Index

A

accelerators. See CRM accelerators

access options. See connection options

accessing

IFrames, 89

Microsoft Dynamics CRM layers, 13-16

application layer, 14-15

database layer, 15

platform layer, 15-16

Active Directory, configuring for Kerberos, 41-42

adapter publishers in process integration, 496

adapters

in BizTalk Server, 408-409

installing, 413-412

Scribe adapters

bounce-back, avoiding, 495

explained, 468-470

source and target definitions, 476-477

Agent Communications Panel, 204-208

changing customer information default form, 206

components of, 205

configuring Response Group Service integration feature, 206

creating custom buttons, 206-205

customizing, 205-206

installing, 205

requirements for, 205

aggregation, requirements for, 455-456

AJAX (Asynchronous Java and XML), 97

Analysis Services projects, creating, 184-185

analytics. See (BI) business intelligence

Analytics accelerator, 267, 269-280

CRM Online functionality, 268

installing and configuring, 271-280

prerequisites and modifications, 270-271

application development for Silverlight, 103-106

application layer, extending within, 14-15

application publisher pattern

for change tracking, 496-498

comparison with other patterns, 504

application tier, Microsoft Dynamics CRM architecture, 338

App.xaml file (Silverlight application development), 106

architecture. See also infrastructure design

of Microsoft Dynamics CRM, 337-340

application tier, 338

client tier, 337-338

data tier, 338-339

of Scribe Insight for Microsoft Dynamics CRM, 463-465

adapters, 470-472

Scribe Console, 468-470

Scribe Server, 465

Scribe Workbench, 465-467

templates, 470-472

Area element (site map), 83

ASP.NET membership, configuring, 285

Asynchronous Java and XML (AJAX), 97

attachments, storing with SharePoint, 164-172

audit data views

for Microsoft Dynamics GP to Microsoft Dynamics CRM template, 538

for Microsoft Dynamics NAV to Microsoft Dynamics CRM template, 542

for Scribe ERP to Microsoft Dynamics CRM template, 529-526

authentication, 31-46

delegation, 32

hybrid authentication, 34

Kerberos, 34-45

basic Kerberos authentication, 35

configuring, 36-42

constrained Kerberos delegation, 35-36

debugging, 42-45

NTLM authentication, 32-34

types of, 31

Authentication and Access Control Diagnostics 1.0, debugging Kerberos, 43

automation process, 455

Azure web services

distributed machinery example, 440

Live Services, 438-437

Microsoft .NET Services, 437

Microsoft SQL Azure Database, 436-437

overview, 435-436

real estate industry example, 440

sample application

deploying, 450

deploying with IFrames, 450-451

developing, 441-448

testing, 450-446

viewing analysis, 450-449

Windows Azure, 436, 438-439

B

backup compression with Microsoft SQL Server, 339-340

basic Kerberos authentication, 31, 35

BDC connections

displaying data in SharePoint, 129-149

indexing CRM data in, 151

best practices, defined, 8

BI (business intelligence)

clickthrough demo application, 183-200

Analysis Services projects, creating, 184-185

calculations, creating, 197-195

cubes, creating, 194-195

dashboards, building, 198-200

dashboards, creating, 201-200

data source views, creating, 185-187

data sources, creating, 185

data types, setting, 196-194

dimensions, creating, 189-190, 191-193

mining structures, creating, 197

OLAP cubes, building, 184

relationships, creating, 190, 193-194

reports, creating, 201-199

scorecards, creating, 201-198

CRM systems versus, 177-178

defined, 173-175

embedded BI, 177

implementation guidelines, 176-177

Microsoft product suites, 178-183

in MOSS (Microsoft Office SharePoint Server 2007), 121

predictive analytics, 183

role in CRM success, 175-176

BizTalk Server, 406, 456

adapters, 408-409

installing, 413-412

architecture of, 407-408

capabilities of, 406

connectors, 409

business rules for, 410-413

licensing, 407

messaging queueing in, 409-410

Microsoft Dynamics CRM and GP10 integration, 411-435

CRM plug-in creation, 429-434

eConnect configuration, 428-425

results, 434-435

schema mappings, 419-420

send adapter configuration, 429-427

web service creation and configuration, 428-424

requirements for, 407

versions of, 406-407

bounce-back, avoiding, 495

browsers, Silverlight support, 98

business activity monitors, 493-494

Business Data Actions web part, 149

Business Data Auditing accelerator, 267

CRM Online functionality, 268

Business Data Item Builder web part, 149

Business Data Item web part, 149

Business Data List web part, 149

Business Data Related List web part, 149

business intelligence (BI). See BI (business intelligence)

