Microsoft Dynamics CRM 4 Integration Unleashed, Rough Cuts

Description

• Copyright 2010
• Dimensions: 7 X 9-1/8
• Pages: 600
• Edition: 1st

• Rough Cuts
• ISBN-10: 0-7686-8910-4
• ISBN-13: 978-0-7686-8910-5

This is a working draft of a pre-release book. It is available before the published date as part of the Rough Cuts service.

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

On the web:

Download all examples and source code presented in this book from informit.com/title/9780672330544.

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Sample Content

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 2

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