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QVSource: The QlikView & Qlik Sense API Connector (Docs)


The MS CRM Dynamics Connector currently allows you to run Fetch XML queries and load the results directly into your QlikView and Qlik Sense applications.

Usage

Authentication

Please try entering a connection string for your account and verifying you are able to obtain your User ID. Some sample connection strings, taken from here, are:

Using Microsoft account to connect to Microsoft Dynamics CRM Online
Url=https://contoso.crm.dynamics.com; Username=jsmith@live-int.com; Password=passcode; DeviceID=contoso-ba9f6b7b2e6d; DevicePassword=passcode

Using Microsoft online services to connect to Microsoft Dynamics CRM Online:
Url=https://contoso.crm.dynamics.com; Username=jsmith@contoso.onmicrosoft.com; Password=passcode;

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CRM Enumeration Codes

You might also find the Azure Data Marketplace Connector of interest in relation to this connector as it can connect to the CRM Enumeration Codes dataset.

Using Fetch XML

You can either input your FetchXML directly into the connector (in which case it will become part of the request URL to QVSource) or alternatively store your query in an external XML file and point the connector to this.

You might also find this page useful which describes a mechanism for using a 'template file' into which you can replace certain tokens in s step prior to running this connector. This can allow you to simplify your load script.

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Building Fetch XML

You can either build your Fetch XML by hand (see docs here).

You can also build it in the user interface and download the resultant Fetch XML - We would strongly recommend using this to build your FetchXML to reduce the chances of errors:

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This can be accessed from the 'Create Personal View' item after clicking the dropdown icon next to the current view name.

Troubleshooting

Microsoft.IdentityModel Error

If you get the following error:
Could not load file or assembly 'Microsoft.IdentityModel, Version=3.5.0.0

Please try installing Windows Identity Foundation.

Note that on Windowse Server 2012 this is included as an additional feature that can be added using the Server Manager (see this post).

In Windows 10 you can also turn this on using the "Turn windows features on and off" dialog:

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Performance

API Call Logs

If you are requesting a large amount of data (either number of rows or columns) you may find that this takes a long time to load. If you are using the Web Edtion of QVSource please check the 'Log Files' -> 'API Calls' tab where you should find a record giving an indication of how long individual requests to MS CRM are taking in milliseconds.

CRM Diagnostics

You could also try running the CRM Diagnostics tool documented here which you can access at the following URL:
https://{INSERT_YOUR_SERVER_URL_HERE}/tools/diagnostics/diag.aspx

Please send us the results of this along with an example API Calls logs file (as explained above) if you believe you are having issues related to performance.

Change Log

1.0.8 - 01/03/2016
  • Added OrganisationID, BusinessUnitId, and Version columns to CanAuthenticate table.

1.0.7 - 26/02/2016
  • Added API call logging.
  • Improved progress feedback (including total count) and cancellability of running table.

1.0.6 - 12/02/2016
  • BREAKING CHANGE: The connection string input parameter is now set to be encrypted and to NOT be included in the generated load URL. If you are using this connector you should:
    • Remove the connectionString= parameter from any of your load requests.
    • Re-enter the connection string into the connector's UI.

1.0.5 - 02/02/2016
  • Input parameter "Check All Data For Columns" set as optional now.

1.0.4 - 27/01/2016
  • Minor refactoring.
  • Added new input parameter "Check All Data For Columns". Previously, if certain columns did not appear in the first 5000 rows of data they would not be included in the results at all. Checking this new option causes the connector to analyse all pages of results before building the columns which fixes this issue. However, it does mean that all of the data has to be loaded into memory in one go rather than streaming the data in oages of up to 5000 results at a time (which is the behaviour if this new option is not checked).

1.0.3 - 09/12/2015
  • Minor refactoring.
  • CanAuthenticate table now gives hint to try https instead of http if the connection throws a null reference exception and URL=http://... is being used rather than URL=https://....

1.0.2 - 13/03/2015
  • CanAuthenticate no longer incorrectly shows 'OK' if there was an error authenticating. It also no longer shows long call stack in this case.

1.0.1 - 24/02/2015
  • Columns (XXXX_Formatted) now added for any entities which also contain formatted versions of their data. This is of particular use for OptionSetValue types to show the real underlying value and has also been seen to show a formatted createdon date.

1.0.0 - 16/02/2015
  • Taken out of beta.

0.8.1 - 04/02/15
  • CanAuthenticate table now has Status, Error and UserID columns.
  • FetchXML and FetchXMLFromFile tables added.

0.8.0 - 03/07/14
  • Initial release (with authentication check only).


(QVSource works with Qlik Sense as well as QlikView - See this page for notes.)
QVSource - The QlikView & Qlik Sense API Connector | © Copyright 2011 - 2016 Industrial CodeBox Ltd