Sage CRM Developers Course

Coding the Web SelfService COM API (1)

Looking ahead to the classes

DP01: Introduction to the Development Partner ProgramDP02: Entities and the Data Model (Part 1 of 2)DP03: Entities and the Data Model (Part 2 of 2)DP04: Implementing Screen Based Rules (Part 1 of 2)DP05: Implementing Screen Based Rules (Part 2 of 2)DP06: Screen and User Independent Business RulesDP07: Workflow (Part 1 of 2)DP08: Workflow (Part 2 of 2)DP09: Using the API Objects in ASP Pages (Part 1 of 2)DP10 : Using the API Objects in ASP Pages (Part 2 of 2)

DP11: Using the Component ManagerDP12: Programming for the Advanced Email ManagerDP13: Using the Web Services APIDP14: Using the Web Services API (Part 2 of 2)DP15: Coding the Web Self Service COM API (Part 1 of 2)DP16: Coding the Web Self Service COM API (Part 2 of 2)DP17: Using the .NET API (Part 1 of 2)DP18: Using the .NET API (Part 2 of 2)

Agenda

Introducing CRM Self ServiceTechnical Features and ArchitectureAdvantages and LimitationsAnonymous and Authenticated AccessRegistry Settings and Self Service ConfigurationSimple Pages including Logon and Logoff

What is CRM Self Service?

Allows customers to access and request services and support over the webCan integrate key features of Sage CRM with a corporate websiteA means to create a self service website.Exposes CRM data to the WWW.

Enables powerful web-based sales, marketing and customer support solutionsCan capture new data straight to Sage CRM entities.How much, or little, data is exposed or captured is entirely up to the self service implementation!

CRM Self Service Technical Features

Use familiar Sage CRM object methods and propertiesGreat flexibility – leverage industry standard scripting technologies to integrate with existing websiteFlexible security features – define different levels of access

Users vs. Visitors

A User:someone who logs into CRM using the familiar CRM interfacethey have a paid license ‘seat’represented in the database as a record on the user table

A Visitor:someone who accesses CRM via the Web Self Service websitenumber of visitors is limited by WSS separate licensing arrangementsRepresented in the database as a record on the person table

Demonstration

Use Anonymous access to create a new Lead(Not to be confused with the WebtoLead feature)Within CRM promote created Lead into Company and OpportunityAssign selfservice logon rights to created contact.Logon as this new contact and view opportunitiesLogon new Case

The Registry SettingsClass registrations

The registration

The eWareSelfService Object

eWareSelfService is referenced in ewaress.jsIt is a child of the eWare ObjectInherits all its properties and methodsHas a few extra, self service specific methods.Only one registered objectUses data from “Software/eWare/SelfService”

The SelfService configuration

Always points to “Software/eWare/SelfService” registry entryNot CRM install specific, even though it can be altered there.

Building a Self Service System

Anonymous UsageBuild a Registration (New Lead) PageAuthenticated UsageLogon PageLogoff PageMain Page (user details)Record List Page (users cases)New Record Page (new case)Search Page (knowledge base)

Block Usage

Self Service is a COM based API Usage of the blocks different from main application extension API. Self Service environment lacks a user 'logon' that generates a CRM SID (Session ID) or context Therefore can't use any API objects/methods that rely on session or context information for building URLs. Can't use CRM.Button()CRM.GetTabs()CRM.URL() etc, Can't use the output mechanism of a typical application extension ASP pageCRM.AddContent(myBlock.Execute(Arg));Response.Write(CRM.GetPage());Self Service Pages use the more basic Response.Write(myBlock.Execute(Arg));

Logoff

Typical Codeif(CRM.Authenticated){CRM.EndSSSession(Request.Querystring, Request.Form, Request.Cookies("eware"));Response.Redirect("customlogon.asp")}else{Response.Redirect("customlogon.asp")}

COM Objects available in the Self Service API

COM Objects not available in Self Service API

Q&A

Looking ahead to the classes

DP01: Introduction to the Development Partner ProgramDP02: Entities and the Data Model (Part 1 of 2)DP03: Entities and the Data Model (Part 2 of 2)DP04: Implementing Screen Based Rules (Part 1 of 2)DP05: Implementing Screen Based Rules (Part 2 of 2)DP06: Screen and User Independent Business RulesDP07: Workflow (Part 1 of 2)DP08: Workflow (Part 2 of 2)DP09: Using the API Objects in ASP Pages (Part 1 of 2)DP10 : Using the API Objects in ASP Pages (Part 2 of 2)

DP11: Using the Component ManagerDP12: Programming for the Advanced Email ManagerDP13: Using the Web Services APIDP14: Using the Web Services API (Part 2 of 2)DP15: Coding the Web Self Service COM API (Part 1 of 2)DP16: Coding the Web Self Service COM API (Part 2 of 2)DP17: Using the .NET API (Part 1 of 2)DP18: Using the .NET API (Part 2 of 2)