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Syspro - CRM Integration
|
|
| Prasad 2004-06-28, 7:28 pm |
| Hi All,
I am working on a project where I need to integrate Microsoft CRM with an off-the-shelf product called Syspro, an Accounting application.
The Syspro data is housed in MSSQL (on the same SQL Server as CRM). My goal is to move the Customers and Sales related data from Syspro to CRM. Now, you can not just insert data into CRM tables so I need to use Biztalk Server 2002 to accomplish the task.
Thus far I have documented the similar table/columns in each database where I want the integration to occur.
Can anybody give me some pointers for how to use Biztalk Server 2002 to integrate two SQL Databases?
I am new to Biztalk so any help would be appreciated.
Thanks,
Prasad
| |
| Nick Malik 2004-06-29, 5:51 pm |
| Hi Prasad,
If you are new to Biztalk, start with BTS2004. The prior version is an
entirely different product, and honestly, the newer one is better (cudos to
MS for continuous improvement).
You don't want to document the rows and columns in the database. That
effort, while useful for testing, isn't useful for integration.
You want to document the places where your accounting system generates a
transaction, and create a "document" heirarchical structure that represents
all of the information about the transaction that is needed by MS CRM to
accept the data into their system.
I haven't used MS CRM, but I would hope that there's a web service or an API
where you can submit a single transaction that contains customer and sales
information, and MS CRM will accept the data, add the customer if they don't
already exist, and add or update the sales data.
If there's not one, you may have to write it.
Then, you install Biztalk. Hook up a SQL Adapter as input and set it up to
pull in data that represents a new transaction that you want to push to CRM.
(You will do this in real time, one transaction at a time).
The SQL Adapter will give you data in XML format. Now, translate that
format into a transaction that CRM will accept and post it to CRM.
All this is done in an orchestration within Biztalk. An orchestration is
basically a graphical "flow-chart-like" language that allows you to describe
the process of handling your transaction, without using a line of
traditional programming code (at least, sometimes... :-) )
Does this help?
--- Nick
"Prasad" <Prasad@discussions.microsoft.com> wrote in message
news:11396454-01BB-4354-9936-F752DB75659D@microsoft.com...
> Hi All,
>
> I am working on a project where I need to integrate Microsoft CRM with an
off-the-shelf product called Syspro, an Accounting application.
>
> The Syspro data is housed in MSSQL (on the same SQL Server as CRM). My
goal is to move the Customers and Sales related data from Syspro to CRM.
Now, you can not just insert data into CRM tables so I need to use Biztalk
Server 2002 to accomplish the task.
>
> Thus far I have documented the similar table/columns in each database
where I want the integration to occur.
>
> Can anybody give me some pointers for how to use Biztalk Server 2002 to
integrate two SQL Databases?
>
> I am new to Biztalk so any help would be appreciated.
>
> Thanks,
> Prasad
>
>
>
| |
| Prasad 2004-06-29, 5:51 pm |
| Hi Nick,
Thanks for the reply. I already have Biztalk Server 2002 and its not possible to go for BTS 2004 unless it is a free upgrade. :-)
I have installed BTS 2002 SQL Adapter and I am trying to use it with two dummy tables created in SQL database before jumping into Syspro-CRM integration. I have created a job in SQL adapter which reads the contents of a table in SQL database using SELECT
statement. I also have corresponding XML schema generated.
Now, my goal is to define an appropriate message port and channel in Biztalk server to accept this XML schema. I have been trying to do it but no luck so far. I am getting "Document Processing" error in the Operation Log.
Can you please give me some pointers regarding how to create a port and a channel in BTS which will accept the XML schema generated by BTS SQL Adapter?
Thanks in advance,
Prasad
"Nick Malik" wrote:
> Hi Prasad,
>
> If you are new to Biztalk, start with BTS2004. The prior version is an
> entirely different product, and honestly, the newer one is better (cudos to
> MS for continuous improvement).
>
> You don't want to document the rows and columns in the database. That
> effort, while useful for testing, isn't useful for integration.
>
> You want to document the places where your accounting system generates a
> transaction, and create a "document" heirarchical structure that represents
> all of the information about the transaction that is needed by MS CRM to
> accept the data into their system.
