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DEV 291 Microsoft CRM Jason Hunt Technical Product Manager DEV 291 Microsoft CRM Jason Hunt Technical Product Manager

Agenda Objectives Overview Microsoft CRM Architecture Microsoft CRM SDK Microsoft CRM Data Migration Framework Agenda Objectives Overview Microsoft CRM Architecture Microsoft CRM SDK Microsoft CRM Data Migration Framework

Microsoft CRM Architecture • Active Directory – Security principals • SQL Server – Data Microsoft CRM Architecture • Active Directory – Security principals • SQL Server – Data storage • Exchange Server – Inbound & outbound e-mail

Application Architecture Outlook Client Browser Client Outlook 2000 or XP Windows 2000 or Windows Application Architecture Outlook Client Browser Client Outlook 2000 or XP Windows 2000 or Windows XP IE 6. 0 client on Windows 98, Windows ME, Windows 2000, or Windows XP Presentation Layer (DHTML) Business Logic Presentation Layer (XML/XSL) Dispatch Layer Object Model MD Entity Mapping Offline Queue Business logic Workflow Proxy Layer MD QP Database Metabase MSDE . NET Framework Windows 2000/XP Secure SOAP API’s Crystal Reports (Enterprise) SQL Server Replication ASP. NET and IIS Object Model Workflow Active Directory Meta Data Entity Mapping Layer Database SQL Server 2000 Windows 2000/ Windows XP Metabase SQL Server 2000 Meta Data Query Processor

ISV Possibilities Configure Customize MSCRM Scenarios MSCRM Connect Extend Embed MSCRM Complexity of solution ISV Possibilities Configure Customize MSCRM Scenarios MSCRM Connect Extend Embed MSCRM Complexity of solution Level of customization High Typical channel partner: ISV MSCRM varied ISV Low VAR S. I. “powered by Microsoft” Customer segment vertical/industry Key enabler framework, API, UI upper small upper mid-market core mid-market medium enterprise UI Tools all segments web services vertical/industry APIs

Microsoft CRM SDK Concepts Availability Customization Development Skills Methods of Customization Areas of Customization Microsoft CRM SDK Concepts Availability Customization Development Skills Methods of Customization Areas of Customization

SDK Availability Where to get the Microsoft CRM SDK URL http: //msdn. microsoft. com/library/default. SDK Availability Where to get the Microsoft CRM SDK URL http: //msdn. microsoft. com/library/default. as p? url=/downloads/list/business. asp MSDN http: //msdn. microsoft. com

Development Skills Experienced with: VB. NET or C#. NET or Any. NET language Web Development Skills Experienced with: VB. NET or C#. NET or Any. NET language Web Technologies OO savvy Microsoft CRM technology understanding

Methods of Customization Supported methods of customization Upgradeability What not to do Interested solution Methods of Customization Supported methods of customization Upgradeability What not to do Interested solution developers/ISVs can contact: [email protected] com

Areas of Customization Areas of Customization

Microsoft CRM Security Model Security Principals Object level security Roles Active Directory Microsoft CRM Security Model Security Principals Object level security Roles Active Directory

Microsoft CRM Object Model Core System Management Customer Management Sales Force Automation and Marketing Microsoft CRM Object Model Core System Management Customer Management Sales Force Automation and Marketing Customer Service Management Miscellaneous

References Class Library Namespaces Schemas References Class Library Namespaces Schemas

The Class Library Microsoft. CRM. Proxy. dll The Class Library Microsoft. CRM. Proxy. dll

The SDK Name Spaces Microsoft. CRM. Proxy Microsoft. CRM. Flags The SDK Name Spaces Microsoft. CRM. Proxy Microsoft. CRM. Flags

Schemas Object Schemas Fetch XML Schemas Column. Set XML Schemas Schemas Object Schemas Fetch XML Schemas Column. Set XML Schemas

demo Microsoft CRM Jason Hunt Technical Product Manager Microsoft CRM demo Microsoft CRM Jason Hunt Technical Product Manager Microsoft CRM

Microsoft CRM Data Migration Framework DMF Overview Migration Steps Migration Configurations Installation CDF Database Microsoft CRM Data Migration Framework DMF Overview Migration Steps Migration Configurations Installation CDF Database Data Cleansing Migration

CDF Database An intermediate database between data sources and Microsoft CRM “Common Data Format” CDF Database An intermediate database between data sources and Microsoft CRM “Common Data Format” Similar to the CRM database schema Microsoft CRM entities Extensible, based on CRM configuration Lack of enforced relationships simplifies population Consolidation point Customizable database Controls the migration process

Data Cleansing Data cleansing tasks Remove incorrect/invalid data Remove duplicates Remove records that should Data Cleansing Data cleansing tasks Remove incorrect/invalid data Remove duplicates Remove records that should not be imported Check relationships Set up record ownership Set up picklists Crucial step of the Data Migration process

Migration Controller Config CDF Database CDF Adapter Logging CRM Adapter CDF Migration Tool SOAP Migration Controller Config CDF Database CDF Adapter Logging CRM Adapter CDF Migration Tool SOAP CRM Server

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© 2003 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. © 2003 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS SUMMARY.