I have recently presented a training session about Sage CRM's SOAP Web Services. I thought it would be useful if I created a list of articles that deal with aspects of using the SOAP web services interface.
General
Configuring Web Services
- Controlling Web Service Requests from Specific Clients
- The importance of column prefixes in tables exposed via the Web Services API
- Dropdown field settings in SOAP Web Services
Working with Sessions
- Web Service Sessions
- Session ID in Web Services
- Web Services Logon Tip
- Webservices and 401 Access Denied Errors
- WebServiceSoapClient() vs WebService() or (Add Service Reference vs Add Web Reference)
- Checking Versions in Sage CRM
Design Tips
- The Design of Web Service Applications and Performance
- Some thoughts about Migrating Data using the SOAP based Web Services
- How are transactions managed over multiple webservice requests?
- Dynamically Routing Web Services Requests to another Install of CRM
- Creating Web Service Applications that handle unknown tables and columns
- Finding out what CRM data has changed since the last Web Services Interaction
Searching and Selecting Data
- Fetching data using the SOAP Web Services. Using queryid() & queryidnodate(), queryrecord() and query().
- Web Services, Where Clauses and Subqueries
- Using Joins in Web Services
- Finding Person Records by Email Address using SOAP web services in Sage CRM
- A CurrentUser object in WebServices?
- How to Find out about Teams (xxx_channelid) in Webservices
- Using WebServices to discover relationship information about tables
- Retrieve the Translations from Sage CRM using the SOAP Web Services
Insert and Update Examples
- Adding Users via Webservices
- Adding a Company Entity using the Sage CRM Web Service API
- Add an Additional Address to an Existing Company and Person using SOAP Web Services
- Person Type and Address Type in Web Services
- Add Case Example using Web Service Interface
- Insert an Opportunity using AddRecord using SOAP Web Services
- Creating a Task in Web Services
- Selection Lists in Web Services
- Updating Multiselect fields using the Web Service Interface
- How do you set a null value via (SOAP) Web Services?
- Setting DateTime fields to null via the (SOAP) Web Services Interface
- Adding Emails and EmailLink records using SOAP web services
- UpdateRecord Example using the SOAP Web Services
- Using the SOAP Web Service to add a Lead and set the Opened Date and Assigned User values