Creating or Updating Custom Entites in MS CRM 4.0 - dynamics-crm

For a requirement i was asked to export information into a custom entity that was created in MS CRM 4.0. I am trying to do this programmatically and I have not found a single code that actually accomplishes this. I wrote code to check if a certain value for a field exists in the entity but creating a new entity seems to be a little bit of puzzle for me. Any help on this would be appreciated.

To create a custom entity from code, you need to use the MetadataService web service. The 'CreateEntity' method is used to create custom entities.
The CRM SDK for v4.0 shows you how:
CreateEntity Message (MetadataService)

This is my experience when I had a similar requirement in MS CRM 3.0. I started using the CRM sdk to import data but found it was not easy.
Then I ended up using Scribe adapter for CRM. It is not free but will easily solve your problem for importing to custom entities. Will post some links on that. need to go through some old bookmarks.
Not sure if this feature exist out of the box for CRM 4.0.

One product i have been using is DataSync from Simego (It has a plugin that supports MS CRM 4.0) http://www.simego.net/products/Data-Synchronisation-Studio

Thanks for the link. I was familiar with the Scribe Adapater. Catch is client wanted this import wizard inside MS CRM 4.0. In anycase i found the answer to my solution here. Thanks for you reply :).

Whats wrong with using the import from CSV function within MSCRM 4.0? It caters for custom entities (3.0 didn't) and allows good mapping functions and saving of the mappings?

Related

Can I use DRF to recreate the ORO CRM API to get custom functionalities for my project

This might seem stupid but I've had this question for a long while. I've been using ORO CRM DB and its API for a while now. Its really one of the good open source CRMs. I just wanted to know if I can use their database and create a Django REST framework around it and create the same functionality of what ORO API is offering.
I would rather build the API with DRF than learn PHP to get the functionality that I need. So is this question. Kindly help me in figuring this out. Thanks in advance.
TL;DR
Yes for read, but using application database is a bad practice.
Explanation.
In Oro codebase there is a lot of triggers (listeners, queue message emitters) that could be fired during the CRUD operations, you can't use another code base to just mimic it.
Actually you can try to use DRF for read operation, that is rarely trigger any events, but doing this (use external db that is tend to change) is a bad practice.
You can try to explain your use case to get more context of what you are trying to achieve.

Can't select view in Dashboard

Currently I'm working with Microsoft Dyamics CRM 365 and I have created 3 custom views using the SDK for MS Dynamics CRM.
I had to create them this way due to the complexity of the filters and because they cannot be made using Advanced Find. All of them are saved as Public Views and were created succesfully as well as working as expected.
However, when I create a new Dashboard and I try to add them, they do not appear in the list of views, not sure why this is happening but I haven't find a way to fix this issue.
I'm open to try new ideas and workarounds.
You have to set your "Custom View" as Default Public View & Publish the entity. This will make your view to appear under views list in Dashboard design page.
You are not alone. Some discussions already happened. Someone has mentioned this same workaround.

WebApi EntitySetController using composite keys

The excellent sample code: Support Composite Key in ASP.NET Web API OData
illustrates how to create routing conventions to make WebApi OData work with composite keys.
However it is using ODataController (as one of the unanswered discussions on the sample code mentions) which I presume has many downsides (which I am yet to fully uncover)... has anyone created an example using the benefits of EntitySetController?
Going forward the recommended approach is to directly derive from ODataController. Visual Studio 2013 provides scaffolding for creating OData services based on ODataController. This has been found to be a much more flexible model than deriving from EntitySetController. You get complete control over what is done in your actions.

Componet Template and linked schema details in Tridion 2011 tables

We want extract all the Component templates and Linked schema details. Could any one please let me know script to extract these details from Tridion 2011 database.
Thanks
I would suggest posting this at https://tridion.stackexchange.com/
The easiest way to extract data from SDL Tridion is to use the content Porter. You could export all of the Components and their dependencies as a package. Butr without more information on what you want to do with the data it is hard to know if this would meet your requirements.
IN the old PowerTools there was a tool which gave an overview of what you wanted, but I don't know if it worked with 2011 (I guess not). You may be able to adapt one of the old script from there if you are in a rush. Otherwise I suggest using the Core Service API to just get all of the CTs for a publication, and create a report on their data yourself.

MVC compatible Grid, which will have Excel functionality

In our project we need to implement Excel-like grid for web, which will look and fell like Excel cells(not fully, but as much as it possible for web).
The most important functionality, which we need, is ability to input formulas in cells (and they could be like "=A1+C4")
Aspose.Cells looks good, but it is not compatible with MVC at all. Only with ASP.Net. And ASP.Net is not a good way to go, as large part of our system is already working and is based on MVC.
Any help\experience will be appreciated.
Thank You in advance!
You can get a long way with jQuery (jsGrid) but if you want your users to use excel why not just let them?
Excel supports Restful data
Some reading:
How can Excel 2007 / 2010 consume a REST web service?
Book list - getting book details from amazon using Excel VBA barcode lookups
http://libkod.info/officexml-CHP-9-SECT-5.shtml
http://msdn.microsoft.com/en-us/data/aa937697.aspx
http://blog.tonysneed.com/2010/04/13/wcf-data-services-versus-wcf-soap-services/
http://msdn.microsoft.com/en-us/library/bb907578.aspx
http://www.microsoft.com/download/en/details.aspx?displaylang=en&id=7609

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