In this example, I want to explore how Sage CRM's SOAP web services interact with dates and times. The background for this article is the experience that a user may have within the main interface.
As we can see in the image below this user has opted…
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…
A customer asked me whether the SOAP Web Services were an extension of the .Net API or a separate API built on top of the COM API.
Below is a diagram that is frequently used to explain the Sage CRM Architecture.
This diagram represents the hybrid…
Below is some code that shows how the UpdateRecord() method can be invoked using the SOAP Web Services. I have discussed the use of the Update() method in the article " Updating Multiselect fields using the Web Service Interface " and it is import to…
I have recently presented a training session about Sage CRM's SOAP Web Services. I thought it would be useful if I created a list of articles that deal with aspects of using the SOAP web services interface.
General
An Introduction to using the SOAP…
In this article I want to consider how Sage CRM's SOAP based web services can be used to extend its features and integration with other systems.
Sage CRM actually has two forms of web service in the current system. It offers both REST and SOAP Web Services…
In Sage CRM you can control whether dropdown fields are handled as enumerators or as strings in code.
This is an important setting of which to be aware when creating your code.
I started a project this week and failed to realise that I had changed…
A customer had the requirement to be able to retrieve person records in Sage CRM using the SOAP web services based on their email address.
On the face of it this looks like this may be a difficult job (but it isn't!). This is because of normalization…
A colleague asked me a very simple question.
"I want to do a basic query with simple parameters e.g. in SQL: select * from opportunity where Oppo_ChannelId = 1 and Oppo_Product='TimEx5'. Do you have any sample web services code?"
This is not such…
If you need to list company default/main addresses you can link from the Company to the Address table. You don't need to link to the address_link table. The address link table is used to keep details about the alternative addresses that might be stored…
An external application can make use of Sage CRM reports. It is not appropriate to invoke HTML reports from a 3rd party or external application as these are designed to interact with the Sage CRM interface. You only need think about the auto hyperlinking…
Below is some simple C# code that shows how to add a new Address to an existing company. The address is inserted and linked to the company and the default contact for that company.
Notes :
The webservice object is called CRMbinding.
The Company…
I have covered inserting a record using the Add() methid in the article " Add Case Example using Web Service Interface ". Below is some example code that shows how to insert a record using the AddRecord() method of the SOAP webservices.
WebService…
In another article as in this article I would like to consider the SOAP based Web Services for Sage CRM.
The SOAP based web services are very important because they are available to all currently supported versions of Sage CRM and they offer full CRUD…
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…
All,
Thanks for taking the time to read this. I have an issue with creating a library record via web services.
AIM : Create a library Record -> Populate fields with data.
Sample Code:
ewarebase[] CRMBase = new ewarebase[1];//Allows reference…
I would like to add a person entity through PHP web services and I have some difficulty adding phone and address to this person, can you please let me know what is wrong with my code:
//get WSDL client $options = array('trace' => true); $wsdl = ' crm…
Hi,
I want change by code my web service url.
http://127.0.0.1/crm/eware.dll/webservice/webservice.wsdl to http://myserver/crm/eware.dll/webservice/webservice.wsdl
There's this creator WebServiceSoapPortClient(string endpointConfigurationName, string…
I’m trying to connect to the eware.dll to access webservices/webservice.wsdl, but get the following error when I try to connect to this as a Web Reference from within my, c#, solution:
There was an error downloading 'https:// {machineAddress} /crm/eware…
Hi ,
I am getting Web-service exception as "Query failed to run successfully'" on excuting queryresult as below:
webService.queryrecord("", "comp_companyId>0 and comp_updateddate >= ’08-05-2016 00:00:00‘", "Company", "comp_companyid")
While…
Hello,
Does the Self Service site have to be created with classic ASP Pages? Or can I create essentially any client side web site, and connect to CRM via SOAP and/or SDATA? If so, are there any tutorials on that? I've found and read many articles on…
I'm getting the http internal server error 500 when trying to open the wsdl file in 2 different, but similarly customized systems. I'm using 7.3c. Url is http://[server]/[database]/eware.dll/webservices/webservice.wsdl.
Can this be caused by adding…
Hello I'm kind of new user of Sage CRM and i want to know is it possible to make a CRM integration with Sage 100 hosted on a remote server?
Best regards
I am to import data using Sage CRM for that i am using the SageCRM.
It's working perfectly ok for me but when the umport data count is huge like 500K-800K it's took so much time and seems to be waste of time.
So is any other alternative that will…