>
> I haven't used MS CRM, but I would hope that there's a web service or an API
> where you can submit a single transaction that contains customer and sales
> information, and MS CRM will accept the data, add the customer if they don't
> already exist, and add or update the sales data.
>
> If there's not one, you may have to write it.
>
> Then, you install Biztalk. Hook up a SQL Adapter as input and set it up to
> pull in data that represents a new transaction that you want to push to CRM.
> (You will do this in real time, one transaction at a time).
>
> The SQL Adapter will give you data in XML format. Now, translate that
> format into a transaction that CRM will accept and post it to CRM.
>
> All this is done in an orchestration within Biztalk. An orchestration is
> basically a graphical "flow-chart-like" language that allows you to describe
> the process of handling your transaction, without using a line of
> traditional programming code (at least, sometimes... :-) )
>
> Does this help?
> --- Nick
>
> "Prasad" <Prasad@discussions.microsoft.com> wrote in message
> news:11396454-01BB-4354-9936-F752DB75659D@microsoft.com...
> off-the-shelf product called Syspro, an Accounting application.
> goal is to move the Customers and Sales related data from Syspro to CRM.
> Now, you can not just insert data into CRM tables so I need to use Biztalk
> Server 2002 to accomplish the task.
> where I want the integration to occur.
> integrate two SQL Databases?
>
>
>
| |
| Jan Eliasen 2004-07-01, 7:47 am |
| Hi
Basically, you need these things:
1. Document specification for the input (SQL Adapter generates this
for you when you set up a new job.)
2. Document specification for the output (Look at the example in
C:\Program Files\Microsoft BizTalk Adapter for SQL
Server\Samples\AICSQLSample_INSERT.xml)
3. A map between these two documents (Use BizTalk mapper and draw the
correct lines)
4. a port for the channel that is using the AIC from the SQL Adapter.
5. A channel that accepts this input, has the map and has the correct
output. (First define the document definitions - and set up the AIC in
the "Advanced"-properties of the channel)
How long have you been working with BizTalk 2002? This knowledge will
make it easier for me to write exactly the information you need.
If you allready have all this setup, then try pasting the exact
errorstring from the eventlog.
Jan Eliasen
On Tue, 29 Jun 2004 10:54:02 -0700, Prasad
<Prasad@discussions.microsoft.com> wrote:
>Hi Nick,
>
>Thanks for the reply. I already have Biztalk Server 2002 and its not possible to go for BTS 2004 unless it is a free upgrade. :-)
>
>I have installed BTS 2002 SQL Adapter and I am trying to use it with two dummy tables created in SQL database before jumping into Syspro-CRM integration. I have created a job in SQL adapter which reads the contents of a table in SQL database using SELEC
T statement. I also have corresponding XML schema generated.[vbcol=seagreen]
>
>Now, my goal is to define an appropriate message port and channel in Biztalk server to accept this XML schema. I have been trying to do it but no luck so far. I am getting "Document Processing" error in the Operation Log.
>
>Can you please give me some pointers regarding how to create a port and a channel in BTS which will accept the XML schema generated by BTS SQL Adapter?
>
>Thanks in advance,
>
>Prasad
>"Nick Malik" wrote:
>
--
Jan Eliasen, representing himself and not the company he works for.
| |
| Prasad 2004-07-01, 5:52 pm |
| Hi Jan,
Thanks for your email. Heres the update:
While browsing BTS 2002 SQL Adapter Online Help, I came across Usage Scenario 1, which gives you a demo of how BTS can read and write from SQL tables. I tried that successfully and since it is very similar to what I am trying to do I decided to give it a
shot. This is what I have done so far:
1. I have created three SQL tables (StoreMaster, StoreTemp, and StoreDetails) similar to three SQL tables in the demo(Order Details, StagingInventory, and POrder)
2. I have created a trigger (tg_InsStoreMaster), which basically watches StoreMaster table for INSERT.
3. Whenever a new record is inserted in StoreMaster table, the trigger is activated, which in turn calls a stored procedure sp_PushData.