Business Productivity Newsfeed accelerator, 267

CRM Online functionality, 268

Business Productivity Workflow Tools accelerator, 267

CRM Online functionality, 268

business rules for BizTalk Server connectors, 410-413

buttons, creating custom in Agent Communications Panel, 206-205

C

c360 CTI for Microsoft CRM, 216-220

capabilities of, 217

clients, installing, 220

configuring, 219

installing, 218-217

c360 plug-ins, 547-548

calculations, creating, 197-195

call actions, logging, 220-221

call connectors. See Cisco Unified CallConnector

CALs (client access licenses), 76-79

for SharePoint, 172

case entity customization for Visual Studio Team System (VSTS), 350

change capture in Scribe Insight for Microsoft Dynamics CRM, 460

Cisco Unified CallConnector, 208-216

clients

configuring, 215-216

installing, 212-216

configuring, 210-211

features of, 208-209

installing, 209-210

requirements for, 209

clickthrough demo application (business intelligence), 183-200

Analysis Services projects, creating, 184-185

calculations, creating, 197-195

cubes, creating, 194-195

dashboards, building, 198-200

dashboards, creating, 201-200

data source views, creating, 185-187

data sources, creating, 185

data types, setting, 196-194

dimensions, creating, 189-190, 191-193

mining structures, creating, 197

OLAP cubes, building, 184

relationships, creating, 190, 193-194

reports, creating, 201-199

scorecards, creating, 201-198

client access licenses (CALs), 76-79

for SharePoint, 172

client monitoring in SCOM (System Center Operations Manager), 336

client tier, Microsoft Dynamics CRM architecture, 337-338

clients

configuring

for Cisco Unified CallConnector, 215-216

for Kerberos, 36-38

installing

for c360 CTI for Microsoft CRM, 220

for Cisco Unified CallConnector, 212-216

client-side programming, extending Microsoft Dynamics CRM, 10-12

cloud computing, Azure web services

distributed machinery example, 440

Live Services, 438-437

Microsoft .NET Services, 437

Microsoft SQL Azure Database, 436-437

overview, 435-436

real estate industry example, 440

sample application

deploying, 450

deploying with IFrames, 450-451

developing, 441-448

testing, 450-446

viewing analysis, 450-449

Windows Azure, 436, 438-439

Codeplex website, 266, 331

collaboration features in MOSS (Microsoft Office SharePoint Server 2007), 117

collaborations in Scribe Console, 485-486

component templates, 471-472

compression

backup compression with Microsoft SQL Server, 339-340

with Microsoft SQL Server, 339

configuring

Active Directory for Kerberos, 41-42

Analytics accelerator, 271-280

ASP.NET membership, 285

c360 CTI for Microsoft CRM, 219

Cisco Unified CallConnector, 210-211

clients

for Cisco Unified CallConnector, 215-216

for Kerberos, 36-38

eConnect for Microsoft Dynamics CRM and GP10 integration, 428-425

eService accelerator, 283-301

Event Management accelerator, 305-315

Excel Calculation Services, 74

Extended Sales Forecasting accelerator, 324-330

Kerberos, 36-42

Active Directory configuration, 41-42

client configuration, 36-38

IIS settings, 38-40

Newsfeed Business Productivity accelerator, 331

Notifications accelerator, 331

Office SharePoint Server Services, 73-74

Response Group Service integration feature, 206

send adapter for Microsoft Dynamics CRM and GP10 integration, 429-427

SQL Server users for eService accelerator, 301

web services for Microsoft Dynamics CRM and GP10 integration, 428-424

conflict detection and resolution in Scribe Insight for Microsoft Dynamics CRM, 461

Connect website, 544

connection options, 79-82

connectivity adapters, explained, 469-470

connectors, in BizTalk Server, 409

business rules for, 410-413

console files, preparing for eService accelerator, 291-288

constrained Kerberos delegation, 31, 35-36

content-creation tools for Silverlight, 101

Core Productivity pack (c360 plug-ins), 548

costs of integration, 452-454

CRM (customer relationship management)

business intelligence (BI) versus, 177-178

role of business intelligence (BI) in, 175-176

SharePoint versus, 116

xRM deployments, 6–7

CRM accelerators

advantages of, 265-267

Analytics accelerator, 269-280

installing and configuring, 271-280

prerequisites and modifications, 270-271

CRM Online functionality, 268-269

downloading, 266

eService accelerator, 280-301, 281-282

installing and configuring, 283-301

Event Management accelerator, 301-315

installing and configuring, 305-315

prerequisites and modifications, 302-305

Extended Sales Forecasting accelerator, 321-330

installing and configuring, 324-330

prerequisites and modifications, 322-323

list of, 267

Newsfeed Business Productivity accelerator, 331

installing and configuring, 331

Notifications accelerator, 331

configuring, 331

installing, 331

in SharePoint, 159

CRM Adapter publishers, creating, 480-482

CRM data, indexing in BDC connection, 151

CRM Online, 6

CRM accelerators and, 268-269

CRM plug-in, creating for Microsoft Dynamics CRM and GP10 integration, 429-434

CRM reports, installing

for Event Management accelerator, 310-312

for Extended Sales Forecasting accelerator, 326-328

CRM to ERP integration processes, 528-521

CRM to GP integration processes, 537-530

CRM workflow. See workflow

CrmDiscoveryService web service, 16

CrmService web service, 17

cubes (OLAP)

building, 184

creating, 194-195

custom buttons, creating in Agent Communications Panel, 206-205

customer information default form, changing in Agent Communications Panel, 206

customer relationship management. See CRM (customer relationship management)

customization options, Microsoft Dynamics CRM versions, 82

customization prefixes, 88

customization requirements, Microsoft Dynamics CRM, 349-350

customizing

Agent Communications Panel, 205-206

CRM customizations for Extended Sales Forecasting accelerator, 324-326

eService accelerator, importing customizations, 292

Event Management accelerator, installing CRM customizations, 306-308

navigation, 83-85

Scribe templates, 512-518

initial synchronization, 513-514

preparation for, 513

testing customization, 515-518

Search Center (SharePoint), 151-160

SharePoint development, 161-164

for storing attachments, 164-172

D

dashboards

building, 198-200

creating, 201-200

in Silverlight, 111-110

data aggregation, requirements for, 455-456

data cleansing, 223

data extraction, 455

data flow process for business intelligence (BI), 180-182

data mapping and transformation in Scribe Insight for Microsoft Dynamics CRM, 461-462

