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
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
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
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
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
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
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
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
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
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
forms for IFrame integration, 96-97
examples of, 91-97
form events, 85
IFrames, 85-91
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
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
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
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 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
filtered views, 182-181
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
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
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
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
Update Source feature, 479-480
SDK (software development kit)
for Microsoft Dynamics CRM, 6
for Silverlight, 101
Search Center (SharePoint), customizing, 151-160
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
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
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
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 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
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