I'm querying an on-premises installation of Dynamics CRM 2011 via SQL Server Management Studio.
I'd like to find CreatedOn, CreatedBy, ModifiedOn, ModifiedBy for a Form(by Form I mean like how each entity has the "Information" form). I've tried doing this with the SystemForm view, but the closest column I can find is PublishedOn, and I don't see a PublishedBy.
The solution doesn't have to be in SQL. I just need to find the info.
The information is not available (practically you can't know who made a customization and when)
Related
I need to migrate data from CRM 2011 to CRM 2015 for different entities. I am using scribe insight for this purpose. I am stuck with the the migration of different entities belonging to Activities like Appointment, Letter, Fax, etc.
If its a normal lookup field i would have used something like
DBLOOKUP(S25,"CRM 2015","Lookup Entity name","Matching field","Primary key")
There is a field type named 'Party List' which is lookup to multiple entities. How do I map this? So that I can easily migrate data from 2011 to 2015?
I think you're saying you want to migrate Activity records from CRM2011 to CRM2015. I've done something very similar from CRM4 to 2011, using Scribe Insight.
PartyList is a composite field, built from ActivityParty records. You don't write to it directly.
An ActivityParty record links an Activity (eg, email, task) to a Party (eg, account, contact, user, lead).
The sequence of events is:
Migrate Party records (contacts, accounts etc).
For each Activity in CRM 2011
Create an Activity in CRM 2015
For each ActivityParty belonging to the Activity in CRM2011
Create an ActivityParty in CRM2015
Set the status of the CRM2015 Activity to that of the CRM2011 Activity.
Some points to note:
ActivityParty records are somewhat special in CRM. They don't support all messages. Specifically, the can't be updated - only created or deleted.
You can only set the status of the Activity after you've added all the activity parties. CRM will generate an error if you try to add an activityparty to a completed activity.
Hope this helps
Mike
Based on your DBLookup code you use Scribe for migration. I'm not an expert in Scribe so I would suggest to use search engine to find relevant information. Try to use this search.
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.
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'm interested in dashboard CRM 2011.
It seems that in order to make it nice to view for users We have to create a specific workflows or FormXML or FetchXML.
I wonder, for instance, to make a diagram for а dashboard IN CRM 2011 which includes two entityes (accounts and contacs, or whatever)?
I guess it could be possible by using FetchXML, however I didn't find any article about that issue.
I know that I make a diagram for accounts and contacts separately and export them in a XML files, so I think there is a way to union the both in one diagram.
There is no specific FetchXml for charts\diagrams so you can search examples of reports using FetchXml in reports. One way to obtain a FetchXml is doing a Advanced Find and download the FetchXml. To join to entities you need use node.
Check some articles that have examples of FetchXml:
http://www.pedroinnecco.com/2011/09/dynamics-crm-creating-a-radar-chart/
http://msdn.microsoft.com/en-us/library/gg328117.aspx
I'm creating custom SSRS reports for a client that uses CRM Online. However, I'm not able to deploy reports that have SQL DataSource connections to them. I get the following error:
"Invalid Data Source. This report type is not supported. Microsoft Dynamics CRM Online supports only reports that use Fetch XML data sources."
However, this error is somewhat untrue. Reason: When I download other custom reports from their CRM, the DataSources are all SQL connection strings with T-SQL queries.
So, there MUST be a way to deploy these reports. From within the client's network perhaps? I've not been able to find any details online thus far. Help?
I'm afraid there is no solution. CRM Online will only allow you to upload fetchXml based reports. There is no workaround (that I have heard of at least).
Are you sure that the other reports you downloaded are definitely custom (CRM allows some system reports to be SQL based) or if custom do they actually work (nevermind how they got there in the first place!).
Yes it's possible with couple of work around.
You need to create your data source for SQL and upload it on your CRM server. Do you have SSRS services running on your CRM server ? if yes then there would be 2 data sources available. One for CRM data source (fetch XML) and another for SQL server.if it's not there you need to create it .
Once you have those data source you are good to get your data in your SSRS report. Make sure your data source name should match with your SSRS report data source. (I have on-promise environment for my CRM 2011)