Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM (Archived)

Data Schema & Reporting

Posted on by Microsoft Employee

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,

*This post is locked for comments

  • Andreas Cieslik Profile Picture
    Andreas Cieslik 9,265 on at
    RE: Data Schema & Reporting

    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

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Data Schema & Reporting

    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,

  • Suggested answer
    Andreas Cieslik Profile Picture
    Andreas Cieslik 9,265 on at
    RE: Data Schema & Reporting

    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

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,214 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans