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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.
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.
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...
I have not used it though, so I would not be able to share any experience...
ASKER
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.
Alright, then you will have to go for CRM sdk and C# programming for sure.
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.
ASKER
What are the steps for the sdk piece?
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.
ASKER
Ok, any code snippet for me to use as a stepping stone? Thanks
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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/