Synopses & Reviews
Get answers to common questions about setting up the design environment and building custom solutions with Microsoft Dynamics CRM. Delve into core architecture, tools, and techniques, and learn how to exploit powerful customization features. Authored by industry-leading experts, this book shows how to deliver intelligent CRM solutions that meet the unique challenges and requirements of your business.
Discover how to:
- Set up the development environment
- Enhance the product’s APIs with your own code
- Execute business logic using plug-ins
- Build custom workflows that extend native workflow functions
- Create user-friendly integration with scripts and application extensions
- Code custom pages optimized for Microsoft Outlook with Offline Access
- Extend Microsoft Dynamics CRM using ASP.NET
- Create advanced Windows Workflow Foundation solutions
- Extend multilingual and multicurrency features
- Construct a custom security-access solution
Get code samples on the Web.
About the Author
Mike Snyder and Jim Steger are cofounders and principals at Sonoma Partners, a consulting firm specializing in Microsoft Dynamics CRM implementations. Both Mike and Jim have been recognized as Microsoft MVPs for their contributions to the Microsoft Dynamics community. Mike is one of the industrys leading CRM experts and participates in the Microsoft Dynamics Partner Advisory Council. Jim is a leading technical architect for Microsoft Dynamics CRM, with deep experience in XRM solutions complex enterprise integration projects.
Jim Steger and Mike Snyder are cofounders and principals at Sonoma Partners, a consulting firm specializing in Microsoft Dynamics CRM implementations. Both Mike and Jim have been recognized as Microsoft MVPs for their contributions to the Microsoft Dynamics community. Mike is one of the industrys leading CRM experts and participates in the Microsoft Dynamics Partner Advisory Council. Jim is a leading technical architect for Microsoft Dynamics CRM, with deep experience in XRM solutions complex enterprise integration projects.
Table of Contents
Foreword; Acknowledgments; Jim Stegers Acknowledgments; Mike Snyders Acknowledgments; Brad Bosaks Acknowledgments; Corey OBriens Acknowledgments; Philip Richardsons Acknowledgments; Introduction; Who This Book Is For; What This Book Is About; Companion Content; System Requirements; Find Additional Content Online; Support for This Book; Part I: Overview; Chapter 1: Microsoft Dynamics CRM 4.0 SDK Overview; 1.1 Software Development Kit Introduction; 1.2 Hitchhikers Guide to Common Questions; 1.3 Microsoft Dynamics CRM as a Business Application Platform; 1.4 Summary; Chapter 2: Development Overview and Environment; 2.1 Microsoft Dynamics CRM 4.0 System Overview; 2.2 Hardware Requirements; 2.3 Development Environment; 2.4 Testing Environment Considerations; 2.5 Migrating Data; 2.6 Redeployment; 2.7 Development Tools; 2.8 Additional Development Considerations; 2.9 Summary; Chapter 3: Communicating with Microsoft CRM APIs; 3.1 Overview of the Microsoft Dynamics CRM 4.0 SDK; 3.2 Accessing the APIs in Visual Studio 2008; 3.3 CrmService Web Service; 3.4 MetadataService Web Service; 3.5 CrmDiscoveryService Web Service; 3.6 Connecting to Microsoft Dynamics CRM IFD; 3.7 Connecting to Microsoft Dynamics CRM Offline; 3.8 Connecting to Microsoft Dynamics CRM Online; 3.9 Summary; Part II: Extending Microsoft CRM; Chapter 4: Security; 4.1 Role-Based and Object-Based Security; 4.2 Security Principals; 4.3 Access Rights; 4.4 Impersonation; 4.5 Using the Microsoft Dynamics CRM SDK to Perform Security-Related Operations; 4.6 Using Direct SQL for Accessing Microsoft Dynamics CRM Data; 4.7 Data Encryption; 4.8 Summary; Chapter 5: Plug-ins; 5.1 Writing Your First Plug-in; 5.2 The Event Execution Pipeline; 5.3 IPluginExecutionContext; 5.4 Impersonation; 5.5 Exception Handling; 5.6 Deployment; 5.7 Debugging Plug-ins; 5.8 Unit Testing; 5.9 Sample Plug-ins; 5.10 Summary; Chapter 6: Programming Workflow; 6.1 Overview; 6.2 The Workflow Designer; 6.3 Windows Workflow Foundation; 6.4 Custom Workflow Activities; 6.5 Example Activities: Math Building Blocks; 6.6 Example Activity: Retrieve Most Available User; 6.7 Example Activity: Calculate Related Aggregate; 6.8 Summary; Chapter 7: Form Scripting; 7.1 Form Scripting Overview; 7.2 Calling Web Services from Script; 7.3 Using the CRM API SOAP Request from Script; 7.4 Testing and Deployment; 7.5 Scripting from ISV.Config Buttons; 7.6 Advanced Topics; 7.7 Scripting Examples; 7.8 Summary; Chapter 8: Developing with the Metadata Service; 8.1 Connecting to the MetadataService; 8.2 Retrieving Metadata; 8.3 Remote Customization; 8.4 Caching the Metadata; 8.5 Handling Errors; 8.6 Summary; Part III: Advanced Topics; Chapter 9: Deployment; 9.1 Common Deployment Steps; 9.2 Deploying Microsoft Dynamics CRM Components; 9.3 Offline Application Deployment; 9.4 Testing Strategies; 9.5 Additional Deployment Considerations; 9.6 Example Deployment Sequence; 9.7 Summary; Chapter 10: Developing Offline Solutions; 10.1 Overview; 10.2 Offline Development Environment; 10.3 Offline Navigation; 10.4 Communicating with the Microsoft Dynamics CRM SDK API Offline; 10.5 Scripting for Offline; 10.6 Developing Iframes for Offline; 10.7 Developing an Offline Plug-in; 10.8 Offline Development Considerations; 10.9 Summary; Chapter 11: Multilingual and Multi-Currency Applications; 11.1 Programming for Multilingual Applications; 11.2 Programming for Multi-Currency Applications; 11.3 Summary; Chapter 12: Advanced Workflow Programming; 12.1 Custom Workflow Manager Tool; 12.2 Workflows as Entities; 12.3 Declarative Workflows; 12.4 Summary; Chapter 13: Emulating User Interface with ASP.NET Development; 13.1 IFrame Development; 13.2 Dialog Box Development; 13.3 ISV Page Development; 13.4 Summary; Chapter 14: Developing Custom Microsoft CRM Controls; 14.1 Overview; 14.2 CrmPicklistControl; 14.3 CrmBooleanControl; 14.4 CrmDateTimeControl; 14.5 CrmEntityPicklistControl; 14.6 CrmGridViewControl; 14.7 Summary; Chapter 15: Additional Samples and Utilities; 15.1 Utility Classes; 15.2 Customizations Utility; 15.3 Additional Script Samples; 15.4 Field-Level Security; 15.5 Summary; About the Authors; Jim Steger; Mike Snyder; Brad Bosak; Corey OBrien; Philip Richardson; About Sonoma Partners; Additional Resources for Developers from Microsoft Press; Visual Basic; Visual C#; Web Development; Data Access; .NET Framework; Other Developer Topics; More Great Developer Resources; Developer Step by Step; Developer Reference; Focused Topics;