I am developing a solution for CRM 2013 Online. Here is what I am trying to do:
Create a CodeActivity (Workflow). When triggered, the workflow will query data and create a custom excel spreadsheet.
Attach the spreadsheet to the record.
I tried using ILMerge to merge an excel library with the workflow library, the workflow library will call methods in excel library to create a spreadsheet. Then, I registered the merged library to upload to CRM. Everything is OK, but when I trigger the workflow, I get an exception System.Security.SecurityException: Microsoft Dynamics CRM has experienced an error. This is because the workflow is registered in Sandbox and the excel library uses some system libraries underhood, the CRM Online Server doesn’t allow this.
So far, I have tried a few excel libraries such as EPPlus, NPOI, ExcelPackage, OpenXML.
Could you advise me how to achieve this?
Thanks
UPDATE: I found a solution that fits my requirement. I have created XML file using OpenXML format on MSDN and MemoryStream without using any external library.
Related
I want to create a windows Form App to do This :
Create a new dynamics CRM solution Publisher.
Create 5 Solution with this Publisher .
I have two managed Solution in my SharePoint and I want to import it
to dynamics CRM.
Can anyone tell me how much time I will need to achieve This.
I will be gratefully if you can give me some tips or links to this topic.
i have to give you some bad news
Dynamics SRM has deprecated their API and so the only way currently to create and manage environment is through PowerShell.
here is a link to the modules you are going to need in order to create and manage you Dynamics CRM:
Microsoft.PowerApps.Administration.PowerShell
Microsoft.Xrm.Data.Powershell
Microsoft.Xrm.Tooling.ConfigurationMigration
the last one is a bit tricky so you are looking for the cmdlet - Import-CrmDataFile
I have already worked on Scribe Workbench to transfer data from Sage ERP MAS to Microsoft Dynamics CRM 2011.
I am trying to do something new now. I want to write to Text file using Scribe Workbench. So, my Q is that can we use Scribe Workbench so that the job has Text file or Excel sheet or XRM as Target?
[Note: I found out that Scribe Online is able to do that. But, I want to know whether it is possible with Scribe Workbench or Scribe Insight?]
Yes, Scribe Insight supports writing to a file (text, Excel etc).
Just setup a connection and create steps just as you would if the target were CRM.
Mike
We've got a bunch of CRM2011 workflow assemblies that I'm performing modifications upon. Unlike in CRM4, the text that describes the workflow and the group it appears in in the CRM workflow designer are set in the plug-in registration tool, rather than in the code.
As some of the libraries have 50+ workflow activities, this gives me the monotonous task of retyping all of the groups and titles for the activities every time I release the library again (something that's happening several times per day and taking up far too much time).
Is there a way of copying the descriptions from the old version of the workflow assembly to the new that I'm unaware of?
Could you potentially export the configuration xml from the plug in registration tool for the CRM 4 version and then copy the relevant sections to your configuration xml for 2011 and re-register the assemblies with the xml to get the updated descriptions? Still a bit manual, bit certainly faster than doing it all via the UI for each process?
If you are using the developer tool kit in CRM 2011 then the CrmPackage prject maintains a version of this xml and you can update it and deploy direct from VS.
Well my requirement is :
Need to develop a custom workflow,the workflow should take properties like site url, list names etc., From the client.
I am able to develop the workflow, but i need to make it available in designer. I tried the method mentioned here:
http://www.chaholl.com/archive/2010/03/13/make-a-custom-activity-available-to-sharepoint-designer-2010.aspx.
1)I have created the required action file.
2)deployed(copy-pasted) dll into gac.
3)made safe-control and authorized type entries in web.config of the corresponding web application(on which my site collection exists)
But it is not helping me out.after following the steps given,when i try to open any workflow in designer,it gives an error saying it cannot find an action(assembly) with xyz name.
If I understand correctly, you built an entire workflow and am trying to make it available to SharePoint Designer. The guide you are following deals with custom "Actions". Actions are a sub part of a workflow. This may explain why your deployment isn't working, because you're trying to deploy a workflow as an action.
If you could provide more information about your steps, we could try and figure it out.
Thanks
C
http://www.cjvandyk.com/blog
I've been using Microsoft SQL Server Management Studio for multiple manual SQL queries for Excel reports up until this point. I'd now like to automate my processes further with Microsoft Business Intelligence Development Studio and generate reports using this rather than Excel.
Here's a rough overview of what I'm looking to do:
Combine multiple data sources including SQL Server and Excel data
Generate a report using this combined data
Re-use this report in the future with different criteria and Excel data. While the SQL Server data sources would remain the same, Excel data would change for every report run.
My access to the SQL servers is read-only. I'm not an administrator on the PC I have access to due to tight security.
I've played around with both SSIS packages and reports, but am not quite sure where to begin. I did create an SSIS package that combines the SQL server and Excel data using a Merge Join transformation, but am not quite sure what to do with the created package or if that package can even be used in a report.
Any guidance would be appreciated.
Thanks.
Since you have BIDS, you have various options to send data to your users:
Create reports in SSRS
Export the SSRS report to Excel
Create SSIS packages to export CSV files that are read by Excel (I used this model to mimic the report data caching ability of SSRS)
The SQL Server Reporting Services book is a great place to start.
http://www.amazon.com/Microsoft-Server-2005-Reporting-Services/dp/0735622507