data mining, 183

data replication

advantages of, 456-458

costs of, 453-454

explained, 452

integration scenario, 473, 475-485

data source views, creating, 185-187

data sources, creating, 185

data structures, types of, 221-222

data synchronization

advantages of, 459

costs of, 453-454

explained, 452

initial synchronization of Scribe templates, 513-514

integration scenario, 473, 485-494

MSMQ-driven integration processes, 490-492

data tier, Microsoft Dynamics CRM architecture, 338-340

data translation, 455

with Scribe Workbench, 467-468

data types, setting, 196-194

data updates, 455

data validation example, 93-96

data views

audit data views

for Microsoft Dynamics GP to Microsoft Dynamics CRM template, 538

for Microsoft Dynamics NAV to Microsoft Dynamics CRM template, 542

for Scribe ERP to Microsoft Dynamics CRM template, 529-526

key XRef data views

for Microsoft Dynamics GP to Microsoft Dynamics CRM template, 540-536

for Microsoft Dynamics NAV to Microsoft Dynamics CRM template, 542-540

for Scribe ERP to Microsoft Dynamics CRM template, 533-527

order-history data views

for Microsoft Dynamics GP to Microsoft Dynamics CRM template, 538-533

for Scribe ERP to Microsoft Dynamics CRM template, 529-524

in process integration, 494-495

reconfiguring default views

for Microsoft Dynamics GP to Microsoft Dynamics CRM template, 539-535

for Microsoft Dynamics NAV to Microsoft Dynamics CRM template, 542-539

setup data views

for Microsoft Dynamics GP to Microsoft Dynamics CRM template, 540-536

for Scribe ERP to Microsoft Dynamics CRM template, 534-527

database connections, properties for, 132-136

database layer, extending within, 15

date/timestamps, modified date/timestamp pattern

for change tracking, 500-502

comparison with other patterns, 504

debugging, Kerberos, 42-45

with event logging, 44-45

with IIS utilities, 43

with Windows Resource Kit, 43-44

Deep Zoom Composer, 102

default data views

for Microsoft Dynamics GP to Microsoft Dynamics CRM template, reconfiguring, 539-535

for Microsoft Dynamics NAV to Microsoft Dynamics CRM template, reconfiguring, 542-539

default forms, changing in Agent Communications Panel, 206

delegation, 32

basic Kerberos authentication, 35

constrained Kerberos delegation, 35-36

deployment

of Azure web services sample application, 450

with IFrames, 450-451

of Silverlight with IFrames, 106-107

deployment scenarios, 23-30

authentication. See authentication

large server deployment, 29-30

medium server deployment, 27-28

small business deployment, 24-25

small server deployment, 25-26

topology recommendations, 24

deployment stage, Visual Studio Team System integration, 393-399

design tools for Silverlight, 101. See also infrastructure design

Developer Toolkit, 8

development tools for Silverlight, 101

diagnostics in Scribe Insight for Microsoft Dynamics CRM, 463

digital telephone integration. See telephone integration

dimensions, creating, 189-190, 191-193

displaying data, in SharePoint

with BDC connection, 129-149

with List web part, 127-129

distributed machinery example, Azure web services, 440

downloading CRM accelerators, 266

DTS files

for Microsoft Dynamics GP to Microsoft Dynamics CRM template, 538-531

for Scribe ERP to Microsoft Dynamics CRM template, 529-522

duplicate detection and resolution in Scribe Insight for Microsoft Dynamics CRM, 461

dynamic integration, IFrames and SharePoint, 124-126

E

eConnect, 412

configuring for Microsoft Dynamics CRM and GP10 integration, 428-425

editing

site map, 84

workflow for eService accelerator, 292-294

email bridges in process integration, 495

embedded BI (business intelligence), 177

enabling ISV (independent software vendor) integration, 211-212

enterprise application adapters, explained, 469

enterprise CALs for SharePoint, 172

enterprise resource planning (ERP). See Scribe ERP to Microsoft Dynamics CRM template

enterprise search. See search features

Enterprise Search accelerator, 267

CRM Online functionality, 268

environment requirements for TFS automation projects, 347-348

eOne Integrated Business Solutions, 551

ERP (enterprise resource planning). See Scribe ERP to Microsoft Dynamics CRM template

ERP to CRM integration processes, 528-521

eService accelerator, 267, 280-301

CRM Online functionality, 268, 269

installing and configuring, 283-301

prerequisites and modifications, 281-282

event automation in Scribe Insight for Microsoft Dynamics CRM, 460

event logging, debugging Kerberos, 44-45

Event Management accelerator, 267, 301-315

CRM Online functionality, 268

installing and configuring, 305-315

prerequisites and modifications, 302-305

event subscriptions, TFS Automation event subscription, deployment stage, 394-397

