Microsoft CRM Development: SDK, C#, SQL, Exchange, Integration, Crystal Reports overview for programmerWritten by Andrew Karasev
Continued from page 1
4.Microsoft Exchange Programming. Microsoft CRM has Exchange connector which moves CRM incoming email to MS if it has GUID in its subject. You can alter this logic (for instance - move email to CRM if it doesnt have GUID but it is from sender who is contact or account in MS CRM). Refer to MS Exchange SDK onsyncsave event handling. Then simply apply some MS CRM SDK programming - you need some COM+ objects creation and VB programming experience. 5.Direct SQL touch in #4 above I described you scenario with MS Exchange handlers this would be ideal world if MS CRM SDK does job. But in real world this is not always true you have to do direct flags correction in CRM database (like making Activity closed, moving email attachments/octet streams, etc). This is not supported by MBS technical support but you can rescue to this technique if you have to get job done. 6.MS CRM Customization tool this is rather end-user tool and we dont describe it here read manual. Weve described above options to use when this tool doesnt do job 7.Crystal Reports - feel free to create Crystal report - tables and views structure is self explanatory. Try to avoid temptation to create your own SQL view or stored procedure in MS CRM database, instead - create custom database and place your view and stored proc in it. Happy customizing, modifying and developing! If you want us to do job - give us a call 1-866-528-0577! help@albaspectrum.com
Andrew Karasev is Chief Technology Officer in Alba Spectrum Technologies USA nationwide Microsoft CRM, Microsoft Great Plains customization company, based in Chicago, Los Angeles, San Diego, San Francisco, Denver, Houston, Dallas, New York, Boston, Atlanta, Miami, Canada, UK, Australia and having locations in multiple states and internationally ( www.albaspectrum.com ), he is Dexterity, SQL, C#.Net, Crystal Reports and Microsoft CRM SDK developer.
| | Microsoft Great Plains Data Conversion overview for developerWritten by Andrew Karasev
Continued from page 1
4.Data Transformation Services (DTS) Good tool for importing your third party data into staging tables in GP - then you can pull them in using either stored procs of Integration Manager. You can also deploy this tool for EDI export/import. 5.Great Plains Dexterity Conversion Utilities. If your legacy data sits in old Dexterity customization on Ctree/Pervasice.SQL/Btrieve - you can create custom Dexterity conversion utility, which will read table in Ctree/Btrieve and will move it to SQL based new custom Dexterity table. In this scenario - you need Dexterity customization upgrade as well. (Great Plains Dexterity - is programming language and technology of former Great Plains Software - Microsoft Great Plains is written in Dexterity) 6.MS Access if you are doing one time conversion and your legacy has old ODBC compliant platform - you can use MS Access to create linked tables there - or import into MS Access. 7.SQL Linked Servers you can do direct SQL queries to other ODBC compliant platform via SQL Linked Server (including ORACLE, UNIDATA, Pervasive SQL, Ctree, etc) - you may need to familiarize yourself with OPENROWSET command in Transact SQL. This is also good option if you need cross-platform Crystal Report - pulling data from SQL Server and third party databases on same report. 8.MS Excel - yes - sometime you can use it for legacy data massage before feeding it into Great Plains. 9.Warning - do not place existing GP tables into Replication! - you will have upgrade issues. Happy converting! if you want us to do job - give us a call 1-866-528-0577! help@albaspectrum.com
Andrew Karasev is Chief Technology Officer in Alba Spectrum Technologies USA nationwide Microsoft CRM, Microsoft Great Plains customization company, based in Chicago, Los Angeles, San Diego, San Francisco, Denver, Houston, Dallas, New York, Boston, Atlanta, Miami, Canada, UK, Australia and having locations in multiple states and internationally ( www.albaspectrum.com ), he is Dexterity, SQL, C#.Net, Crystal Reports and Microsoft CRM SDK developer.
|
