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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Accessing CRM app data...
Microsoft Dynamics CRM (Archived)

Accessing CRM app data from another app?

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Posted on by Community Member

Hi,

A client is using Microsoft Dynamics CRM and their agents will have the app on their phones. Is it possible to access their CRM contacts using some inter-app communication on their smartphone? a) It avoids us having to go to the Microsoft Dynamcs CRM web services for this data, b) it'd be faster, c) it'd work offline and d) it avoids our app also having to store this contact data.

Can someone point me to the relevant documentation if this feature is available?

Thanks

Dave

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  • Suggested answer
    BackToTheCrm Profile Picture
    BackToTheCrm on at
    RE: Accessing CRM app data from another app?

    Hello Dave,

    Yes you can use the Organization Web Service to access your CRM data : msdn.microsoft.com/.../gg309449.aspx

    But I suggest you to check the Resco Mobile CRM app which can do all you described : www.resco.net/mobilecrm

  • Community Member Profile Picture
    Community Member on at
    RE: Accessing CRM app data from another app?

    Hi,

    I can't use the IOrganizationService web service offline, which is a major problem I'm trying to solve.

    The Resco Mobile CRM app doesn't make access to their contacts available to other apps (I've asked them).

    What about the Microsoft Dynamics CRM app (itunes.apple.com/.../id678800460). Does it allow access to its CRM contacts by other apps on the phone?

  • Suggested answer
    BackToTheCrm Profile Picture
    BackToTheCrm on at
    RE: Accessing CRM app data from another app?

    Dave,

    I'm not sure for the CRM app but maybe there is a workaround :

    If the phones are synced with Exchange you can enable Server Side Synchronization for the contacts (you can also sync emails, appointments and tasks).

    I think you can access to contacts like it was usual contacts.

    More info about Server Side Sync here : technet.microsoft.com/.../dn531109.aspx

  • Ali .NET Profile Picture
    Ali .NET on at
    RE: Accessing CRM app data from another app?

    Hello Dave,

    But for accessing Dynamics CRM data you must have to connect at least one time to get the data (using Organization web service). Isn't it?

    How about something like that:

    Once the user connects to the internet,

    * detect the connection and get the relevant data

    * save the data offline in JavaScript (like database.js) - I am not sure this will achieve your all stated objectives or not. But worth investigating this.

    I am not a iPhone developer, so can't guess, if all this will work for you. Just a brain storming ....

  • Community Member Profile Picture
    Community Member on at
    RE: Accessing CRM app data from another app?

    Hi Dave,

    Speaking for Resco Mobile CRM - it is possible to use URL scheme, that will launch the other app with CRM data (name, company and other) as parameters. This, of course, requires the other app to be able to accept such request.

    What exactly are you trying to accomplish?

    Zuzana

  • Community Member Profile Picture
    Community Member on at
    RE: Accessing CRM app data from another app?

    Hi,

    What I want is my app to access any Microsoft Dynamics CRM contacts held by the Microsoft Dynamics CRM or Resco Mobile CRM apps, offline, like an app can access the normal phone contacts on the device.

    Having this means we don't have to pull CRM contacts and store in our own app for offline access, we can just retrieve contacts from the CRM apps.

    Do the Microsoft Dynamics CRM or Resco Mobile CRM apps expose CRM contacts as part of the normal phone contacts list and this can be read by another app on the phone?

  • Community Member Profile Picture
    Community Member on at
    RE: Accessing CRM app data from another app?

    Hi,

    we don't store CRM contacts on the phone's address book. But as said, previously, what you can do is to navigate to the contact in the Resco Mobile CRM app and launch your app from within. You can pass the contact's name, ID, phone number etc. with an URL scheme onto your application.

    Zuzana

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