A. About the Authors
by Jim Steger Mike Snyder Brad Bosak, Corey O’Brien, and Phil Richardson
Programming Microsoft Dynamics® CRM 4.0
- Programming Microsoft Dynamics® CRM 4.0
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- Foreword
- Acknowledgments
- Introduction
- I. Overview
- 1. Microsoft Dynamics CRM 4.0 SDK Overview
- Software Development Kit Introduction
- Hitchhiker’s Guide to Common Questions
- Can we alter the CRM database structure to add our custom tables and columns?
- How do we write custom code that gets data into and out of Microsoft Dynamics CRM?
- Can we change the current CRM form layouts and controls?
- How do we implement our own custom business logic?
- How much control do we have over the user interface and branding?
- How do we deploy changes from one system to another?
- Will our customizations upgrade when Microsoft releases a new version of the software?
- Are role-based security permissions supported and configurable?
- Does Microsoft Dynamics CRM support multiple languages and currencies?
- Will our programming customizations run offline?
- How do you recommend we set up a Microsoft Dynamics CRM development environment?
- Microsoft Dynamics CRM as a Business Application Platform
- Summary
- 2. Development Overview and Environment
- 3. Communicating with Microsoft CRM APIs
- Overview of the Microsoft Dynamics CRM 4.0 SDK
- Accessing the APIs in Visual Studio 2008
- CrmService Web Service
- MetadataService Web Service
- CrmDiscoveryService Web Service
- Connecting to Microsoft Dynamics CRM IFD
- Connecting to Microsoft Dynamics CRM Offline
- Connecting to Microsoft Dynamics CRM Online
- Summary
- 1. Microsoft Dynamics CRM 4.0 SDK Overview
- II. Extending Microsoft CRM
- 4. Security
- 5. Plug-ins
- 6. Programming Workflow
- Overview
- The Workflow Designer
- Windows Workflow Foundation
- Custom Workflow Activities
- Example Activities: Math Building Blocks
- Example Activity: Retrieve Most Available User
- Example Activity: Calculate Related Aggregate
- Summary
- 7. Form Scripting
- 8. Developing with the Metadata Service
- III. Advanced Topics
- 9. Deployment
- Common Deployment Steps
- Deploying Microsoft Dynamics CRM Components
- Offline Application Deployment
- Testing Strategies
- Additional Deployment Considerations
- Example Deployment Sequence
- Summary
- 10. Developing Offline Solutions
- 11. Multilingual and Multi-Currency Applications
- 12. Advanced Workflow Programming
- 13. Emulating User Interface with ASP.NET Development
- 14. Developing Custom Microsoft CRM Controls
- 15. Additional Samples and Utilities
- 9. Deployment
- A. About the Authors
- B. About Sonoma Partners
- C. Additional Resources for Developers from Microsoft Press
- D. More Great Developer Resources
- Index
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Jim Steger is cofounder and principal of Sonoma Partners, a Chicago-based consulting firm that specializes in Microsoft Dynamics CRM implementations. Sonoma Partners won the Global Microsoft CRM Partner of the Year award in both 2003 and 2005 and was a finalist in 2008. He is a Microsoft Certified Professional and has architected multiple award-winning Microsoft Dynamics CRM deployments, including complex enterprise integration projects. He has been developing solutions for Microsoft Dynamics CRM since the version 1.0 beta.
Before starting Sonoma Partners, Jim designed and led various global software development projects at Motorola and ACCO Office Products. Jim earned his bachelor’s degree in engineering from Northwestern University. He currently lives in Naperville, Illinois, with his wife and two children.
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