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Microsoft Dynamic CRM 4 : Data Migration (part 4) - Creating a Data Migration

If your publisher is showing as active (not paused), after a short time you will have a message in your ScribeIn queue. In the Scribe Console, you can open this Microsoft Message Queuing (MSMQ) message and opt to Save Body.

Microsoft Dynamic CRM 4 : Data Migration (part 3) - Creating a CRM Adapter Publisher

Life will be easier for you if you create a CRM Adapter publisher as the first step, because the CRM Adapter publisher is responsible for capturing changes that occur in CRM, and uses that change event to trigger an integration to occur (for example, integrate a new account into the ERP system.)

Microsoft Dynamic CRM 4 : Data Migration (part 2) - Scribe Workbench - Target Configuration

Choosing the target system is nearly identical to choosing the source data, but the process varies after you have provided the necessary connection parameters.

Microsoft Dynamic CRM 4 : Data Migration (part 1) - Scribe Workbench - Source and Target Definitions, Source Configuration

Defining the source data begins with choosing how to connect to the data (using an application adapter, ODBC, or XML). After you choose the connection parameters, a series of prompts helps you define the query set for the source data. This can be a single “object” or can be a custom query joining multiple objects together.

Microsoft Dynamic AX 2009 : Working with .NET Business Connector (part 3) - Querying Data Across Companies, Invoking Business Logic

When you log on to Dynamics AX with .NET Business Connector, you establish a session that is dedicated to one specific company that the Dynamics AX user has access to.

Microsoft Dynamic AX 2009 : Working with .NET Business Connector (part 2) - Exception Handling, Accessing Data

.NET Business Connector has a large set of managed exceptions that can be raised at run time. This set of managed exceptions provides improved granularity, and therefore more flexibility, in handling those exceptions.

Microsoft Dynamic AX 2009 : Working with .NET Business Connector (part 1) - Processing Requests and Responses

Much like any integration component, .NET Business Connector processes requests and returns responses associated with the use of the managed classes by applications across all the established .NET Business Connector user sessions.

Microsoft Dynamic AX 2009 : .NET Business Connector - Usage Scenarios for .NET Business Connector

In client-based scenarios, .NET Business Connector and the application that uses it are installed on a user’s computer. To make client setup easier, Dynamics AX 2009 allows the installation of just .NET Business Connector on the development machine.

Microsoft Dynamic AX 2009 : .NET Business Connector - Inside .NET Business Connector

.NET Business Connector is a versatile platform component. It contains the Dynamics AX kernel and provides a runtime environment for executing X++ code and interacting with other elements in the AOT.

Microsoft Dynamic AX 2009 : .NET Business Connector - Introduction

.NET Business Connector for Microsoft Dynamics AX is a versatile platform component that you can use to build software applications that interact deeply with both the data and the business logic residing in Dynamics AX 2009.

Microsoft Dynamics CRM 4 : Scribe Integration - Scribe Insight Architecture

Scribe Insight is designed to support the effective deployment of a number of market-leading business applications, including Microsoft Dynamics CRM, Microsoft Dynamics GP, Microsoft Dynamics NAV, Salesforce, and SalesLogix.

Microsoft Dynamics CRM 4 : Scribe Integration - Integration Options

With regard to costs (we cover the benefits, risks, and requirements in each section), there are varying levels, both during the initial project and on an ongoing basis. As a general rule, the complexity and resulting costs associated with an integration project will be exponentially greater for two-way or multidirectional integration projects versus one-way integrations.

Microsoft Dynamics CRM 4 : Digital Phone Integration (part 3) - c360 CTI for Microsoft CRM

c360 CTI (Computer Telephony Integration) is a third-party application that enables integration between telephone systems (via TAPI) and Microsoft Dynamics CRM. Similar to the Cisco and Avaya products, this product also detects incoming phone calls (displays the caller’s name and number), automatically produces activities for incoming and outgoing calls, and much more.

