1.

Record Nr.

UNINA9910437968603321

Autore

Beckner Mark

Titolo

Microsoft Dynamics CRM API development for online and on-premise environments / / Mark Beckner, Triston Arisawa ; foreword by Ismail Nalwala, Principal, IOTAP

Pubbl/distr/stampa

New York : , : Apress, , 2013

ISBN

1-4302-6348-2

1-4302-6347-4

Edizione

[1st ed. 2013.]

Descrizione fisica

1 online resource (xi, 76 pages) : illustrations (chiefly color)

Collana

Gale eBooks

Disciplina

004

005.368

Soggetti

Customer relations - Management - Computer programs

Customer relations - Data processing - Computer programs

Management information systems

Application program interfaces (Computer software)

Lingua di pubblicazione

Inglese

Formato

Materiale a stampa

Livello bibliografico

Monografia

Note generali

"Master the essential aspects of API development, including plugins, workflow activities, .NET integrations, Scribe Online, JScript, OData, and Reporting"--Cover.

Includes index.

Nota di bibliografia

Includes bibliographical references and index.

Nota di contenuto

""Contents at a Glance""; ""Contents""; ""Foreword""; ""About the Authors""; ""Chapter 1: Plugins and Workflow Activities""; ""Developing Plugins""; ""Basic Code Framework for Plugins""; ""Core Functionality for Plugins""; ""Querying Data""; ""Setting State""; ""Sending E-mail""; ""Tying It Together""; ""Developing Workflow Activities""; ""Plugin and Workflow Activity Registration""; ""Setting Up the Plugin Registration Tool""; ""Registering an Assembly""; ""Registering a Step""; ""Debugging Plugins""; ""Debugging CRM On-premise Solutions""; ""Debugging CRM Online Plugins""

""Installing the Profiler""""Profiling a Step""; ""Triggering the Profiler and Saving the Log File""; ""Debugging, Attaching, and Breakpoints""; ""Conclusion""; ""Chapter 2: .NET Apps and the CRM SDK""; ""Building an Application and Assembly""; ""References""; ""Calling the Assembly""; ""Retrieving CRM Data and Writing to SQL Server""; ""Retrieving Data"";



""Writing to SQL Server""; ""Creating and Deleting Records in CRM""; ""Creating a Record""; ""Deleting a Record""; ""Using Early Bound Classes""; ""Conclusion""; ""Chapter 3: Integration and Migration""; ""Custom-Coded Solutions""

""Scribe Online""""Migrating Data from CRM 2011 on-premise to CRM Online""; ""Configuring an Agent""; ""Configuring Connections""; ""Configuring an Integration Services Solution""; ""Creating Maps""; ""Mapping Email Activities and Using Lookup Tables""; ""Mapping Annotations and File Attachments""; ""Conclusion""; ""Chapter 4: JScript and the REST Endpoint API""; ""Writing and Triggering JScript""; ""Create a Web Resource""; ""Reference the Web Resource""; ""Incorporating OData/REST Queries""; ""OData Queries with Single Results""; ""OData Queries with Multiple Results""

""Anatomy of an OData Query""""Creating and Updating Records with OData/REST""; ""Update Record""; ""Create Record""; ""Conclusion""; ""Chapter 5: Reporting""; ""SSRS Development Environment""; ""Creating a Report Project and Report""; ""Connecting to CRM Online from SSRS""; ""Querying and Displaying Data""; ""Filtering Records with Parameters""; ""System Defined Parameters""; ""User Defined Parameters""; ""Linking Child Records""; ""Additional Filtering in SSRS""; ""Conclusion""; ""Index""

Sommario/riassunto

Microsoft Dynamics CRM has a robust API that includes web services and an extensive SDK. As you develop CRM Plugins and custom integrations, you will find that there are many complexities and challenges associated with successfully interacting with this API. In order to ensure that you have all of the tools necessary to achieve success with CRM development, Microsoft Dynamics CRM 2011 API Development presents the essential aspects of API development including plugin development and registration. In addition to Plugins, you will work through building out several integrations that work with both the SDK and the Web Service layer. You will also build a C# application that creates records within CRM using the API, work with Scribe Online for integration and migration, design reports that read data from CRM using FetchXML, and interact with the OData REST service using JScript. Once you’ve worked through the various topics presented, you will find that you will have the advanced skills required for working with CRM 2011 Online and On Premises. Foreword by Ismail Nalwala, Principal, IOTAP.