sage crm developers course coding the web selfservice com api (1)
TRANSCRIPT
Looking ahead to the classes
DP01: Introduction to the Development Partner Program
DP02: 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 Rules
DP07: 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 Manager
DP12: Programming for the Advanced Email Manager
DP13: Using the Web Services API
DP14: 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 properties
Great flexibility – leverage industry standard scripting technologies to integrate with existing website
Flexible security features – define different levels of access
Users vs. Visitors
A User:someone who logs into CRM using the familiar CRM interface
they 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 website
number of visitors is limited by WSS separate licensing arrangements
Represented 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 Opportunity
Assign selfservice logon rights to created contact.
Logon as this new contact and view opportunities
Logon new Case
The eWareSelfService Object
eWareSelfService is referenced in ewaress.js
It is a child of the eWare Object
Inherits all its properties and methods
Has a few extra, self service specific methods.
Only one registered object
Uses data from “Software/eWare/SelfService”
The SelfService configuration
Always points to “Software/eWare/SelfService” registry entry
Not CRM install specific, even though it can be altered there.
Building a Self Service System
Anonymous Usage
Build a Registration (New Lead) Page
Authenticated Usage
Logon Page
Logoff Page
Main 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 page
CRM.AddContent(myBlock.Execute(Arg));Response.Write(CRM.GetPage());
Self Service Pages use the more basic
Response.Write(myBlock.Execute(Arg));
Logoff
Typical Code
if(CRM.Authenticated){CRM.EndSSSession(Request.Querystring, Request.Form, Request.Cookies("eware"));Response.Redirect("customlogon.asp")}else{Response.Redirect("customlogon.asp")}
Looking ahead to the classes
DP01: Introduction to the Development Partner Program
DP02: 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 Rules
DP07: 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 Manager
DP12: Programming for the Advanced Email Manager
DP13: Using the Web Services API
DP14: 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)