25.05.2013, 01:15 | #1 |
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Jim Wang: Orchard CRM - A concept of Dynamics CRM Portal Solution
Источник: http://jianwang.blogspot.com/2013/05...amics-crm.html
============== The purpose of this article is to introduce a portal solution for Microsoft Dynamics CRM; The concept can be used on other business software + portal, such as ERP, SCM etc. From the solution perspective, there are two types of portal:
So let's call it "Orchard CRM" from now on - start with Orchard: Orchard In short, Orchard is a free, open source CMS system that built on the cutting-edge version of ASP.Net MVC platform (that's what I really like about Orchard). It can be extended using "Modules" ( majorly on the functional side) and "Themes" (majorly on the look&feel side). Orchard Project MissionInstall Orchard You can install Orchard locally using the following ways:
Note: You can also quickly build a Orchard site in Windows Azure website gallery directly. Build a default Orchard site from the source code If you want to write your own module or modify an existing module like Orchard CRM, you need the Orchard source code.
You can install a module via the Admin Dashboard by clicking the "Dashboard" link on the homepage, or just type in the URL, i.e.: http://localhost:30320/OrchardLocal/Admin , In the Admin Dashboard, click the Modules link on the left navigation bar, then click the "Gallery" tab, search for "Dynamics CRM". Then click the "Install" link, after the module has been installed, click "OK" to enable the module. Now, you should see the "Dynamics CRM" menu under "Setting". Click the link and then input the CRM connection string, for example:
I suggest you create a brand new CRM instance (or use the CRM Online trial) to run it first. Orchard CRM SettingNow the CRM module has been enabled and configured, try to browse the following link to see if it works: http://localhost:30320/OrchardLocal/DynamicsCRM Because this is the first time you run Orchard CRM and there isn't any data in the CRM system, so the page will relocate to the /DynamicsCRM/Account view, so you can input your information, and save it. Once saved, a Contact record will be auto-generated with all information you input on the page, as well as the user identifier value (Orchard User ID). Orchard CRM - Profile PageSo next time, when you login to Orchard CRM, your profile will be identified. Dynamics CRM - ContactAdd Navigation Item The following CRM functions are available in this module (v1.0)
Orchard Navigation Type in Menu text and Url, then click "Save". (repeat this step to add all links) Orchard Menu ItemOn the Navigation page, click "Save All". The module can be downloaded here (open source NuGet package): https://gallery.orchardproject.net/L...le.DynamicsCRM Note: this is an open source package I built for the the community and demo purpose; you can extend the functionality and enhance the security further to support your business case. In the next post I will discuss the application design of the Orchard CRM. Источник: http://jianwang.blogspot.com/2013/05...amics-crm.html
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