Microsoft Dynamics CRM 4 integration unleashed 9780672330544, 0672330547, 2009030419

Table of contents :
Cover......Page 1
Table of Contents......Page 5
Introduction......Page 16
Platforms......Page 20
Extending via the Platform (xRM)......Page 21
Extending CRM Methods......Page 22
Metadata......Page 25
Layer Access......Page 28
Summary......Page 31
2 Infrastructure Design Considerations......Page 34
Hardware Requirements......Page 35
.NET Framework......Page 36
Deployment Scenarios......Page 38
Small Business Deployment......Page 39
Small Server Deployment......Page 40
Medium Server Deployment......Page 42
Large Server Deployment......Page 44
Authentication......Page 46
NTLM Authentication......Page 47
Authentication to Back-End Servers with NTLM......Page 48
Kerberos Authentication......Page 49
SQL Server Reporting Services Integration......Page 60
Install the Reporting Server on the Same Server as the Microsoft Dynamics CRM Server......Page 61
Install the Reporting Server on the Same Server as the Microsoft SQL Server......Page 66
Install the Reporting Server on a Standalone Server......Page 71
Reporting Services Connector......Page 76
Office Communication Server Setup......Page 77
Outlook Infrastructure Optimization......Page 81
Windows SharePoint Integration......Page 84
Install Windows SharePoint Services......Page 85
Microsoft Office SharePoint Server 2007......Page 86
Configure 2007 Office SharePoint Server Services......Page 88
Summary......Page 89
3 Extending Microsoft Dynamics CRM 4.0......Page 90
Limitations and Licensing Considerations......Page 91
External Connector License......Page 93
Connection Options......Page 94
Customizing Navigation......Page 95
Form Events......Page 99
IFrames......Page 100
Example One: Formatting the Phone Number......Page 104
Example Two: Validating Data Across the CRM Application......Page 107
Example Three: Extending a Form for IFrame Integration......Page 110
Summary......Page 111
Introduction......Page 112
Tools and Resources......Page 115
Deep Zoom Composer......Page 116
Developing a Basic Silverlight Application......Page 117
Notes Entity......Page 121
Dashboards......Page 124
Summary......Page 126
Introduction......Page 128
Collaboration......Page 131
Forms-Driven Business Processes......Page 133
Business Intelligence......Page 135
IFrame Integration Using Static and Dynamic Data from SharePoint......Page 136
Using Microsoft SharePoint with Microsoft Dynamics CRM Functions......Page 140
Displaying Data in SharePoint Using the List Web Part for Microsoft Dynamics CRM 4.0......Page 141
Displaying Data Using BDC in Microsoft Office SharePoint Server......Page 143
Content Searching with Microsoft Office SharePoint Server......Page 163
Custom SharePoint Development......Page 174
Store Attachments in SharePoint Using a Custom Solution......Page 178
Licensing for SharePoint......Page 185
Summary......Page 186
Seeing the Big Picture......Page 188
What Is BI?......Page 189
Implementation Guidelines......Page 190
Microsoft Business Intelligence Roadmap......Page 192
Microsoft BI Tool Stack: In Pictures......Page 194
Going Forward: Predictive Analytics......Page 197
Create an Analysis Services Project......Page 198
Create a Data Source View......Page 199
Create Dimensions: DimAccount......Page 202
Create Relationships......Page 204
Create Dimensions: DimIncident......Page 205
Create Dimensions: DimOpportunity......Page 206
Create Relationships......Page 207
Create a Cube......Page 208
Creating a New Mining Structure......Page 209
Building a Dashboard......Page 210
Create a Scorecard......Page 212
Creating a Dashboard......Page 213
Summary......Page 215
7 Digital Phone Integration......Page 216
TAPI Architecture Defined......Page 217
Microsoft Office Communication Server (OCS) R2 Agent Communications Panel for Microsoft Dynamics CRM 4.0......Page 218
Cisco Unified CallConnector for Microsoft Dynamics CRM......Page 222
c360 CTI for Microsoft CRM......Page 230
Summary......Page 234
What Is MDM?......Page 236
Why MDM Is Important......Page 237
Summary......Page 239
9 Social Network Integration......Page 240
LinkedIn......Page 241
Facebook......Page 242
Twitter......Page 247
Summary......Page 248
10 Mapping Technologies......Page 250
Microsoft Live Search Maps......Page 251
MapPoint 2009......Page 256
MapPoint Web Services......Page 265
Google Maps Integration......Page 273
Summary......Page 277
11 Microsoft Dynamics CRM 4.0 Accelerators......Page 280