4. sp_PushData pushes newly inserted record into StoreTemp table.
5. I have created a job in BTS 2002 SQL Adapter which basically acts as a receive function. It calls a stored procedure sp_StoreTempCheck to tranfer the available data in StoreTemp table to BTS 2002. I have the input document specification - StoreTemp.xml
, which was created automatically.
6. I have created the output document specification - StoreDetailsUpdate.xml, which is based on the demo file - PurchaseOrderUpdate.xml. I have made all the necessary changes like adding/deleting records and/or fields.
7. I have created a map (StoreTemp to StoreDetailsUpdate.xml) which basically relates the input specification to the output specification. The map is based on the demo file - StagingInventory to PurchaseOrderUpdate.xml. Again, I have made necessary chang
es. For example, the sript functoid is now taking my stored procedure (sp_StoreDetailsInsert) as a parameter instead of the demo stored procedure (sp_POrderInsert).
8. I have created a port for which, primary transport is AICSQL Pipeline. There is one channel associated to that port, which has proper input/output document specifications as well as a map. It also uses AICSQL Pipeline as a primary transport.
9. Finally, I have created proper routing to the job in BTS 2002 SQL Adapter using above channel.
Now, when I insert a new record in StoreMaster table, it gets pushed in StoreTemp table. When I start the job, the data gets transmitted to BTS Server from StoreTemp table. Everything is fint until now.
But because of some reason that record is not being written in StoreDetails table. I am getting following errors:
an error occurred in BizTalk Server.
Details:
------------------------------
[0x80004005] Failed to parse the XML Document, please refer to the trace log for more information
[0x0159] The server encountered a transport error while processing the messaging port "Port to Biztalk_Testing StoreDetails", which uses a transport component with a ProgID of "AICSQL.SQLPipeline.1".
[0x012b] A transmission attempt failed.
I have checked everything carefully but couldnt find where exactly is the problem? Any suggestions?
Thanks for all your help,
Prasad
"Jan Eliasen" wrote:
> Hi
>
> Basically, you need these things:
>
> 1. Document specification for the input (SQL Adapter generates this
> for you when you set up a new job.)
>
> 2. Document specification for the output (Look at the example in
> C:\Program Files\Microsoft BizTalk Adapter for SQL
> Server\Samples\AICSQLSample_INSERT.xml)
>
> 3. A map between these two documents (Use BizTalk mapper and draw the
> correct lines)
>
> 4. a port for the channel that is using the AIC from the SQL Adapter.
>
> 5. A channel that accepts this input, has the map and has the correct
> output. (First define the document definitions - and set up the AIC in
> the "Advanced"-properties of the channel)
>
> How long have you been working with BizTalk 2002? This knowledge will
> make it easier for me to write exactly the information you need.
>
> If you allready have all this setup, then try pasting the exact
> errorstring from the eventlog.
>
> Jan Eliasen
>
> On Tue, 29 Jun 2004 10:54:02 -0700, Prasad
> <Prasad@discussions.microsoft.com> wrote:
>
ECT statement. I also have corresponding XML schema generated.[vbcol=seagreen]
>
> --
> Jan Eliasen, representing himself and not the company he works for.
>
| |
| Jan Eliasen 2004-07-02, 9:10 pm |
| Hi
I have never tried the example you are talking about, so I do not know
what scripting functoid you are talking about. What I would suggest is
to try the Tracing-utility that comes with the BizTalk Adapter for SQL
Server. It can often tell you what went wrong.
Jan Eliasen
On Thu, 1 Jul 2004 13:33:01 -0700, Prasad
<Prasad@discussions.microsoft.com> wrote:
>Hi Jan,
>
>Thanks for your email. Heres the update:
>
>While browsing BTS 2002 SQL Adapter Online Help, I came across Usage Scenario 1, which gives you a demo of how BTS can read and write from SQL tables. I tried that successfully and since it is very similar to what I am trying to do I decided to give it a
shot. This is what I have done so far:
>
>1. I have created three SQL tables (StoreMaster, StoreTemp, and StoreDetails) similar to three SQL tables in the demo(Order Details, StagingInventory, and POrder)
>
>2. I have created a trigger (tg_InsStoreMaster), which basically watches StoreMaster table for INSERT.
