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