIT, UAT or PROD and re-run your import against there when ready. No coding required, so essentially anyone with BA / DB schema knowledge can use this tool to perform migration imports.
http://www.splsolutions.com.au
Any questions, please feel free to get in touch with us.
cheers,
Paul
This tutorial might help. It shows how to send data stored in a SQL database to MSCRM 4.0 via CRM Web Services using SSIS.
The comments mention alternative options.
http://blogs.msdn.com/b/crm/archive/2008/05/07/integrating-crm-using-sql-integration-services-ssis.aspx
Edited:
What is the easiest way to scrape extract SharePoint list data to a separate SQL Server table? One condition: you're in a work environment where you don't control the SQL Server behind the SharePoint Server, so you can't just pull from the UserData table.
Is there there any utilities that you can use to schedule a nightly extract?
Is Microsoft planning any improvement here for "SharePoint 4"?
Update Jan 06, 2009:
http://connectionstrings.com/sharepoint
For servers where office is not installed you will need:
this download
There is a SSIS SharePoint task you can use to grab the data info a regular dataflow:
http://www.codeplex.com/SQLSrvIntegrationSrv
Scraping? As in screen scraping? Are you serious? ;)
2 Options
SharePoint Object Model - http://msdn.microsoft.com/en-us/library/ms441339.aspx
SharePoint Web Services - http://msdn.microsoft.com/en-us/library/ms479390.aspx
specifically the Lists web service
The web services is how Excel/Access communicate with SharePoint to integrate with its lists.
In fact a bit of Google foo gives these two results :-
Connecting SQL Reporting Services to a SharePoint List
Accessing SharePoint List Items with SQL Server 2005 Reporting Services
The 2 minute answer is to use Data Synchronisation Studio from Simego ( http://www.simego.com ) just point it at your List and database and it will sync all the changes.
There is an ADO.NET adapter for MOSS 2007/2010 and WSS 3.0/4.0 available which goes under the name Camelot .NET Connector for Microsoft SharePoint. It enables you to query lists in SharePoint through standard SQL language, using SharePoint as a data layer.
Besides from the connector, there will be a large number of open source tools and utilities available, such as webparts for exporting data to various formats (XML, MySQL, ..), Joomla plugins, synchronization services, etc.
See http://www.bendsoft.com for more details and to watch webcasts. BendSoft is currently looking for beta-testers and encourage all feedback from the community.
Example:
SELECT * FROM My Custom SharePoint List
INSERT INTO Calendar (EventDate,EndDate,Title,Location) VALUES ('2010-11-04 08:00:00','2010-11-04 10:00:00','Morning meeting with Leia','Starbucks')
DELETE FROM Corp Images WHERE Image Name = 'marketing.jpg'
I had written a full article about this with step by step screenshot procedures. It does not use any third party components only SQL BI Tools and Sharepoint. Have a look here
http://macaalay.com/2013/11/01/how-to-archive-sharepoint-list-items-to-sql-server/
As Ryan said I would also suggest using object model / web services to store data to separate SQL database. I think that the best approach is to write an event handler that will trigger on your least and copy the data user inserted/updated.
Regarding your query about "SharePoint 4", Bill Gates made some remarks at SharePoint Conference 2008. He suggests enriching SQL tables with SharePoint data, and goes on to mention several other potentially cool things. What exactly he means and whether it will help solve your problem in the future is hard to say until we start seeing betas of WSS4 / MOSS 14.
I would go with the simego software, but i dont have the money, maybe a 15 days trial is enough!
If you have MOSS installed, the Business Data Catalog can be setup from the Sharepoint Central Administration to automagically synchronize data for you. This is a very powerful product and is included with MOSS. I love it when a client has it enabled so I can take advantage of it.
But some don't and for myself, I've found that if they don't have BDC running and available, inevitably they don't give developers many rights to SQL Server so SSIS is generally out of the question (but maybe that's just me). No problem; for those I'll pull together a lightweight EXE that runs on a scheduled task that queries Lists.asmx and pushes changes to a SQL Server table. Fairly trivial stuff for a simple list where nothing is deleted. Get yourself Visual Studio 2008, CAML Builder, and prepare for a good time. The Lists.asmx results is a little funny in that a list's row's fields are each a single node with a lot of attributes, with no child nodes ... something like this off the top of my head ... just remember that when coding ...
<z:row ows_Id="1" ows_Field1="A1" ows_Field2="B1"/>
<z:row ows_Id="1" ows_Field1="A2" ows_Field2="B2"/>
Complications in code occur with copying lists where items are deleted, or where there is a parent/child relationship between SP lists. You'd think I'd have some code to send you, but I haven't bothered putting together something I could reuse.
I'm sure there's other ways of handling it, but the scheduled task EXE so far has been reliable for me for multiple apps for multiple years.
i wrote some code to achieve it, you can find it over here
extract data from moss 2007
Depending on the exact nature of the data you need to insert, it may be possible to just use the auto generated RSS feed to get the information you want, a process will need to read the rss and formulate a query.
Otherwise a consoleapp/service could use the object model to do the same thing, but with more control over field information.
I wish something like this was much easier to do. Something that didn't need SSIS and was boiled down to a console tool that reads a xml config file for source/target/map info.
http://blogs.officezealot.com/mtblog/archive/2008/06/03/importing-list-data-into-sql.aspx