>
>3. Whenever a new record is inserted in StoreMaster table, the trigger is activated, which in turn calls a stored procedure sp_PushData.
>
>4. sp_PushData pushes newly inserted record into StoreTemp table.
>
>5. I have created a job in BTS 2002 SQL Adapter which basically acts as a receive function. It calls a stored procedure sp_StoreTempCheck to tranfer the available data in StoreTemp table to BTS 2002. I have the input document specification - StoreTemp.xm
l, which was created automatically.
>
>6. I have created the output document specification - StoreDetailsUpdate.xml, which is based on the demo file - PurchaseOrderUpdate.xml. I have made all the necessary changes like adding/deleting records and/or fields.
>
>7. I have created a map (StoreTemp to StoreDetailsUpdate.xml) which basically relates the input specification to the output specification. The map is based on the demo file - StagingInventory to PurchaseOrderUpdate.xml. Again, I have made necessary chan
ges. For example, the sript functoid is now taking my stored procedure (sp_StoreDetailsInsert) as a parameter instead of the demo stored procedure (sp_POrderInsert).[vbcol=seagreen]
>
>8. I have created a port for which, primary transport is AICSQL Pipeline. There is one channel associated to that port, which has proper input/output document specifications as well as a map. It also uses AICSQL Pipeline as a primary transport.
>
>9. Finally, I have created proper routing to the job in BTS 2002 SQL Adapter using above channel.
>
>Now, when I insert a new record in StoreMaster table, it gets pushed in StoreTemp table. When I start the job, the data gets transmitted to BTS Server from StoreTemp table. Everything is fint until now.
>
>But because of some reason that record is not being written in StoreDetails table. I am getting following errors:
>
>an error occurred in BizTalk Server.
>
> Details:
> ------------------------------
> [0x80004005] Failed to parse the XML Document, please refer to the trace log for more information
> [0x0159] The server encountered a transport error while processing the messaging port "Port to Biztalk_Testing StoreDetails", which uses a transport component with a ProgID of "AICSQL.SQLPipeline.1".
>
> [0x012b] A transmission attempt failed.
>
>
>I have checked everything carefully but couldnt find where exactly is the problem? Any suggestions?
>
>Thanks for all your help,
>
>Prasad
>
>
>"Jan Eliasen" wrote:
>
LECT statement. I also have corresponding XML schema generated.[vbcol=seagreen]
--
Jan Eliasen, representing himself and not the company he works for.
| |
| Prasad 2004-07-02, 9:10 pm |
| Hi Jan,
Thanks for your reply. As you know, I am getting following error while I am using BTS 2002 SQL Adapter and BTS 2002 to write data from one SQL table to the another:
Details:
------------------------------
[0x80004005] Failed to parse the XML Document, please refer to the trace log for more information
[0x0159] The server encountered a transport error while processing the messaging port "Port to Biztalk_Testing StoreDetails", which uses a transport component with a ProgID of "AICSQL.SQLPipeline.1".
[0x012a] All retry transmissions failed.
[0x80004005] Unspecified error
[0x0156] The server could not finish processing messaging port "Port to Biztalk_Testing StoreDetails".
[0x1730] Suspended Queue ID: "{22C14CAA-B6D0-490C-B2BB-A7AE106955A1}"
[0x80004005] Unspecified erro
I tried to find more information about this error and this is what I concluded. You can tell me whether this is right or not:
Setting up AIC involves three steps:
1. Build the component
2. Register the component
3. Deploy the component in Biztalk
So in other words, one has to write her "own" AIC component in order to use it in her application. Is that right? Right now, I am just using "AICSQL SQLPipeline" component which is already available for "Application Integration" primary transport.
So do I have to write my own AIC component? And if yes, can you give me some pointers on how to do that?
Thanks,
Prasad
"Jan Eliasen" wrote:
> Hi
>
> I have never tried the example you are talking about, so I do not know
> what scripting functoid you are talking about. What I would suggest is
> to try the Tracing-utility that comes with the BizTalk Adapter for SQL
> Server. It can often tell you what went wrong.
