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

Format:

Book

Author/Creator:

Beckner, Mark, Author.

Arisawa, Triston, author.

Series:

Gale eBooks

Language:

English

Subjects (All):

Microsoft CRM.

Customer relations--Management--Computer programs.

Customer relations.

Customer relations--Data processing--Computer programs.

Management information systems.

Application program interfaces (Computer software).

Physical Description:

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

Edition:

1st ed. 2013.

Other Title:

Microsoft Dynamics Customer Relationship Management application programming interface development for online and on-premise environments

Place of Publication:

New York : Apress, 2013.

Language Note:

English

System Details:

text file

Summary:

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.

Contents:

""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""

Notes:

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

Includes index.

Includes bibliographical references and index.

ISBN:

9781430263487

1430263482

9781430263470

1430263474

OCLC:

868083928