Page 1<br /> , 20.05.2010<br />EPiServerConnect for CRM<br />
Page 2<br /> , 20.05.2010<br />Aboutme<br />Karoline Klever<br />Consultant at Itera Collaboration<br />Twitter: Karolikl<...
Possibilities… <br />…ofintegratingEPiServerwith MS CRM<br />Page 3<br /> , 20.05.2010<br />
Page 4<br /> , 20.05.2010<br />Where<br />is the data created?<br />is the data stored?<br />
Page 5<br /> , 20.05.2010<br />Example: Cobuilder<br />
Page 6<br /> , 20.05.2010<br />Example: http://www.fk-world.com<br />
Overview…<br />…of MS CRM<br />Page 7<br /> , 20.05.2010<br />
Page 8<br /> , 20.05.2010<br />Entities<br />
Page 9<br /> , 20.05.2010<br />Attributes<br />
Details…<br />…oftheEPiServerConnect for CRM<br />Page 10<br /> , 20.05.2010<br />
Page 11<br /> , 20.05.2010<br />EPiServerConnect for CRM<br />
Page 12<br /> , 20.05.2010<br />Connect for CRM SynchronizationPlug-in<br />
Page 13<br /> , 20.05.2010<br />Connect for Microsoft CRM CustomizationPackage<br />Connect for Salesforce CRM Customizati...
Page 14<br /> , 20.05.2010<br />Connect for CRM Templates<br />
Issues…<br />…youmight run into<br />Page 15<br /> , 20.05.2010<br />
Addingattributes<br />Page 16<br /> , 20.05.2010<br />
Page 17<br /> , 20.05.2010<br />Web.config<br />
Page 18<br /> , 20.05.2010<br />AddingPhone to Account<br />CRM:<br />Web.config:<br />Code:<br />Works like a charm!<br />
Page 19<br /> , 20.05.2010<br />AddingCountry to Account<br />CRM:<br />Web.config:<br />Code:<br />Will not work…<br />
Page 20<br /> , 20.05.2010<br />Result<br />
Page 21<br /> , 20.05.2010<br />Reason<br />UsingReflectoronassembly: EPiServer.CRMConnector.Core<br />Declaring type: <br...
Loadingentities<br />Page 22<br /> , 20.05.2010<br />
Page 23<br /> , 20.05.2010<br />Availableloadmethods<br />So theonlyentitiesyoucanloadare: <br /><ul><li>Contact
Account</li></li></ul><li>Page 24<br /> , 20.05.2010<br />Loadingotherentities, part 1<br />In thisexamplewewillloadtheCou...
Page 25<br /> , 20.05.2010<br />Loadingotherentities, part 2<br />
Page 26<br /> , 20.05.2010<br />Loadingotherentities, part 3<br />
Usage: <br />Page 27<br /> , 20.05.2010<br />Loadingotherentities, part 4<br />
Questions?<br />Contact: karoline.klever@iteraconsulting.no<br />Page 28<br /> , 20.05.2010<br />
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EPiServer Connect For Crm

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My presentation from the EPiServer Meetup in Oslo 20.05.2010

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  • 1,5 år i IteraConsulting2 EPiServer prosjekter med MS CRM integrasjon
  • KunderegisterMicrosoft &amp; Salesforce &amp; SuperofficeCRM: - Opprettholde kundeforhold Ha en oversikt over innkommende henvendelser Hente ut rapporter og analyser, osv. CRM inneholder hele foretningsmodellen til en bedrift. Dette kan selvfølgelig være nyttig informasjon for eksterne aktører. Hva gjør man da? Man integrerer EPiServer med CRM ved hjelp av EPiServer sin CRM connector!
  • Opprettes i CRM, sendes til Epi?Opprettes i Epi, sendes til CRM?Hva med endringer?Lagring: ytelseCaching?Dobbeltlagring?
  • Opprettes i CRM.Kan kun redigeres fra CRM, sendes aldri til EPiHentes fra forskjellige entiteter i CRM (4).Caches i 10min
  • Opprettes i Relate+Lagres i attributter i Relate+ og i CRM for å bedre ytelsenKan redigeres i Epi eller CRM, må sendes frem og tilbake
  • Oppretter en kopling mot MS CRM eller Salesforce CRMInneholder et rammeverk som gjør at man kan jobbe mot enitieter i CRMKun contacts og accounts
  • Gir beskjed til EPiServer CRM Connectoren dersom en endring skjer i CRMMan behøver kun denne dersom man bruker en Fallback provider og vil at informasjonen skal oppdateres der. Dersom man ikke bruker en Fallback provider så behøves ikke denne plugin-en. Dersom man ikke har det logger man seg på direkte mot CRM hver gang.
  • Legger til ekstra felt i CRM databasen på Contacts og Accounts. BrukernavnPassord (i klartekst)RollerDet legges også til en fane på Contact slik at man kan redigere denne informasjonen i CRM.
  • Inneholder templates for registrering av brukere. UserRegistrationWizard
  • EPiServer Connect For Crm

