Dynamics CRM Data Integration

2,198 views
2,076 views

Published on

Published in: Technology, Business
0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total views
2,198
On SlideShare
0
From Embeds
0
Number of Embeds
552
Actions
Shares
0
Downloads
13
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide

Dynamics CRM Data Integration

  1. 1. Dmitri Nesterukdmitrinesteruk@gmail.comhttp://devtalk.net
  2. 2. We all rely on sales of Goods ServicesSales need to be Enticed (pitched) Carried out Supported afterwards
  3. 3. Marketing activities Campaigns Marketing Advertising Cold callsSales Support Who sold what and whenSupport Sales Is customer happy enough to order more?
  4. 4. CRM has a list of existing andpotential customersSalespeople call customers Inform of services Arrange meetingsSome customers signCustomers provide admaterialsAds go into the catalogueSome customers return
  5. 5. Wrt. mining, CRM=Database Mining services populate the DBWhat can you mine? Potential clients (most common) Business opportunities Inventory data or product marketing materials Competitor data Anything else that you want in a CRM
  6. 6. Web Web (HTML) (Semantic) API (REST,Databases SOAP) CRM
  7. 7. Extract Get data from its original source (GET)Transform What you do once you get the data Extract Transform Load Take only what you need Arrange in the most convenient wayLoad Store the data (or send it elsewhere)
  8. 8. HTTP GET -to-1 correspondance between URL and contentWeb UI manipulation Button presses, list picks, etc. Web testing tools (e.g., WatiN)Captchas Neural nets & special algorithms
  9. 9. Analyze HTML Mapping tools Correct using e.g., Altova MapForce MindTouch SgmlReader Microsoft BizTalkGet the relevant data MaterialsPut it into the right shape Slides Data mapping http://slidesha.re/ccqHKB Screencast (Russian) http://vimeo.com/12457936
  10. 10. CRM web service Paths to web services inprovides a definition of Settings|Customizations|all entities Developer Resources Even ones you define Some backwardsWe initialize those compatibility Proxies available via SDKUpsert them via the webservice
  11. 11. RAC WWW Odesk SVC Elance PollingDyn CRM service
  12. 12. Questions? http://nesteruk.wordpress.com dmitrinesteruk@gmail.com

×