CRM 2011 Online and datawarehousing

I attended a half day presentation by Microsoft yesterday on the subject of Dynamics CRM 2011 and integrations. It seems that many parterners are a bit hesistant to integrating Dynamics CRM 2011 Online and are promoting the on-premise versions when the issues of integration are important.

Microsoft did a good job in showing that they do have sufficient technology to handle integrations to Dynamics CRM 2011 Online including the Azure based technology ACS – Access Control System that together with Active Directory Federation Services 2.0 can be used to allow Dynamics CRM 2011 Online to use a local AD as authenticator. It is probably not as easy as setting up a normal on-premise solution but at least it can be done and there hopefully are some whitepapers or Youtube-clips on how it is done.

One of the issues that were discussed was the issue of integrations in reagards to Business Intelligence and data warehousing. This is usually done using SQL Integration Service (SSIS) with direct SQL communication. Their suggestion on how to address this issue was to use the new OData interface that exists in Dynamics CRM 2011. I am no SQL expert but I do believe that this being a standardized protocol, integrations will be possible. However, there will still be issues with performance as the amounts of data that need to be transfered are quite large and the OData protocol is still a strict pull-protocol which does not allow for trigger-based updates.

Another issue that I asked about was the licensing issue in regards to Dynamics CRM 2011 Online. Take the following example: A large company of about 40 000 employees has about 500 people activly working in with Dynamics CRM 2011 Online for SalesForceAutomation. A data warehouse is created and data is integrated from many different systems, ERP, production systems, quality control systems and CRM. CRM being the customer data master. SharePoint is used as the global Intranet platform and some of the data from the data warehouse is published on the SharePoint portal to all employees. For instance our currently 10 most important customers. So, the 39 500 employees are only viewing a minute part of the customer data, and it indirecty, via the data warehouse, originates from the CRM system. What licenses in CRM are required for these users?

In the case of an on-premise installation, the best licensing option for Dynamics CRM is the Application Platform Agreement (APA) that is sort of a “free-for-all pass” which is negotiated with Microsoft. However, in the Online environment there is no correlating licensing agreement to the APA. I explicitly asked Micrsoft how this was to be licensed and their answer is that 40 000 separate users licenses are required for Dynamics CRM 2011 Online, making it a rather impossible option, in other words forcing the company to either an on-premise solution, removing some of the data from the data warehouse/Intranet or moving to another CRM supplier. Neither of which is in line with showing off the power of Microsofts cloud services.

I hope this is just a temporary flaw since it does limit Microsofts business opportunities with larger companies and I would think it is probable that some similar agreement form that matches the on-premise APA will be introduced.

On the other hand, the External Connector license is not required at all for CRM Online (or SPLA) making it even more interesting for smaller CRM customers as customer/event/portal integrations are more and more common.

Gustaf Westerlund
CEO, Chief Architect and co-Founder at CRM-konsulterna AB

www.crmkonsulterna.se

SQL Server 2008

Microsoft are planning to release a new version of SQL Server next year that will be called Microsoft SQL Server 2008.

It hosts lots of new features, for instance the ability to work directly with entities in the database instead of tables and views. An interesting feature, I wonder how good it will be.

SQL Reports will also be better and the integration with MS Office system (=SharePoint?) has be enhanced.

Have a look at Microsofts website for SQL Server 2008 for more information and some videos.

http://www.microsoft.com/sql/prodinfo/futureversion/default.mspx

Gustaf Westerlund
CRM and SharePoint Consultant

Humandata AB
www.humandata.se

Messing up SQL RS

SQL Reporting services is great, but it is actually quite common to mess up the installation due to the steps taken in installation. Always make sure you do not install either sharepoint or CRM on the same website as CRM. (It is possible to get it to work but not recommended).

What can happen is the following:
1. Installing SQL 2005, in the process installing SQL RS on port 80 = http://localhost/reports and http://localhost/reportmanager.
2. Installing either CRM or a SharePoint site on port 80 of the same computer.

= SQL Reporting Services doesn’t work anymore…

So, what to do.

First, if you want your CRM or SharePoint site to be located on port 80, don’t install SQL RS on port 80. Create some other webapplication using host headers or TCP-ports and install SQL RS to that website instead. Then install CRM or SharePoint to port 80. No conflict = no problems.

If you happen to mess it up anyway, or is asked to fix a messed up installation, you can do magic with the tool RSConfigTool which resides in the SQL Binn-directory (usually: C:Program FilesMicrosoft SQL Server90ToolsBinn). Start it, and reconfigure it properly.

Have fun reporting!

Gustaf Westerlund
CRM and SharePoint Consultant

Humandata AB
www.humandata.se