Microsoft
Business Solutions CRM Integration for Great Plains v1.2
Course 8334: Three days; Instructor-led
Prerequisites
Before attending this course, students must have:
• Completed
of the Microsoft CRM Installation and Configuration course.
• Completed of the Microsoft CRM Customization course.
• Knowledge of Microsoft Business Solutions–Great Plains is
not required.
Microsoft
Certified Professional Exams
No Microsoft Certified Professional exams are associated with
this course currently.
Course
Materials
The student kit includes a comprehensive workbook and other necessary
materials for this class.
Course
Outline
Chapter 1: Microsoft CRM Integration for Great Plains v1.2 Architecture
This chapter examines the architectural design of Microsoft CRM Integration for Great Plains v1.2. The purpose of this chapter is to introduce you to the key elements of Microsoft CRM Integration and examine in detail the architectural design of the integration product. Microsoft CRM Integration for Great Plains utilizes Microsoft BizTalk Server 2002 Partner Edition as the core integration platform. Other system components include Microsoft Message Queuing (MSMQ), Document Exchange (DX) and Application Integration Components (AIC). Each of these components plays a crucial role in the flow of data between Microsoft CRM and Microsoft Great Plains.
Main Topics
• System
components required to implement the integration
• Integration architecture
• How data is sent from Microsoft CRM to Microsoft Great Plains
• How data is sent from Microsoft Great Plains to Microsoft CRM
After completing this chapter, you will be able to:
• Identify
the major components required to install and implement the Microsoft CRM
Integration for Great Plains application.
• Identify the role of these components in the integration process
between the Microsoft CRM and Microsoft Great Plains applications.
• Understand the architectural design that enables the integration.
• Understand how data is sent from Microsoft Great Plains to Microsoft
CRM.
• Understand how data is sent from Microsoft CRM to Microsoft Great
Plains.
• Identify the features and benefits of the integration’s
architectural design.
Chapter 2: Deployment and Installation
For a successful installation of Microsoft CRM Integration for Great Plains, it is crucial that you successfully complete all of the required tasks – from the pre-install environment, the installation, and through the post-installation tasks. We begin this chapter by analyzing various deployment scenarios that will support the integration, as well as the hardware and software requirements for each. We will then review each of the pre-installation requirements in order to make sure that all necessary hardware and software components are in place prior to installing Microsoft CRM Integration for Great Plains. We will perform a series of lab exercises to verify these requirements are satisfied in our classroom laboratory environment that employs the fictitious Adventure Works Cycle and The World Online organizations. Once we have completed the pre-installation tasks, we will review the installation procedure, after which you will actually install the integration software in your classroom deployment. Following the installation, we will review the post-installation requirements that validate the success of the installation, prepare Microsoft CRM Integration for Great Plains for use, and configure the integration to meet our deployment’s business requirements. Each student will install the integration software, as well as perform all pre- and post-installation tasks.
Lessons
• Deployment
components
• Deployment scenarios
• Pre-installation tasks
• CRM Integration for Great Plains installation
• Post-installation tasks
• Integration configuration
• Message Viewer diagnostic tool
• Settings and Administration tool
• Installation Best Practices
Lab: Pre-Installation Tasks
• Operating
System verification
• Internet Explorer verification
• Verify required Windows Services
• IIS verification
• MSMQ verification
• Create an Integration User account
• Create a custom System Administrator role
• Configure Integration User account if BizTalk Server is already
installed
Lab: CRM Server Installation
• Install
the CRM Integration for Great Plains software
Lab: Post-Installation Tasks
• Add
Integration User to BizTalk Server Groups
• Configure Integration Options via the Settings & Administration
tool
• Verify the creation of the integration folders and files
• Verify the required COM+ applications were installed
• Verify the virtual directory was created in IIS
• Verify the integration services were installed and configured
properly
• Verify the queues and receive functions were installed
• Verify the BizTalk Messaging Manager objects were installed
• Verify the Integration databases were created
Lab: Data Transfer from Great Plains to CRM
• Disable
BizTalk Document Tracking
• Increase the Time-to-Live value in the Settings & Administration
tool
• Determine existing record counts in Microsoft Great Plains and
CRM
• Set the BizTalk and Integration databases to Simple Recovery Model
• Transfer Microsoft Great Plains records to CRM
• Validate the transferred record counts
• Run the Integration database cleanup stored procedure
• Adjust the run frequency of the Document Exchange jobs
• Reset the Time-to-live value in the Settings & Administration
tool
• Reset the BizTalk and Integration databases to Full Recovery Model
• Enable BizTalk Document Tracking
After completing this chapter, you will be able to:
• Analyze
your network infrastructure to ensure it is ready for a Microsoft CRM
Integration for Great Plains installation.
• Identify the hardware and software requirements for a Microsoft
CRM Integration for Great Plains installation.
• Review each of the pre-installation requirements in order to make
sure all necessary hardware and software components are in place prior
to installing the integration software.
• Install the Microsoft CRM Integration for Great Plains v1.2 application.
• Complete the post installation requirements that must be performed
in order to validate the success of the installation.
• Complete the data transfer and configuration requirements that
must be performed in order to prepare the integration for use.
• Use the Message Viewer diagnostic tool to troubleshoot failed/suspended
messages.
• Identify the best practices associated with installing Microsoft
CRM Integration for Great Plains.