events, form events, 85

Excel, as business intelligence (BI) component, 179, 182-181

Excel Calculation Services, installing, 74

exporting

Scribe templates, 508

site map, 84

Expression Studio, 101

Extended Sales Forecasting accelerator, 267, 321-330

CRM Online functionality, 268

installing and configuring, 324-330

prerequisites and modifications, 322-323

eXtender plug-in, 552

extending

forms for IFrame integration, 96-97

Microsoft Dynamics CRM

examples of, 91-97

form events, 85

IFrames, 85-91

methods of, 7-17, 75

External Connector license, 79

F

Facebook, integration, 227-233

Facebook Connect, 229

Fiddler, 20

filtered indexes with Microsoft SQL Server, 339

filtered views

Microsoft Dynamics CRM filtered views, 182-181

SQL Server CRM filtered views, 80

Flexicoder plug-in, 552

form events, 85

form types

list of, 13

validation, 14-15

formatting phone numbers example, 91-93

forms, extending for IFrame integration, 96-97

forms CALs for SharePoint, 173

forms features in MOSS (Microsoft Office SharePoint Server 2007), 119

Forms Server, 119-121

licensing, 173

formulas in Scribe Workbench, 479

Full External Connector license, 79

full sample portal

for eService accelerator, 300-301

for Event Management accelerator, 312-315

future of Microsoft Dynamics CRM, 541-543, 544

Statement of Direction (SOD), 543-544

fuzzy logic, 519

G

Google Maps, integration, 258-262

GP to CRM integration processes, 537-530

GP10 and Microsoft Dynamic CRM integration, 411-435

CRM plug-in creation, 429-434

eConnect configuration, 428-425

results, 434-435

schema mappings, 419-420

send adapter configuration, 429-427

web service creation and configuration, 428-424

Group element (site map), 83

GUID, obtaining, 88

H

hardware requirements for Microsoft Dynamics CRM, 20-21

hierarchical data, 222

hybrid authentication, 31, 34

I

IFrames, 85-91

accessing, 89

creating, 88

deploying Azure web services sample application, 450-451

extending forms for, 96-97

mapping technology integration, 235-236

object type codes, 87

restricted mode, 89-90

SharePoint IFrame integration, 122-126

dynamic integration, 124-126

static integration, 123

Silverlight deployment, 106-107

IIS settings, configuring Kerberos, 38-40

IIS utilities, debugging Kerberos, 43

import/export utility usage with Scribe templates, 508

importing

eService customizations, 292

Scribe templates, 508-512

independent software vendor (ISV) integration, enabling, 211-212

indexes, filtered indexes with Microsoft SQL Server, 339

indexing CRM data in BDC connection, 151

infrastructure design

authentication, 31-46

delegation, 32

hybrid authentication, 34

Kerberos, 34-45

NTLM authentication, 32-34

types of, 31

deployment scenarios, 23-30

large server deployment, 29-30

medium server deployment, 27-28

small business deployment, 24-25

small server deployment, 25-26

topology recommendations, 24

hardware requirements, 20-21

.NET Framework, 21-23

Office Communication Server (OCS) integration, 62-66

Outlook optimization, 66-68

performance metrics, 19-20

SQL Server Reporting Services integration, 45-61

Reporting server installed on CRM server, 46-51

Reporting server installed on SQL server, 51-55

Reporting server installed on standalone server, 56-61

Reporting Services Connector, installing, 61

Windows SharePoint integration, 69-74

Excel Calculation Services installation, 74

MOSS (Microsoft Office SharePoint Server 2007), 71-73

Office SharePoint Server Services, configuring, 73-74

Windows SharePoint Services 3.0 (WSS), installing, 70-71

Windows SharePoint Services 3.0 (WSS) versus Microsoft Office SharePoint Server, 70

initial synchronization of Scribe templates, 513-514

installing

Agent Communications Panel, 205

Analytics accelerator, 271-280

BizTalk Server adapters, 413-412

c360 CTI for Microsoft CRM, 218-217

Cisco Unified CallConnector, 209-210

clients

for c360 CTI for Microsoft CRM, 220

for Cisco Unified CallConnector, 212-216

eService accelerator, 283-301

Event Management accelerator, 305-315

Excel Calculation Services, 74

Extended Sales Forecasting accelerator, 324-330

Microsoft Dynamics CRM Management Pack, 343-344

MOSS (Microsoft Office SharePoint Server 2007), 71-73

Newsfeed Business Productivity accelerator, 331

Notifications accelerator, 331

Office Communication Server (OCS), 62-66

Reporting Services Connector, 61

SQL Server Reporting Services

on Microsoft Dynamics CRM server, 46-51

on Microsoft SQL server, 51-55

on standalone server, 56-61

Windows SharePoint Services 3.0 (WSS), 70-71

integration. See also extending, Microsoft Dynamics CRM

Azure web services integration. See Azure web services

BizTalk Server integration. See BizTalk Server

costs of, 452-454

data replication. See data replication

data synchronization. See data synchronization

levels of, 452

mapping technology integration. See mapping technology integration

Microsoft CRM to GP Connector, 545-547

process integration. See process integration

Scribe Software integration. See Scribe Software

SharePoint integration. See SharePoint

Silverlight integration. See Silverlight

social network integration. See social network integration

SQL Server Reporting Services integration. See SSRS (SQL Server Reporting Services)

telephone integration. See telephone integration

value of, 454

Visual Studio Team System integration. See VSTS (Visual Studio Team System)