>
> Jan Eliasen
>
> On Thu, 1 Jul 2004 13:33:01 -0700, Prasad
> <Prasad@discussions.microsoft.com> wrote:
>
a shot. This is what I have done so far:[vbcol=seagreen]
xml, which was created automatically.[vbcol=seagreen]
anges. For example, the sript functoid is now taking my stored procedure (sp_StoreDetailsInsert) as a parameter instead of the demo stored procedure (sp_POrderInsert).[vbcol=seagreen]
SELECT statement. I also have corresponding XML schema generated.[vbcol=seagreen]
>
> --
> Jan Eliasen, representing himself and not the company he works for.
>
| |
| Jan Eliasen 2004-07-05, 2:47 am |
| Hi
An AIC is a program BizTalk can celiver a document to in stead og the
normal File, HTTP, SMTP etc.
Yes, you can program your own AIC, but the BizTalk Adapter for SQL
Server IS an AIC, which you can use.
It is programmed, it is build, it is registered and it is deployed.
Under "Start" => "Programs" => "Microsoft BizTalk Adapter Trace
Utility" you will find a trace-utility, that will log all activity in
the SQLAIC. Try it, and maybe you can figure out what is worng. If you
can't, then show us the tracelog here in the newsgroup.
Jan Eliasen
On Fri, 2 Jul 2004 09:50:01 -0700, Prasad
<Prasad@discussions.microsoft.com> wrote:
[vbcol=seagreen]
>Hi Jan,
>
>Thanks for your reply. As you know, I am getting following error while I am using BTS 2002 SQL Adapter and BTS 2002 to write data from one SQL table to the another:
>
> Details:
>------------------------------
> [0x80004005] Failed to parse the XML Document, please refer to the trace log for more information
> [0x0159] The server encountered a transport error while processing the messaging port "Port to Biztalk_Testing StoreDetails", which uses a transport component with a ProgID of "AICSQL.SQLPipeline.1".
>
> [0x012a] All retry transmissions failed.
>
> [0x80004005] Unspecified error
>
> [0x0156] The server could not finish processing messaging port "Port to Biztalk_Testing StoreDetails".
>
> [0x1730] Suspended Queue ID: "{22C14CAA-B6D0-490C-B2BB-A7AE106955A1}"
>
> [0x80004005] Unspecified erro
>
>
>I tried to find more information about this error and this is what I concluded. You can tell me whether this is right or not:
>
>Setting up AIC involves three steps:
>1. Build the component
>2. Register the component
>3. Deploy the component in Biztalk
>
>So in other words, one has to write her "own" AIC component in order to use it in her application. Is that right? Right now, I am just using "AICSQL SQLPipeline" component which is already available for "Application Integration" primary transport.
>
>So do I have to write my own AIC component? And if yes, can you give me some pointers on how to do that?
>
>Thanks,
>Prasad
>
>"Jan Eliasen" wrote:
>
t a shot. This is what I have done so far:[vbcol=seagreen]
.xml, which was created automatically.[vbcol=seagreen]
hanges. For example, the sript functoid is now taking my stored procedure (sp_StoreDetailsInsert) as a parameter instead of the demo stored procedure (sp_POrderInsert).[vbcol=seagreen]
SELECT statement. I also have corresponding XML schema generated.[vbcol=seagreen]
--
Jan Eliasen, representing himself and not the company he works for.
| |
| Prasad 2004-07-05, 5:50 pm |
| Hi Jan,
I got it. There was some problem in AICSQLPipeline and I fixed it. Now, I can transmit the data from SQL to Biztalk, process it, and write it back into SQL. Thanks for all your help.
I'll come back with more questions on the actual project that I am working on - Syspro-CRM Integration.
Prasad
"Jan Eliasen" wrote:
> Hi
>
> An AIC is a program BizTalk can celiver a document to in stead og the
> normal File, HTTP, SMTP etc.
>
> Yes, you can program your own AIC, but the BizTalk Adapter for SQL
> Server IS an AIC, which you can use.
>
> It is programmed, it is build, it is registered and it is deployed.
