Microsoft Dynamics CRM 4 Integration Unleashed
Sams Publishing (Verlag)
978-0-672-33054-4 (ISBN)
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Authors Marc J. Wolenik and Rajya Vardhan Bhaiya walk you step by step through integrating Dynamics CRM with SharePoint, Office Communicator, PerformancePoint, BizTalk, Silverlight, VoIP phone systems, and both Google and MSN mapping tools. They also present a full analysis of the CRM Accelerators and advanced topics and three full chapters on integration using Scribe’s state-of-the-art adapters and templates. You’ll discover how to extend Dynamics CRM 4 with enterprise dashboards, stronger “deep-dive” data analysis, and much more. Wolenik and Bhaiya even demonstrate how to make custom Dynamics CRM applications available directly to your customers, without compromising security.
Use Dynamics CRM 4 as an “xRM” platform for developing custom applications to enhance any type of business relationship
Leverage new Azure cloud computing solutions for Microsoft Dynamics CRM
Design infrastructure to efficiently run your customized Microsoft Dynamics CRM implementation
Extend CRM internally, with plug-ins, source-to-source integration, IFRAME-based custom application integration, and CRM JScript
Extend CRM externally, with CRM Accelerators, public Web services, direct SQL interaction, and customer-facing Web sites
Implement KPIs and gain deeper business insight by integrating Dynamics CRM 4 with Microsoft Office PerformancePoint
Create dashboards and other visual CRM tools with Microsoft Silverlight
Develop custom CRM applications with Visual Studio
Integrate CRM with Team Foundation Server
Use Scribe templates and adapters to streamline data integration and migration
On the web:
Download all examples and source code presented in this book from informit.com/title/9780672330544.
Marc J. Wolenik,MCP, PMP, MBS CRM, is founder and CEO of Webfortis, a consulting company and Microsoft Gold Certified Partner specializing in solutions built with Dynamics CRM. He has extensive experience with CRM implementation, integration, and migration and is deeply involved in building custom vertical solutions around the Dynamics platform. Rajya Vardhan Bhaiya, MCP, MCSD, MCTS, is a software practice manager at ExtraTeam, a Microsoft Gold Certified Partner. He has extensive experience supporting large-scale Fortune 500 applications that use and integrate Dynamics CRM, SharePoint, and PerformancePoint.
Introduction 1
Chapter 1: Extending Microsoft Dynamics CRM Explained 5
Platforms 5
SDK Explanation 6
Extending via the Platform (xRM) 6
Extending CRM Methods 7
Summary 16
Chapter 2: Infrastructure Design Considerations 19
Hardware Requirements 20
.NET Framework 21
Deployment Scenarios 23
Authentication 31
SQL Server Reporting Services Integration 45
Reporting Services Connector 61
Office Communication Server Setup 62
Outlook Infrastructure Optimization 66
Windows SharePoint Integration 69
Summary 74
Chapter 3: Extending Microsoft Dynamics CRM 4.0 75
Limitations and Licensing Considerations 76
Customization Options by CRM Version 80
Customizing Navigation 80
Form Events 84
IFrames 85
Examples 89
Summary 96
Chapter 4: Silverlight 97
Introduction 97
Tools and Resources 100
Developing a Basic Silverlight Application 102
Deploying Silverlight Using IFrames 106
Notes Entity 106
Dashboards 109
Summary 111
Chapter 5: SharePoint Integration 113
Introduction 113
Microsoft SharePoint Versions 116
Using Microsoft Dynamics CRM with Microsoft SharePoint 121
Using Microsoft SharePoint with Microsoft Dynamics CRM Functions 125
Custom SharePoint Development 159
Store Attachments in SharePoint Using a Custom Solution 163
Licensing for SharePoint 170
Summary 171
Chapter 6: Business Intelligence 173
Seeing the Big Picture 173
The Secret Sauce in Your CRM Success 175
Microsoft Business Intelligence Roadmap 177
Demo Clickthrough 183
Summary 200
Chapter 7: Digital Phone Integration 201
TAPI Architecture Defined 202
Telephony Manufacturers/Third-Party Solutions (SIP-Based Solutions) 203
Logging Call Actions 219
Summary 219
Chapter 8: Master Data Management (MDM) 221
What Is MDM? 221
Why MDM Is Important 222
MDM Tools 224
Summary 224
Chapter 9: Social Network Integration 225
LinkedIn 226
Facebook 227
Twitter 232
Summary 233
Chapter 10: Mapping Technologies 235
Microsoft Live Search Maps 236
MapPoint Integration 241
Google Maps Integration 258
Summary 262
Chapter 11: Microsoft Dynamics CRM 4.0 Accelerators 265
CRM Accelerators 267
Microsoft Dynamics CRM Online and the Accelerators 267
Analytics Accelerator 269
eService Accelerator 279
Event Management Accelerator 298
Extended Sales Forecasting Accelerator 315
Newsfeed Business Productivity Accelerator 323
Notifications Accelerator 326
Summary 330
Chapter 12: Monitoring Dynamics CRM Using System Center Operations Manager 333
SCOM Overview 333
MOM Versus SCOM 334
Microsoft Dynamics CRM Architecture 337
Installing the Microsoft Dynamics CRM 4.0 Management Pack 340
Summary 343
Chapter 13: Integrating with Visual Studio Team System (VSTS) 345
Required Environment 347
Visual Studio Team System 348
VSTS and Microsoft Dynamics CRM Integration 348
Summary 404
Chapter 14: BizTalk Server Integration 405
BizTalk Versions, Licensing, and Requirements 406
Architecture 407
Integration with Microsoft Dynamics CRM and GP 10 Example 410
Summary 434
Chapter 15: Azure Web Service Integration 435
What Is Azure? 435
Architecting Services for Windows Azure 438
Possibilities with Azure and CRM 439
Sample Application 440
Summary 450
Chapter 16: Scribe Integration 451
Introduction 451
Integration Options 452
Scribe Toolset Explained 459
Scribe Insight Architecture 462
Summary 472
Chapter 17: Scribe Integration Components 473
Data Migration (Replication) 475
Data Integration (Synchronization) 485
Process Integration 492
Net Change Patterns 495
Summary 505
Chapter 18: The Role of Templates in the Scribe Solution 507
Introduction to Templates 507
Implementing Templates 508
Customizations 511
Tips and Tricks 516
Scribe Templates518
Summary 540
Chapter 19: Direction of Microsoft Dynamics CRM 541
CRM v.Next 541
Platform, Platform, Platform 543
Microsoft CRM Statement of Direction 543
Summary 544
Chapter 20: Other Integration Tools 545
Microsoft CRM to GP Connector 545
Other Tools 547
Summary 552
Appendix A: Locale ID (LCID) 553
Index 557
| Erscheint lt. Verlag | 5.11.2009 |
|---|---|
| Verlagsort | Indianapolis |
| Sprache | englisch |
| Maße | 230 x 179 mm |
| Gewicht | 930 g |
| Themenwelt | Informatik ► Betriebssysteme / Server ► Windows |
| Mathematik / Informatik ► Informatik ► Datenbanken | |
| ISBN-10 | 0-672-33054-7 / 0672330547 |
| ISBN-13 | 978-0-672-33054-4 / 9780672330544 |
| Zustand | Neuware |
| Haben Sie eine Frage zum Produkt? |
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