Integration Bridge plug-in, 550-551

integration definitions in Scribe Workbench, 476

mapping and linking options, 478-479

source and target definitions, 476

source configuration, 477

target configuration, 477-478

integration scenarios

net change patterns, 495-504

application publisher pattern, 495-498

comparison of, 504

modified date/timestamp pattern, 500-502

modified flag pattern, 498-499

requirements for, 495-496

snapshot comparison pattern, 502-504

Scribe Console in, 474-475

data synchronization, 485-489

Scribe Insight for Microsoft Dynamics CRM

data replication, 473, 475-485

data synchronization, 473, 485-492

process integration, 474, 492-495

Scribe Workbench in, 473-474

data replication, 475-485

integration server, Scribe Console as, 486-487

interfaces, TAPI architecture, 203

Internet Connector for MOSS, licensing, 173

ISV (independent software vendor) integration, enabling, 211-212

K

Kaxaml, 102-103

Kerberos, 34-45

basic Kerberos authentication, 31, 35

configuring, 36-42

Active Directory configuration, 41-42

client configuration, 36-38

IIS settings, 38-40

constrained Kerberos delegation, 31, 35-36

debugging, 42-45

with event logging, 44-45

with IIS utilities, 43

with Windows Resource Kit, 43-44

delegation, 32

KerbTray, debugging Kerberos, 43-44

Key Cross Reference feature in Scribe Workbench, 480

key XRef data views

for Microsoft Dynamics GP to Microsoft Dynamics CRM template, 540-536

for Microsoft Dynamics NAV to Microsoft Dynamics CRM template, 542-540

for Scribe ERP to Microsoft Dynamics CRM template, 533-527

kList, debugging Kerberos, 43-44

Krippner, Reuben, 265

L

large server deployment scenario, 29-30

latency support in Scribe Insight for Microsoft Dynamics CRM, 460

layers of Microsoft Dynamics CRM, accessing, 13-16

LCID (locale ID), table of, 553-556

licensing

BizTalk Server, 407

Microsoft Dynamics CRM, 76-79

SharePoint, 172-174

Limited External Connector license, 79

LinkedIn, integration, 226-227

links in Scribe Workbench, 478-479

List web part, displaying data in SharePoint, 127-129

Live Search Maps, integration, 236-241

Live Services, 438-437

locale ID (LCID), table of, 553-556

logging

call actions, 220-221

events, debugging Kerberos, 44-45

M

management packs, Microsoft Dynamics CRM Management Pack, 334-335

installing, 340-343

mapping and linking options in Scribe Workbench, 478-479

mapping technology integration, 233-236

Google Maps, 258-262

MapPoint, 241-258

MapPoint 2009, 242-250

MapPoint web services, 250-258

Microsoft Live Search Maps, 236-241

usage suggestions, 263

MapPoint

integration, 241-258

MapPoint 2009, 242-250

MapPoint web services, 250-258

MapPoint 2009, integration, 242-250

master data, 222

MDM (Master Data Management), 221

data structures, types of, 221-222

importance of, 222-224

process components, 222-223

tools, 224

medium server deployment scenario, 27-28

messaging queueing in BizTalk Server, 409-410

metadata, 12-13, 222

Metadata browser, 12-13

MetadataService web service, 16

metrics. See performance metrics

Microsoft BI (business intelligence) tools, 178-183

Microsoft BizTalk Server 2006 Adapter for Microsoft Dynamics CRM, 409

installing, 413-412

Microsoft CRM to GP Connector, 545-547

Microsoft Dynamics CRM

accelerators. See CRM accelerators

architecture of, 337-340

application tier, 338

client tier, 337

data tier, 338-339

connection options, 79-82

customization options, 82

customization requirements, 349-350

extending

examples of, 91-97

form events, 85

IFrames, 85-91

methods of, 7-17, 75

filtered views, 182-181

future of, 541-543, 544

GP10 integration, 411-435

CRM plug-in creation, 429-434

eConnect configuration, 428-425

results, 434-435

schema mappings, 419-420

send adapter configuration, 429-427

web service creation and configuration, 428-424

hardware requirements, 20-21

layers of, accessing, 13-16

licensing, 76-79

monitoring. See System Center Operations Manager (SCOM)

navigation customizations, 83-85

as platform, 543

platforms, 5-6

plug-ins

c360, 547-548

eOne Integrated Business Solutions, 551

Nolan, 550-551

Semantra, 549

Statement of Direction (SOD), 543-544

Microsoft Dynamics CRM Connector, 409

Microsoft Dynamics CRM Developer Toolkit, 8

Microsoft Dynamics CRM Management Pack, 334-335

installing, 340-343

Microsoft Dynamics CRM web services, 80

Microsoft Dynamics GP to Microsoft Dynamics CRM template, 534-536

audit data views, 538

CRM to GP integration processes, 537-530

DTS files, 538-531

goals of, 534-535

GP to CRM integration processes, 537-530

key XRef data views, 540-536

order-history data views, 538-533

order-history monitors, 538-533

process flow, 536-537

publishers, 538-532

reconfiguring default views, 539-535

setup data views, 540-536

touch points, 535-529

Microsoft Dynamics NAV to Microsoft Dynamics CRM template, 541-540

audit data views, 542

data integration points, 537

goals of, 541

key XRef data views, 542-540

process flow, 541-542

reconfiguring default views, 542-539

Microsoft Expression Studio, 101

Microsoft Live Search Maps, integration, 236-241

Microsoft Message queueing, 409-410

Microsoft .NET Services, 437

Microsoft Office 2007, business intelligence (BI) components of, 179

Microsoft Office Communication Server (OCS) R2 Agent Communications Panel. See Agent Communications Panel

Microsoft Office SharePoint Server 2007 (MOSS). See MOSS (Microsoft Office SharePoint Server 2007)

Microsoft Operations Manager (MOM), SCOM (System Center Operations Manager) versus, 335-336

Microsoft SharePoint. See SharePoint

Microsoft Silverlight Tools for Visual Studio 2008, 101

Microsoft SQL Azure Database, 436-437

Microsoft SQL Server

installing with SQL Server Reporting Services, 51-55

optimization, 339-340

migration. See data replication

mining structures, creating, 197

mobile devices, Silverlight support, 99

modified date/timestamp pattern

for change tracking, 500-502

comparison with other patterns, 504

modified flag pattern

for change tracking, 498-499

comparison with other patterns, 504

MOM (Microsoft Operations Manager), SCOM (System Center Operations Manager) versus, 336-335

monitoring

Microsoft Dynamics CRM. See System Center Operations Manager (SCOM)

in process integration, 493-494

requirements for, 456

in Scribe Insight for Microsoft Dynamics CRM, 462

MOSS (Microsoft Office SharePoint Server 2007), 114

business intelligence (BI) components of, 121, 179

collaboration features, 117

forms features, 119

installing, 71-73

search features, 119-118

integration with Microsoft Dynamics CRM, 150-159

versions of, 115

features, 116-122

when to use, 115

Windows SharePoint Services 3.0 (WSS) versus, 70

MOSS for Search, licensing, 173

msa_eService.Install.exe, running, 287-291

msa_eventmanagement.Install.exe, running, 308

MSMQ-driven integration processes, 489-492

N

natural-language search, 549

navigation customizations, 83-85

net change patterns, 495-504

application publisher pattern, 496-498

comparison of, 504

modified date/timestamp pattern, 500-502

modified flag pattern, 498-499

requirements for, 495-496

snapshot comparison pattern, 502-504

.NET Framework, 21-23

version 2.0, 22

version 3.0, 22

version 3.5, 22-23

version 4.0, 23

Newsfeed Business Productivity accelerator, 331

installing and configuring, 331

Nolan plug-ins, 550-551

notes entity interface in Silverlight, 108-110

Notifications accelerator, 267, 331

configuring, 331

CRM Online functionality, 268

installing, 331

NTLM authentication, 31, 32-34

O

object type codes, 87

Office Communication Server (OCS), integration with Microsoft Dynamics CRM, 62-66

