Connecting qliksense to Microsoft Dynamics CRM

[shilpagupta1687]

Hi All,

There is a requirement for a project where I need to connect qliksense to Microsoft Dynamics CRM. Has anyone experienced in connecting the same? I have few questions regarding the connections:

1. I don't see any direct connector in the desktop version, can I connect using the Qlik web connectors? If yes what is the procedure?

2. There is a connector available in Qliksense cloud/business environment  called Microsoft Dynamics CRM V2 .Can I use this to connect and pull data from MS Dynamics CRM system. Do i need to know and learn XML queries for this as mentioned in the below link?

https://help.qlik.com/en-US/connectors/Subsystems/Web_Connectors_help/Content/Connectors_QWC/Data-So...

I am bit confused can somebody please guide?

Thanks,

Shilpa

[Francisco_Fernandez · Accepted solution]

Hi @shilpagupta1687 ,

I already answered this question in this old post but I will quote myself here in order to avoid leaving this post without a solution.

In response to your questions:

1. Yes, you can use the Microsoft Dynamics CRM V2 to connect to your MS Dynamics 365.
2. You would need to learn FetchXML https://docs.microsoft.com/en-gb/power-apps/developer/data-platform/use-fetchxml-construct-query
3. In order to use the connector with Qlik sense desktop you would need to install the standalone package (License is no longer required). https://help.qlik.com/en-US/connectors/Subsystems/Web_Connectors_help/Content/Connectors_QWC/Install...
   You will find the download link here in the community : Support -> Product News -> Downloads

Best regards,

Francisco

[shilpagupta1687]

Thanks a lot Francisco for your reply.

So does it mean if I am using the MS Dynamics Connector V2 to connect to the CRM system, I need to write XML Queries to fetch data from the system unlike other CRM systems say Veeva where we can load/pull data using qlik script?

Thanks,

Shilpa

[Francisco_Fernandez]

Hello @shilpagupta1687 ,

That it's correct, MS Dynamics 365 has a proprietary XML query language.

When it comes to Veeva I'm not familiar with that tool, so I cannot answer that specific part.

Best regards,

[shilpagupta1687]

Hi Francisco,

Many thanks for the answer.

Do you have any example that you can share or any document (other than this-Use FetchXML to query data (Microsoft Dataverse) - Power Apps | Microsoft Docs ) where I can understand step by step how xml queries can be written to pull data in qlik from MS Dynamics.

Thanks,

Shilpa

[iffahjo]

Hi @Francisco_Fernandez !

From what I understand, to use the Microsoft Dynamics 365 database in Qlik Sense, need to use Qlik Web Connectors. The process is:

1. In Qlik Sense, create a new connection, choose Microsoft Dynamics CRM V2 and authenticate.
2. In Qlik Web Connectors, select Microsoft Dynamics CRM V2. Copy and paste the FetchXML query from Microsoft Dynamics 365 into Qlik Web Connectors and run it.
3. The data will then be available in the Microsoft Dynamics CRM V2 connection created earlier in Qlik Sense.

Did I understand this correctly?
Also, is the authentication process (when connecting to Microsoft Dynamics CRM V2 & logging into the Microsoft account) a one-time setup, or do we need to login every time to connect to the database?

Thanks,

Iffah