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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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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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