Microsoft Dynamics CRM 4 : Digital Phone Integration (part 2) - Cisco Unified CallConnector for Microsoft Dynamics CRM

Cisco first released a call connector in 2004, and they have been upgrading it ever since. The call connector by Cisco is called the Cisco Unified CallConnector for Microsoft Dynamics CRM, and it enables organizations to integrate the two industry-leading enterprises (Microsoft and Cisco) to aid in better customer-care solutions.

Microsoft Dynamics CRM 4 : Digital Phone Integration (part 1)

The telephone manufacturers mentioned in this section have partnered with Microsoft to develop their own solutions for their telephone systems, and offer out-of-the-box solutions for integration with Microsoft Dynamics CRM.

Microsoft Dynamics CRM 2011 : Using Advanced Find (part 5) - Using Edit Multiple Records and Assign Multiple Records from Advanced Find

It is certainly powerful and exciting to have the ability to create a list of records that match your specific criteria. The ability to take action on those records to strengthen your Microsoft Dynamics CRM database and adapt it to your business as it evolves is equally important.

Microsoft Dynamics CRM 2011 : Using Advanced Find (part 4) - Using Advanced Filter Criteria

By default, Microsoft Dynamics CRM applies AND logic to queries that include two or more search criteria. This means that results are limited to those records that meet all search criteria in the query.

Microsoft Dynamics CRM 2011 : Using Advanced Find (part 3) - Creating and Sharing a Saved View

Microsoft Dynamics CRM allows you to create saved views to save your Advanced Find queries for future use. Saved views can be run or modified at a later date, sparing you from recreating reports you run on a regular schedule.

Microsoft Dynamics CRM 2011 : Using Advanced Find (part 2) - Organizing and Formatting Advanced Find Results

Microsoft Dynamics CRM gives you the power to create a report that contains a set of records based on specific, user-defined criteria and yet that is simple to put together. In addition to building your own search query, you can also format Advanced Find results to include additional data columns, and you can sort, order, and size the results columns to meet your reporting needs.

Microsoft Dynamics CRM 2011 : Using Advanced Find (part 1) - Performing Advanced Find Queries

Business needs can change frequently over the course of a project and, as a result, reporting needs also change. Ad hoc reporting has become a standard feature within most business applications, but expecting end users to define all of their reporting needs before a system is implemented is unrealistic. T

Microsoft Dynamics GP 2010 : Network requirements, The Terminal Server only approach, Shared files, Data backups

With the proliferation of Terminal Server and advances in Terminal Services functionality, many organizations have been implementing Dynamics GP on Terminal Server only, foregoing installations on client workstations completely. Whether this approach is right for your implementation may depend on a great many factors. Let's take a look at some of the pros and cons.

Microsoft Dynamics GP 2010 : Dynamics GP system requirements

All of this information is updated as new versions and service packs of products are released and certified, so it is important to refer to the current information online when planning your implementation.

Integrating BizTalk Server 2010 and Microsoft Dynamics CRM : Communicating from Dynamics CRM to BizTalk Server (part 3) - Registering the plugin, Testing the plugin

Microsoft provides a plugin registration tool as part of the SDK. This tool is located in the SDK\Tools\PluginRegistration folder of the SDK.

Integrating BizTalk Server 2010 and Microsoft Dynamics CRM : Communicating from Dynamics CRM to BizTalk Server (part 2) - Writing the Dynamics CRM plugin

A Dynamics CRM plugin is a powerful way to extend the out-of-the-box behavior of the product with custom code. The plugin that we are building for this exercise invokes the service we built above.

Integrating BizTalk Server 2010 and Microsoft Dynamics CRM : Communicating from Dynamics CRM to BizTalk Server (part 1) - Setup

This exercise leverages a BizTalk Server project already present in your Visual Studio 2010 solution. We are going to publish a web service from BizTalk Server that takes in a message and routes it to a BizTalk send port that writes the message to the file system.

Microsoft Dynamics GP 2010 : Improving performance by adjusting AutoComplete settings, Cleaning up Accounts Receivable with Paid Transaction Removal

An important maintenance item that is often overlooked is Accounts Receivable Paid Transaction Removal. Perhaps it is overlooked because the name is somewhat misleading. Paid Transaction Removal only removes receivable transactions for companies that are not keeping receivables history.