Office SharePoint Server Services, configuring, 73-74

OLAP cubes

building, 184

creating, 194-195

onChange event, 85

onLoad event, 85

onSave event, 85

operating systems, Silverlight support, 98

optimization

of Microsoft SQL Server, 339-340

of Outlook infrastructure, 66-68

order-history data views

for Microsoft Dynamics GP to Microsoft Dynamics CRM template, 538-533

for Scribe ERP to Microsoft Dynamics CRM template, 529-524

order-history monitors

for Microsoft Dynamics GP to Microsoft Dynamics CRM template, 538-533

for Scribe ERP to Microsoft Dynamics CRM template, 529-524

Outlook, infrastructure optimization, 66-68

P

page load, measuring, 20

Page.xaml file (Silverlight application development), 106

parameters, creating IFrames, 88-89

Partner Relationship Management accelerator, 267

CRM Online functionality, 268

patterns. See net change patterns

per-device licensing, 76-79

performance metrics, 19-20

PerformancePoint Server 2007, business intelligence (BI) components of, 179, 182

per-named user licensing, 76-79

phone integration

capabilities of, 201

logging call actions, 220-221

requirements for, 202

SIP-based solutions

Agent Communications Panel, 204-208

c360 CTI for Microsoft CRM, 216-220

Cisco Unified CallConnector, 208-216

TAPI architecture, 203

phone number formatting example, 91-93

platform layer, extending within, 15-16

platforms for Microsoft Dynamics CRM, 5-6, 543

plug-ins

extending Microsoft Dynamics CRM, 9

for Microsoft Dynamics CRM

c360, 547-548

eOne Integrated Business Solutions, 551

Nolan, 550-551

Semantra, 549

TFS Automation Consumer plug-in, deployment stage, 398-399

Portal Integration accelerator, 267

CRM Online functionality, 268

predictive analytics, 183

preparing

console files for eService accelerator, 291-288

eService accelerator installation, 285-282

Event Management accelerator installation, 306-302

Scribe template customization, 513

process integration

advantages of, 459

costs of, 453-454

explained, 452

integration scenario, 474-475, 495-498

programming, extending Microsoft Dynamics CRM

client-side programming, 10-12

web service programming, 9

properties

for database connections, 132-136

for web service connections, 132-136

publishers

adapter publishers in process integration, 494-495

application publisher pattern

for change tracking, 496-498

comparison with other patterns, 504

for Microsoft Dynamics GP to Microsoft Dynamics CRM template, 538-532

MSMQ-driven integration processes, 489-492

query publishers in process integration, 495-496

for Scribe ERP to Microsoft Dynamics CRM template, 529-523

publishing workflow for Event Management accelerator, 318-320

Q

query monitors, 494

query publishers in process integration, 494

queue monitors, 494

queue-driven integration processes, 489-490

R

real estate industry example, Azure web services, 440

Really Simple Syndication (RSS), 331

reconfiguring default data views

for Microsoft Dynamics GP to Microsoft Dynamics CRM template, 539-535

for Microsoft Dynamics NAV to Microsoft Dynamics CRM template, 542-539

reference data, 222

Rejected Rows feature in Scribe Workbench, 480

relational integrity maintenance in Scribe Insight for Microsoft Dynamics CRM, 462

relationship management, xRM deployments, 6-7

relationships, creating, 190, 193-194

replication

advantages of, 458-459

costs of, 453-454

explained, 452

integration scenario, 473-485

Reporting Services. See SSRS (SQL Server Reporting Services)

