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Dynamics CRM Data Integration

Dmitri Nesteruk
Dmitri Nesteruk

This document discusses using CRM (customer relationship management) systems and extracting, transforming, and loading (ETL) data from various sources into a CRM database. It provides an overview of key CRM and ETL concepts including marketing activities, sales support, extracting relevant data, transforming it into the right format, and loading it into the CRM system. The document also addresses interacting with CRM systems via web services and APIs to initialize entities, upsert data, and integrate various data sources like web services, databases, HTML, and APIs into the CRM database.

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Dmitri Nesteruk dmitrinesteruk@gmail.com http://devtalk.net
We all rely on sales of Goods Services Sales need to be Enticed (pitched) Carried out Supported afterwards
Marketing activities Campaigns Marketing Advertising Cold calls Sales Support Who sold what and when Support Sales Is customer happy enough to order more?
CRM has a list of existing and potential customers Salespeople call customers Inform of services Arrange meetings Some customers sign Customers provide ad materials Ads go into the catalogue Some customers return
Wrt. mining, CRM=Database Mining services populate the DB What can you mine? Potential clients (most common) Business opportunities Inventory data or product marketing materials Competitor data Anything else that you want in a CRM
Web Web (HTML) (Semantic) API (REST, Databases SOAP) CRM
Extract Get data from its original source (GET) Transform What you do once you get the data Extract Transform Load Take only what you need Arrange in the most convenient way Load Store the data (or send it elsewhere)
Dynamics CRM Data Integration
HTTP GET -to-1 correspondance between URL and content Web UI manipulation Button presses, list picks, etc. Web testing tools (e.g., WatiN) Captchas Neural nets & special algorithms
Analyze HTML Mapping tools Correct using e.g., Altova MapForce MindTouch SgmlReader Microsoft BizTalk Get the relevant data Materials Put it into the right shape 際際滷s Data mapping http://slidesha.re/ccqHKB Screencast (Russian) http://vimeo.com/12457936
CRM web service Paths to web services in provides a definition of Settings|Customizations| all entities Developer Resources Even ones you define Some backwards We initialize those compatibility Proxies available via SDK Upsert them via the web service
RAC WWW Odesk SVC Elance Polling Dyn CRM service
Dynamics CRM Data Integration
Questions? http://nesteruk.wordpress.com dmitrinesteruk@gmail.com

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Dynamics CRM Data Integration

  • 2. We all rely on sales of Goods Services Sales need to be Enticed (pitched) Carried out Supported afterwards
  • 3. Marketing activities Campaigns Marketing Advertising Cold calls Sales Support Who sold what and when Support Sales Is customer happy enough to order more?
  • 4. CRM has a list of existing and potential customers Salespeople call customers Inform of services Arrange meetings Some customers sign Customers provide ad materials Ads go into the catalogue Some customers return
  • 5. Wrt. mining, CRM=Database Mining services populate the DB What can you mine? Potential clients (most common) Business opportunities Inventory data or product marketing materials Competitor data Anything else that you want in a CRM
  • 6. Web Web (HTML) (Semantic) API (REST, Databases SOAP) CRM
  • 7. Extract Get data from its original source (GET) Transform What you do once you get the data Extract Transform Load Take only what you need Arrange in the most convenient way Load Store the data (or send it elsewhere)
  • 9. HTTP GET -to-1 correspondance between URL and content Web UI manipulation Button presses, list picks, etc. Web testing tools (e.g., WatiN) Captchas Neural nets & special algorithms
  • 10. Analyze HTML Mapping tools Correct using e.g., Altova MapForce MindTouch SgmlReader Microsoft BizTalk Get the relevant data Materials Put it into the right shape 際際滷s Data mapping http://slidesha.re/ccqHKB Screencast (Russian) http://vimeo.com/12457936
  • 11. CRM web service Paths to web services in provides a definition of Settings|Customizations| all entities Developer Resources Even ones you define Some backwards We initialize those compatibility Proxies available via SDK Upsert them via the web service
  • 12. RAC WWW Odesk SVC Elance Polling Dyn CRM service
  • 14. Questions? http://nesteruk.wordpress.com dmitrinesteruk@gmail.com