Kids, don't try this at home!

Tips & Tricks for C#, ASP.NET and CRM

December 2009 - Posts

Dynamics CRM SDK for the iPhone

About 3 months ago I wrote that we were working on making the Dynamics CRM SDK available to the iPhone via MonoTouch. We have finally completed porting the crm sdk to the iPhone.

If you look closely at the previous blog entry you'll notice we used a "CrmWebRequest" class to perform operations on the crm server, we decided to scrap that idea and make the code consistant, what this means for you is that the code you write is exactly the same for Windows and the iPhone, you can take existing code samples from msdn, forums, blogs ...etc and copy paste them directly into an iPhone project.

Dynamics CRM for the iPhone

Click here to see the full screenshot.

Migrate ACT! to Dynamics CRM

We had a customer using ACT! (we forgave them for that) who wanted data migrated to Dynamics CRM. Here is a generic overview of how it was done.

  • Backup the existing ACT! database into a .zip file
  • Download the ACT! Reader Utility
    • Run it and enable SQL read-only access
  • Use SQL Management Studio to connect to the ACT! database instance, default is "ACT7"
    • The database structure is very straight forward
  • Write some .NET code to import the data into SQL

Things to watch out for

  • Notes in ACT! are in RTF format, you'll need to convert them to plain text before importing into Dynamics CRM
  • Attachments are stored in the file system, you'll need to lookup the filename and find the correct physical location if you want to attach the file into Dynamics CRM
  • Only the subject line of emails are stored in ACT! 

Tools used

ACT! Reader Utility - http://kb.sagesoftwareonline.com/cgi-bin/sagesoftwareonline.cfg/php/enduser/fattach_get.php?p_sid=3ROImuPj&p_li=&p_accessibility=&p_redirect=&p_file_id=16370&p_tbl=9&p_id=22989&p_created=1240323461&p_olh=0

SQL Management Studio 2005 - http://www.microsoft.com/downloads/details.aspx?FamilyId=C243A5AE-4BD1-4E3D-94B8-5A0F62BF7796&displaylang=en

XrmLinq - http://www.xrmlinq.com

Posted: Dec 15 2009, 09:16 PM by gperera | with 2 comment(s)
Filed under:
More Posts