星期三, 五月 07, 2008

使用 SSIS 做 CRM 的集成

很开心, 我的文章在 CRM Team Blog 出了, 如果你们想使用 SSIS 来做集成,请参考参考吧。希望能帮到你的CRM项目。如果只是跟CRM做集成, 那么可以不用 BizTalk 来做了。:)

 

我尽能力把它翻译成中文给大家参考吧。

 

http://blogs.msdn.com/crm/archive/2008/05/07/integrating-crm-using-sql-integration-services-ssis.aspx

CRM 4.0 Sample 数据出了 - 25种语言

Microsoft CRM 4.0 Sample 数据出了,有以下的语言,大家可以到以下连接下载:

English, German, Dutch, French, Spanish, Chinese PRC, Danish, Italian, Japanese, Brazilian Portuguese, Chinese Taiwan, Korean, Chinese Hong Kong, *Finnish, *Hebrew, *Norwegian, *Swedish, *Iberian Portuguese, *Russian, *Turkish, *Czech, *Hungarian, *Polish, *Arabic and *Greek.

* 有英文数据在

http://www.microsoft.com/downloads/details.aspx?FamilyId=D5F77EE7-3D01-4944-B5DC-C8CDC8123DF4&displaylang=en

星期四, 五月 01, 2008

CRM 4.0 的数据导出工具

这个CRM 数据导出工具可以试一下。 CRM 4.0真的很Powerful。希望Arun的工具能帮到您吧。

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下载URL:

http://www.codeplex.com/mscrmbulkdataexport/Release/ProjectReleases.aspx?ReleaseId=12682

星期二, 三月 11, 2008

CRM 4.0.3 SDK

新的 SDK 出了, 大家可以到以下连接下载:

http://www.microsoft.com/downloads/details.aspx?FamilyID=82E632A7-FAF9-41E0-8EC1-A2662AAE9DFB&displaylang=en

This version contains lots of great new information, including the 1st phase of the Report Writers Guide and a vastly improved Plug-in registration tool.

Also included in this release:

  • A full sample showing how to create a Custom Workflow Activity that sends an e-mail alert if the close date on an opportunity has changed by more than 10 days.
  • New sample code showing how to export the site map and ISV configuration using the API.
  • A description and pointer to the Utility code used in the samples.
  • A new sample that demonstrates how to retrieve a list of messages and entities that support Plug-ins. The output of this sample is included, in both the CHM and in an Excel spreadsheet.
  • Many additions to reference topics.

星期二, 二月 26, 2008

Optimizing and Maintaining Microsoft Dynamics CRM 4.0

大家可能对这个有兴趣, 可以在以下连接下载:

Microsoft has recently released the "Optimizing and Maintaining Microsoft Dynamics CRM 4.0" white paper. This document details techniques, considerations, and best practices for optimizing and maintaining the performance of Microsoft Dynamics CRM 4.0 implementations.

Structured to support a tier-based optimization methodology, the paper includes a section dedicated to optimizing and maintaining each of the Client, Application, and Data tiers. For each tier, the paper addresses the relevant components of the broader implementation. This white paper also includes links to additional information and resources, such as performance enhancements, security updates, Knowledge Base articles, and related Microsoft Dynamics CRM documentation.

You can download the white paper at the following site:

http://www.microsoft.com/downloads/details.aspx?FamilyID=ba826cee-eddf-4d6e-842d-27fd654ed893&DisplayLang=en

星期一, 二月 25, 2008

新的 CRM 4.0 Plug-in Registration Tool V2

我想大家也用过 CRM 4.0 SDK 的 plug-in registration tools 了吧,Plug-in Registration Developer Tool 和 普通的 Plug-in Registration Tool. 两个都是跟着 SDK来的。 现在有一个新的 Plug-in Registration Tool, 一定可以帮到你很大的忙。 用过这个Tool后,就不想用SDK跟来的 SDK Tools了。:)

Complete feature-set of the tool

  1. Register a pluginassembly, step and image. Validates the data before sending to CRM
  2. Update pluginassembly, step and image
  3. Unregister a pluginassembly shall cascade unregister all the children
  4. Enable, Disable a step
  5. Auto retrieve all CustomEntities information from the organization when registering the step
  6. Allows setting more values on step (e.g.: configuration, secureconfiguration, filteringattributes, etc.)
  7. Auto retrieve CustomAttributes on entity when registering images
  8. Search the pluginassembly, type, steps, images by names
  9. Visualize the status of the CRM Organization multiple views
    1. View by Assembly : What steps are registered on what plug-in
    2. View by Entity : What steps are registered on an entity(e.g.: contact)
    3. View by Message : What steps are registered on a message (e.g.: create)
  10. Shows the list of Microsoft Dynamics CRM 3.0 callouts registered in the organization
  11. Work with multiple organizations at the same time
  12. Exports the Xml in the same format that can be accepted by PluginDeveloper tool

Snapshot

可以到以下连接下载:

http://code.msdn.microsoft.com/crmplugin

星期三, 二月 20, 2008

Microsoft Dynamics CRM 4.0 Logical Database Diagrams

微软推出了 CRM 4.0 数据库图, 图解释了每一个CRM实体的关系。大家可以参考一下。需要用 Visio 来打开。

http://www.microsoft.com/downloads/details.aspx?FamilyId=B73912E8-861E-43AE-97B4-72B3E809F287&displaylang=en

crm4answers.vsd – Shows relationship for the knowledge base and sales literature entities.

crm4casecontract.vsd – Shows relationship for the incident (case) and contract entities.

crm4cola.vsd – Shows relationships for the four key entities: account, contact, opportunity and lead.

crm4marketing.vsd – Shows relationships for the marketing automation entities.

crm4mywork.vsd – Shows relationship for the entities shown in the My Work area.

crm4productcatalog.vsd – Shows relationship for the product catalog entities.

crm4qoi.vsd – Shows relationship for the quote, salesorder (order) and invoice entities.

crm4sales.vsd – Shows relationship for the sales force automation entities.

crm4scheduling.vsd – Shows relationship for the scheduling entities.

crm4service.vsd – Shows relationship for the customer service entities