How to connect to Microsoft Dynamics CRM

[Anonymous]

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

[Ian_Crosland]

Hi

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

[#3]

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

[Ian_Crosland]

Hi

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.

[#5]

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.

[Ian_Crosland]

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

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

[#7]

Excellent, Ian. Those tables will help me.

Thank you very much.

[#8]

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

[omyahamburg]

Yes, choose Microsoft OLE DB Provider for SQL Server.

[salto]

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.