I am currently faced with the task of creating an account (company record) from a person record in Sage 200 CRM 7.3. The mappings are defined in a custom entity.
Coming from a mvc background, I was thinking about creating a c# class with a method in it to create the company record. The method would receive the person id.
Is using the .net api the correct approach for this and, if so, please can someone advise me what project type I need to create and what dlls I need to reference.
The Sage CRM .NET API works in a very particular way. community.sagecrm.com/.../the-new-net-api.aspx
Any of your projects will need to reference the SageCRMNET.dll. This is an older article but it shows you how to do this community.sagecrm.com/.../starting-a-c-net-project-without-using-the-project-templates.aspx
The thing about the .NET API is that it assumes that it is referenced entirely within the context of the main Sage CRM interface. It can't be invoked directly. It expects the Sage CRM classes and objects to build the interface. You can't mix and match ASP.NET classes with the Sage CRM classes.
I know this is an old thread but the URL for the above has changed to https://www.sagecity.com/sage-global-solutions/sage-crm/b/sage-crm-hints-tips-and-tricks/posts/starting-a-c-net-project-without-using-the-project-templates