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3. Enterprise Data Integration Strategies for Microsoft Dynamics CRM Jean-René Roy Salim Adamon

4. Who is Jean-Rene Roy? Independent Consultant SQL Server MVP Software Architect and team lead for many enterprises Program Lead for OttawaSQL.Net and.NET Ottawa Community Founder of SQLTeach and DevTeach SQL Server / CRM Dev / TFS Specialist System Architect for TBS, HoC, CCA

5. Who is Salim Adamon? CRM Consultant @ “A Hundred Answers” CRM and Technology Solution Architect Microsoft Dynamics CRM MVP CRM Blogger

6. Agenda Introduction to Dynamics CRM Data Migration vs Data Integration Data Migration & Integration  Strategies  Examples and Challenges Pitfalls of developing with Dynamics CRM

7. What is Dynamics CRM? Dynamics CRM is a COTS product Flexible Client Relationship Management platform  Allows for complex configuration  Provides deep customization framework Customizations are limited by the CRM framework Live by the Framework Or Die by the Framework

8. CRM vs T-SQL Entity = DB Table Entity Fields = Table Fields Relationship 1 - N, N- N, N-1 = SQL Server Index Bulk Edit = T-SQL Update statement Workflow ~ T-SQL Triggers Introduction to the CRM Database

9. DEMO Introduction to the CRM Database

10. Let’s take a look at CRM Database What’s the type of the Primary key in Tables? What’s a Dynamic View? What is the Lookup Concept? (Advanced Find) Introduction to the GUID Concept in CRM

11. Data Migration & Data Integration  Data migration/integration  Very complex (diversity of data, integrity, downtime)  Forgotten about (overlooked, treated as less important)  User adoption is driven by the quality of your data!

12. Data Migration vs Data Integration Data Migration “One and done” activity Initial data load Moving large volume of data Get it right Bring in only relevant data Cost to fix data issues is high Data Integration On-going replication or synchronization of data Different needs: Real Time Batch (scheduled based) On-demand (messaging/queue) Needs to be maintained as the application evolves

13. Data Migration / Integration Strategies CRM Data Import Wizard ETL Tools  SSIS + 3 rd Party CRM Connector  Scribe  Connectors for MS Dynamics  More… Custom Integration Development  Write your own using CRM web services SDK or service reference BizTalk / MSMQ (Message queue)

14. CRM Data Import Wizard Using XML/CSV Templates Configure mapping and Import data into CRM DEMO Data Migration/Integration Strategies

15. ETL Tools Leverage SQL Server Integration Services (SSIS)  Performance  Scalability  Extensibility  Scheduling capabilities Dynamics CRM Platform restrictions:  Allows to read data from database using System View  Create, Update, Delete operations NOT allowed at the database level  Create, Update, Delete must be done via CRM SDK or web service reference Solution  Use 3 rd party vendor (SSIS Integration Toolkit with CRM Connectors)  Kingsway Software Data Migration/Integration Strategies

16. ETL Tools Best practices (why doing it like this?)  Done at the beginning  Run every day and adjusted  Why syncing the GUID DEMO GUID-Sync ETL Data Migration/Integration Strategies

17. Need a break? Data Migration/Integration Strategies Back in 15 minutes…

18. ETL Tools Continuous Data Integration  Introduce the Sync Data Concept  Sync Data in one direction vs two directions  Why do we do this? Data Migration/Integration Strategies

19. ETL Tools : Batch Data Processing Talk about the User Story for Check Payment Show what can be a Batch Integration Why doing it in Batch? Show the SQL Server Agent Calling SSIS DEMO Batch Check SSIS Package Data Migration/Integration Strategies

20. Custom Development Using.NET Code with XRM SDK or Service Reference  CRUD operations  Data Integration using multiple sources  You are the ultimate decider! Why custom development?  Real-time integration  Keep all components as part of a single “CRM Solution” (no additional components to deploy)  Leverage internal resources strengths  Learning curve and cost of external integration tools Data Migration/Integration Strategies

21. Custom Development Real-time Integration using Plugins  Custom Business Logic (code.NET/C# or VB)  Event handles for events fired by Dynamics CRM  Example of events: Create, Update, Delete, Set State etc. DEMO Data Migration/Integration Strategies

22. Custom Development Other Possibilities  Workflows  Asynchronous or Synchronous  Configurable (screen editor)  Functionality can be extended with Custom Code  No execution timeout  Dialogs  Interactive and synchronous process  Requires user input to start and run to completion  Functionality can be extended with Custom Code Data Migration/Integration Strategies

23. Pitfalls of developing with Dynamics CRM Traditional Software Development : 25 Analyze 75% coding 75% 25% 75% Development with CRM : 75% Analyze 25% coding

24. Pitfalls of developing with Dynamics CRM Using CRM for high volume data: plan carefully Using COST product to build custom process can take a long time. Need an adapted development process Involve users early (UAT/Training) Define source control strategies early Re-design existing process for the framework can be challenging  Remodel your processes to best use the out of the box features

25. Questions?

26. Contact Info Jean-René Roy  Email: jrroy@devteach.com  Blog: http://www.softdesign.ca/blog/ Salim Adamon  Email: s.adamon@outlook.com  Blog: http://thedynamicscrmblog.wordpress.com/

27. References Third party: https://www.kingswaysoft.com https://www.kingswaysoft.com/products/ssis-integration-toolkit-for-microsoft-dynamics-crm/purchase Blogs / Forum: http://danielcai.blogspot.ca/2012/02/improve-crm-data-load-performance-by.html http://danielcai.blogspot.ca/ http://petecrm2011.wordpress.com/page/2/ http://guruprasadcrm.blogspot.com.au/2011/07/retrieving-optionset-lable-data-using.html http://stackoverflow.com/questions/10443253/how-to-set-option-set-value-in-crm-2011 SSIS BDD: http://technet.microsoft.com/en-us/sqlserver/hh369962 http://www.microsoft.com/en-ca/download/details.aspx?id=4123

28. “Next Steps” for Attendees On the next slide, please include at least three (3) key actions that attendees should do to continue their learning after the event (e.g. “action items”) Please feel free to discuss these next steps with Jean-Rene Roy (Jrroy@DevTeach.Com ) if necessaryJrroy@DevTeach.Com

29. Resources for Attendees Provide additional links and information attendees can go to for more information on what was discussed in the session Consider using a shortening service if any links exceed 25 characters in-length (e.g. bit.ly) Please feel free to discuss these next steps with Jean-Rene Roy (jrroy@DevTeach.com) if necessaryjrroy@DevTeach.com

30. Related Session(s) Please feel free to provide suggestions of other sessions at DevTeach that attendees should attend based on the agenda published on the DevTeach website (http://www.devteach.com/Schedule.aspx )http://www.devteach.com/Schedule.aspx