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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Extracting Invoices as...
Microsoft Dynamics CRM (Archived)

Extracting Invoices as XML

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Posted on by Toast_Machine 80

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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I have the same question (0)
  • Nuno Profile Picture
    Nuno 2,005 on at

    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.

    msdn.microsoft.com/.../gg695810.aspx

    msdn.microsoft.com/.../gg695803.aspx

  • Suggested answer
    Bruno Lucas Profile Picture
    Bruno Lucas 5,421 on at

    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

  • Suggested answer
    Morne Wolfaardt Profile Picture
    Morne Wolfaardt on at

    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

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