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• Visual Studio 2008 and Sage CRM Web Services

  I have recently received a couple of emails asking me for help with starting a Web Service project when using Visual Studio 2008. Both my correspondents had previously been using Visual Studio 2005 and... Posted Feb 05 2010, 03:51 by Jeff Richards with | with 1 comment(s) Filed under: Web Services, C#, Visual Studio 2005, Visual Studio 2008, Add Service Reference, Add Web Reference

• Revised and Updated C# Code Snippets for Visual Studio

  The code snippets that are installed as part of the Sage CRM SDK have been revised and edited. Additional snippets for both the .NET API and the SOAP Web Service Interface have been created. The new version... Posted Jan 29 2010, 02:05 by Jeff Richards with | with 1 comment(s) Filed under: Web Services, Code Snippets, .NET API, C#

• How can Sage CRM save you money?

  This article has its origin in a recent presentation I gave as part of this years eSummit for Australia, New Zealand and the Pacific ( http://www.sagesummit.com.au/ ). My focus is usually purely on communicating... Posted May 22 2009, 11:05 by Jeff Richards with | with 6 comment(s) Filed under: sagecrm.com, ASP, COM, Workflow, Web Services, Integration Options, Escalation Rules, Notifications, .NET API, C#, Licensing, advanced customization wizard, Hosted, on-premise, Software as a Service, SaaS, on-demand, extensibility

• Add Case Example using Web Service Interface

  Below is some simple C# code that shows how to add a new Case to an existing company. The case is inserted and linked to 'Gatecom' and 'Simon Yaltoy' and assigned to 'Kylie Ward'... Posted Apr 23 2009, 08:57 by Jeff Richards with | with no comments Filed under: Web Services, Code Snippets, C#, Add()

• Understanding GetContextInfo()

  GetContextInfo() is perhaps the most commonly used method within the Sage CRM API. This is both within internal code (Create scripts, Validate scripts etc) and application extensions which maybe either... Posted Jan 23 2009, 09:56 by Jeff Richards with | with 1 comment(s) Filed under: ASP, COM, Context, Key Values, C#, Caching

• Calling a Sage CRM COM object from a .NET project.

  I wrote an article just a little while ago that discussed how a System Administrator could easily reset a users password. See: Resetting Passwords Within the article was example code that demonstrated... Posted Jan 22 2009, 03:06 by Jeff Richards with | with 2 comment(s) Filed under: COM, External Script, eWareQuery Object, ASP.NET, C#

• Simple Sample WebServices Code

  This article has been updated to allow download from this website. If you follow this link you will find a very simple Visual Studio project showing sample webservices code. http://dpp.sagecrm.com/files... Posted Dec 15 2008, 09:32 by Jeff Richards with | with no comments Filed under: Web Services, C#, Download

• A CurrentUser object in WebServices?

  If you are working with Sage CRM's WebService Interface then you will know that the API is very much focussed on Data Access and not on the user interface or 'Meta Data'. But I have written... Posted Nov 28 2008, 02:58 by Jeff Richards with | with 2 comment(s) Filed under: Web Services, C#, CurrentUser

• Using WebServices to discover relationship information about tables

  What if you need to discover which Sage CRM tables are related to Companies and Persons? If you have access directly to the database a very easy way of discovering the children of the company or person... Posted Nov 19 2008, 06:21 by Jeff Richards with | with 1 comment(s) Filed under: Web Services, C#, Download, Coding

• Sample Web Services App "SixthApp"

  I have updated "SixthApp" the simple test application that I use during training. You may have downloaded this previously from the old blog but the lastest version can be found here: http://dpp... Posted Nov 14 2008, 09:02 by Jeff Richards with | with 1 comment(s) Filed under: Web Services, C#, Download, Coding

• Person Type and Address Type in Web Services

  Below is some example C# code showing how a new Company record can be inserted into CRM using the Web Services API. The code will result in a new Company with a default contact and default address with... Posted Apr 04 2008, 10:00 by Jeff Richards with | with no comments Filed under: Web Services, custom_tables, Code Snippets, C#

• How are transactions managed over multiple webservice requests?

  This is an interesting question and depending of what we understand by the word 'transactions' it can have a couple of answers. Answer 1 The first thing to note is that each webservice request... Posted Jan 15 2008, 10:00 by Jeff Richards with | with no comments Filed under: Web Services, Logging, C#

• First test app for Gene-O-Coder

  Yeah you caught me I changed the name of the project. Come on who wouldn't want a Gene-O-Coder add on to their CRM install right? Anyway now that we used my last app to geocode our database we can... Posted Nov 22 2007, 10:00 by Jeff Richards with | with no comments Filed under: Web Services, C#, Geocode

• SID and Key Grabber

  I have been doing a lot of work with client applications comunicating with CRM. One of the best ways to do this is with Web Services. The issue I ran into was, "How do I make my client app awear of... Posted Oct 24 2007, 10:00 by Jeff Richards with | with no comments Filed under: Web Services, CRM, C#, programming

• More about Learning C# and this .net thing

  The best thing to do to start learning .NET (and really c# is the language to use) is down load Visual C# 2005 Express for free from the Microsoft site ( http://msdn.microsoft.com/vstudio/express/visualcsharp... Posted Sep 04 2007, 10:00 by Jeff Richards with | with no comments Filed under: .NET API, ASP.NET, C#