Connecting to Act! CRM

Establishing a Connection shows how to authenticate to Act! CRM and configure any necessary connection properties. You can also configure provider capabilities through the available Connection properties, from data modeling to firewall traversal. The Advanced Settings section shows how to set up more advanced configurations and troubleshoot connection errors.

Connecting from Visual Studio

The CData ADO.NET Provider for Act! CRM provides a seamless integration with Microsoft Visual Studio. The provider is registered as an ADO.NET provider with Visual Studio, allowing for integration with visual designer tools, Server Explorer, and ADO.NET data source configuration wizards.

Visual Studio Version Support

The CData ADO.NET Provider for Act! CRM supports Visual Studio versions 2012 and above.

.NET Version Support

The CData ADO.NET Provider for Act! CRM supports .NET Framework 4.0 and above as well as .NET Standard 2.0.

Act! CRM Version Support

The provider leverages the Act! Web API for bidirectional access to Act! CRM data from Act! Premium on-premises and Act! Premium Cloud. The provider also supports Act! Premium for Desktop, but you need an active subscription to connect.

See Also

See the following for information about creating connections, building models, and creating real-time reports:

• See Using ADO.NET to create ADO.NET connection objects from code.
• See Using Entity Framework to build an EF model based on the Act! CRM connection.
• See Using SSRS to connect to Act! CRM and create real-time reports.
• See Using DbProviderFactory to connect to Act! CRM from generic ADO.NET code.