This article has been written for partners who need to be able to call Sage CRM screens in the context of external applications. This is not such a strange idea as there are several partners who have created add-ons to MS Office or to other desktop products…
If you work with Visual Studio then a library of snippets has been added to the General Development Resources folder that is available to all partners within the community. This is a resource that will prove very useful for you when customising the Sales…
This article follows on from an earlier article " Combining CRM WebServices and ASP.NET ".
That article had discussed using the SOAP based webservices of Sage CRM within an ASP.NET page. I had mentioned that such ASPX pages can be called from Sage CRM…
One of the challenges that a developer will face when working with Self Service or with an external Application using the SOAP Web Services interface is that workflow is not fully covered by the APIs.
Self Service and Workflow
Self Service uses the…
In this article I want to think about the creation of an XML feed from within CRM.
The structure of an XML feed may look like this:
[code language="xml"] [/code]
To test this XML do the following
1) Create an empty text file. 2) Save the file…
I have written several articles in the past about the importation of data into Sage CRM. This article then is a 'header' record that attempts to bring these different thoughts together.
It is certainly not unusual for a partner to occasionally need…
Hello,
I seek a little advice as i am new to this (external accessing) concept.
From what i understand, is that an external access to Sage CRM in a secure and the only way can be achieved by using Web Services which are using Sage API.
However…