项目服务器和ms crm 4.0的集成 [英] integration of project server and ms crm 4.0

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问题描述

大家好,

我在Microsoft Dynamics CRM 4.0中工作。

I am working in Microsoft Dynamics CRM 4.0.

我需要将crm与项目服务器2010集成到从crm创建项目服务器中的项目。

I need to integrate crm with project server 2010 to create project in project server from crm.

我的要求是:当我将crm 4.0中的任何机会记录关闭为WON时,需要在项目服务器2010中创建一个项目。

my requirement is : when i close any opportunity record in crm 4.0 as WON, a project needs to be created in project server 2010 for that.

所以我必须为项目服务器2010中的这种集成做些什么,我应该使用ms crm 4.0的插件还是工作流程?并给我详细说明需要使用插件或工作流进行此集成的步骤。

so what i have to do for this integration in project server 2010, should i use plug-in or workflow of ms crm 4.0? and give me detail steps that require to use plug-in or workflow for this integration.

我发现在此集成中需要crm webservices,它们如何在此集成中有用我需要做什么从项目服务器2010方面

I have found that crm webservices are needed in this integration, how can be they are useful in this integration and what i have to do from project server 2010 side

在一些细节上发布答案,因为我对项目服务器2010一无所知,也不知道在visual studio 2010中编写多少代码或发布一些链接可以指导我进行这种整合。

post answers in some details because i dont know anything about project server 2010 and dont know much coding in visual studio 2010 or post some links that can guide me to do this integration.

问候,

Amit

Amit Kasundra

Amit Kasundra

推荐答案

嗨Amit,

正如您已经收集的那样,您需要对此进行编码。我将从Project Server和CRM的SDK开始,可以在下面看到这些链接:

As you have already gathered, you will need to code this. I would start with the SDKs for Project Server and CRM, links to these can be seen below:

Project Server 2010:
http://msdn.microsoft.com/en-us/library/ms512767.aspx

Project Server 2010: http://msdn.microsoft.com/en-us/library/ms512767.aspx

CRM 4.0: http://msdn.microsoft.com/en-us/library/bb928212.aspx

关于插件与工作流查询 - 两者都应该正常工作,这取决于要求:

Regarding the plugin vs workflow query - both should work fine, it depends on the requirements:

插件:http://msdn.microsoft.com/en-us/library/cc151086.aspx

工作流程: http://msdn.microsoft.com/en-us/library/cc151140 .aspx

CRM论坛对CRM相关查询也可能有用:
http://social.microsoft.com/Forums/en-US/crm/threads

The CRM forum might also be useful for the CRM related queries: http://social.microsoft.com/Forums/en-US/crm/threads

谢谢

保罗


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