Import/Export

Is there a way to view a sample or an example of an import/export file of a
Quote in CRM?

We are going to be implementing CRM for a customer and we are also going to
be working with Syteline to synchronize their data back and forth between CRM.

I need to provide Syteline with an example of a CRM import/export file.

Thanks!
Cayla
cayla@monrealconsulting.com

RonaldL
Fri Jul 08 02:03:01 CDT 2005

Hi Cayla,

There is no such thing as an import / export file of a quote in CRM. Quote's
can be imported and exported by using the SDK. You can write your own
interface then. Importing and exporting from crm works with XML. Information
in the sdk tells you that adding a quote to crm works like this:

Microsoft.Crm.Platform.Proxy.CUserAuth userAuth = bizUser.WhoAmI();

// Set up the XML string for the quote
xml = "<quote>";
xml += "<name>Test Quote</name>";
xml += "<customerid type=\"1\">" + strCustomerId + "</customerid>";
xml += "<ownerid type=\8"\">"+ userAuth.UserId + "</ownerid>";
xml += "</quote>";

// Create the quote
string strNewQuoteId = quote.Create (userAuth, xml);

There is a huge list of fields which you want to enter, but if you want to
add another field which is not in the list, you can add it yourself.

I hope this helps,

Ronald Lemmen
Avanade Netherlands

"Cayla" wrote:

> Is there a way to view a sample or an example of an import/export file of a
> Quote in CRM?
>
> We are going to be implementing CRM for a customer and we are also going to
> be working with Syteline to synchronize their data back and forth between CRM.
>
> I need to provide Syteline with an example of a CRM import/export file.
>
> Thanks!
> Cayla
> cayla@monrealconsulting.com