We can use Odata query
as source in Power Query to fetch data from Dyanamic CRM.
But while fetching data
from CRM we face below issues:
- All Entities present in that instance of CRM are loaded
and then we need to select particular entity to load its data
- When we select particular entity all its columns are
returned and we need to clean up i.e delete columns not required.
To overcome first issue we can specify entity
name in OData query:
https://abcd.crm5.dynamics.com/xrmservices/2011/OrganizationData.svc/ContactSet
Above query loads data
only from Contacts entity
To overcome 2nd column we can also specify required columns in OData query as below:
To overcome 2nd column we can also specify required columns in OData query as below:
https://abcd.crm5.dynamics.com/xrmservices/2011/OrganizationData.svc/ContactSet?$select=FullName,Address1_City
Above query only loads name and city columns from contacts entity
Now sometimes even creating OData with specific Entity and columns name can
become a tedious task as names are case sensitive.
To solve this problem we can use below tool which helps to design OData Queries for CRM
To solve this problem we can use below tool which helps to design OData Queries for CRM
Tool can be downloaded from here: http://crm2011odatatool.codeplex.com/
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