Getting the Modified data from dynamic CRM on-Prem by using restful/Webapi service

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Hi Pankaj.. I have a question scenario.. Actually I want to get the data from Dynamic CRM on Prem by using a restful service and this dynamic CRM was installed on cloud on a separate virtual machine. what are things that i need to consider while writing a restful service to get the modified data from Dynamic CRM 365 on prem. I have the webapi url from Dynamic CRM and based on that url . does it help anywhere in the programming to get the modified data. ... Thanks in Advance

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gdas 50,091 Moderator on at

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Hi,

What do you mean by modified data ? Please post your requirement properly, so that people can answer your question.

Did you read your question?

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Mahendar Pal 45,095 on at

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Hello,

As suggested by Goutam, make sure to provide as much as details for your requirement so that someone can help you.

You can retrieve data based on the modifiedOn field.

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I'm new to Dynamic CRM . I have a Webapi url which i got it from developer tools from CRM(on-prem) application which will give the all the entities . If any changes are done in CRM then those changes need to be captured and need to be pulled by using service(this is the requirement ). Here CRM is third part tool for me which is hosted in separate virtual machine . So what are the things that need to consider while writing service and how . Can Could you please mail me on my mail id harryankasala@gmail.com

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users are using CRM (on-prem)application which they can modified the accounts data . We need to pull the data which are changed for every http request that was made from CRM. I need complete this requirement by using a webapi service. once we filter out this data from CRM through service we will send this data to logic app--> Service Bus--> Netsuite by using one more service.

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RaviKashyap 55,410 Moderator on at

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Hi,

I have done something similar but not using web api. My requirement was that I had to sync my CRM contacts to a third party contacts. To achieve this,

1. I created a field in Contact entity first which is used to store the Guid of the other system. I was using this later to determine that if I need to create a record or update it.

2. I also created a separate custom entity (Integration) with the field like entity id, entity name, message (Create/Update) & Status.

3. Then I created a plugin on contact create & update which created the record on my custom entity. That is whenever the record is created/updated, I create a record in my custom entity.

4. Now that I have the data in my custom entity which gives me all the records which are created and updated, I create a console application to retieve the details and then push it to my third party system.

Basically the hard part is to determine which records are changed. Once you have that data you can then create console app to push that data directly to your thirsd party or you can create a middleware wcf service which connects to CRM, retrieves this changed data and returns it to the caller. You could configure this wcf service as restfull if that's your requirement. Its upto you how you design and what best suits your needs. Above is just one way of doing this and I am sure there must be several other ways as well.

Hope this helps.

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gdas 50,091 Moderator on at

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Hi,

What I understand from you that you need pull data which are changing in CRM will be sync with your custom tool/portal. Following are the steps, guideline you could follow.

1) Maintain Common GUID / unique key to identify data both the system.

2)

CRM => External System

Expose Rest/ Soap services to push the data to your to external system from CRM.

When you want those changed data ? Is this real time or certain interval. If this is real time then you should write plugins in each entity where you push the data for any kind of modifications and creation in CRM by consuming external system services inside plugin or workflow. You should update or create using GUID / unique key to sync the data to external system

OR

External System=> CRM

If you don't want to change anything in the CRM and you only want to use WEB API ,so you need to go for batch process / console application which will be responsible to sync data to your external system certain interval.

By doing this user may not view real time data from external system. So what you can do you can pull the data using the unique key / GUID and modified on field from your CRM TO external system each time when user requests certain data to view in the external system.

Hope this helps.

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Thanks for the response.. Ravi , Goutam, Mahender ... Actually the procedure written by goutam i'm following right now.. when I'm trying to solve the first step i'm having trouble .. My webapi returning all the entities when i run without filtering Primary key value. but when i'm trying to query by using GUID then i'm not getting any result...

Here is the path GET [Organization URI]/api/data/v8.2/accounts?userQuery=766b0101-5044-e611-80d3-000d3a918c4d

I tried with accountid inplace of userquery even no luck...

