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  • Blog Post: How can Sage CRM save you money?

    This article was edited on 17th June 2011 to update some of the graphics used. This article has its origin in a recent presentation I gave as part of an eSummit for Australia, New Zealand and the Pacific ( http://www.sagesummit.com.au/ ) that took place in 2009. My focus is usually purely on communicating...
  • Blog Post: Updating Multiselect fields using the Web Service Interface

    Below are two ways to achieve this. First is the UpdateACompany method that shows how to do it using the update method. The second is UpdateACompanyRecord, this shows how to do it with the updaterecord method. The code examples are in C#. 'binding' is the name of the CRM webservice object...
  • Blog Post: Zip Check

    This is a little mod I came up with after adding in a few addresses in CRM. In this day and age of modern technoligy why in the world would we have to type in the City and the State if we know the Zip? I mean really, think of the time you will save by having a tool that could help with this. OMG think...
  • Blog Post: Workflow and Web Services

    The CRM Webservices API allows the change of the data in the record or set of records being manipulated but it can't invoke the workflow behaviour to change the workflow state. You can have a Web Services call change the stage and the status fields and any other data field you want but the workflowstate...
  • Blog Post: WebServiceSoapClient() vs WebService() or (Add Service Reference vs Add Web Reference)

    As I noted in my earlier article ( Visual Studio 2008 and Sage CRM Web Services ) if you are using Visual Studio 2008 then it is perfectly possible to continue to use the Add Web Reference way of working. And it is up to you which way you choose to code. If you have used 'Add Service Reference'...
  • Blog Post: The Design of Web Service Applications and Performance

    My hope is that if you have attended any of my presentations about the Web Services interface for Sage CRM you will have taken away with you an impression of the importance of the design of the client application and how this would affect performance. The source code for the sample application which...
  • Blog Post: A CurrentUser object in WebServices?

    If you are working with Sage CRM's WebService Interface then you will know that the API is very much focussed on Data Access and not on the user interface or 'Meta Data'. But I have written before about how we 'discover' information about the system even if it is not in the version...
  • Blog Post: Visual Studio 2008 and Sage CRM Web Services

    I have recently received a couple of emails asking me for help with starting a Web Service project when using Visual Studio 2008. Both my correspondents had previously been using Visual Studio 2005 and had been used to adding Web References. In Visual Studio 2005 a web reference would be added from...
  • Blog Post: Dynamically Routing Web Services Requests to another Install of CRM

    This article has been edited (31st October 2009) to correct links. In the Web Services API of the Sage CRM the webservices class itself has a string property called "Url". The URL property contains the URL location to which the SOAP requests are directed. It does not contain the pointer...
  • Blog Post: AJAX and the whole Web 2.0 thing.

    I wrote in an article about Self Service some time ago "I get the sense that there is a growing interest in the construction of Customer Portals and the general Web 2.0 'buzz' where people need to bring all types of data up into customer facing applications that blend information and...
  • Blog Post: Sage CRM's SOAP Web Services and Sage CRM's COM based Web Self Service API.

    The two APIs that I wish to consider in this article are mature, well developed and stable. They've been in the product for a very long time. Nevertheless, they are still used and still very much a useful pair of development options. In fact, they both play a very important part in integration and...
  • Blog Post: The Journal Table

    I was tempted to start a new series of articles called " Mysterious Tables of Sage CRM " but since this is supposed to be a sensible library of "Hints, Tips and Tricks" I have resisted. Nevertheless there are a few tables in the Sage CRM database that whose purpose maybe obscure to...
  • Blog Post: Creating a Snapshot of the WSDL for SOAP Web Services

    The WSDL (Web Services Description Language) is a dynamically generated XML document that is published by Sage CRM and it specifies the data types, objects, methods etc that can be referenced by programmes wishing to use the SOAP based Web Services. The role of the WSDL to web services is decribed...
  • Blog Post: Creating XML feeds from Sage CRM

    The inclusion of additional software components created in Flash or Silverlight within the Sage CRM interface is becoming more common. Very often these are little units of Ajax code or embedded objects that I have started to call Rich Widgets. Think of Google Gadgets added into Sage CRM! But they can...
  • Blog Post: Creating Web Service Applications that handle unknown tables and columns

    We are able to create applications that can interact with Sage CRM remotely using the Web Service Interface. If the external application is going to be able to make reference to the data, objects and methods within the Sage CRM via a web call, then the data structures, properties, objects and methods...
  • Blog Post: Web Services and SageCRM.com

    Web Services are an access mechanism that can be used with the hosted version of Sage CRM as well as the on premise version. To use the Web Services in the hosted product you need first to make the WSDL available. 1. Logon to your hosted version of SageCRM.com as a system administrator 2. Navigate to...
  • Blog Post: The importance of column prefixes in tables exposed via the Web Services API

    This is a little quirk. If you have added a new table into the CRM database that you intend to access via the webservices interface, then be sure that the table column makes use of column prefixes. For example if you have added a new project table then make sure that the columns are called names like...
  • Blog Post: Finding out what CRM data has changed since the last Web Services Interaction

    If you use WebServices to query CRM Data then you may need to find out what data has changed since last update. If you wish to find out what data has changed in CRM since a certain date then you can use queryid This is designed to return a set of id's based on a token date time, and is used for synching...
  • Blog Post: Sysadmin in Sage CRM 6.2

    Sysadmin is a little known but useful path flag that can be used in Sage CRM 6.2 to list the current logged on users. It can also be used to manage current logged on sessions. In path looks like http://servername/installname/eware.dll/sysadmin If you attempt to use this when not on the server...
  • Blog Post: Redirecting to an ASPX (ASP .NET) Page from a Classic COM ASP page

    This article follows on from an earlier article " Combining CRM WebServices and ASP.NET ". That article had discussed using the SOAP based webservices of Sage CRM within an ASP.NET page. I had mentioned that such ASPX pages can be called from Sage CRM tabs (and by extension Button Groups...
  • Blog Post: Session ID in Web Services

    When accessing Sage CRM via the Web Services API a user session needs to be created. private WebService WS=new WebService(); private logonresult SID; SID=WS.logon("wsuser","x3%b0H2"); WS.SessionHeaderValue = new SessionHeader(); WS.SessionHeaderValue.sessionId = SID.sessionid; //...
  • Blog Post: Web Service Sessions

    Sage CRM's web service API allows developers to manipulate CRM records remotely. It is possible for a 3rd party application or website to access the CRM server to read, create, update, or delete records for each exposed entity, for example, Companies, People, Opportunities, Cases, Quotes and Orders...
  • Blog Post: Invoking Workflow from Self Service and Web Service (SOAP) Based Applications

    One of the challenges that a developer will face when working with Self Service or with an external Application using the SOAP Web Services interface is that workflow is not fully covered by the APIs. Self Service and Workflow Self Service uses the COM API and is designed for use in ASP pages....
  • Blog Post: Geocode your CRM addresses

    Well there's a long story why I was up at 4am in the morning today, but none of you are really interested in that so I'll get right to the meat of this post :) Since I was ask to teach the webservices class at Insights this year I thought it might be cool to come up with some use full examples...
  • Blog Post: Fetching data using the SOAP Web Services. Using queryid() & queryidnodate(), queryrecord() and query().

    A colleague asked me a very simple question. "I want to do a basic query with simple parameters e.g. in SQL: select * from opportunity where Oppo_ChannelId = 1 and Oppo_Product='TimEx5'. Do you have any sample web services code?" This is not such a straightforward question in...