CRM 2015: Automatically create records list items

(0) Share

Report

Posted on by SamCRM1

247

I am very new to CRM. We are using CRM 2015 on-prem. One of the situation we have is that we want to import pdf files from a folder automatically and create a new list item. For example, we have a list called Forms and a folder somewhere on the server where all the new forms coming to us will be saved in pdf format.

So in every few mins i want CRM to import the pdf files from the folder and create a new list item for each of those and attach those pdfs to that new list item.

I want to do same thing for a fax, so whenever a new fax is coming, the CRM should create a new list item and attach the fax to that new list item (the list item fields can be empty initially, but we can manually enter data later on).

Do I have to write some code for it or I can do it within the CRM without writing any code? Or is there a plugin I should use.

Please help!

Thanks

*This post is locked for comments

I have the same question (0)

All responses (5)

Answers (2)

Verified answer

BharatPremji 2,485 on at

Like (0)

Report
Copy link

Link copied!

Hi Sam,

You could use something like KingswaySofts SSIS connector for this:

www.kingswaysoft.com/.../ssis-integration-toolkit-for-microsoft-dynamics-crm

You could schedule a package to look in your Server folder location and create a new list item record in CRM and attach the PDF. Theres a section on their website that shows you how to work with attachments and the Annotation (Notes) entity:

How do I work with documentbody field of annotation entity?

The documentbody field is a special field in the CRM annotation entity, which is used to store the binary content of a filestream. Due to its binary nature, it is encoded before being stored in CRM database. When you read this field, you will get an encoded string using base64 encoding. When you write data to this field, you can either encode the file content using base64 encoding, or you can use an Import Column component to read the file as an DT_IMAGE field, in which case the component will automatically handle the encoding before writing to the CRM server.

Hope that helps

Bharat

Was this reply helpful? Yes No
Verified answer

Inogic 748 on at

Like (0)

Report
Copy link

Link copied!

You can develop a Windows Service which will run on specified Poll Interval Time and will read the Pdf files from the specified location and attaches pdf files to new List Item record in CRM.

If you want code to attach the Pdf files for CRM Record then you can refer below link:

http://sumedha8.blogspot.in/2013/04/creating-notes-programmatically.html

Thanks,

Sam

Was this reply helpful? Yes No
SamCRM1 247 on at

Like (0)

Report
Copy link

Link copied!

thank you so much for your help. I will try this method. I have one more question about CRM development. Can we do the CRM development remotely or we need to have visual studio and crm on the same server?

Was this reply helpful? Yes No
Suggested answer

razdynamics 17,308 User Group Leader on at

Like (0)

Report
Copy link

Link copied!

Hi Sam, It Depends if you have IFD enabled for CRM then you will be able to connect from visual Studio Remotely, Otherwise you will need to Develop within your Domain or via VPN, but not necessarily directly on the CRM server as the Developers should be able to use their AD credentials linked to the CRM User Account to deploy their code/customisations. they will need access to the CRM

Best Wishes, Raz

Was this reply helpful? Yes No
SamCRM1 247 on at

Like (0)

Report
Copy link

Link copied!

Got it! Thanks Raz for your help.

Was this reply helpful? Yes No