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SQL CRL Stored procedures for creating, updating and deleting CRM data


Getting started

What are CRM CLR Stored Procedures?
How does it work?
What can I do with CRM CLR Stored Procedures?
I want to trial the CRM CLR Stored Procedures where can I download an evaluation?
I want to trial the CRM CLR Stored Procedueres but don't want any trial software on our servers - what can I do?
What are the system requirements for running CRM CLR Stored Procedures?
Does it support multiple languages?
Will it work with Dynamics CRM On-line?
If we are inserting many records will it slow down crm?
Why is it slow when I run it first time?
What happens when I re-publish an entity?
Are the stored procedures generic or entity specific?
Can I update custom entities?
I've downloaded the application, now what do I do?

Licensing

Can I deploy on our development and test servers?
How many licenses do I need?

Common Tasks

How do I deploy CRM CLR Stored Procedures?
How do I create entity specific stored procedures?
The error returned is not very specific, how do I get more detailed error message?
Why can't I update the state?
Why can't I update the owner?
How do I create a relationship between entities?

Security
What are the security implications?



What are CRM CLR Stored Procedures?

CLR stored procedures are stored procedures that use the .Net framework.  See here for details.

CRM CLR stored procedures call the Microsoft Dynamics CRM web service API to manipulate data. 

The stored procedures ship with a Management application that installs and configures the application using a simple to use wizard.

Stored procedures can be generated tailored to specific attribues and specific entities using the management application.

How does it work?

The CRM CLR stored procedures are deployed to a seperate database to the CRM application.  Typically the database is a staging database where data is landed before processing into CRM.  The stored procedures call the CRM web services to process the data

What can I do with CRM CLR Stored Procedures?

- Create
- Read
- Update
- Delete
- FetchXML
- Set State (not implement in Beta)
- Change Owner (not implement in Beta)
- Create Relationship (not implement in Beta)
- Delete Relationship (not implement in Beta)
- and many more procedures coming soon ...

I would like to trial it but don't want any trial software on our servers - what can I do?

We recommend using the Microsoft Dynamics CRM 4.0 Virtual Machine which contains a working copy of CRM and SQL Server.  It is available for download from http://www.microsoft.com/downloads/details.aspx?FamilyID=dd939ed9-87a5-4c13-b212-a922cc02b469&displaylang=en

What are the system requirements for running CRM CLR Stored Procedures?

.Net Framework 2.0
A seperate SQL Server 2005 database
Microsoft Dynamics 4.0 Installation with valid licenses.

Does it support multiple languages?

Currently, the CRM CLR stored procedures use the language of the executing user.  We plan to change this in future.

Will it work with Dynamics CRM On-line?

No.

I want to trial the CRM CLR Stored Procedures, where can I download an evaluation?

Click here to download the trial

If we are inserting many records will it slow down the CRM Application?

Yes, any data import application will use the CRM web service to import data.  If this is an issue, then we recommend using a seperate CRM web server to import the data

Why is it slow when I run it first time?

The CRM CLR Stored Procedures fetch the entity meta data and store it to cache so that future requests are much quicker

What happens when I re-publish an entity?

The metadata cache is retrieved again.  Any stored procedures generated for specific entities may need to be regenerated also.

Are the stored procedures generic or entity specific?

There are several 'base' CRM CLR Stored Procedures that are generic across all entities.  Specific stored procedures can be generated from the Management application

Can I update custom entities?

Yes.

I've downloaded the application, now what do I do?

We recommend reading the getting started guide

Can I deploy on our development and test servers?

Yes, simply request another license here

How many licenses do I need?

During the application license verification process the application checks the number of licenses equals or exceeds the number of CRM licensed users

How do I deploy CRM CLR Stored Procedures?

The CRM CLR Stored Procedures are deployed through the Management application profile wizard

How do I create entity specific stored procedures?

The management application contains a wizard that will collect the information in order to generate the stored procedures for the entity.

The error returned is not very specific, how do I get more detailed error message?

See this article to enable on how to enable tracing in CRM http://support.microsoft.com/kb/907490

Why can't I update the state?

State updates and inserts are handled differently in CRM and should be updated by using the SetState stored procedure

Why can't I update the owner?

Owner updates are handled differently in CRM and should be updated by using the AssignOwner stored procedure

How do I create a relationship between entities?

Many-to-many relationships should be created using the CreateRelationship stored procedure

What are the security implications of using CRM CLR Stored Procedures

The CRM CLR stored procedures MUST run in a different database to the CRM server database - this is typically a data staging database.  The CLR stored procedures deploy tables, functions and stored procedures (CLR and non CLR) in this staging database.
The SQL server instance must be configured to enable CLR Integrations
Database connection strings are encrypted.
The CLR Stored procedures run under the credentials of the SQL Server Service account or the credentials specified by the user (which must exist as a CRM user)

The CLR stored procedures require external access to call the CRM web service that you configure.  The installation deploys the assemblies using an asymmetric key and a specific security principal as directed by Microsoft.

We can categorically state the CLR Stored Procedures do NOT:
 - call any other web services or access any other web sites, other than the CRM web services
 - access the file system
 - access the registry
 - access any other SQL database other than the SQL database specified
 - perform any 'unsafe' or insecure actions that should cause you concern.



























































 
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