One of the great features of touchgeo is the ability to expose Dynamics CRM entity attributes in the app for record creation, updating or deleting. The following steps outline how to set up entities for use in touchgeo.
The following steps assume that you're already familiar with creating Entities and Entity Fields in Dynamics CRM 2011. If you're new to Dynamics CRM 2011, you may be interested in this video that shows the steps for creating and publishing CRM Entities and Entity Fields: http://www.youtube.com/watch?v=2wL44EfrpG8
Step 1 - Set up Microsoft Dynamics CRM 2011
touchgeo will work with Microsoft Dynamics CRM 2011 (online or on-premises). Dynamics CRM Online offers a 30-day trial and it's extremely easy to provision a new instance. Visit Microsoft's product site for Dynamics to set up CRM Online: http://crm.dynamics.com/en-us/home
Step 2 - Install touchgeo in your environment
Follow the copy/deployment steps described here (TODO get link) or download the touchgeo installer.
Step 3 - Update the Web.Config to reference your CRM instance
ISC recommends having a dedicated user account that touchgeo uses to connect to CRM.
Look for this section in the web.config and update the connection string information.
<add name="Xrm" connectionString="Server=https://YOURINSTANCENAME.crm.dynamics.com; User ID=DedicatedCRMAccount; Password=PasswordForDedicatedCRMAccount; Device ID=touchgeo; Device Password=touchgeoPass" />
TODO: Add note about Device ID and Device Password
Step 4 - Configure your CRM entities
touchgeo supports CRUD operations on standard CRM entities and CRM entities flagged as activities. If you flag a CRM entity as an activity, the CRUD operation will show up in the activity feeds.
The CRM Entity Fields supported in touchgeo are:
- String- Datetime- Optionset (aka lookup)- Numeric
Next step - Configure the SQL Tables
Once you have set up and published your CRM Entities, you'll need to create your corresponding SQL tables and metadata configuration.