Download PDF by Mark Beckner: Microsoft Dynamics CRM API Development for Online and

By Mark Beckner

Microsoft Dynamics CRM has a strong API that comes with net prone and an intensive SDK.  As you strengthen CRM Plugins and customized integrations, you can find that there are lots of complexities and demanding situations linked to effectively interacting with this API.

with a purpose to make sure that you will have all the instruments essential to be successful with CRM development, Microsoft Dynamics CRM 2011 API improvement offers the fundamental facets of API improvement together with plugin improvement and registration.  as well as Plugins, you'll paintings via development out numerous integrations that paintings with either the SDK and the internet provider layer.  additionally, you will construct a C# software that creates files inside CRM utilizing the API, paintings with Scribe on-line for integration and migration, layout stories that learn information from CRM utilizing FetchXML, and have interaction with the OData leisure carrier utilizing JScript.  as soon as you’ve labored during the a variety of themes awarded, you can find that you'll have the complex talents required for operating with CRM 2011 on-line and On Premises. Foreword by means of Ismail Nalwala, primary, IOTAP.

What you’ll learn

  •          discover ways to increase, attempt, and set up CRM Plugins
  •          Create customized integrations utilizing the CRM API
  •          Create functions that interface with the SDK and CRM net Services
  •          Use JScript to learn and write information utilizing the OData leisure service
  •          layout SSRS stories that have interaction with CRM utilizing FetchXML

    Who this e-book is for

    skilled Microsoft Dynamics CRM builders new to model 2011, and all CRM builders new to Microsoft Dynamics CRM. additionally for C# builders desirous to research Microsoft Dynamics CRM.

    Table of Contents

    1. Plugins and Workflow actions
    2. External .NET functions
    3. Integration and Migration
    4. JScript and the remainder Endpoint API
    5. Reporting
    6. Show description

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    Additional info for Microsoft Dynamics CRM API Development for Online and On-Premise Environments

    Sample text

    61 Chapter 5 Reporting Creating a Report Project and Report Once your development environment is fully installed, you will be able to create a new project for developing your reports. Click on File ➤ New ➤ Project and select the Report Server Project from the Business Intelligence Projects, as shown in Figure 5-1. Name the project appropriately and click OK. This will create a new project where you can add data sources, datasets, and reports. Figure 5-1. Creating a new Report Server Project Once the project has been created, you can create a new report by right clicking Reports and selecting Add New Report.

    30 Integration and Migration Chapter 3 Requirements for integration and migration of data to and from a CRM environment come in many flavors. 0), the systems being integrated with (other versions of CRM, databases such as Oracle and SQL, or back-end systems like finance), and the direction of the data (pulling from CRM or writing to CRM) are all factors that will influence your decision-making around appropriate technology and architecture. This chapter looks at several patterns and applications of technology, including custom code, database components, and Scribe Online.

    On the Fields tab, note that the majority of fields are identical in the source map on the left and the target map on the right. Because you’re using the SQL connector, some of the fields are slightly different (this is true across all of the entities) but for the most part match one to one. The mapping of this entity is generally a drag-and-drop exercise. For example, ActivityId in the source can be dragged and dropped onto the activityid field in the target. We look at two fields in detail: the ownerid and the regardingobjecttypecode.

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