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