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MS CRM and Asp.Net web application - please help RRS feed

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    We have a requirement to integrate MS CRM with one of our Asp.net web application.

    What we wanted to do is get data from MS CRM (CRM will be used in one call center to get customer calls) to our Asp.Net application if the call is of type complaint.. 

    By googling i got some links about CRM SDK and web services.. If i use them which classes I should use? which objects i need to work with to get customer calls related data....

    I don't have any experience with MS CRM development... It will be great if some one tell me how to go ahead with this requirement....

    http://www.flickrmailer.com
    Monday, June 15, 2009 6:37 AM

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    1. How to connect to MS CRM in another location?

    If you can connect to the Microsoft CRM from IE from a location then you can also do same programmatically. There are two ways, either connect through web service as explained in CRM SDK or connect directly to database to the filtered views. If CRM is on another location then it has to be accessible over the internet or through VPN.


    2. How can I read data from MS CRM?

    Through CRM web service (http://msdn.microsoft.com/en-us/library/bb929002.aspx ) or through directly connecting to database to their filtered views.


    3. What all info I need to get from the call center for the connection and reading (like web service url, uid, pwd, table name, field names etc)

    Accessing the Server Using the Web Service: http://msdn.microsoft.com/en-us/library/bb928393.aspx

    Walkthroughs: http://msdn.microsoft.com/en-us/library/bb955359.aspx

    MS CRM MVP :: uMar Khan :: Microsoft CRM Consultant (Blog :: http://umarkhan.wordpress.com)
    Thursday, June 18, 2009 8:21 AM
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    Hi,

    I will recommend you, before you jump into the development of integration between CRM and custom application, try to understand the basics of customization in CRM. Understand CRM sdk and how you can directly connect to CRM database’s filtered views to retrieve your desired data.

    Following material will help you for your custom development;

    Microsoft Dynamics CRM 4.0 Software Development Kit (SDK): http://www.microsoft.com/downloads/details.aspx?FamilyID=82E632A7-FAF9-41E0-8EC1-A2662AAE9DFB&displaylang=en

    Application Development in Microsoft Dynamics CRM 4.0: http://msdn.microsoft.com/en-us/library/dd393301.aspx

    Developer Ramp up Kit for Microsoft Dynamics CRM 4.0: http://msdn.microsoft.com/en-us/library/dd393296.aspx

    MS CRM MVP :: uMar Khan :: Microsoft CRM Consultant (Blog :: http://umarkhan.wordpress.com)
    Monday, June 15, 2009 9:20 AM
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    Hi Anzer,
       
       Let me know more about your requirements and I will try and help you. From what you've posted it looks fairly staright forward. 

    This is what i recommend. 

    1- Download the MS CRM SDK. The SDK comes with a help file and loads of sample code.
    2- You will need to query the calls based on a filter (where call == type complaint). 
    3- Publish the data to a custom ASP.net application.

    I have a few questions.

    1- What is the purpose of displaying this data in a custom App.?
    2- How do you know if the call is a customer complaint? which field would you use as a filter?


    Hassan.


    Hassan Hussain | http://hassanhussain.wordpress.com/
    Monday, June 15, 2009 9:44 AM
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    Dear Hassan and Umar,

    Thank a lot for your replies..

    Please read the explanation below for the questions asked by Hassan

    We were using a custom build Asp.Net web application as a small scale CRM to analyze customer queries/tickets on our products. The tickets will be either generated from a contact us form in our website or through phone calls... The tickets will be captured to a central DB and a staff will reply to the tickets..

    Also the tickets will be analyzed by technical persons if they are of type complaints. Lot of other data such as - which factory the faulty product came from, what error caused the issue etc will be added to the ticket by this technical person.

    We are now moving the customer care part  to a call center in another location. They use MS CRM to capture and manage the customer tickets. But the ticket analyzing part will stay in the current app itself. So this app need to get data from MS CRM. If a ticket is of type complaint the custom app need to pull the data from MS CRM data store.

    I have installed the SDK and saw the sample codes but still I couldn't understand the which classes/functions to use and which entities to read.. Basically am trying to find answers to following questions

    1. How to connect to MS CRM in another location?
    2. How can I read data from MS CRM?
    3. What all info I need to get from the call center for the connection and reading (like web service url, uid, pwd, table name, field names etc)

    Thnaks and Best Regards
    Ansar
    http://www.ClientSideAsp.com
    • Edited by Anzer Monday, June 15, 2009 1:16 PM message got trimmed off
    Monday, June 15, 2009 12:58 PM
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    can anyone please help??
    http://www.ClientSideAsp.net
    Wednesday, June 17, 2009 9:32 AM
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    Please following the links I provided in my previous post. They answer all your questions.
    MS CRM MVP :: uMar Khan :: Microsoft CRM Consultant (Blog :: http://umarkhan.wordpress.com)
    Wednesday, June 17, 2009 10:01 AM
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    Dear Umar,
    I am reading the links you have given and tutorials found in SDK. But if someone can answer me my above questions or give some code samples it will help me to quick start..

    Thanks and Best Regards
    Ansar
    http://www.ClientSideAsp.net
    Thursday, June 18, 2009 5:13 AM
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    1. How to connect to MS CRM in another location?

    If you can connect to the Microsoft CRM from IE from a location then you can also do same programmatically. There are two ways, either connect through web service as explained in CRM SDK or connect directly to database to the filtered views. If CRM is on another location then it has to be accessible over the internet or through VPN.


    2. How can I read data from MS CRM?

    Through CRM web service (http://msdn.microsoft.com/en-us/library/bb929002.aspx ) or through directly connecting to database to their filtered views.


    3. What all info I need to get from the call center for the connection and reading (like web service url, uid, pwd, table name, field names etc)

    Accessing the Server Using the Web Service: http://msdn.microsoft.com/en-us/library/bb928393.aspx

    Walkthroughs: http://msdn.microsoft.com/en-us/library/bb955359.aspx

    MS CRM MVP :: uMar Khan :: Microsoft CRM Consultant (Blog :: http://umarkhan.wordpress.com)
    Thursday, June 18, 2009 8:21 AM
    Moderator