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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...

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 may be obscure...

In this article I want to think about the creation of an XML feed from within CRM. The structure of an XML feed may look like this: [code language="xml"] <chart caption='Monthly Sales Pipeline' subcaption='For FYE 2009' xAxisName='Month' yAxisName='Sales'...

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...

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...

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...

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...

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...

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 to the WSDL, this is set in the web reference of the project and the...

For an introduction to SData REST based web services then please see the article " Accessing SData Provider " Another example of how SData is used in Sage CRM's Interactive Dashboard feature can be found here: " An SData Example – the Sage CRM Interactive Dashboard SData Gadget...

Below is some code that will add a company, a default contact (Person) and a default business telephone number. When adding a company entity (with address, email etc) to Sage CRM via the Webservices API, CRM will automatically use the first data item in as the default person, and address etc. It will...

If you experience difficulty logging on via the web service interface to a CRM Install (that was installed using windows authentication) this can be helped by setting the UseDefaultCredentials flag for the web service client to true. See highlighted line in the code snippet below. private static bool...

An external application can make use of Sage CRM reports. It is not appropriate to invoke HTML reports from a 3rd party or external application as these are designed to interact with the Sage CRM interface. You only need think about the auto hyperlinking feature which allows drill down into Sage CRM...

The code below is an extract of the simple webservices demo application found elsewhere on this site. Please note the following assumptions 1) CRM60 is the webservice object 2) CRMCompany is a previous retrieved Company record 2) The code is to retrieve the selection values of the comp_source field and...

The StoredProc data type only will fire when a record object is added to a screen object. Specifically this must be a new record. The actually firing of the StoredProc is tied to the loading of the interface rather than the use of the record object. When there is no screen (EntryGroup Block) then there...

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...

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; //...

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...

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....

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...

You might have heard about something called Real Time Data Views but you may be wondering what they're all about. Well if you are a Sage ERP developer and you are creating a SOAP or GCRM integration with Sage CRM or you already have a SOAP or GCRM integration with CRM then read on... The concept...

This is an interesting question and depending of what we understand by the word 'transactions' it can have a couple of answers. Answer 1 The first thing to note is that each webservice request is an HTTP transaction. A request is made and the reponse is given, so the question could be about how...

You may have a need to find out about Teams used in Sage CRM through the webservices. In the database Teams are defined in a table called Channel e.g. select * from Channel; The Team (channel) is then referenced in the system entities like opportunity and cases. e.g. Opportunity...

How can we tell what version has been installed? The patch and version of the software is announced on the Logon Screen. Again within the product you can check the version by going to My CRM> Preferences and clicking the About CRM button. The version can be checked programmatically. This becomes very...

There are two relevant items of documentation: The Web Services Guide and the System Administration Guide. You can also find general information about the webservices in a recorded webinar within the training section of the DPP website. And there are articles written about webservices on the blog . When...