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.
Related
I have to migrate data from CRM 4.0 to MS CRM Online & customer has around 35GB data now my question is which would be the best way to migrate the data?
A: Using CRM 4.0 Data Migration Manager to export the data & then using import the data using ConfigurationMigration? Is that be viable solution?
B: Export the data from CRM 4.0 using Data Migration Manager & then upload it using SSIS or custom code?
Any idea how much time usual it should take to upload that much data (35GB this includes Account, Appointments, Lead & few custom entities)
We had a similar need and extended an existing open source project to migrate (almost) all the CRM entities.
We published it here: https://github.com/marcopierobon/CrmChainsaw
We had a smaller DB to migrate (5GB) and it took around 48 hours. The main problem is the CRM endpoint that is pretty slow, so it's really difficult to make it faster.
You should look into Scribe (www.scribesoft.com) and Kingswaysoft (http://www.kingswaysoft.com/products/ssis-integration-toolkit-for-microsoft-dynamics-crm)
These companies both provide tools for migrating data into Dynamics CRM.
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.
Is there any way to export/send a vcard of the contact from MS dynamics CRM 2011?
I met some builts for CRM 3 and 4, but there hasn't said anything about CRM 2011.
thanks in advance
This was mentioned in a comment, but you can do this using the Microsoft Dynamics CRM for Outlook client. This will allow you to synchronize the contact records that a user owns and once they are synched to Microsoft Dynamics CRM for Outlook, you can export them out as a vCard using the steps below, noting that these steps come from this KB article, https://support.microsoft.com/en-us/kb/290840 . Although this KB article was written for older versions of Microsoft Outlook, the steps will still work in newer versions of Outlook.
How to create a vCard
Use the following steps to create a vCard:
1.In a Contact folder, click to select the contact for which you want a vCard.
2.On the File menu, click Save As.
3.In the Save file as type box, click to select VCARD Files (*.vcf).
4.In the Save In box, select the folder where you want to save the vCard file, and then click Save.
This creates a vCard file with the same name as that of the Contact.
Another good reference with videos of creating and exporting vCards is in this support article - https://support.office.com/en-us/article/Import-and-export-vCards-to-Outlook-contacts-9af7e16e-61e3-45f4-8c19-a3842333005a . There are ways to add buttons and commands to create and export out vCards from Microsoft Dynamics CRM directly, but I'd just use the built in functionality that comes with Outlook (which is the base of the Microsoft Dynamics CRM Outlook client) as it is quick, easy, and something users are likely to adopt without needing to spend extra for development time.
There is nothing out of the box that I am aware of. When you say builds I assume you mean code. If so, you might consider writing a Plugin which integrates code from the these two links:
Sample: Send an Email
http://msdn.microsoft.com/en-us/library/hh210217.aspx
.NET vCard API for creating and parsing vCards
http://www.codeproject.com/Articles/16030/NET-vCard-API-for-creating-and-parsing-vCards
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)