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Andosi Blog

Exploring Great Design

 

Integrating and retrieving data from a Microsoft CRM 2013 instance is a common request, and I have found myself working on a number of these solutions lately. I encountered a recent example where a client was using an Internet Facing Deployment of CRM 2013.

 

In this case, I needed to connect to the Microsoft CRM 2013 server to retrieve data to be integrated into Dynamics GP.

Here is a quick sample of code you may use to connect to an internet facing deployment of Microsoft CRM 2013 using claims based authentication.


// Get the endpoint of the CRM
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Can you really execute native SQL Queries from SharePoint Web Services?

Microsoft SharePoint is great for building enterprise systems tying together various data sources.  If the information you are looking for is in a SharePoint List or Document Library, it is straightforward to call the built-in Web Services to query or manipulate that data.  Through custom Web Parts, you can run server-side code and easily retrieve data that lives outside SharePoint.

 

 
But what if you don’t have the access to run Server-Side code?  How can you get to the data that lives in SQL Server from your client-side
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The other day I was working on a SharePoint project that required the deployment of a Content Type, a List Template, a couple of List Instances and a couple of Feature Receivers. Things were coming along well until I started to reorganize the project. I dragged the List Instances into the List Template folder and renamed several folders to better represent their purposes. When I went to deploy, I got the error: "Error occurred in deployment step 'Activate Features': Invalid file name".

 
I looked around the .spdata files, checked the Feature file and double-checked them all again. Everything looked
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I was recently tasked with creating a SharePoint interface to Microsoft Dynamics GP Item Maintenance. As the client's business had grown, inconsistencies in theirItem Master became apparent. When new items were needed, a similar existing item was copied and the details updated to match the new item. If there were no similar items, a new item was created.
The problem was, many of the existing items were not properly categorized. There were people in the organization who knew bits of information about items, but nobody had all the information to correctly set up an item. Setting up an item properly required

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Happy Holidays everyone!

2010 has been great year for all of us at MBS Guru and Straight Arrow Consulting.  We recently wrapped up an integrated Dynamics CRM/GP implementation further evolving our Equipment Rentals Solution for Dynamics GP, are still working to help a client open a new Retail Store with an integrated Dynamics RMS solution, and are excited about all of the great projects, clients, and new products we are working with in 2011.

Check back for more posts from me, Bryan, and others after the first of the year.  As usual, we hope to grow to be

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*Note* - This code was written for Dynamics GP 10. If you are using Dynamics GP 2010 see this updated article.
I was recently tasked with creating an eConnect integration between Microsoft Dynamics GP 10 and a custom SharePoint 2010 Portal designed to replace the GP Item Maintenance process with workflow and departmental routing.

 

Most of the eConnect examples I see online serialize the eConnect object to a file before loading it into an XmlDocument. This can cause unnecessary permissions concerns, and worse, if your application runs under the context of IIS or SharePoint you may not have a

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