Microsoft Dynamics CRM4.0编程---说明

Introduction(说明)

If your organization has customers, you need a software system to help you manage your customer information. Unfortunately, many companies today are stuck using antiquated customer systems that don't integrate with Microsoft Office Outlook, aren't available from the Web, and can't be accessed via mobile devices. Even worse, some companies rely on Outlook contacts and Microsoft Office Excel files for precious customer data, making team collaboration on these records very difficult.

如果你的组织包含有客户，你需要一个软件系统来帮助你管理你的客户信息。但是不幸的是，直到现在很多公司一直被陈旧的客户管理系统所误导、困扰，以至于不能结合outlook，无法有效的使用网络，无法通过移动设备进入这种管理系统。更糟糕的是，有些公司依赖outlook'的联系人和excel文件来存储客户数据，最终使得公司搜索这些客户信息都是很困难的。

You probably already know that Microsoft offers a Customer Relationship Management (CRM) software solution as part of its Dynamics family. Microsoft Dynamics CRM is an easy-to-use application that businesses of all sizes and types can utilize. One of Microsoft Dynamics CRM's most important benefits is its native integration with other Microsoft productivity tools: Outlook, Excel, and Microsoft Office Word. Microsoft Dynamics CRM allows organizations to manage their sales, marketing, and customer service information more efficiently, leading to higher sales revenue and improved customer satisfaction.

你或许已经知道了微软公司所提供的客户关系管理软件解决方案-Dynamics家族的一部分。CRM是一种很方便使用的应用程序，能在各种商业领域使用它。其中最重要的一点就是它与微软产品工具很多都实现了集成，比如outlook，excel和office word。组织可以利用CRM来管理他们的销售，营销和客户服务信息变得更加高效， 以至于能产生更搞的销售收入和提升客户满意度。

But just as important as Microsoft Dynamics CRM's integration with other Microsoft tools, Microsoft Dynamics CRM offers developers a powerful customization and programming platform that you can use to satisfy almost any business requirement. This book provides a detailed explanation of the key areas in the Software Development Kit (SDK) and the Web-service–based Application Programming Interfaces (APIs). This book includes plenty of code samples and examples on topics such as form scripting, plug-ins, workflow assemblies, customizing the user interface, and more.

与此同时，同CRM与微软工具的集成一样重要，CRM也给开发者提供了强大的定制化服务和开发平台，因此可以用更好的满足任何其他的业务需求，本书详细阐述了SDK和API接口的重要使用。本书还包括大量的代码示例，例如脚本开发、插件开发、工作流编程、用户自定义接口等示例代码。

Programming Microsoft Dynamics CRM 4.0 was written by the consulting firm Sonoma Partners. Our firm has written several other successful titles for Microsoft Press, such as Microsoft Dynamics CRM 4.0 Step by Step (2008) andWorking with Microsoft Dynamics CRM 4.0, Second Edition (2008). We tried to bring our real-world customer experiences to the writing process and share the most relevant information we think you'll need to program with the latest version of Microsoft Dynamics CRM 4.0.

Microsoft Dynamics CRM4.0编程是Sonoma Partners咨询公司出版的。 我们已经为微软出版社提供了一些其他的成功书籍， 比如Microsoft Dynamics CRM4.0 Step by Step(2008版)和Working with Microsoft Dynamics CRM 4.0第二版。我们尝试着用我们真实的领域实践经验来完成写作通过本书分享我们重要的领域经验，因此我们认为你需要最新版的Microsoft Dynamics CRM4.0来作为编程指导。

Who This Book Is For(本书目的)

We wrote this book for professional developers who want to use the Microsoft Dynamics CRM SDK and its APIs to extensively customize the software application. We assume that you're comfortable working with .NET solutions and Web services. In addition, we also assume that you have a basic understanding of how to navigate the Microsoft Dynamics CRM interface and you understand its configuration capabilities. If you're looking for a detailed explanation of the Web-based configuration tools that Microsoft Dynamics CRM offers, please refer to Working with Microsoft Dynamics CRM 4.0, Second Edition, which explains these topics in great detail. If you're brand new to Microsoft Dynamics CRM, and you want to learn how to navigate through the user interface (from an end-user perspective), you can refer to Microsoft Dynamics CRM 4.0 Step by Step, which explains various day-to-day tasks such as creating accounts, logging a phone call, tracking an e-mail, and so on.

