This is a Visual Studio 2015 C# project that shows how each of the main SOAP web services methods can be used. It is a teaching aid that is used in training classes to provide simple examples of data retrieval and data update.

The project has been revised and updated for Sage CRM 2017 R1.

Examples within the project show how the following can be accomplished:

  • Logon and Log Off
  • Check the version of Sage CRM
  • Dynamically change the connection string
  • Retrieve Current User information
  • Insert a New Company (and associated Person, Phone, E-mail and Address records)
  • Find Company by ID using queryentity()
  • Find a Person by E-mail address using query()
  • Find Companies using queryrecord()
  • Find Companies using query()
  • Find Companies using queryidnodate()
  • Handle dropdown lists
  • Edit Company Data
  • Insert an additional address for a company using add()
  • Insert a communication and comm_link record for a company using add()
  • Insert an opportunity for a company using addrecord()
  • Insert an additional person for a company using add()
  • Delete a company using delete()
  • Insert a disabled user using addresource()
  • List tables exposed to web services using getallmetadata()
  • List fields of a table using getallmetadata()
  • Use metadata information to deduce relationships in database