Reporting Services Connector, installing, 61

reports, installing CRM reports

for Event Management accelerator, 310-312

for Extended Sales Forecasting accelerator, 326-328

requirements

for Agent Communications Panel, 205

for BizTalk Server, 407

for Cisco Unified CallConnector, 209

customization requirements for Microsoft Dynamics CRM, 349-350

for data aggregation, 455-456

hardware requirements for Microsoft Dynamics CRM, 20-21

for net change patterns, 495-496

for telephone integration, 202

for TFS automation projects, 347-348

Response Group Service integration feature, configuring, 206

restricted mode, IFrames, 89-90

role-based forms, 543

RSS (Really Simple Syndication), 331

running

msa_eService.Install.exe, 287-291

msa_eventmanagement.Install.exe, 308

S

SaaS (software as a service), 6

Sales Methodologies accelerator, 267

CRM Online functionality, 268

Sales Productivity pack (c360 plug-ins), 549

sample business intelligence application, 183-200

Analysis Services projects, creating, 184-185

calculations, creating, 197-195

cubes, creating, 194-195

dashboards

building, 198-200

creating, 201-200

data source views, creating, 185-187

data sources, creating, 185

data types, setting, 196-194

dimensions, creating, 189-190, 191-193

mining structures, creating, 197

OLAP cubes, building, 184

relationships, creating, 190, 193-194

reports, creating, 201-199

scorecards, creating, 201-198

sample portal

for eService accelerator, 300-301

for Event Management accelerator, 312-315

schema mappings, Microsoft Dynamics CRM and GP10 integration, 419-420

schema validation, 84

SCOM (System Center Operations Manager), 333

management packs, 334

installing, 340-343

MOM (Microsoft Operations Manager) versus, 334-336

overview, 334-335

scorecards, creating, 201-198

Scribe adapters

bounce-back, avoiding, 495

explained, 467-470

source and target definitions, 476-477

Scribe Console

collaborations in, 485-486

explained, 467-468

in integration scenarios, 474-475

data synchronization, 485-489

as integration server, 486-487

system administration with, 487-489

Scribe ERP to Microsoft Dynamics CRM template, 520-527

audit data views, 529-526

CRM to ERP integration processes, 528-521

DTS files, 529-522

ERP to CRM integration processes, 528-521

goals of, 522-524

key XRef data views, 533-527

order-history data views, 529-524

order-history monitors, 529-524

process flow, 525-528

publishers, 529-523

setup data views, 534-527

touch points, 520

Scribe Insight for Microsoft Dynamics CRM

architecture of, 462-465

adapters, 468-470

Scribe Console, 467-468

Scribe Server, 465

Scribe Workbench, 465-467

templates, 470-472

event automation, 460

integration scenarios

data replication, 473-485

data synchronization, 473-474, 485-492

process integration, 474, 492-495

toolset

change capture, 460

conflict detection and resolution, 461

data mapping and transformation, 461

duplicate detection and resolution, 461

latency support, 460

list of, 459-460

monitoring and diagnostics, 462

relational integrity maintenance, 461

security, 462

state management, 462

Scribe Server, explained, 465

Scribe Software. See also integration scenarios

advantages of, 451-452

costs of integration, 452-454

Scribe templates

customizing, 512-518

initial synchronization, 513-514

preparation for, 513

testing customization, 515-518

explained, 470-471, 505-508

implementing, 508-512

import/export utility usage, 508

Microsoft Dynamics GP to Microsoft Dynamics CRM template, 534-536

audit data views, 538

CRM to GP integration processes, 537-530

DTS files, 538-531

goals of, 534-535

GP to CRM integration processes, 537-530

key XRef data views, 540-536

order-history data views, 538-533

order-history monitors, 538-533

process flow, 536-537

publishers, 538-532

reconfiguring default views, 539-535

setup data views, 540-536

touch points, 535-529

Microsoft Dynamics NAV to Microsoft Dynamics CRM template, 541-540

audit data views, 542

data integration points, 537

goals of, 541

key XRef data views, 542-540

process flow, 541-542

reconfiguring default views, 542-539

Scribe ERP to Microsoft Dynamics CRM template, 520-527

audit data views, 529-526

CRM to ERP integration processes, 528-521

DTS files, 529-522

ERP to CRM integration processes, 528-521

goals of, 522-524

key XRef data views, 533-527

order-history data views, 529-524

order-history monitors, 529-524

process flow, 525-528

publishers, 529-523

setup data views, 534-527

touch points, 520

tips and tricks, 518-519

Scribe Workbench

explained, 465-467

integration definitions in, 476

mapping and linking options, 478-479

source and target definitions, 476-477

source configuration, 477

target configuration, 477-478

in integration scenarios, 474-475

data replication, 475-485

Key Cross Reference feature, 480

Rejected Rows feature, 480

Test window, 479, 519

Update Source feature, 479-480

SDK (software development kit)

for Microsoft Dynamics CRM, 6

for Silverlight, 101

Search Center (SharePoint), customizing, 151-160

search features

in MOSS (Microsoft Office SharePoint Server 2007), 119-118

integration with Microsoft Dynamics CRM, 150-159

natural-language search, 549

Search service for Office SharePoint Server, configuring, 73-74

security in Scribe Insight for Microsoft Dynamics CRM, 462

self-tuning thresholds in SCOM (System Center Operations Manager), 336

Semantra plug-in, 549

send adapter, configuring for Microsoft Dynamics CRM and GP10 integration, 429-427

server license for SharePoint, 172

service accounts, NTLM authentication, 33-34

service activity customization for Visual Studio Team System (VSTS), 349

service life cycle in Windows Azure, 438-439

Service Productivity pack (c360 plug-ins), 549-548

service-oriented monitoring in SCOM (System Center Operations Manager), 336

Session Initiation Protocol (SIP), 202

setup data views

for Microsoft Dynamics GP to Microsoft Dynamics CRM template, 540-536

for Scribe ERP to Microsoft Dynamics CRM template, 534-527

SharePoint, 113-116. See also MOSS (Microsoft Office SharePoint Server 2007); WSS (Windows SharePoint Services 3.0)

CRM (customer relationship management) versus, 116

CRM accelerators, 159

custom development, 161-164

for storing attachments, 164-172

displaying data

with BDC connection, 129-149

with List web part, 127-129

IFrame integration, 122-126

dynamic integration, 124-126

static integration, 123

integration with Microsoft Dynamics CRM, 69-74

Excel Calculation Services installation, 74

MOSS (Microsoft Office SharePoint Server 2007), 71-73

Office SharePoint Server Services, configuring, 73-74

Windows SharePoint Services 3.0 (WSS), installing, 70-71

Windows SharePoint Services 3.0 (WSS) versus Microsoft Office SharePoint Server, 70

licensing, 172-174

Search Center, customizing, 151-160

Silverlight, 97-100

application development, 103-106

dashboards, 111-110

deployment with IFrames, 106-107

mobile device support, 99

notes entity interface, 108-110

operating system and browser support, 98

tools, 100-103

Deep Zoom Composer, 102

design and content-creation tools, 101

development tools, 101

Kaxaml, 102-103

Silverlight 3.0, new features in, 100

SIP (Session Initiation Protocol), 202

SIP-based solutions for telephone integration

Agent Communications Panel, 204-208

c360 CTI for Microsoft CRM, 216-220

Cisco Unified CallConnector, 208-216

site map

editing, 84

exporting, 84

navigation customizations, 83-85

small business deployment scenario, 24-25

small server deployment scenario, 25-26

SmartConnect plug-in, 552

snapshot comparison pattern

for change tracking, 502-504

comparison with other patterns, 504

SOAP adapter, configuring web services for Microsoft Dynamics CRM and GP10 integration, 428-424

social network integration, 225-226

Facebook, 227-233

LinkedIn, 226-227

Twitter, 233

Social Networking accelerator, 233, 267

CRM Online functionality, 268

SOD (Statement of Direction), 543-544

software as a service (SaaS), 6

software development kit (SDK)

for Microsoft Dynamics CRM, 6

for Silverlight, 101

solution templates, 473

Source Configuration window in Scribe Workbench, 480

source data

configuration in Scribe Workbench, 477

definitions in Scribe Workbench, 476

mapping and linking options in Scribe Workbench, 478-479

sparse columns (Microsoft SQL Server), 339-340

SplashCast, 232

SPN, acquiring, 41

SQL Server

installing with SQL Server Reporting Services, 51-55

optimization, 339-340

SQL Server 2008, business intelligence (BI) components of, 179

SQL Server 2008 R2 Master Data Services, 224

SQL Server Analysis Services (SSAS), 179

SQL Server CRM filtered views, 80

SQL Server CRM tables, 80

SQL Server Database engine (SSDB), 179

SQL Server Integration Services (SSIS), 179, 182-180

SQL Server Reporting Services (SSRS). See SSRS (SQL Server Reporting Services)