我们写这本书是为了一些使用CRM来增强定制化功能的开发者。我们设想你能利用它来更舒适有效的利用net解决方案和服务。另外，我们也设想你也能了解CRM接口操作和配置功能。如果你需要详细了解CRM提供的一些web-based配置工具，你需要去查看Working with Microsoft Dynamics CRM 4.0第二版，它详细阐述了这些问题。如果你是初步学习CRM的开发者，并且你也希望通过用户接口熟悉CRM操作方法，你需要去查看Microsoft Dynamics CRM 4.0 Step by Step，它详细阐述了日常使用的一些操作方法，例如创建账户， 电话登录，邮件跟踪等等。

What This Book Is About(本书内容)

We divided this book into 15 chapters:

本书一共分为15章：

Chapter 1, "Microsoft Dynamics CRM 4.0 SDK Overview," introduces the Microsoft Dynamics CRM Software Development Kit (SDK) and outlines the most common questions that developers might ask about developing within Microsoft Dynamics CRM.

第一章， “Microsoft Dynamics CRM 4.0 SDK 概述 ”，介绍Microsoft Dynamics CRM软件开发包和概述开发者在开发过程中的常见问题。

Chapter 2, "Development Overview and Environment," provides information about the various software editions and looks at the unique Microsoft Dynamics CRM issues related to setting up a development environment.

第二章，“开发概述和环境”，介绍各种软件版本和搭建开发环境中的各种问题。

Chapter 3, "Communicating with Microsoft CRM APIs," explains how to programmatically connect with the Microsoft Dynamics CRM APIs. This chapter also covers how you connect to the APIs in the various deployment options: on-premise, Internet-facing, and Microsoft Dynamics CRM Online.

第三章，“Microsoft CRM APIs使用”，介绍在开发过程中怎样去使用API，包含在各种部署选项中怎样访问API，例如on-premise, Internet-facing, and Microsoft Dynamics CRM Online。

Chapter 4, "Security," supplies information about how your custom code interacts with the Microsoft Dynamics CRM security model. This chapter also takes a look at using custom code to encrypt specific data attributes.

第四章，“安全”，支持自定义代码使用在Microsoft Dynamics CRM安全模型上。本章节看看使用自定义代码来实现特殊数据的加密。

Chapter 5, "Plug-ins," offers a detailed look at the Microsoft Dynamics CRM plug-in model. This includes creating the project, registering the plug-in, deploying the plug-in, and then working with the IPluginExecutionContext.

第五章，“插件”，提供详细的插件模型使用方式。本章节包含创建项目，注册插件，部署插件和使用IPluginExecutionContext对象。

Chapter 6, "Programming Workflow," examines the Microsoft Dynamics CRM workflow module and how it takes advantage of the Windows Workflow Foundation. More important, this chapter explains how you can create your own custom workflow activities that you can reference in Microsoft Dynamics CRM workflow rules.

第六章，“工作流编程”，讲述CRM工作流木块和工作流的使用。更重要的是讲述在CRM中怎样创建一个遵循规则用户自定义工作流。

Chapter 7, "Form Scripting," explains the client-side scripting model. The chapter also provides examples of how you can create custom client-side code that calls Web services, run scripts from ISV.Config buttons, and so on.

第七章，“表单脚本”，介绍客户端脚本模型。本章提供一些客户端脚本开发的示例来调用服务和从ISV.Config中运行脚本等。

Chapter 8, "Developing with the Metadata Service," explains the Microsoft Dynamics CRMMetadataService, and how you can use this API to programmatically retrieve and modify data about the system schema.

第八章，“数据服务开发”，讲述CRM元数据库服务和利用脚本去编程检索修改系统架构数据。

Chapter 9, "Deployment," explains various topics related to deploying your Microsoft Dynamics CRM solution from one environment to another.

第九章，“部署”，讲述多种方式来部署配置CRM解决方案。

Chapter 10, "Developing Offline Solutions," outlines the nuances of writing custom code that works properly using Microsoft Dynamics CRM for Outlook with Offline Access.

第十章，“开发离线解决方案”，概述使用CRM 访问来开发用户代码和outlook协作。

Chapter 11, "Multilingual and Multi-Currency Applications," offers a look at how to use Microsoft Dynamics CRM's multilingual and multi-currency functionality within your custom code to support global deployments.

第十一章，“多语言和多货币应用”，讲述利用CRM的多语言和多货币开发自定义代码来支持国际化部署。

Chapter 12, "Advanced Workflow Programming," goes deeper into programming the Microsoft Dynamics CRM workflow functionality, and explains how you can create custom workflow activities with XAML.

