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Karoline Klever
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, 20.05.2010
EPiServer Connect for CRM
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About me
Karoline KleverConsultant at Itera Collaboration
Twitter: Karolikl
Blog: http://karolikl.blogspot.com
E-mail: [email protected]
Possibilities… …of integrating EPiServer with MS CRM
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Where
is the data created?
is the data stored?
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Example: Cobuilder
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Example: http://www.fk-world.com
Overview……of MS CRM
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Entities
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Attributes
Details……of the EPiServer Connect for CRM
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EPiServer Connect for CRM
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Connect for CRM Synchronization Plug-in
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Connect for Microsoft CRM Customization Package
Connect for Salesforce CRM Customization Package
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Connect for CRM Templates
Issues……you might run into
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Adding attributes
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Web.config
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Adding Phone to Account
CRM:
Web.config:
Code:
Works like a charm!
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Adding Country to Account
CRM:
Web.config:
Code:
Will not work…
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Result
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Reason
Using Reflector on assembly: EPiServer.CRMConnector.Core
Declaring type: EPiServer.CRMConnector.Core.MSCRM.MSCRMCache
In method: GetAttribute(this DynamicEntity entity, string name)
Loading entities
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Available load methods
So the only entities you can load are: - Contact- Account
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Loading other entities, part 1
Web.config, entities section:
In this example we will load the Course entity, a custom entity in MS CRM.
Reference assemblies:
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Loading other entities, part 2
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Loading other entities, part 3
Usage:
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Loading other entities, part 4