>
> Under "Start" => "Programs" => "Microsoft BizTalk Adapter Trace
> Utility" you will find a trace-utility, that will log all activity in
> the SQLAIC. Try it, and maybe you can figure out what is worng. If you
> can't, then show us the tracelog here in the newsgroup.
>
> Jan Eliasen
>
> On Fri, 2 Jul 2004 09:50:01 -0700, Prasad
> <Prasad@discussions.microsoft.com> wrote:
>
it a shot. This is what I have done so far:[vbcol=seagreen]
mp.xml, which was created automatically.[vbcol=seagreen]
changes. For example, the sript functoid is now taking my stored procedure (sp_StoreDetailsInsert) as a parameter instead of the demo stored procedure (sp_POrderInsert).[vbcol=seagreen]
ng SELECT statement. I also have corresponding XML schema generated.[vbcol=seagreen]
>
> --
> Jan Eliasen, representing himself and not the company he works for.
>
| |
| Jan Eliasen 2004-07-09, 3:32 pm |
| Hi
Glad you got it working
Feel free to ask questions anytime.
Jan Eliasen
On Mon, 5 Jul 2004 08:19:02 -0700, Prasad
<Prasad@discussions.microsoft.com> wrote:
[vbcol=seagreen]
>Hi Jan,
>
>I got it. There was some problem in AICSQLPipeline and I fixed it. Now, I can transmit the data from SQL to Biztalk, process it, and write it back into SQL. Thanks for all your help.
>
>I'll come back with more questions on the actual project that I am working on - Syspro-CRM Integration.
>
>Prasad
>
>"Jan Eliasen" wrote:
>
e it a shot. This is what I have done so far:[vbcol=seagreen]
emp.xml, which was created automatically.[vbcol=seagreen]
y changes. For example, the sript functoid is now taking my stored procedure (sp_StoreDetailsInsert) as a parameter instead of the demo stored procedure (sp_POrderInsert).[vbcol=seagreen]
ing SELECT statement. I also have corresponding XML schema generated.[vbcol=seagreen]
--
Jan Eliasen, representing himself and not the company he works for.
| |
| Prasad 2004-07-09, 3:32 pm |
| Hi Jan,
Well, I was reading a white paper: "Microsoft CRM Integration" written by Eytan Seidman of Microsoft Corporation and at one place, it says that "For developers who want to build integrations between Microsoft CRM and a third-party application, the Microso
ft CRM AIC is the starting point".
In my case, I want to integrate CRM with Syspro, which is a third-part accounting application. So I guess, Microsoft CRM AIC would be a way to go.
Now, I already have Microsoft CRM installed but couldn't find any component in it which deals with the integration. Do I have to install "Microsoft CRM Integration" component separately as I guess it doesn't come with Microsoft CRM by default. And if yes
, will it install CRM AIC in Biztalk Server 2002?
Also, can you give me some pointers regarding what should be my initial steps towrds the integraton.
Thanks in advance as always,
Prasad
"Jan Eliasen" wrote:
> Hi
>
> Glad you got it working
>
> Feel free to ask questions anytime.
>
> Jan Eliasen
>
> On Mon, 5 Jul 2004 08:19:02 -0700, Prasad
> <Prasad@discussions.microsoft.com> wrote:
>
[vbcol=seagreen]
ive it a shot. This is what I have done so far:[vbcol=seagreen]
eTemp.xml, which was created automatically.[vbcol=seagreen]
ary changes. For example, the sript functoid is now taking my stored procedure (sp_StoreDetailsInsert) as a parameter instead of the demo stored procedure (sp_POrderInsert).[vbcol=seagreen]
using SELECT statement. I also have corresponding XML schema generated.[vbcol=seagreen]
>
> --
> Jan Eliasen, representing himself and not the company he works for.
>
| |
| Prasad 2004-07-09, 3:32 pm |
| Hi Jan,
Heres the update on the project:
Apparently, I can't install CRM Integration Component without Great Plains (and we don't have Great Plains). Even if we do that, it seems that in order to use it, I have to re-write the CRM AIC Component since it is developed specifically for Great Plains
. So I am looking for some other way to achieve my goal.
