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  • Blog Post: Discovering Data Relationships in Code

    You may have a business requirement to cascade a change through the child records of a company. I have discussed previously how a table level script can be used to update all opportunities if the company is reassigned to a new account manager. See the article " A Table Level Script to update Opportunities...
  • Blog Post: Using the COM CRM.CreateQueryObj() to call a Stored Procedure.

    Below is some code that illustrates how a Stored Procedure maybe invoked in the QueryObject. var strSQL = "DECLARE @@ret int"; strSQL += " EXEC @@ret=eware_get_identity_id 'notes'"; strSQL += " INSERT notes"; strSQL += " (note_noteid,note_foreigntableid,note_foreignid...
  • Blog Post: Calling a Sage CRM COM object from a .NET project.

    I wrote an article just a little while ago that discussed how a System Administrator could easily reset a users password. See: Resetting Passwords Within the article was example code that demonstrated how an External COM logon could use a QueryObject to pass an SQL update statement into Sage CRM....
  • Blog Post: Using Joins in Web Services

    Imagine you need to retrieve information from CRM via the webservices interface; this query should combine data from multiple tables. In the COM API (ASP pages, self service, table level scripts etc) you could use the QueryObject to build the exact SQL you need. var mySQL = "SELECT Person.*,...
  • Blog Post: Linking to 3rd Party Databases

    Within the Administration screens is the location that allows the System Administrator to create an additional database connection to a 3rd party database. Administration -> Advanced Customization -> Tables and Databases Sage CRM allows us to connect to a different database on a different...
  • Blog Post: Working with a Stored Procedure that returns a result set.

    I have discussed calling Stored Procedures from within Sage CRM before in the the article " Using the COM CRM.CreateQueryObj() to call a Stored Procedure ". From that article it can be seen that it is possible to call stored procedures where ever a QueryObject can be instantiated. This could...
  • Blog Post: Some thoughts on Importing Data

    I have written several articles in the past about the importation of data into Sage CRM. This article then is a 'header' record that attempts to bring these different thoughts together. It is certainly not unusual for a partner to occasionally need to design a custom import mechanism into...