Microsoft Dynamics GP 2010 : Maintaining Dynamics GP - Preventing entry of wrong dates by Closing Periods

An important step in maintaining any accounting system is controlling access to financial periods. Financial period balances control how financial statements are presented.

Microsoft Dynamics Ax 2009 : RunBase Framework Extension (part 4) - Adding a Query

Adding a query to the business operation class allows the user to select a range of targets to apply the operation to, such as sending bike-tuning offers to selected customers. To use the query, you must be able to create an instance of QueryRun. Start by adding QueryRun as a member variable, as shown here.

Microsoft Dynamics Ax 2009 : RunBase Framework Extension (part 3) - Adding Property Methods, Adding Constructors

X++ doesn’t support method name overloading, and you should avoid using default parameters on constructors. You must create individually named new methods with different parameter profiles instead.

Microsoft Dynamics Ax 2009 : RunBase Framework Extension (part 2) - Bike-Tuning Service Offers Example

In this section, you create an extension of the RunBase class to send bike-tuning service offers to customers via e-mail. Each bike-tuning offer could result in the creation of a service order transaction. To follow this example, you must have created an extended data type and a number sequence for bike-tuning service orders.

Microsoft Dynamics Ax 2009 : RunBase Framework Extension (part 1) - Property Method Pattern, Pack-Unpack Pattern

The pattern consists of a pack method and an unpack method. These methods are used by the SysLastValue framework, which stores and retrieves user settings or usage data values that persist between processes.

Integrating BizTalk Server 2010 and Microsoft Dynamics CRM : Communicating from BizTalk Server to Dynamics CRM (part 6)

This set of steps produced the BizTalk artifacts we needed to call the façade service sitting in front of Dynamics CRM. As opposed to the previous exercises where we had to creatively transform untyped schemas, this set of service schemas are strongly typed and easy to work with.

Integrating BizTalk Server 2010 and Microsoft Dynamics CRM : Communicating from BizTalk Server to Dynamics CRM (part 5) - Generating a proxy service

The proxy-service strategy requires the installation of the Dynamics CRM 2011 SDK. Make sure to add the XRM assemblies to the Global Assembly Cache of your development machine.

Integrating BizTalk Server 2010 and Microsoft Dynamics CRM : Communicating from BizTalk Server to Dynamics CRM (part 4) - Configuring the BizTalk endpoints

Our final task is to configure the BizTalk messaging components to send a message to the Dynamics CRM service. We already have a series of reusable ports configured as a result of our last exercise and can leverage those this time around.

Integrating BizTalk Server 2010 and Microsoft Dynamics CRM : Communicating from BizTalk Server to Dynamics CRM (part 3) - Building the BizTalk components

In this case, we have to get each source field copied over to the repeating KeyValuePairOfstringanyType node. We will leverage the feature of BizTalk Server 2010 that lets you neatly segment map aspects into logical containers called pages.

Integrating BizTalk Server 2010 and Microsoft Dynamics CRM : Communicating from BizTalk Server to Dynamics CRM (part 2) - Configuring the BizTalk endpoints

In this part of the exercise, we will configure the BizTalk messaging ports that receive the query request, call Dynamics CRM 2011, transform the response message, and emit the canonical Customer message to disk via a FILE adapter.

Integrating BizTalk Server 2010 and Microsoft Dynamics CRM : Communicating from BizTalk Server to Dynamics CRM (part 1) - Building the BizTalk components

In the following series of steps, we will look at how to consume the native Dynamics CRM SOAP interface in BizTalk Server. We will first look at how to query Dynamics CRM to return an Entity. After that, we will see the steps for creating a new Entity in Dynamics CRM.

Monitoring Dynamics CRM Using System Center Operations Manager (part 3) - Installing the Microsoft Dynamics CRM 4.0 Management Pack

The Microsoft Dynamics CRM 4.0 Management Pack has built-in metrics for a healthy CRM environment. The management pack collects performance-analysis and capacity-planning data by tracking various system metrics.