One way to do it is this:
1. Hook up a SQL Adapter as a input to Biztalk Server and use it to pull data from Syspro tables.
2. That data will come into Biztalk Server in XML format
3. Translate that XML data into a transaction, which is acceptable by CRM and then post it to CRM.
I can do tasks no. 1 and 2. I don't have any idea how to do task no. 3.
Any help would be appreciated.
Thanks,
Prasad
"Prasad" wrote:
> Hi Jan,
>
> Well, I was reading a white paper: "Microsoft CRM Integration" written by Eytan Seidman of Microsoft Corporation and at one place, it says that "For developers who want to build integrations between Microsoft CRM and a third-party application, the Micro
soft CRM AIC is the starting point".
>
> In my case, I want to integrate CRM with Syspro, which is a third-part accounting application. So I guess, Microsoft CRM AIC would be a way to go.
>
> Now, I already have Microsoft CRM installed but couldn't find any component in it which deals with the integration. Do I have to install "Microsoft CRM Integration" component separately as I guess it doesn't come with Microsoft CRM by default. And if y
es, will it install CRM AIC in Biztalk Server 2002?[vbcol=seagreen]
>
> Also, can you give me some pointers regarding what should be my initial steps towrds the integraton.
>
> Thanks in advance as always,
>
> Prasad
>
> "Jan Eliasen" wrote:
>
[vbcol=seagreen]
give it a shot. This is what I have done so far:[vbcol=seagreen]
oreTemp.xml, which was created automatically.[vbcol=seagreen]
ssary changes. For example, the sript functoid is now taking my stored procedure (sp_StoreDetailsInsert) as a parameter instead of the demo stored procedure (sp_POrderInsert).[vbcol=seagreen]
[vbcol=seagreen]
e using SELECT statement. I also have corresponding XML schema generated.[vbcol=seagreen]
| |
| Jan Eliasen 2004-07-16, 7:49 am |
| Hi
Well, your idea sounds ok - as to how to get data into CRM, I have no
idea, I am afraid. I have never had anything to do with CRM.
Most programs have APIs that allow you to send then data. Look for an
API for CRM, and then program your own AIC to use that API and deliver
a document to CRM.
Other than that, you should read the documentation on CRM - maybe
somewhere, there is a description of how it is normally done without
the AIC, which you can't use.
Jan Eliasen
On Thu, 8 Jul 2004 08:23:02 -0700, Prasad
<Prasad@discussions.microsoft.com> wrote:
>Hi Jan,
>
>Heres the update on the project:
>
>Apparently, I can't install CRM Integration Component without Great Plains (and we don't have Great Plains). Even if we do that, it seems that in order to use it, I have to re-write the CRM AIC Component since it is developed specifically for Great Plain
s. So I am looking for some other way to achieve my goal.[vbcol=seagreen]
>
>One way to do it is this:
>
>1. Hook up a SQL Adapter as a input to Biztalk Server and use it to pull data from Syspro tables.
>2. That data will come into Biztalk Server in XML format
>3. Translate that XML data into a transaction, which is acceptable by CRM and then post it to CRM.
>
>I can do tasks no. 1 and 2. I don't have any idea how to do task no. 3.
>
>Any help would be appreciated.
>
>Thanks,
>Prasad
>
>"Prasad" wrote:
>
osoft CRM AIC is the starting point".[vbcol=seagreen]
yes, will it install CRM AIC in Biztalk Server 2002?[vbcol=seagreen]
| |
| Christie Peterson 2004-07-19, 2:48 am |
| Hello,
MSCRM's SDK is a great place to start when creating a custom integration path. Biztalk can definately handle this project.
Good Luck!
"Jan Eliasen" wrote:
> Hi
>
> Well, your idea sounds ok - as to how to get data into CRM, I have no
> idea, I am afraid. I have never had anything to do with CRM.
>
> Most programs have APIs that allow you to send then data. Look for an
> API for CRM, and then program your own AIC to use that API and deliver
> a document to CRM.
>
> Other than that, you should read the documentation on CRM - maybe
> somewhere, there is a description of how it is normally done without
> the AIC, which you can't use.