第十二章，“工作流编程进阶”，讲述深层次的掌握CRM工作流和使用XAML标记创建用户自定义工作流活动.

Chapter 13, "Emulating User Interface with ASP.NET Development," shows how you can create custom Web pages and user interfaces that blend seamlessly into the out-of-the-box Microsoft Dynamics CRM user interface, which provides a better end-user experience for your organization.

第十三章，“ASP.NET开发嵌入”，开发自定义页面和CRM无缝接入，为客户提供更好的用户体验。

Chapter 14, "Developing Custom Microsoft CRM Controls," provides examples of creating custom user controls that reference Microsoft Dynamics CRM data.

第十四章，“开发自定义CRM控件”，提供开发自定义控件代码示例实现CRM数据访问。

Chapter 15, "Additional Samples and Utilities," discusses some of the utility classes and code used in the previous chapters as well as providing additional examples using the Microsoft Dynamics CRM technologies.

第十五章，“示例和工具”，讨论在之前的章节中使用到CRM技术的一些工具类和代码。

Companion Content(参考指南)

This book features a companion Web site that makes available to you all the code used in the book. This code is organized by chapter, and you can download it from the companion site at the following URL:http://www.microsoft.com/mspress/companion/9780735625945.

本书特点提供了一些示例代码帮助你有效的学习，这些示例代码都是按章节排序的，你可以从http://www.microsoft.com/mspress/companion/9780735625945去下载。

System Requirements(系统要求)

We recommend that you refer to the Microsoft Dynamics CRM Implementation Guide for detailed system requirements. From a high level, you'll need the following hardware and software to run the code samples in this book:

我们建议你去参考CRM的实现指南来查询详细的系统要求。 最好去遵循硬件和软件来运行示例代码。

Client(客户端)

• Microsoft Windows XP with Service Pack 2 (SP2) or the Windows Vista operating system(XP SP2或者Vista操作系统)

• Microsoft Internet Explorer 6 SP1 or Internet Explorer 7(IE6 SP1或者IE7浏览器)

• Microsoft Visual Studio 2005 or Microsoft Visual Studio 2008 (for the code samples)

• Microsoft Office 2003 with SP3 or the 2007 Microsoft Office System with SP1 (if you want to use Microsoft Dynamics CRM for Microsoft Office Outlook)

Server(服务器)

• Microsoft Windows Server 2003 or Microsoft Windows Small Business Server 2003

• Microsoft SQL Server 2005

• Microsoft Dynamics CRM 4.0 Server license (Workgroup, Professional, or Enterprise edition)(CRM4.0注册码---工作组版，个人版或者企业版)

• Computer/processor: Dual 1.8-gigahertz (GHz) or higher Pentium (Xeon P4) or compatible CPU(双核1.8G或者更高)

• Memory: 1 gigabyte (GB) of RAM minimum, 2 GB or more of RAM recommended(内存1G，2G或者更高推荐使用)

• Hard disk: 400 megabytes (MB) free space(硬盘空间：400MB以上)

• Network card: 10/100 Mbps minimum, dual 10/100/1000 Mbps recommended(网卡：10/100Mbps，双线10/100/1000Mbps推荐使用)

Find Additional Content Online

As new or updated material becomes available that complements your book, it will be posted online on the Microsoft Press Online Developer Tools Web site. The type of material you might find includes updates to book content, articles, links to companion content, errata, sample chapters, and more. This Web site is available atwww.microsoft.com/learning/books/online/developer, and is updated periodically.

Support for This Book(本书支持)

Every effort has been made to ensure the accuracy of this book and the contents of the companion Web site. As corrections or changes are collected, they will be added to a Microsoft Knowledge Base article.

Microsoft Press provides support for books and companion content at the following Web site:

Microsoft出版社为本书和内容指南提供支持，请访问以下网站

http://www.microsoft.com/learning/support/books/

Questions and Comments(问题和注释)

If you have comments, questions, or ideas regarding the book or the companion Web site, or questions that are not answered by visiting the sites above, please send them to Microsoft Press via e-mail to

如果你有任何关于本书的意见，问题或者是想法，请访问上述网站，并通过以下邮箱发送邮件

mspinput@microsoft.com

Or via postal mail to

Microsoft Press
Attn: Programming Microsoft Dynamics CRM 4.0 Editor
One Microsoft Way
Redmond, WA 98052-6399

Please note that Microsoft software product support is not offered through the above addresses.