topic Re: How to connect to Microsoft Dynamics CRM in QlikView

How to connect to Microsoft Dynamics CRM

Anonymous — Tue, 16 Aug 2011 14:47:04 GMT

Hello,

Working with QlikView version 10 and I need to rescue data from CRM software from Microsoft - Dynamics CRM 4.0.
Does anyone have any experience with this to give any tips?

thanks

How to connect to Microsoft Dynamics CRM

Ian_Crosland — Fri, 02 Sep 2011 09:05:06 GMT

Qlikview 10 can connect to MS Dynamics CRM via SQL Server ODBC/OLEDB, some sample tables include:

FilreredOpportunity

FilteredAccount

FilteredContact

FilteredProduct

FilteredOpportunityProduct

each table will have an id field for linking the tables together

Ian

Re: How to connect to Microsoft Dynamics CRM

Wed, 20 Feb 2013 13:00:54 GMT

Hello Ian,

I interfaced QV 9 with Baan, Nav, DimaSys, ... But I have no expereince with a Dynamics AX interface.

Can you explain a little bit more what you said to Mauber?

Thank you

Jacques from Belgium

Re: How to connect to Microsoft Dynamics CRM

Ian_Crosland — Wed, 20 Feb 2013 13:21:41 GMT

Connection to MS Dynamics AX can be achieved using the standard ODBC/OLEDB drivers from Microsoft, this will expose the underlying tables to QlikView which can then be added to your script as required.

Re: How to connect to Microsoft Dynamics CRM

Wed, 20 Feb 2013 13:58:08 GMT

Ian,

Thank you for reacting so quikly.

I understand that an ODBC link will allow me to view all AX tables. However, is there a possibility to have some explanation to understand for a specific information (e.g. all invoices and credit notes) which field in which table I need to use?

In your response to Mauber you mentioned Filtered Tables. Could this help me?

Regards.

Re: How to connect to Microsoft Dynamics CRM

Ian_Crosland — Wed, 20 Feb 2013 14:05:27 GMT

you may want to look at some schemas on the MS site, an example below:

http://msdn.microsoft.com/en-us/library/aa860987.aspx

Re: How to connect to Microsoft Dynamics CRM

Wed, 20 Feb 2013 14:48:33 GMT

Excellent, Ian. Those tables will help me.

Thank you very much.

Re: How to connect to Microsoft Dynamics CRM

Mon, 16 Dec 2013 07:51:19 GMT

Does ODBC connector works to pull out the data from MS Dynamic CRM ?

Re: How to connect to Microsoft Dynamics CRM

omyahamburg — Mon, 16 Dec 2013 12:27:23 GMT

Yes, choose Microsoft OLE DB Provider for SQL Server.

Re: How to connect to Microsoft Dynamics CRM

salto — Mon, 16 Dec 2013 12:48:09 GMT

This connection string may help you:

OLEDB CONNECT TO [Provider=SQLOLEDB.1;Integrated Security=SSPI;Persist Security Info=False;User ID=domain\user;Initial Catalog=Name_MSCRM;Data Source=SERVER\DATABASE;Use Procedure for Prepare=1;Auto Translate=True;Packet Size=4096;Workstation ID=YourWksID;Use Encryption for Data=False;Tag with column collation when possible=False];

Regards.

Re: How to connect to Microsoft Dynamics CRM

Wed, 29 Jan 2014 14:52:05 GMT

In other words, there is no MS Dynamics support. The connection has to be done directly to the underlying DB.

Re: How to connect to Microsoft Dynamics CRM

chrisbrain — Wed, 29 Jan 2014 18:26:16 GMT

We (QVSource) are still looking into developing a connector. If you connect to me I can keep you in the loop regarding developments.

EDIT - We have now started development on a connector to Microsoft Dynamics CRM Online:

Microsoft Dynamics CRM Connector For QlikView - QVSource - The QlikView API Connector (Docs)