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Microsoft Dynamics CRM (Archived)

Data Schema & Reporting

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Posted on by

Hello,

I'm new in the Microsoft Dynamics CRM and I'm lost regarding the data schema

I'm using the following feeds:

Odata Feed:  https://[tenant].crm4.dynamics.com/XRMServices/2011/OrganizationData.svc

API Feed: https://[tenant].crm4.dynamics.com/api/data/v8.1

I spent a few days trying to figure out where I can find the history/activity for each opportunity in both data feeds without success. 

The data model involves the use OpportunitySet, OpportunityProductSet and SystemUserSet for obtaining all the information about the opportunities, but what is missing is how those opportunities are evolving over time - OpportunitySet is a unique list of OpportunitiesIDs. 

The activity tables on the Odata feed are called ActivityPartySet and ActivityPointerSet, with the latter being specific to each change that a user does in an opportunity. Likewise, the tables have almost the same names in the API Feed, ActivityParty and ActivityPointer.

If that is the case - one of this two tables have the "history" of all opportunities - How can I link to a list of unique Opportunities?

Also is it possible to connect Microsoft Dynamics CRM 2016 in a faster way? Both of the feeds are quite massive but at the same time quite slow. Let's say, loading 200 MB in ~30 min. I was reading that is possible to connect through visual studio 2012 with a particular addon. 

Thanks in advance for the help.

Regards,

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  • Suggested answer
    Andreas Cieslik Profile Picture
    9,267 on at

    You could adapt the sample from this link:

    msdn.microsoft.com/.../mt628816.aspx

    Instead of account use the opportunity, but you would have to specify each column in fetch XML that you would like to retrieve

  • Community Member Profile Picture
    on at

    Hello Andreas Cieslik,

    Thanks for your response. The link you have sent only involves filtering the data rather than generate a feed of Opportunities and Activities - if that is the case. The aim is to generate a history of opportunity and trying to identify the changes alongside time, for further and deep analysis.

    Regards,

  • Andreas Cieslik Profile Picture
    9,267 on at

    With opportunity changes you are referring to the audit feature? Only with having the audit feature activated you can track OOTB changes on an opportunity.

    General info about auditing:

    technet.microsoft.com/.../dn887214.aspx

    Having said that the problem is that with audit history you cannot really create a query in Web API to get opportunities along with the audit history.

    The audit history can be retrieved e.g. via XrmToolkit:

    community.dynamics.com/.../166258

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