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Hello, first time posting.
I have been tasked with building a plugin which would allow the user to extract invoices from Microsoft Dynamics CRM 2013. I will most probably build it in C#. I have downloaded the SDK and started browsing through the sample code, though I have not found anything of use so far.
I would like to ask:
1. Does anyone have a good guide for something similar? I'd like to extract every piece of data possible from invoices between 2 certain dates into an XML document.
2. Are there any major differences between 2013 and Online I should watch for? I'll probably be testing with Online, even if the final product is for 2013.
Thank you very much for all your potential help.
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The ODATA Rest endpoint is ATOM that is XML based, you can use that to return your response, and you can build up the filter using url
Hi,
one option is to create a custom report. custom reports have the option to save as xml.
you can also run the report against 1 or multiple records and customize your report to return all the invoice data that you need.
crm reports use SSRS reports:
http://msdn.microsoft.com/en-us/library/dd283112(v=sql.110).aspx
Do you have to extract it under some specific xml format/structure?
otherwise you can check Nuno's suggestion
Be aware that when you deal with file manipulation\creation, you may not be able to register that on a crm online plugin or workflow because of the cloud sandbox.
you may be able to do that also though javascript and invoke though a ribbon button, but the code may get long and messy like this:
http://xrmmatrix.blogspot.co.nz/2011/06/creating-report-as-pdf-attachment-in.html
Hi,
I am not sure if it is possible to download the XML file generated through the plugin.
A possible way to get yout task done is through a workflow, that when executed gathers the information of all selected (by the user) invoices, builds the xml file with the information you want, attaches the file to an email and sends it.
You can also create an application like a console applicaiton, schedule task or windows service that connects to CRM, creates the file and save it.
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André Arnaud de Cal...
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