Dynamics CRM Data Integration

Dmitri Nesterukdmitrinesteruk@gmail.comhttp://devtalk.net

We all rely on sales of Goods ServicesSales need to be Enticed (pitched) Carried out Supported afterwards

Marketing activities Campaigns Marketing Advertising Cold callsSales Support Who sold what and whenSupport Sales Is customer happy enough to order more?

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

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

Web Web (HTML) (Semantic) API (REST,Databases SOAP) CRM

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)

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

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

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

RAC WWW Odesk SVC Elance PollingDyn CRM service

Questions? http://nesteruk.wordpress.com dmitrinesteruk@gmail.com

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Dynamics CRM Data Integration

by Dmitri Nesteruk on Jun 03, 2011

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Dynamics CRM Data Integration — Presentation Transcript