DEV291 Microsoft CRM Jason Hunt Technical Product Manager

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

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

Application Architecture Database SQL Server 2000 Windows 2000/ Windows XP Active Directory IE 6.0 client on Windows 98, Windows ME, Windows 2000, or Windows XP Database MSDE Metabase MSDE SQL Server Replication Outlook ClientBrowser Client Metabase SQL Server 2000 Offline Queue ASP.NET and IIS.NET Framework Windows 2000/XP Outlook 2000 or XP Windows 2000 or Windows XP Proxy Layer Business logic Presentation Layer (XML/XSL) Presentation Layer (DHTML) Business Logic Dispatch Layer Object Model Workflow MD Entity Mapping Meta Data Entity Mapping Layer Object ModelWorkflow Secure SOAP API’s Crystal Reports (Enterprise) Meta Data Query Processor MD QP

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

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

SDK Availability Where to get the Microsoft CRM SDK URL p?url=/downloads/list/business.asp MSDN

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 developers/ISVs can contact:

Areas of Customization

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 Customer Service Management Miscellaneous

References Class Library Namespaces Schemas

The Class Library Microsoft.CRM.Proxy.dll

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

Schemas Object Schemas Fetch XML Schemas ColumnSet XML Schemas

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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” 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 not be imported Check relationships Set up record ownership Set up picklists Crucial step of the Data Migration process

Migration CDF Migration Tool CDF Database CRM Server CDF AdapterCRM Adapter Controller ConfigLogging SOAP

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