{

"error":{

"code":"","message":"Syntax error at position 10 in 'AccountId=9fe17aa2-e5a2-e711-80fd-000d3a91d738'.","innererror":{

"message":"Syntax error at position 10 in 'AccountId=9fe17aa2-e5a2-e711-80fd-000d3a91d738'.","type":"Microsoft.OData.Core.ODataException","stacktrace":" at Microsoft.OData.Core.UriParser.ExpressionLexer.ValidateToken(ExpressionTokenKind t)\r\n at Microsoft.OData.Core.UriParser.Parsers.UriQueryExpressionParser.ParseExpressionText(String expressionText)\r\n at Microsoft.OData.Core.UriParser.ODataQueryOptionParser.ParseFilterImplementation(String filter, ODataUriParserConfiguration configuration, IEdmType elementType, IEdmNavigationSource navigationSource)\r\n at Microsoft.OData.Core.UriParser.ODataQueryOptionParser.ParseFilter()\r\n at System.Web.OData.Query.FilterQueryOption.get_FilterClause()\r\n at Microsoft.Crm.Extensibility.OData.DataQueryOptionsConverter.SetFilterExpression(QueryExpression qe, FilterQueryOption filterQueryOption)\r\n at Microsoft.Crm.Extensibility.OData.QueryOptionsConverterBase`4.GetQueryExpression(ODataQueryOptions queryOptions, String edmEntityName, CrmODataExecutionContext context)\r\n at Microsoft.Crm.Extensibility.OData.CrmODataServiceDataProvider.RetrieveEdmEntityCollection(CrmODataExecutionContext context, String entityCollectionName, String castedEntityName, ODataQueryOptions queryOptions)\r\n at Microsoft.Crm.Extensibility.OData.EntityController.GetEntitySetInternal(String entitySetName, String castEntityName, CrmODataExecutionContext context, CrmEdmEntityObjectCollection crmEdmEntityObjectCollection, ODataQueryOptions queryOptions)\r\n at Microsoft.Crm.Extensibility.OData.EntityController.GetEntitySet(String entitySetName)\r\n at lambda_method(Closure , Object , Object[] )\r\n at System.Web.Http.Controllers.ReflectedHttpActionDescriptor.ActionExecutor.<>c__DisplayClass10.<GetExecutor>b__9(Object instance, Object[] methodParameters)\r\n at System.Web.Http.Controllers.ReflectedHttpActionDescriptor.ExecuteAsync(HttpControllerContext controllerContext, IDictionary`2 arguments, CancellationToken cancellationToken)\r\n--- End of stack trace from previous location where exception was thrown ---\r\n at System.Runtime.ExceptionServices.ExceptionDispatchInfo.Throw()\r\n at System.Runtime.CompilerServices.TaskAwaiter.HandleNonSuccessAndDebuggerNotification(Task task)\r\n at System.Web.Http.Controllers.ApiControllerActionInvoker.<InvokeActionAsyncCore>d__0.MoveNext()\r\n--- End of stack trace from previous location where exception was thrown ---\r\n at System.Runtime.ExceptionServices.ExceptionDispatchInfo.Throw()\r\n at System.Runtime.CompilerServices.TaskAwaiter.HandleNonSuccessAndDebuggerNotification(Task task)\r\n at System.Web.Http.Controllers.ActionFilterResult.<ExecuteAsync>d__2.MoveNext()\r\n--- End of stack trace from previous location where exception was thrown ---\r\n at System.Runtime.ExceptionServices.ExceptionDispatchInfo.Throw()\r\n at System.Runtime.CompilerServices.TaskAwaiter.HandleNonSuccessAndDebuggerNotification(Task task)\r\n at System.Web.Http.Dispatcher.HttpControllerDispatcher.<SendAsync>d__1.MoveNext()"

}

}

}

I have that record in my entity..

"@odata.etag":"W/\"3353205\"","customertypecode":100000000,"address2_addresstypecode":1,"merged":false,"statecode":0,"exchangerate":1.0000000000,"name":"Franchise 474","statuscode":1,"modifiedon":"2017-12-01T18:22:46Z","_owninguser_value":"369c3eea-a3f7-e511-80cb-000d3a913664","hisc_peaqtrackingsurveyparticipant":true,"donotpostalmail":false,"accountratingcode":1,"donotphone":false,"hisc_peaqannualsurveyparticipant":false,"preferredcontactmethodcode":1,"_ownerid_value":"369c3eea-a3f7-e511-80cb-000d3a913664","customersizecode":1,"hisc_newfranchsienumber":474,"openrevenue_date":"2018-12-05T21:59:37Z","businesstypecode":1,"donotemail":false,"address2_shippingmethodcode":1,"address1_addressid":"e51072d4-65ef-4468-a634-89dfaaa6535e","address2_freighttermscode":1,"_hisc_primarylocation_value":null,"createdon":"2017-09-26T18:08:22Z","versionnumber":3353205,"donotbulkemail":false,"opendeals_date":"2018-12-05T21:59:37Z","donotfax":false,"hisc_isprimarylocation":false,"donotbulkpostalmail":false,"donotsendmm":false,"hisc_satelliteoffice":false,"creditonhold":false,"_transactioncurrencyid_value":"bdc0cdd6-a4f7-e511-80cb-000d3a913664","accountid":"9fe17aa2-e5a2-e711-80fd-000d3a91d738"

