Is there a way to sync Dynamics CRM contacts to surveymonkey? I would like to find a syncing app which can automatically import all my Dynamics CRM contacts to Surveymonkey. It would make my workflow much easier, instead of uploading CSV files... Any ideas? Someone?
Power Automate would be a good solution for what you're looking to achieve.
Power Automate will effectively let you integrate practically any service that uses an API using a concept of connectors. survey monkey has a connector for power Automate, however you may have to create a custom connector to perform bulk data uploads - I checked the survey monkey connector and it does not have a lot of actions - https://learn.microsoft.com/en-gb/connectors/surveymonkey/#actions
Your Power Automate flow can be created to run on a daily basis to move data between dynamics and Survey Monkey
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Is there any way I could build an API which reads data from a third party system which doesn't provide an Api? I am planning to build an app for parents and I have no clue how the school management system of the school was made but I need to get data from it, is there any way I could get data by building my custom Api and not touching the school management system?
By not touching the School management system. I understand by not accessing any of their resources like database etc.
We can think of using a web scraper that scrapes data from the school's website which scrapes data regularly and maintaining a database of its own.
We would like to use the Podio API Key to directly connect to Tableau and have the data refreshed at a cadence set in Tableau. Is this possible?
Yes, connecting to data via an API is possible and there are a couple of ways to do it:
Option #1: Web Data Connector
A WDC is a hosted web application built with JavaScript that connects to an API, converts the data to a JSON format, and passes the data to Tableau. You'll require a webserver to host your WDC and JavaScript skills to write it. Once set up, anyone in your org can just grab the link and use it in Desktop. With WDCs, since the data connection is made when the end-user is requesting the WDC, you can build in customizations for your users. (Ex: users can add filter parameters or authenticate with their own user/pass to only get what they have access to). WDC connections are extracts and can be refreshed on Tableau Server and Online. If you're using Tableau Online you'll need to use Bridge to auto-refresh.
Option #2: Hyper API
The Hyper API allows you to create, modify, and update extract (.hyper) files that you can then publish to Tableau Server/Online on a regular cadence. It's available for Python, Java, .NET, and C++ so you will need skills in one of those languages. I suggest Python as we have the most samples for it. You'll also need a server where you can run the extract refresh and publish scripts on a schedule. With the Hyper API you are creating a single extract for everyone to connect to. Once published to Tableau Server/Online, end users can just connect to this data source directly without having to do any input but this also means the connection can't be customized per user or use case.
Option #3: Use a 3rd-party connector
If building your own connector doesn't appeal to you there are also plenty of services out there you can pay for that can bring your data into Tableau. Ex: tray.io, dataddo, and skyvia are a couple I found after a quick google search.
I am working on designing a Power BI dashboard and would require some insights on the source of data. My source of financial data comprises of Kyriba, Bloomberg and ClearWater Analytics. However, no API exists for either of these in Power BI. What’s the best way to pull data from these sources into PowerBI? Manual generation of excel always? Need assistance in understanding the best way to automate this process? Thank You!
unfortunately or maybe fortunately these sites are highly secured, so at the moment there is no connector to these companies' data. But I am quite sure that there are some automatic extraction in csv files or even excel files. Once you have these files you can do everything you want in your Power BI.
Maybe you can contact your IT to check if there is any ftp channel possible to automate the import.
Good luck!
Not great at programming so not all that confident of being able to pull data from the Google API.
Basically what I'm trying to do is pull everything from Google Analytics, all data and dump it into a table on a SQL Server (2008 R2). What would be the best way of achieving this?
Would like to automate the process so that it could be scheduled say once a month.
Cheers
There an existing add-on specifically for accessing Google Analytics.
Haven't used it but from what I read seems like it will exactly what you are looking for
http://www.google.com/analytics/apps/about?app_id=1325007
There is a specific SSIS DataSource Component for that – https://analyticssource.codeplex.com
It is open source and free.
I want to know if anyone has a suggestion of getting data from one database into Dynamics CRM?
We have suggested using CDC and transactional replication.
Any suggestions?
There are a myriad of ways this might be done. The method I use most often is:
1. Create an custom entity in CRM to store the data
2. Write a console app that
a. Queries the source
b. Cleans inbound data as appropriate
c. Connects to CRM
d. Creates, Updates, Deactivates or Deletes entities as required
3. Logs the activity
The most important steps for me are “Cleans the inbound data”, and “Logs the activity”. Because I am writing the code I have complete control as to what is written and where. Using some import utility usually leaves me frustrated sooner or later. In my experience writing a custom import utility almost always pays off.
Having said that there is plenty of code and some decent third party tools available. You might look at Scribe.
Performing Bulk Operations Using Scribe Insight Adapter for Dynamics CRM 2011
http://www.powerobjects.com/blog/2013/08/20/performing-bulk-operations-scribe-insight-adapter-dynamics-crm-2011/