>
> Jan Eliasen
>
> On Thu, 8 Jul 2004 08:23:02 -0700, Prasad
> <Prasad@discussions.microsoft.com> wrote:
>
ins. So I am looking for some other way to achieve my goal.[vbcol=seagreen]
crosoft CRM AIC is the starting point".[vbcol=seagreen]
f yes, will it install CRM AIC in Biztalk Server 2002?[vbcol=seagreen]
rt.[vbcol=seagreen]
to give it a shot. This is what I have done so far:[vbcol=seagreen]
StoreTemp.xml, which was created automatically.[vbcol=seagreen]
ecessary changes. For example, the sript functoid is now taking my stored procedure (sp_StoreDetailsInsert) as a parameter instead of the demo stored procedure (sp_POrderInsert).[vbcol=seagreen]
rt.[vbcol=seagreen]
base using SELECT statement. I also have corresponding XML schema generated.[vbcol=seagreen]
>
> --
> Jan Eliasen, representing himself and not the company he works for.
>
| |
| Christie Peterson 2004-07-19, 2:48 am |
| Hello,
MSCRM's SDK is a great place to start when creating a custom integration path. Biztalk can definately handle this project.
Good Luck!
"Jan Eliasen" wrote:
> Hi
>
> Well, your idea sounds ok - as to how to get data into CRM, I have no
> idea, I am afraid. I have never had anything to do with CRM.
>
> Most programs have APIs that allow you to send then data. Look for an
> API for CRM, and then program your own AIC to use that API and deliver
> a document to CRM.
>
> Other than that, you should read the documentation on CRM - maybe
> somewhere, there is a description of how it is normally done without
> the AIC, which you can't use.
>
> Jan Eliasen
>
> On Thu, 8 Jul 2004 08:23:02 -0700, Prasad
> <Prasad@discussions.microsoft.com> wrote:
>
ins. So I am looking for some other way to achieve my goal.[vbcol=seagreen]
crosoft CRM AIC is the starting point".[vbcol=seagreen]
f yes, will it install CRM AIC in Biztalk Server 2002?[vbcol=seagreen]
rt.[vbcol=seagreen]
to give it a shot. This is what I have done so far:[vbcol=seagreen]
StoreTemp.xml, which was created automatically.[vbcol=seagreen]
ecessary changes. For example, the sript functoid is now taking my stored procedure (sp_StoreDetailsInsert) as a parameter instead of the demo stored procedure (sp_POrderInsert).[vbcol=seagreen]
rt.[vbcol=seagreen]
base using SELECT statement. I also have corresponding XML schema generated.[vbcol=seagreen]
>
> --
> Jan Eliasen, representing himself and not the company he works for.
>
| |
| Prasad 2004-08-05, 5:49 pm |
| Hey Guys,
The dummy application I have been working on is up and running. Now, when a new record is inserted in a table in an external SQL database, those changes are reflecting in corresponding table in CRM database.
Thank you all for your help. I'll be back with more questions (I hope not. ) once I start working on real data.
If anyone needs any help with CRM Custom Integration using BTS 2002, let me know. I'll be happy to share my knowledge.
Prasad
"Christie Peterson" wrote:
[vbcol=seagreen]
> Hello,
>
> MSCRM's SDK is a great place to start when creating a custom integration path. Biztalk can definately handle this project.
>
> Good Luck!
>
>
> "Jan Eliasen" wrote:
>
lains. So I am looking for some other way to achieve my goal.[vbcol=seagreen]
Microsoft CRM AIC is the starting point".[vbcol=seagreen]
if yes, will it install CRM AIC in Biztalk Server 2002?[vbcol=seagreen]
port.[vbcol=seagreen]
ed to give it a shot. This is what I have done so far:[vbcol=seagreen]
- StoreTemp.xml, which was created automatically.[vbcol=seagreen]
necessary changes. For example, the sript functoid is now taking my stored procedure (sp_StoreDetailsInsert) as a parameter instead of the demo stored procedure (sp_POrderInsert).[vbcol=seagreen]
port.[vbcol=seagreen]
tabase using SELECT statement. I also have corresponding XML schema generated.[vbcol=seagreen]
|
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