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


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

Comments (23)

  1. Lohit Acharya says:

    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

  2. pkelcey says:

    Hi Lohit

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

    Cheers

    Peter

  3. Tarun says:

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

  4. Nathan Haveles says:

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

  5. Joakim says:

    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

  6. Joakim says:

    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

  7. Cecilia says:

    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.

  8. David says:

    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?

  9. Hi Peter,

    Great demo it helped me learn lot.

    When is part 2 coming?

  10. Andreas Finne says:

    Any tips about how to download the .z01 file?

  11. Steve Newton says:

    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.

  12. James says:

    Hi,

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

    James

  13. GK says:

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

  14. Gopal says:

    Hi Peter,

    The link is not working.

    Could you please update it.

    Gopal

  15. Sean Singletary says:

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

  16. John says:

    Hi Peter, I can't seem to unzip the CRMBTS_Video.   Are others having this same problem?

  17. Venkat says:

    Hi Peter,

    I can't seem to unzip part 2 video. I have watched part1 and helped me alot.

    Could you please provide part 2 of the video.

  18. Paul G. says:

    Peter, have you been able to figure out the issue with the .z01 file?  I can't download it either.  Tried with Firefox and IE 10, even when signed into my own Sky Drive account.  Error: "SkyDrive is unable to scan CRMBTS_Video_Multi.z01 for viruses."

  19. Uwe Heinz says:

    Hello All,

    we also made a lot of BizTalk Server integrations with CRM 2011.

    for that, we developed an own WCF adapter for BizTalk 2010 and 2013.

    With this adapter , it´s so easy like with the old WS adapter for CRM 3.0 and 4.0.

    You can oder a free trial of the adapter here:

    http://www.roedl.com/…/biztalk_adapter_for_microsoft_dynamics_crm_2011.html

    The developer edition is generally free.

  20. Richard Silla says:

    Hi Paul,

    kindly assist with the challenge we are having downloading the second video

    Cheers Mate! and Great work

  21. Ahmed says:

    Hello,

    I cannot download part 2 of the video. I get the same error about skydrive not being able to scan for viruses.

    Thanks,

    Ahmed

  22. Matt says:

    Does anyone have an alternative download link for the videos ? I am getting a service unavailable error when I try and download them.

  23. Lucho says:

    links are broken.

    Could you please provide the corect links, please.