QlikView and MS CRM

[#1]

Hi.

I'm searching some documentation (white papers, articles, blogs, etc.) about using QV for Microsoft CRM: benefits, best practices, etc etc.

Any helps for me, please? Thanks

[spividori]

Hi.

Currently I'm working with QlikView and ms crm.

I did not use any kind of help more than the person who is responsible for setting the ms crm and a program to view the database and so far had no problems.

If you are interested in my help you can give my e-mail.

Regards.

[#3]

Hi Sandro,

I'm not interesting to look the technical aspects between QV and MS CRM.

I'd like to find some documentation about the advantages/benefits to use QV for CRM. Which kind of reports for MS CRM can be made. I'm searching real case studies, possibly detailed.

Thanks

[#4]

Hi Sandro,

I am busy trying to develop a model for a client that extracts data from CRM (Accounts, Opportunities, Activities and Users). I am having some problems with the data modelling.

How did you negotiate the different relationships between the tables? For example, Accounts have Activities and Opportunities, but Opportunities also have Activities, etc.

I have come up with a solution to get as close as possible to a star schema, but I am not 100% sure it is the best solution.

Please advise.

Kind Regards-

[#5]

Sandro. Are you using online CRM? Or on-premise? I'm looking to read the online data. Will I have to build a connector for that?

[spividori]

Hello, yes I am using the online crm.
I have a created a connection through ODBC.
That's what you mean?
Sorry, my English is poor.

Regards.

[#7]

Yes, I want to connect to our CRM online data that is hosted by Microsoft. I didn't think a regular ODBC connection was capable of that. Can you explain how you did it, or post an example of your script?

Regards

[spividori]

Ha, ok. Your data is hosted on a server outside of Microsoft, now I understand, my data is in a local server in my company.

I never connect that way. Enter your query in the community of QlikView.

Regards.

[Anonymous]

Alex,

(Your post is rather old, but may be you still need this).

There is ODBC driver for MS CRM Online, beta version yet.  See here:

http://www.rssbus.com/odbc/mscrm/hiw.aspx

I'm trying it now, having problems with it (and looking for help found this thread), but it works at least with one test environment.

Regards,

Michael

[#10]

Thanks for the link Michael. The issue is we have CRM Online integrated with Office 365, so I do not think this connecter will work.

But it I will look into this further.

Alex