Microsoft Dynamics CRM

The Qlik Microsoft Dynamics CRM Connector lets you select and load data from your Microsoft Dynamics CRM account by running Fetch XML queries with the Qlik Web Connectors and loading the results directly into your QlikView and Qlik Sense applications.

Tip:

The Qlik Web Connectors help you connect to different data sources and fetch data in the same way. Learn how to authenticate a data source connection and how to use tables to fetch data.

Connecting to data sources

The Qlik Microsoft Dynamics CRM Connector can fetch data from the following Microsoft installations:

  • Dynamics CRM 365 (online)
  • Dynamics CRM 365 (on-premises)
  • Dynamics CRM Online
  • Dynamics CRM 2016

Ways to access your data

You first need to authenticate your connector with your account credentials. Enter a connection string for your account and verify you are able to obtain your user ID.

Example:  

AuthType=Office365; Url=https://contoso.crm.dynamics.com; Username=jsmith@contoso.onmicrosoft.com; Password=passcode;

The connection string parameters are described here: 

After authenticating the connector a number of tables are available:

  • FetchXML - Allows you to run a FetchXML query
  • FetchXMLFromFile - Allows you to run a FetchXML query stored in a local file.

FetchXML is a proprietary query language that is used in Microsoft Dynamics CRM. It is based on a schema that describes the capabilities of the language.

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

There are two ways to build the FetchXML:

  • Build queries manually with FetchXML.

  • From the Microsoft Dynamics CRM user interface.

    To do this, navigate to Advanced Find > Query, and then download the FetchXML.

    Note: This is the recommended way to build your FetchXML to reduce the chances of errors.

Troubleshooting

You receive a Microsoft.IdentityModel error

Possible cause  

Microsoft Identity Model 3.5 is not installed on the server. You should see the following error message:

Could not load file or assembly 'Microsoft.IdentityModel, Version=3.5.0.0

Proposed action  

Install WIndows Identity Foundation or turn this feature on in Windows.

For Windows Server 2012 users, you can add WIndows Identity Foundation from the Server Manager.

For Windows 10 users you can turn Windows Identity Foundation on from the Turn windows features on and off dialog.

To download Windows Identity Foundation, see:

Some fields are missing after connecting to a new environment

Possible cause  

The connector is pointing to the wrong MS Dynamics CRM environment and may be trying to use the old instance.

Proposed action  

Add the following attribute to the connection string in your load script.

RequireNewInstance=true

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