Provide OData Services of Act CRM Data from a WCF Application

The CData ADO.NET Provider for Act CRM enables you to rapidly develop service-oriented applications using the Windows Communication Foundation (WCF) framework, providing Act CRM data data to OData consumers. This article guides you through creating an entity data model for connectivity and a WCF Data Service to expose OData services. You can then consume the feed with various OData clients, such as Power Pivot or applications using the CData ADO.NET Provider for OData.

Create the OData Service

Follow the steps below to create a WCF service application that will provide connectivity to Act CRM data via OData.

1. Open Visual Studio and create a new project. Select the WCF Service Application template.
2. Delete the autogenerated IService.cs and Service1.svc.
3. Install Entity Framework 6:

   Use the Package Manager Console in Visual Studio to install the latest version of Entity Framework. Run the following command to download and install Entity Framework automatically: Install-Package EntityFramework

4. Register the Entity Framework provider:
   1. Add the following provider entry in the "providers" section of your App.config or Web.config file. This section should already exist if the Entity Framework installation was successful. <configuration> ... <entityFramework> <providers> ... <provider invariantName="System.Data.CData.ActCRM" type="System.Data.CData.ActCRM.ActCRMProviderServices, System.Data.CData.ActCRM.Entities.EF6" /> </providers> </entityFramework> </configuration>
   2. Add a reference to System.Data.CData.ActCRM.Entities.dll, located in lib/4.0 in the installation directory.
   3. Build the project to complete the setup for using EF6.
5. Click Project -> Add New Item -> ADO.NET Entity Data Model.
6. In the Entity Data Model wizard that is displayed, select the 'EF Designer from Database' option.
7. In the resulting Choose Your Connection dialog, click New Connection.

8. In the Connection properties dialog, select the CData Act CRM Data Source and enter the necessary credentials.

   A typical connection string is below:

   URL=https://myActCRMserver.com;User=myUser;Password=myPassword;ActDatabase=MyDB;

   The User and Password properties, under the Authentication section, must be set to valid Act! user credentials. In addition to the authentication values, see the following:

   • Connecting to Act! Premium

     In addition to the authentication values, the URL to Act! is also required; for example https://eup1-iis-04.eu.hosted.act.com/.

     Additionally, you must specify the ActDatabase you will connect to. This is found by going to the About Act! Premium menu of your account, at the top right of the page, in the ? menu. Use the Database Name in the window that appears.

   • Connecting to Act! Premium Cloud

     To connect to your Act! Premium Cloud account, you also need to specify the ActCloudName property. This property is found in the URL address of the Cloud account; for example https://eup1-iis-04.eu.hosted.act.com/ActCloudName/.

   Note that retrieving ActCRM metadata can be expensive. It is advised that you set the CacheMetadata property to store the metadata locally.

9. Select Act CRM tables and views that you want OData clients to access.
10. Click Project -> Add New Item -> WCF Data Service.

11. Specify the data source class and configure access to the new WCF Data Service. In the example below, the Access Rule for the entities is set to All. This means that any user will be able to read and modify data.

    using System; using System.Collections.Generic; using System.Data.Services; using System.Data.Services.Common; using System.Linq; using System.ServiceModel.Web; using System.Web; namespace ActCRMService{ public class ActCRMDataService : DataService<ActCRMEntities> { public static void InitializeService(DataServiceConfiguration config) { config.SetEntitySetAccessRule("*", EntitySetRights.All); config.DataServiceBehavior.MaxProtocolVersion = DataServiceProtocolVersion.V3; } } }
12. Run the project. Applications that support OData can now access the Salesforce data and reflect any changes. You can access the feed in your browser. The feed will resemble the following:

Consume the OData Service from Power Pivot

You can now use the service from any OData client; for example, Excel Power Pivot.

1. Open Excel and click on the Power Pivot Window button.
2. A new pop-up will appear. Select the option From Data Feeds.
3. In the resulting Table Import Wizard, enter the OData URL. For example, http://localhost:12449/ActCRMDataService.svc/.
4. After connecting to the OData service, click the Next button at the bottom of the window.
5. A table listing of the available tables will appear in the next window of the wizard. Select which tables you want to import and click Finish.
6. Click Close to import the data in Power Pivot.