A Technology Influencer's musings

A blog exploring the various learning's I have in my day to day role at Microsoft. Currently I'm a technology strategist in the Enterprise Products team and most of my blogs focus on what I think it takes to do that job well.

CRM 2011 Integration How to Video #1: BizTalk On-Premise to CRM 2011

CRM 2011 Integration How to Video #1: BizTalk On-Premise to CRM 2011

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I recently participated with our MCS Canada team on a large BizTalk 2009 and CRM 4.0 integration project. I gained a ton of experience about CRM integration from that project and I thought I’d speak about it at our semi-annual TechReady internal conference. Not long before TechReady though, we release CRM 2011 and I realized that speaking about BizTalk 2009 and CRM 4.0 was about as relevant as speaking about Windows 98 and Trumpet Winsock implementations (I was reading a Slashdot article this week about the Trumpet Winsock creator… so that’s where the reference came from…). I hastily decided to refocus the presentation on CRM 2011 and BizTalk 2010. That meant that I had to quickly figure out exactly what the integration story was between these two products. After a bunch of trial and error and some helpful conversations with folks from the CRM 2011 team, I figure out the options. It turns out that you have TWO options for integrating BizTalk 2010 and CRM 2011.  Yes indeed, you have two different methods to choose from when integrating these two products! I ended up having a fairly relevant and well received presentation to deliver. From that internal session, I’ve repurposed my content into a publicly ready format and created a shorter walk through video that explains the two options that you have. Instead of trying to write a lengthy blog post about how to do that, I’ve just filmed a walkthrough of the process.  (I found that these video walkthroughs were highly successful when I did them for the BizTalk ESB, so I thought I’d do them again here for CRM) Also, I’ve included the source code project that I use in the video so that you can get a jumpstart on your process.

All in all, I found the process to be a very simple one once I figure out a few basic concepts. Hopefully, this blog post will help you figure out those concepts more quickly than I did. Once you’ve got a grip on those, then I believe you’ll find this integration process to be a very easy one.  As with most of these blog videos that I do, I created this after midnight when the house was quite Smile so if you find some issues or bloopers, let me know and I’ll correct them.

Below is an overview of the components, tools and services at play in to the process. In the video, I’ll walk you through this diagram in more depth before showing you the actual project I built.  In this diagram, you can see that there is data flowing from BizTalk out to the CRM 2011 cloud service as well as data flowing from CRM 2011 Online back through the firewall to BizTalk on-premise. In this first video, I focus on the BizTalk to CRM 2011 Online option. In a day or two, I’ll post a second video that shows the CRM 2011 Online event notification being sent back to an BizTalk on-premise installation. (it’s a cool one…)

This is quite a long video (>45 minutes) so I had to split it into a multipart zip file in order to get it to fit into my SkyDrive folder.

You can get:

  1. Part one at http://cid-04bc12b1f7b2979a.office.live.com/self.aspx/BlogVideos/CRMBTS%5E_Video%5E_Multi.zip
  2. Part two at http://cid-04bc12b1f7b2979a.office.live.com/self.aspx/BlogVideos/CRMBTS%5E_Video%5E_Multi.z01
  3. The source project and test file here http://cid-04bc12b1f7b2979a.office.live.com/self.aspx/BlogVideos/BizTalkToCRMOnline.zip

You’ll need to download both parts of the zip file and then use WinZip to extract them.

Cheers and stay connected people

Peter

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  • Hi Peter,

    Thanks for the information . But , am not able to see part two video. Would you please help me get the same . It would be great if you would also let me know how many days effort is required for CRM 2011 to Biztalk initial connectivity and setup.

    Thanks ,

    Lohit

    acharya.lohit@gmail.com

    +91 96207 55111

  • Hi Lohit

    Give me another day or two and I'll publish the second video.

    Cheers

    Peter

  • Thanks a ton. Am still waiting for the second one. Could you please upload it.

  • Thanks for the great info!  Any update with video 2?  

  • Hi

    Skydrive is behaving strange. *.z01 files are not possible to download. Is this file available in some other place? Looks just like the video for me right now :-)

    /Joakim

  • Hi

    Sorry for bothering you with this. Skydrive could not search *.z01 files for viruses and displayed a dialog informing about this but the dialog would not show in IE9. I how ever showed in Firefox. Case closed.

    /Joakim

  • Hi,

    I can't download the .z01 file.

    I have tried IE, Chorme and Firefox with no luck.

    Only thing that happens is that the page is reloaded.

  • There seems to be problem with downloading .z01 files. I have tried Chrome, IE9 and Firefox with no luck.

    Peter, can you rename the file, please?

  • Hi Peter,

    Great demo it helped me learn lot.

    When is part 2 coming?

  • Any tips about how to download the .z01 file?

  • Great Walkthrough, before which I was really stuggling.  I have one last hurdle which I can't work out.  When I connect to Dynamics Online it is returning an 'Access Denied'.  

    I have generated the device ID and password.  The creds are fine and have even tried deleting the live file, regenerated and restarted.

    I did have to alter the code as the URL format for Dynamics trial has changed.  it is now ***.api.crm4.dynamics.com.  The *** is not the orgname.  It did show the orgname as N/A with the code next to it which is what the *** is above.  Not sure if this is what is breaking it?

    I hardcoded the url to the webservice and then passed the true orgname into the orchestration, the real name was from the dynamics online screen which was a long string.

    If anyone has encountered this and has either a fix or how to troubleshoot that would be fantastic.  I can't find a way to see error messages in Dynamics online as that would be my first approach on prem.

    Steve.

  • Hi,

    Great Video, but do you think you can setup one for CRM Online?

    James

  • The link for the video is not working. can you update it?

  • Hi Peter,

    The link is not working.

    Could you please update it.

    Gopal

  • The link posted only contains the first half of your excellent demonstration. Where can I find the AzureAppFabric portion of your talk?

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