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.
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Rikin ShahMicrosoft Dynamics CRM ConsultantCommented:

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.

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...
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.
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.
teknovationAuthor Commented:
What are the steps for the sdk piece?
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.
teknovationAuthor Commented:
Ok, any code snippet for me to use as a stepping stone? Thanks
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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