Create Dynamic Act CRM Grids Using the Infragistics XamDataGrid

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Act CRM ADO.NET Provider

Rapidly create and deploy powerful .NET applications that integrate with Act CRM data including Companies, Contact, Groups, Opportunities, and more!



Use the CData ADO.NET Provider for Act CRM and the Infragistics XamDataGrid to build dynamic grids.

The Infragistics WPF UI controls allow you to build modern, Microsoft Office-inspired apps for desktop and touch devices. When paired with the CData ADO.NET Provider for Act CRM, you can build dynamic grids, charts, and other visualizations with access to live Act CRM data. This article walks through creating a dynamic grid in Visual Studio using the Infragistics XamDataGrid control.

You will need to install the Infragistics WPF UI components to continue. Download a free trial here: https://www.infragistics.com/products/wpf.

Create a WPF Project

Open VisualStudio and create a new WPF project.

Add a TextBox for passing a SQL query to the CData ADO.NET Provider and a Button for executing the query.

The XAML at this stage is as follows:

< Window
        xmlns="http://schemas.microsoft.com/winfx/2006/xaml/presentation"
        xmlns:x="http://schemas.microsoft.com/winfx/2006/xaml"
        xmlns:d="http://schemas.microsoft.com/expression/blend/2008"
        xmlns:mc="http://schemas.openxmlformats.org/markup-compatibility/2006"
        xmlns:local="clr-namespace:CDataXamDataGridGroupingListApp"
        xmlns:igWPF="http://schemas.infragistics.com/xaml/wpf" x:Class="CDataXamDataGridGroupingListApp.MainWindow"
        mc:Ignorable="d"
        Title="MainWindow" Height="450" Width="800">
  < Grid>
    < TextBox x:Name="textBox" HorizontalAlignment="Left" Height="44" TextWrapping="Wrap" Text="TextBox" VerticalAlignment="Top" Width="682" Margin="10,10,0,0"/>
    < Button x:Name="button" Content="Execute" HorizontalAlignment="Left" Margin="697,10,0,0" VerticalAlignment="Top" Width="85" Height="44"/>
  < /Grid>
< /Window>

Add and Configure a XamDataGrid

After adding the initial controls, add a XamDataGrid to the App. The component will appear in the Visual Studio toolbox.

Arrange the component on the designer so that it is below the TextBox & Button and linked to the boundaries of the app.

Once the XamDataGrid is placed, edit the XAML to set the XamDataGrid DataSource attribute to "{Binding}" and set the FieldSettings AllowRecordFiltering and AllowSummaries attributes to "true." Next, add an empty method as the Click event handler for the Button component. The XAML at this stage is as follows:

< Window
        xmlns="http://schemas.microsoft.com/winfx/2006/xaml/presentation"
        xmlns:x="http://schemas.microsoft.com/winfx/2006/xaml"
        xmlns:d="http://schemas.microsoft.com/expression/blend/2008"
        xmlns:mc="http://schemas.openxmlformats.org/markup-compatibility/2006"
        xmlns:local="clr-namespace:CDataXamDataGridGroupingListApp"
        xmlns:igWPF="http://schemas.infragistics.com/xaml/wpf" x:Class="CDataXamDataGridGroupingListApp.MainWindow"
        mc:Ignorable="d"
        Title="MainWindow" Height="450" Width="800">
  < Grid>
    < TextBox x:Name="textBox" HorizontalAlignment="Left" Height="44" TextWrapping="Wrap" Text="TextBox" VerticalAlignment="Top" Width="682" Margin="10,10,0,0"/>
    < Button x:Name="button" Content="Execute" HorizontalAlignment="Left" Margin="697,10,0,0" VerticalAlignment="Top" Width="85" Click="Button_Click" Height="44"/>

    < igWPF:XamDataGrid Margin="10,59,10,10" DataSource="{Binding}">
      < igWPF:XamDataGrid.FieldSettings>
        < igWPF:FieldSettings AllowSummaries="True" AllowRecordFiltering="True"/>
      < /igWPF:XamDataGrid.FieldSettings>
    < /igWPF:XamDataGrid>

  < /Grid>
< /Window>

Connect to and Query Act CRM

The last step in building our WPG App with a dynamic DataGrid is connecting to and querying live Act CRM data. First add a reference to the CData ADO.NET Provider to the project (typically found in C:\Program Files\CData\CData ADO.NET Provider for Act CRM\lib).

Next, add the Provider to the namespace, along with the standard Data library:

using System.Data.CData.ActCRM;
using System.Data;

Finally, add the code to connect to Act CRM and query using the text from the TextBox to the Click event handler.

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.

private void Button_Click(object sender, RoutedEventArgs e)
{
  //connecting to Act CRM
  string connString = "URL=https://myActCRMserver.com;User=myUser;Password=myPassword;ActDatabase=MyDB;";
  using (var conn = new ActCRMConnection(connString))
  {
    //using the query from the TextBox
    var dataAdapter = new ActCRMDataAdapter(textBox.Text, conn);
    var table = new DataTable();
    dataAdapter.Fill(table);
    
    //passing the DataRowCollection to the DataContext
    //  for use in the XamDataGrid
    this.DataContext = table.Rows;
  }
}

Run the Application

With the app fully configured, we are ready to display Act CRM data in our XamDataGrid. When you click "Execute," the app connects to Act CRM and submits the SQL query through the CData ADO.NET Provider.

Live Act CRM data is displayed in the grid.

Group the data by dragging and dropping a column name into the header.

As you add groupings and filters, the underlying SQL query is submitted directly to Act CRM, making it possible to drill down into live Act CRM data to find only the specific information you need.

Free Trial & More Information

At this point, you have created a dynamic WPF App with access to live Act CRM data. For more information, visit the CData ADO.NET Provider page. Download a free, 30-day trial and start working live Act CRM data in apps built using the Infragistics UI controls today.