    1. 1. Page 1<br /> , 20.05.2010<br />EPiServerConnect for CRM<br />
    2. 2. Page 2<br /> , 20.05.2010<br />Aboutme<br />Karoline Klever<br />Consultant at Itera Collaboration<br />Twitter: Karolikl<br />Blog: http://karolikl.blogspot.com<br />E-mail: karoline.klever@iteraconsulting.no<br />
    3. 3. Possibilities… <br />…ofintegratingEPiServerwith MS CRM<br />Page 3<br /> , 20.05.2010<br />
    4. 4. Page 4<br /> , 20.05.2010<br />Where<br />is the data created?<br />is the data stored?<br />
    5. 5. Page 5<br /> , 20.05.2010<br />Example: Cobuilder<br />
    6. 6. Page 6<br /> , 20.05.2010<br />Example: http://www.fk-world.com<br />
    7. 7. Overview…<br />…of MS CRM<br />Page 7<br /> , 20.05.2010<br />
    8. 8. Page 8<br /> , 20.05.2010<br />Entities<br />
    9. 9. Page 9<br /> , 20.05.2010<br />Attributes<br />
    10. 10. Details…<br />…oftheEPiServerConnect for CRM<br />Page 10<br /> , 20.05.2010<br />
    11. 11. Page 11<br /> , 20.05.2010<br />EPiServerConnect for CRM<br />
    12. 12. Page 12<br /> , 20.05.2010<br />Connect for CRM SynchronizationPlug-in<br />
    13. 13. Page 13<br /> , 20.05.2010<br />Connect for Microsoft CRM CustomizationPackage<br />Connect for Salesforce CRM CustomizationPackage<br />
    14. 14. Page 14<br /> , 20.05.2010<br />Connect for CRM Templates<br />
    15. 15. Issues…<br />…youmight run into<br />Page 15<br /> , 20.05.2010<br />
    16. 16. Addingattributes<br />Page 16<br /> , 20.05.2010<br />
    17. 17. Page 17<br /> , 20.05.2010<br />Web.config<br />
    18. 18. Page 18<br /> , 20.05.2010<br />AddingPhone to Account<br />CRM:<br />Web.config:<br />Code:<br />Works like a charm!<br />
    19. 19. Page 19<br /> , 20.05.2010<br />AddingCountry to Account<br />CRM:<br />Web.config:<br />Code:<br />Will not work…<br />
    20. 20. Page 20<br /> , 20.05.2010<br />Result<br />
    21. 21. Page 21<br /> , 20.05.2010<br />Reason<br />UsingReflectoronassembly: EPiServer.CRMConnector.Core<br />Declaring type: <br />EPiServer.CRMConnector.Core.MSCRM.MSCRMCache<br />In method: <br />GetAttribute(thisDynamicEntityentity, stringname)<br />
    22. 22. Loadingentities<br />Page 22<br /> , 20.05.2010<br />
    23. 23. Page 23<br /> , 20.05.2010<br />Availableloadmethods<br />So theonlyentitiesyoucanloadare: <br /><ul><li>Contact
    24. 24. Account</li></li></ul><li>Page 24<br /> , 20.05.2010<br />Loadingotherentities, part 1<br />In thisexamplewewillloadtheCourseentity, a customentity in MS CRM.<br />Web.config, entitiessection:<br />Referenceassemblies:<br />
    25. 25. Page 25<br /> , 20.05.2010<br />Loadingotherentities, part 2<br />
    26. 26. Page 26<br /> , 20.05.2010<br />Loadingotherentities, part 3<br />
    27. 27. Usage: <br />Page 27<br /> , 20.05.2010<br />Loadingotherentities, part 4<br />
    28. 28. Questions?<br />Contact: karoline.klever@iteraconsulting.no<br />Page 28<br /> , 20.05.2010<br />
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