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Customer experience | Sales, Customer Insights,...
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How to generate schema file for CRM To be consumed in AEM forms

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I am looking for a way to generate the schema file for entities in CRM. This file will be used in adobe AEM Form so the form can hook up with CRM to pick up the data and present them on the form.

I have done some base research. and there are several ideas included but not limited to:

  • use Metadata Document Generator
  • use CRMSvcUtil.exe to generate the C# or VB.net classes, then convert them to XSD using XSD.exe
  • use ConfigurationMigration tool present in SDK for generating the XML and SXD for the entities.
  • write the xml file first and use Swagger to debug it.

but I could not find a detailed instruction to guide me through. Anybody is interested?

I have the same question (0)
  • Suggested answer
    Adrian Begovich Profile Picture
    1,027 Moderator on at

    Hi Cherose,

    AEM Forms Data Integration provides an OData cloud service configuration to integrate Forms with both the online and on-premises versions of Microsoft Dynamics.

    When you install the AEM Forms package, a form data model, Microsoft Dynamics FDM, is deployed on your AEM instance. By default, the form data model uses Microsoft Dynamics service configured in the Microsoft Dynamics OData Cloud Service as its data source. On opening the form data model for the first time, it connects to the configured Microsoft Dynamics service and fetches entities and attributes from your Microsoft Dynamics instance. The form data model can be used to create adaptive forms that interact with Microsoft Dynamics server to enable business workflows.

    Read this article for more information on the AEM Forms Data Integration with Microsoft Dynamics.

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