Qlik REST Connector and Microsoft Dynamics

[#1]

Hello

Has anyone managed to get the REST connector working for MS Dynamics, within Qlik Sense Desktop?

I have set up the connection but get an authentication error, as shown below:

This error when not ticking Force Basic Authentication:

This error when ticking Force Basic Authentication:

The username and password have, of course, been checked over and over and are correct.

The URLs I've tried are:

https://crm_instance.api.crm4.dynamics.com/api/data/v8.0/contacts

https://crm_instance.crm4.dynamics.com/api/data/v8.0/contacts

where crm_instance is the instance of the environment.

Both URLs correctly return JSON when pasted directly into a browser during an authorised session, so I know they are the right API calls.

Aside, the oAuth URL (https://crm_instance.api.crm4.dynamics.com/XRMServices/2011/Organization.svc) creates a successful connection, but only returns a single HTML page to Qlik Sense.

Any help to overcome the authentication issue thrown up by Qlik Sense would be great.

Many thanks

James

[peter_turner]

Did you make any progress on this James?

[#3]

Hello James!

Were you able to get this working?

Thanks!

[#4]

Hey Peter, could you get this to work?

[peter_turner]

Hi Alan,

In the end we used 'Qlik Web Connectors' (formerly QVSource) to connect and extract data from our CRM for further analysis.

Let me know if you'd like more information on this.

[#6]

Hi Peter

Sorry for late reply. We did get it working in the end, but it had some limitations which meant it was unworkable for us. It was very fiddly and took a lot of effort. It certainly was anything but straightforward. In the end, we bought a Dynamics ODBC driver from CDATA (www.cdata.com) and dumped the CRM data into SQL Server. From there, we manipulated the data and used standard SQL drivers to get it into Qlikview. The CData drivers are good, but have limitations and you can't query anything more than simple SQL statements (e.g. it doesn't always work if you submit a SQL clause containing CASE, also when using certain aggregate functions).

James