Extracting data from Dynamic CRM into XML File (EDI Implementation)

Hello All,

I am looking to figure out how I can extract data from entities (Orders/Invoice) into XML File automatically. I was thinking it may require C# programming to do this.

We are trying to do an EDI implementation using SPS Commerce.
teknovationAsked:
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Rikin ShahMicrosoft Dynamics CRM ConsultantCommented:
Hi,

You can export to excel all the data from the entity. Here is the process to export and it saves the data in xml format.

http://www.powerobjects.com/2011/09/27/mass-editing-dynamics-crm-2011-records-using-microsoft-excel/
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Rikin ShahMicrosoft Dynamics CRM ConsultantCommented:
Alternatively, you can go for this tool- http://mscrmtoolkit.codeplex.com

I have not used it though, so I would not be able to share any experience...
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teknovationAuthor Commented:
I would need something that is automated. When there's a new order that triggers a particular plugin, then export the data. That is the ideal solution, however, I am willing to go with something like a job that runs every 15 mins that executes a batch file that pulls down all fields.
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Rikin ShahMicrosoft Dynamics CRM ConsultantCommented:
Alright, then you will have to go for CRM sdk and C# programming for sure.
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Rikin ShahMicrosoft Dynamics CRM ConsultantCommented:
You can go for a C# console application which can be scheduled to check if there are new records created in CRM, if found, it gathers data and creates an xml file on shared location.
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teknovationAuthor Commented:
What are the steps for the sdk piece?
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Rikin ShahMicrosoft Dynamics CRM ConsultantCommented:
You need to use Retrieve and RetrieveMultiple messages from sdk. Retrieve Multiple to check data which are updated/created and Retrieve message to fetch all data for single record.
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teknovationAuthor Commented:
Ok, any code snippet for me to use as a stepping stone? Thanks
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Rikin ShahMicrosoft Dynamics CRM ConsultantCommented:
You can download sdk based on CRM versions and all documentation with code examples are given by MS.
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