Monitoring Dynamics CRM Using System Center Operations Manager (part 2) - Microsoft Dynamics CRM Architecture

Before we begin managing the infrastructure, we need to understand the different tiers of the Microsoft Dynamics CRM landscape (see Figure 3). The three crucial tiers that comprise the CRM environment are the client, application, and data tiers.

Microsoft Dynamics GP 2010 : Preventing Errors in Dynamics GP - Correcting errors by backing out, correcting, and copying Journal Entries

Dynamics GP includes functionality to fix journal entry errors by backing out a journal entry and optionally presenting a duplicate journal entry for the user to change and repost. This same functionality allows copying a journal entry for users who forgot to use a recurring batch.

Microsoft Dynamics GP 2010 : Preventing Errors in Dynamics GP - Preventing sales of Discontinued Inventory

Companies frequently discontinue inventory items. Perhaps an item's sales volume is too low, it has been replaced with a new model, or the item is no longer available from a supplier. By default, in Dynamics GP, discontinued inventory items can still be sold.

Microsoft Dynamics CRM 4.0 : SharePoint Integration - Store Attachments in SharePoint Using a Custom Solution

SharePoint is one of the market leaders for a document management and collaboration solution. This feature can be used with Microsoft Dynamics CRM to increase team productivity in organizations.

Microsoft Dynamics CRM 4.0 : SharePoint Integration - Custom SharePoint Development

Microsoft has provided two very extendable frameworks: the Microsoft SharePoint and the Microsoft CRM APIs. The two systems have a lot of their APIs exposed (the details can be found on the MSDN site), which can allow developers to automate business processes for nearly every business permutation.

Using Microsoft SharePoint with Microsoft Dynamics CRM Functions (part 2) - Displaying Data Using BDC in Microsoft Office SharePoint Server

The search feature in Microsoft Dynamics CRM provides only basic string matching against certain attributes, and cannot search document context, unless the content resides in CRM, such as CRM knowledge base articles.

Using Microsoft SharePoint with Microsoft Dynamics CRM Functions (part 2) - Displaying Data Using BDC in Microsoft Office SharePoint Server

The BDC provides a platform layer between Microsoft Office SharePoint and disparate backend systems. This allows an administrator to build sites with data aggregated from multiple data sources and to enable SharePoint search of records in systems other than SharePoint.

Using Microsoft SharePoint with Microsoft Dynamics CRM Functions (part 1) - Displaying Data in SharePoint Using the List Web Part for Microsoft Dynamics CRM 4.0

A web part is an ASP.NET server control that is used on a web part zone located within web part pages. Web parts can be programmed and can enable users to access the content, appearance, and behavior of the web page within a browser. SharePoint out of the box comes with a few web parts that are supported by Microsoft.

Microsoft Dynamics GP 2010 : Preventing Errors in Dynamics GP - Ensuring proper year-end closing by checking Posting Types

When setting up accounts in the Chart of Accounts, users are required to select a posting type of either Balance Sheet or Profit and Loss. These selections correspond to their respective financial statements, the Balance Sheet and the Profit and Loss statement, also known as the Income Statement.

Microsoft Dynamics GP 2010 : Preventing Errors in Dynamics GP - Preventing account selection errors with Chart Segment names

Given the typical meticulous tendencies of most accountants, it's a little bit of a surprise that the descriptions in an average chart of accounts are a complete mess. Most charts of accounts are initially very pristine but as accounts are added by various people over time, their descriptions become inconsistent.

Microsoft Dynamics CRM 4.0 : Using Microsoft Dynamics CRM with Microsoft SharePoint

Different from the previous sections in which we used Microsoft SharePoint as the primary application to display CRM data, this section illustrates how to use Microsoft Dynamics CRM to display data from SharePoint (which can contain CRM data if properly integrated).

Microsoft Dynamic GP 2010 : Providing clean vendor information by properly closing Purchase Orders, Protecting against information loss by printing Fixed Asset Reports

Properly closing Purchase Orders in Dynamics GP allows a company to make intelligent sourcing decisions about which vendors are able to meet the firm's needs. Companies gain the data necessary to analyze vendor performance and make decisions based on factors beyond just price.