Microsoft Dynamics CRM 4 Integration Unleashed [NOOK Book]


In Microsoft® Dynamics CRM 4 Integration Unleashed , two leading experts present proven techniques, best practices, and example code for going far beyond the out-of-the-box capabilities of Dynamics CRM 4. Using these solutions and sample applications, you will enhance all of your company’s relationships–with vendors, distributors, employees, users, affiliates, and customers.


Authors Marc J. Wolenik and Rajya Vardhan Bhaiya walk you step by step through integrating ...

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Microsoft Dynamics CRM 4 Integration Unleashed

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In Microsoft® Dynamics CRM 4 Integration Unleashed , two leading experts present proven techniques, best practices, and example code for going far beyond the out-of-the-box capabilities of Dynamics CRM 4. Using these solutions and sample applications, you will enhance all of your company’s relationships–with vendors, distributors, employees, users, affiliates, and customers.


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

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Product Details

  • ISBN-13: 9780768689082
  • Publisher: Pearson Education
  • Publication date: 11/10/2009
  • Series: Unleashed
  • Sold by: Barnes & Noble
  • Format: eBook
  • Edition number: 1
  • Pages: 600
  • File size: 29 MB
  • Note: This product may take a few minutes to download.

Meet the Author

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.

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Table of Contents

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

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