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bertolucci_maur
New Contributor

How to connect to Microsoft Dynamics CRM

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

11 Replies
Employee
Employee

How to connect to Microsoft Dynamics CRM

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

Not applicable

Re: How to connect to Microsoft Dynamics CRM

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

Employee
Employee

Re: How to connect to Microsoft Dynamics CRM

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.

Not applicable

Re: How to connect to Microsoft Dynamics CRM

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.

Employee
Employee

Re: How to connect to Microsoft Dynamics CRM

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

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

Not applicable

Re: How to connect to Microsoft Dynamics CRM

Excellent, Ian. Those tables will help me.

Thank you very much.

Not applicable

Re: How to connect to Microsoft Dynamics CRM

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

omyahamburg
Contributor II

Re: How to connect to Microsoft Dynamics CRM

Yes, choose Microsoft OLE DB Provider for SQL Server.

salto
Valued Contributor II

Re: How to connect to Microsoft Dynamics CRM

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.