Hello,

I've read through a lot of the sales pitch that MS calls the CRM SDK, and
tried to get more information on the internet, but it doesn't really tell me
much about how to get started on additional development for CRM. I want to
integrate CRM account and case information with another app, using Biztalk
to send new and modified records back and forth. I can't use the CRM
Integration installation, because that looks for a Great Plains installation
and is erroring out on me. Does anybody have access to any source code
examples of how to do this?

I pretty much gave up on the idea of actually 'customizing' CRM. Apparently,
you can only 'add to' CRM. Initially, I thought we'd be able to add some
code to the save button that also sends the customer to biztalk, but I don't
think this can be accomplished. If any of you know if there's a way to do
this after all, please tell me how. Right now I think we will need to add a
button and have the user click it to send it over.

I need to know how to get started. I have CRM on a separate server, and no
development tools on that server. Do I need to install VS.NET on that server
to develop anything, or can I develop on another computer and publish it to
the server? If I can do this on my PC (I can't install CRM there), do I need
to register some DLL's to be able to access the SDK? There is nothing in the
SDK on how to set up an environment for developing custom CRM apps.

Any help would be greatly appreciated.

Daniel.

Regarding your last question.......you don't need to have VS.NET on your
server, I have it right on my own laptop and I program right off the server.

Once you got that up an running, you create a new ASP.NET Web Application
(well I'm assuming you want to start here rather than a stand alone, which
you can do) off a folder from the wwwroot of the CRM server. Then you add a
reference to the CRM proxy dll file to your project and you should be good
to go.

Check out the "check duplicates" example from MSDN, it already has code, you
just need to create a new project and add their code into it, compile, and
you're good to go.

As for example, check out the Reference area of the SDK, name the
Proxy.Namespace and all its classes...........LOADS of code there (be
careful I've caught some errors).

good luck

-Gary


"Daniel Rimmelzwaan" <rimmelzwaan@xhotmail.com> wrote in message
news:%23RTK4rNlDHA.1808@TK2MSFTNGP09.phx.gbl...

Daniel,

In addition to Gary's comments, look into the Post Callout feature of the
SDK. This will provide you a vehicle for tapping into the save process to
call BizTalk. we have used this and it works fine for our purposes.

Matt

"Daniel Rimmelzwaan" <rimmelzwaan@xhotmail.com> wrote in message
news:%23RTK4rNlDHA.1808@TK2MSFTNGP09.phx.gbl...
Hello,

I've read through a lot of the sales pitch that MS calls the CRM SDK, and
tried to get more information on the internet, but it doesn't really tell me
much about how to get started on additional development for CRM. I want to
integrate CRM account and case information with another app, using Biztalk
to send new and modified records back and forth. I can't use the CRM
Integration installation, because that looks for a Great Plains installation
and is erroring out on me. Does anybody have access to any source code
examples of how to do this?

I pretty much gave up on the idea of actually 'customizing' CRM. Apparently,
you can only 'add to' CRM. Initially, I thought we'd be able to add some
code to the save button that also sends the customer to biztalk, but I don't
think this can be accomplished. If any of you know if there's a way to do
this after all, please tell me how. Right now I think we will need to add a
button and have the user click it to send it over.

I need to know how to get started. I have CRM on a separate server, and no
development tools on that server. Do I need to install VS.NET on that server
to develop anything, or can I develop on another computer and publish it to
the server? If I can do this on my PC (I can't install CRM there), do I need
to register some DLL's to be able to access the SDK? There is nothing in the
SDK on how to set up an environment for developing custom CRM apps.

Any help would be greatly appreciated.

Daniel.

Hi.

All good posts.

From experience, you may hit a few snags trying to just authenticate to the
WhoAmI method of the authorization classof the SDK.

Reference partnersource or this artifact for more details on security
settings you may need on your web server.

Mark
http://www.mscrm-technical.com
http://groups.yahoo.com/group/mscrm-technical

==

http://www.mscrm-technical.com/Deskt...2-b90e93e024fa
"Matt Parks" <Matt.Parks@removetoX_XRevereGroup.Com> wrote in message
news:%23aBTs4OlDHA.1656@tk2msftngp13.phx.gbl...

I have VS.NET on my laptop, but when I try to open a new project on the CRM
server, or any remote machine, it won't let me. How did you get the server
to accept your new project?

"Gary" <gary.rey@NOOOOSPAM.virtium.com> wrote in message
news:e5AE5xNlDHA.2312@TK2MSFTNGP12.phx.gbl...

i got the same problem, instead of trying to troubleshoot i used the option
to use frontpage extensions to open it which worked


"Daniel Rimmelzwaan" <rimmelzwaan@xhotmail.com> wrote in message
news:u7ZnF9wlDHA.2232@TK2MSFTNGP09.phx.gbl...