I tried by using different GUID values from the entity..

any help would be appreciated ...

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tried this one too

https:// org name/api/data/v8.2/accounts?AccountId=9fe17aa2-e5a2-e711-80fd-000d3a91d738

{

"error":{

"code":"","message":"The query parameter AccountId is not supported","innererror":{

"message":"The query parameter AccountId is not supported","type":"Microsoft.Crm.CrmHttpException","stacktrace":" at Microsoft.Crm.Extensibility.OData.QueryOptionsConverterBase`4.ThrowIfInvalidQueryOptionsExists(CrmODataExecutionContext context)\r\n at Microsoft.Crm.Extensibility.OData.QueryOptionsConverterBase`4.GetQueryExpression(ODataQueryOptions queryOptions, String edmEntityName, CrmODataExecutionContext context)\r\n at Microsoft.Crm.Extensibility.OData.CrmODataServiceDataProvider.RetrieveEdmEntityCollection(CrmODataExecutionContext context, String entityCollectionName, String castedEntityName, ODataQueryOptions queryOptions)\r\n at Microsoft.Crm.Extensibility.OData.EntityController.GetEntitySetInternal(String entitySetName, String castEntityName, CrmODataExecutionContext context, CrmEdmEntityObjectCollection crmEdmEntityObjectCollection, ODataQueryOptions queryOptions)\r\n at Microsoft.Crm.Extensibility.OData.EntityController.GetEntitySet(String entitySetName)\r\n at lambda_method(Closure , Object , Object[] )\r\n at System.Web.Http.Controllers.ReflectedHttpActionDescriptor.ActionExecutor.<>c__DisplayClass10.<GetExecutor>b__9(Object instance, Object[] methodParameters)\r\n at System.Web.Http.Controllers.ReflectedHttpActionDescriptor.ExecuteAsync(HttpControllerContext controllerContext, IDictionary`2 arguments, CancellationToken cancellationToken)\r\n--- End of stack trace from previous location where exception was thrown ---\r\n at System.Runtime.ExceptionServices.ExceptionDispatchInfo.Throw()\r\n at System.Runtime.CompilerServices.TaskAwaiter.HandleNonSuccessAndDebuggerNotification(Task task)\r\n at System.Web.Http.Controllers.ApiControllerActionInvoker.<InvokeActionAsyncCore>d__0.MoveNext()\r\n--- End of stack trace from previous location where exception was thrown ---\r\n at System.Runtime.ExceptionServices.ExceptionDispatchInfo.Throw()\r\n at System.Runtime.CompilerServices.TaskAwaiter.HandleNonSuccessAndDebuggerNotification(Task task)\r\n at System.Web.Http.Controllers.ActionFilterResult.<ExecuteAsync>d__2.MoveNext()\r\n--- End of stack trace from previous location where exception was thrown ---\r\n at System.Runtime.ExceptionServices.ExceptionDispatchInfo.Throw()\r\n at System.Runtime.CompilerServices.TaskAwaiter.HandleNonSuccessAndDebuggerNotification(Task task)\r\n at System.Web.Http.Dispatcher.HttpControllerDispatcher.<SendAsync>d__1.MoveNext()"

}

}

}

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RaviKashyap 55,410 Moderator on at

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Hi Hari,

You need to use endpoint like below -

https://crmorg/api/data/v8.2/accounts(9fe17aa2-e5a2-e711-80fd-000d3a91d738)

Hope this helps.

Also, when you get answer to your main question do remember to close the thread by marking the helpful suggestion as answer and open new thread for your new questions/queries. This will ensure that you get responses from other community member as well.

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Community Member on at

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Thanks Kashyap.. it's working ..as I'm new to the development i didn't see where to close this thread...

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