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.
Related
I'm new to SharePoint development and design. Someone recommended using SharePoint Designer as a quicker way to have the site have a specific look that is different from the SharePoint Look Book. We want sections of our page to have borders with rounded edges, and specific color headers. I found several contradicting articles about using SharePoint Designer. Do you recommend using it on the latest version of SharePoint online in 2022? Have you had any success, or have you encountered any issues?
I enable scripting on my site. I tried connecting SharePoint Designer 2013 to my SharePoint online site successfully, but would like to know if it's a good idea to move forward with it.
As you can read from here SP Designer is supported on the latest On-Premises version of SharePoint(2019) on the bare minimum. But as you can see it is a product that is steadily heading to it's end-of-support/deprecation lifecycle.
Also, as you can understand, since it's development was halted since the 2013 version, a lot have changed since then, and many of the new features are not even supported by SP Designer.
If your are trying to make modifications to a SharePoint Online site, I would suggest using more modern tools(PowerApps, Power Automate, Modern UI, SPFx etc) and leaving SP Designer to it's way to deprecation.
You can also, update your question in terms of what you are trying to achieve and we could propose you some ideas :)
If I have a requirement of displaying the a content on all the pages inside a header, Whats the best way to do that in an SharePoint 2013?
I am working on a master page that will be using the design manager and there is possibility of using the same master page in the SharePoint online too. The reason why I want to know what is the best way, when I use this same master page in SharePoint online I would like avoid redoing that entire coding for getting a dynamic data from the web service.
Several ways that I have been planning is below
- User control method
- Web part method, but requires server side coding which I doubt can used in online version
This is a complete dynamic data that will be retrieved by a web service and no internal SharePoint data be used.
Thanks for reading
Deepak
If its possible to consume web-service using jQuery/Ajax call you can go with that
Or else if you want to use c#, might need to go with provider hosted app feature (sharepoint 2013)
You can create a Visual Web Part for SharePoint 2013 Online.
Your web part will be contained in a Sandbox Solution which you will develop locally. Once development is complete you will upload the Solution Package created by Visual Studio to SharePoint Online.
https://sharepoint.stackexchange.com/questions/80164/create-visual-webpart-for-sharepoint-online
http://sharepoint-community.net/profiles/blogs/sharepoint-online-2013-web-part-deployment
This could have been already discussed but in context of Dynamics CRM 2013, I am wondering what is the recommended and easiest approach (mine is a on-premise deployment) :
Problem :
May be a known pain point with 2013 - Users want to see 'All Activities' of a Company and related Contacts, Child Companies but
excluding few activities (like campaign emails).
Solution :
Thinking to create a custom form or a web resource which can use CRM web services to query for this data and make it part of the Company form.
Question is :
What is an easy way to do a custom page where I can use CRM web
services to query for all activities data and filter campaign
emails and display it like a grid ? I see two options :
Develop a separate aspx web application(using SDK binaries as references and crm web services) and host that outside of CRM (in IIS) and
use that url in an IFrame within company form.
Develop this as a html webresource (with a grid) and somehow make crm web services call from java script and display as a web resource (If so, is this
easy in CRM 2013, since web api is only present in 2016 ?)
Or something else ? (like a SSRS report may be but I think it will
be too slow)
Many thanks for your advise on this.
Thank you.
I work for an organization where most of the times requirements is like yours, so i have already done a separate aspx web application like your option 1.
Following are the few things to keep in mind:
If you go with Option 1 and develop a custom aspx web application and host it in IIS, it will be alot easier to maintain in future and easy to customize based on new requirements. If you have any new requirements like this in future, it will be easy to add a new aspx WebForm to the existing site and refer that new url. You can have common classes for Connection and authentication stuff in your web-application, which is almost re-usable.
I have used the same approach as described here: Best Practices for Working with Custom ASP.NET Pages and Microsoft Dynamics CRM 2011
In case of Option 2, i have tried this once but it is a bit more complex than the Option 1 because it involves more JavaScript code than C#. It is difficult to maintain although will be a bit-fast than the Custom Web App, but not re-usable code in case new requirements. Also Queries in C# (QueryExpression) is way more easy to write than writing Odata Queries in JavaScript.
Thanks.
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 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.