Overview

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.

Full Product Details

Author:   Marc Wolenik ,  Rajya Vardhan Bhaiya
Publisher:   Pearson Education (US)
Imprint:   Sams Publishing
Dimensions:   Width: 23.00cm , Height: 3.10cm , Length: 17.90cm
Weight:   0.930kg
ISBN:  

9780672330544

ISBN 10:   0672330547
Pages:   600
Publication Date:   05 November 2009
Audience:   Professional and scholarly ,  Professional & Vocational
Format:   Paperback
Publisher's Status:   Out of Print
Availability:   In Print  
Limited stock is available. It will be ordered for you and shipped pending supplier's limited stock.

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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Author Information

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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