SQL Server users, configuring for eService accelerator, 301

SSAS (SQL Server Analysis Services), 179

SSDB (SQL Server Database) engine, 179

SSIS (SQL Server Integration Services), 179, 182-180

SSRS (SQL Server Reporting Services), 179

integration with Microsoft Dynamics CRM, 45-61

Reporting server installed on CRM server, 46-51

Reporting server installed on SQL server, 51-55

Reporting server installed on standalone server, 56-61

Reporting Services Connector, installing, 61

standalone server, installing SQL Server Reporting Service on, 56-61

standardization, 9

state management in Scribe Insight for Microsoft Dynamics CRM, 462

Statement of Direction (SOD), 543-544

static integration, IFrames and SharePoint, 123

storing attachments with SharePoint, 164-172

SubArea element (site map), 84

synchronization. See data synchronization

system administration with Scribe Console, 487-489

System Center Operations Manager (SCOM), 333

management packs, 334-335

installing, 341-343

MOM (MIcrosoft Operations Manager) versus, 334-336

overview, 333-334

system monitors, 493-494

T

Tafiti, 99

TAPI (Telephony API), 202

architecture of, 203

target data

configuration in Scribe Workbench, 477-478

definitions in Scribe Workbench, 476-477

mapping and linking options in Scribe Workbench, 478-479

Team Foundation Server (TFS), 346

environment requirements, 347-348

integration example, 348-403

customization requirements, 349-350

deployment stage, 393-399

TFS Automation solution, 351-381

TFSAutomationConsumer solution, 381-393

walkthrough, 404-403

work items, 348

telephone integration

capabilities of, 201

logging call actions, 220-221

requirements for, 202

SIP-based solutions

Agent Communications Panel, 204-208

c360 CTI for Microsoft CRM, 216-220

Cisco Unified CallConnector, 208-216

TAPI architecture, 203

telephone number formatting example, 91-93

Telephony API (TAPI), 202

architecture of, 203

Telephony Services API (TSAPI), 202

templates, Scribe templates

customizing, 512-518

explained, 470-472, 505-508

implementing, 508-512

import/export utility usage, 508

Microsoft Dynamics GP to Microsoft Dynamics CRM template, 534-536

Microsoft Dynamics NAV to Microsoft Dynamics CRM template, 541-540

Scribe ERP to Microsoft Dynamics CRM template, 520-527

tips and tricks, 518-519

Test window in Scribe Workbench, 479, 519

testing

Azure web services sample application, 450-446

eService accelerator, 301

Event Management accelerator, 320-315

Extended Sales Forecasting accelerator, 328-330

Scribe template customization, 515-518

TFS (Team Foundation Server), 346

environment requirements, 347-348

integration example, 348-403

customization requirements, 349-350

deployment stage, 393-399

TFS Automation solution, 351-381

TFSAutomationConsumer solution, 381-393

walkthrough, 404-403

work items, 348

TFS Automation Consumer plug-in, deployment stage, 398-399

TFS Automation event subscription, deployment stage, 394-397

TFS Automation solution, 351-381

TFS Automation web services, deployment stage, 393-392

TFSAutomationConsumer solution, 381-393

toolkits

defined, 7

Microsoft Dynamics CRM Developer Toolkit, 8

standardization, 9

tools

for MDM (Master Data Management), 224

in Scribe Insight for Microsoft Dynamics CRM

change capture, 460

conflict detection and resolution, 461

data mapping and transformation, 461-462

duplicate detection and resolution, 461

event automation, 460

latency support, 460

list of, 459-460

monitoring and diagnostics, 462

relational integrity maintenance, 461

security, 462

state management, 462

for Silverlight, 100-103

Deep Zoom Composer, 102

design and content-creation tools, 101

development tools, 101

Kaxaml, 102-103

transactional data, 222

TSAPI (Telephony Services API), 202

Twitter, integration, 233

U

unstructured data, 222

Update Source feature in Scribe Workbench, 479-480

users

creating

for eService accelerator, 284-285

for Event Management accelerator, 306

SQL Server users, configuring for eService accelerator, 301

V

validation

data validation example, 93-96

of form types, 14-15

schema validation, 84

versions

of BizTalk Server, 406-407

of Microsoft Dynamics CRM, customization options, 82

of MOSS (Microsoft Office SharePoint Server 2007), 115

features, 116-122

viewing analysis from Azure web services sample application, 450-449

Virtual Earth, 237

Visual Studio, Microsoft Silverlight Tools for Visual Studio 2008, 101

VoIP (Voice over IP), 202

VSTS (Visual Studio Team System), 343-347

environment requirements, 347-348

integration example, 348-403

customization requirements, 349-350

deployment stage, 393-399

TFS Automation solution, 351-381

TFSAutomationConsumer solution, 381-393

walkthrough, 404-403

W

web parts

Business Data Actions web part, 149

Business Data Item Builder web part, 149

Business Data Item web part, 149

Business Data List web part, 149

Business Data Related List web part, 149

List web part, displaying data in SharePoint, 127-129

web service connections, properties for, 132-136

web service programming, extending Microsoft Dynamics CRM, 9

web services. See also Microsoft Dynamics CRM web services

Azure web services

distributed machinery example, 440

Live Services, 438-437

Microsoft .NET Services, 437

Microsoft SQL Azure Database, 436-437

overview, 435-436

real estate industry example, 440

sample application, deploying, 450

sample application, deploying with IFrames, 450-451

sample application, developing, 441-448

sample application, testing, 450-446

sample application, viewing analysis, 450-449

Windows Azure, 436, 438-439

creating for Microsoft Dynamics CRM and GP10 integration, 428-424

CrmDiscoveryService web service, 16

CrmService web service, 17

defined, 16

MapPoint web services, 250-258

MetadataService web service, 16

social network integration. See social network integration

TFS Automation web services, deployment stage, 393-392

Windows Azure, 436, 438-439

Windows Resource Kit, debugging Kerberos, 43-44

Windows SharePoint Services 3.0 (WSS), 113

installing, 70-71

Microsoft Office SharePoint Server 2007 (MOSS) versus, 70

when to use, 114-115

work items in Team Foundation Server (TFS), 348

workflow

editing for eService accelerator, 292-294

extending Microsoft Dynamics CRM, 10

publishing for Event Management accelerator, 318-320

WSS (Windows SharePoint Services 3.0), 113

when to use, 114-115

X

XAML editors, Kaxaml, 102-103

XML structure for BDC connections, 131-134

xRM deployments, 6-7

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