Chapter 3: Understanding Data Transactions
In this chapter, we examine how Microsoft CRM Integration for Great Plains maps and processes the various entities that are integrated between the two applications. The majority of this chapter is spent reviewing the intricacies of how each integrated object is mapped between each application. This will allow us to delve deeper into integration configuration using the Settings and Administration tool. In this chapter, we will learn about which data entities are “mastered” in Microsoft Great Plains, and which data entities are integrated bi-directionally. We will examine how customers in Microsoft Great Plains are integrated with accounts and contacts in CRM, and how customer addresses in Great Plains are integrated with account and contact addresses in CRM. We will review sales order integration between the two applications, and how Great Plains backorders are integrated in CRM. And lastly, we will examine how invoices, price lists, units of measure, products, and inventory quantities are updated in Great Plains and integrated into CRM for visibility purposes.
Main Topics
• Entities
that are integrated between CRM and Microsoft Great Plains
• Customers, Accounts, and Contacts
• Addresses
• Sales orders created in Microsoft Great Plains
• Microsoft Great Plains backorders
• Sales orders created in CRM
• Invoices
• Items and products
• Inventory quantities
• Product Kits
• Price Breaks and Discounts
• Product price lists
• Pricing limitations
Lab: Integrating Microsoft Great Plains with Microsoft CRM
• Creating
a Unit of Measure in Microsoft Great Plains and verifying it in CRM
• Creating a Price Level in Microsoft Great Plains and verifying
it in CRM
• Creating an item in Microsoft Great Plains
• Assigning a price list to the item in Microsoft Great Plains
• Creating a new price list in Microsoft Great Plains
• Assigning the item to a site in Microsoft Great Plains
• Add quantities to the item in Microsoft Great Plains and verifying
the product in CRM
• Creating a new account in CRM and verifying it in Microsoft Great
Plains
• Assigning a tax schedule to the new customer in Microsoft Great
Plains
• Creating a sales order in Microsoft Great Plains
• Transfer the order to an invoice in Microsoft Great Plains and
verify the invoice in CRM
• Submit an order from CRM to Microsoft Great Plains
After completing this chapter, you will be able to:
• Identify
which entities are integrated between Microsoft CRM and Microsoft Great
Plains.
• Recognize which data entities are “mastered” in Microsoft
Great Plains and which data entities are integrated bi-directionally.
• Identify how customers in Microsoft Great Plains integrate with
accounts and contacts in Microsoft CRM.
• Identify how Microsoft Great Plains customer addresses are integrated
with account and contact addresses in Microsoft CRM.
• Identify how sales orders are integrated between each application,
as well as how Microsoft Great Plains back orders are integrated in Microsoft
CRM.
• Identify how invoices, price lists, units of measure, and inventory
quantities are updated in Microsoft Great Plains and integrated to Microsoft
CRM for visibility purposes.
Chapter 4: Integration Tools
This chapter provides a high-level overview of the various BizTalk Server tools that are available for you to troubleshoot and customize your Integration implementation. It is crucial that you understand how each of these tools can assist you in troubleshooting integration issues. Since the integration process can appear at times to be a giant black hole – where data goes in but doesn’t come out – you must have a solid understanding of the integration architecture so that you can pinpoint the possible source of the problem, and be able to traverse through the system components to identify where a message is, its current status, etc. This chapter l also introduces you to the tools used to customize the integration (although these tools will be discussed in greater depth in the next chapter). Finally, we will review how you can use these tools to manually establish an additional integration deployment if you wish to integrate Microsoft CRM and a third-party application.
Main Topics
• BizTalk
Server 2002 Partner Edition
• BizTalk Editor
• BizTalk Mapper
• BizTalk Server Administration
• BizTalk Messaging Manager
Instructor Lead Demonstration
• The
instructor will lead a classroom demonstration of each of these four BizTalk
tools
After completing this chapter, you will be able to identify the following BizTalk Server tools and understand their roles in an integrated environment:
• BizTalk
Editor
• BizTalk Mapper
• BizTalk Server Administration
• BizTalk Messaging Manager
Chapter 5: Customizing Microsoft CRM Integration for Great Plains
In this chapter, you will learn about the three levels of customization that can be applied to the integration. This will allow you to determine what level of support plan you will need based on the level of customizations you plan to apply. Many businesses will find that the Microsoft CRM Integration for Great Plains will meet most of their needs – without any customization. However, every business is different and since no commercial application is built to the exact specifications of a particular business, you need to understand the process of customizing Microsoft CRM to meet your organization's needs. Depending upon how much customization needs to be applied to your integration deployment, you will be able to differentiate between the following levels of customization: Basic Customization, Intermediate Customization, and Advanced Customization. In this chapter, we will focus on the types of enhancements that are classified as Basic customizations. We’ll pay particular attention to the steps involved in integrating new fields between Microsoft CRM and Microsoft Great Plains.
Main Topics
• What
constitutes Basic customizations
• Overview of the steps involved with basic data mapping customizations
• Detail review of the steps involved with basic data mapping customizations
• What constitutes Intermediate customizations
• What constitutes Advanced customizations
• Customization best practices
Lab: Customizing Microsoft CRM Integration for Great Plains
• Stop
the BizTalk Messaging Services and verify empty queues
• Free interchanges in BizTalk Server
• Add custom fields into Microsoft CRM Attribute Manager
• Add custom fields to Microsoft CRM
• Publish Schemas
• Import the schema into BizTalk Editor
• Modify the maps in BizTalk Mapper
• Modify a Document Definition in BizTalk Messaging Manager
• Modify the Channels to use the new maps
• Start the BizTalk Messaging Services
• Create a sales order in CRM and verify the data exchanges
After completing this chapter, you will be able to:
• Identify
the different types of Customization levels
• Identify what type of customizations constitute a Basic Customization
• Perform the typical steps involved in a Basic Customization
• Identify what type of customizations constitute an Intermediate
Customization
• Identify what type of customizations constitute an Advanced Customization
• Identify the different support agreements required for each customization
level
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