Dynamics CRM Data Integration

Dynamics CRM Data Integration

• 1.
  Dmitri Nesteruk dmitrinesteruk@gmail.com http://devtalk.net
• 2.
  We all relyon sales of Goods Services Sales need to be Enticed (pitched) Carried out Supported afterwards
• 3.
  Marketing activities Campaigns Marketing Advertising Cold calls Sales Support Who sold what and when Support Sales Is customer happy enough to order more?
• 4.
  CRM has alist of existing and potential customers Salespeople call customers Inform of services Arrange meetings Some customers sign Customers provide ad materials Ads go into the catalogue Some customers return
• 5.
  Wrt. mining, CRM=Database Mining services populate the DB What 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.
  Web Web (HTML) (Semantic) API (REST, Databases SOAP) CRM
• 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 way Load Store the data (or send it elsewhere)
• 9.
  HTTP GET -to-1 correspondance between URL and content Web UI manipulation Button presses, list picks, etc. Web testing tools (e.g., WatiN) Captchas Neural nets & special algorithms
• 10.
  Analyze HTML Mapping tools Correct using e.g., Altova MapForce MindTouch SgmlReader Microsoft BizTalk Get the relevant data Materials Put it into the right shape Slides Data mapping http://slidesha.re/ccqHKB Screencast (Russian) http://vimeo.com/12457936
• 11.
  CRM web service Paths to web services in provides a definition of Settings|Customizations| all entities Developer Resources Even ones you define Some backwards We initialize those compatibility Proxies available via SDK Upsert them via the web service
• 12.
  RAC WWW Odesk SVC Elance Polling Dyn CRM service
• 14.
  Questions? http://nesteruk.wordpress.com dmitrinesteruk@gmail.com