Microsoft Dynamics CRM Online and the Accelerators......Page 282
Analytics Accelerator......Page 284
Analytics Accelerator Installation......Page 285
Prerequisites and Modifications......Page 294
eService Accelerator Installation......Page 296
Event Management Accelerator......Page 313
Prerequisites and Modifications......Page 315
Event Management Installation......Page 316
Extended Sales Forecasting Accelerator......Page 330
Prerequisites and Modifications......Page 331
Extended Sales Forecasting Accelerator Installation......Page 332
Newsfeed Business Productivity Accelerator......Page 338
Installing the Newsfeed Business Productivity Accelerator......Page 339
Notifications Accelerator......Page 341
Installing the Notifications Accelerator......Page 343
Using the Notifications Accelerator......Page 344
Summary......Page 345
SCOM Overview......Page 348
MOM Versus SCOM......Page 349
Client Monitoring......Page 351
Client Tier......Page 352
Data Tier......Page 353
Installing the Microsoft Dynamics CRM 4.0 Management Pack......Page 355
Installation of the Management Pack......Page 356
Summary......Page 358
13 Integrating with Visual Studio Team System (VSTS)......Page 360
Required Environment......Page 362
VSTS and Microsoft Dynamics CRM Integration......Page 363
Microsoft Dynamics CRM Customizations......Page 364
Integration Code......Page 365
Deployment......Page 405
Walkthrough......Page 414
Summary......Page 419
14 BizTalk Server Integration......Page 420
BizTalk Versions, Licensing, and Requirements......Page 421
Architecture......Page 422
Adapters......Page 423
Message Queuing......Page 424
Integration with Microsoft Dynamics CRM and GP 10 Example......Page 425
Schema Mappings Between CRM and GP......Page 428
Web Service Creation and SOAP Adapter Configuration......Page 436
eConnect Configuration......Page 439
Configuring the Send Adapter......Page 441
CRM Plug-In Creation......Page 443
Results......Page 447
Summary......Page 449
What Is Azure?......Page 450
Microsoft SQL Azure Database......Page 451
Live Services......Page 452
Architecting Services for Windows Azure......Page 453
Example for Companies with Distributed Machinery......Page 454
Developing the Application......Page 455
Testing the Application......Page 460
Deploying the Application......Page 461
Viewing the Analysis of the Application......Page 463
Deploying Azure Using IFrames......Page 464
Summary......Page 465
Introduction......Page 466
Integration Options......Page 467
Data Replication......Page 471
Data Synchronization......Page 473
Scribe Toolset Explained......Page 474
Support for Varying Latency......Page 475
Data Mapping and Transformation......Page 476
Scribe Insight Architecture......Page 477
The Scribe Workbench......Page 480
The Scribe Console......Page 482
Scribe Adapters......Page 483
Scribe Templates......Page 485
Summary......Page 487
17 Scribe Integration Components......Page 488
Scribe Workbench......Page 490
Data-Migration Example......Page 495
Scribe Console......Page 500
MSMQ-Driven Integration Processes......Page 504
Data-Integration Example......Page 505
Bounce-Back......Page 507
Monitors......Page 508
Scribe Application Publishers, Query Publishers, and Bridges......Page 509
Net Change Patterns......Page 510
Pattern 1: Application Publisher......Page 511
Pattern 2: Modified Flag......Page 513
Pattern 3: Modified Date/Timestamp......Page 515
Pattern 4: Snapshot Comparison......Page 517
Which Net Change Pattern?......Page 519
Summary......Page 520
Introduction to Templates......Page 522
Implementing Templates......Page 523
Customizations......Page 526
Go-Live Pipeline......Page 527
Tips and Tricks......Page 531
Scribe Templates......Page 533
Scribe ERP to Microsoft Dynamics CRM......Page 534
Microsoft Dynamics GP to Microsoft Dynamics CRM......Page 543
Microsoft Dynamics NAV to Microsoft Dynamics CRM......Page 551
Summary......Page 555
CRM v.Next......Page 556
Microsoft CRM Statement of Direction......Page 558
Summary......Page 559
Microsoft CRM to GP Connector......Page 560
c360......Page 562
Semantra......Page 563
Nolan......Page 564
eOne Integrated Business Solutions......Page 566
Summary......Page 567
A: Locale ID (LCID)......Page 568
A......Page 572
B......Page 573
C......Page 574
D......Page 577
E......Page 579
I......Page 580
K......Page 582
M......Page 583
N......Page 585
P......Page 586
R......Page 587
S......Page 588
T......Page 592
U......Page 593
W......Page 594
X......Page 595