Leveraging%20.NET%20in%20SalesLogix - PowerPoint PPT Presentation

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Leveraging%20.NET%20in%20SalesLogix

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Field of Study = Specialized Knowledge and Applications. Enter your credits at the CPE kiosks available in the Tennessee and Presidential ... – PowerPoint PPT presentation

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Title: Leveraging%20.NET%20in%20SalesLogix


1
Leveraging .NET in SalesLogix
  • Building Customizations in .NET for your Current
    Version of SalesLogix and a Look at the Future
  • Ryan Farley
  • Customer FX Corporation

2
CPE Credit
  • To receive CPE credit for this session you must
    attend the entire session
  • Session code CRM120
  • CPE credit 1
  • Delivery Method Group-Live
  • Field of Study Specialized Knowledge and
    Applications
  • Enter your credits at the CPE kiosks available in
    the Tennessee and Presidential Lobbies

3
Introduction
  • Ryan Farley - Customer FX Corporation
  • customerfx.com CRM and SalesLogix News
    Training
  • .NET Advocate Developed in .NET (C) since
    first public beta
  • Worked with SalesLogix since first public release
  • slxdeveloper.com SalesLogix Articles Forums
  • saleslogixblog.com My blog on SalesLogix
    development
  • ryanfarley.com My blog on .NET development

4
Objectives
  • After participating in this session, you will be
    able to
  • Understand the benefits of using .NET for
    SalesLogix customizations
  • Identify cases where customizations in .NET make
    more sense than customizations built in Architect
  • Understand what is available today to develop for
    SalesLogix using .NET
  • Understand what changes for all this in version 7

5
Session Perspectives
  • Managers, SalesLogix users, SalesLogix
    Administrators
  • Benefits, pros cons
  • Examples of .NET customizations in SalesLogix
  • Developers
  • Geek speak detailing
  • Tools available today for developing in .NET for
    SalesLogix
  • How this changes in SalesLogix version 7
  • Pre-Requisites
  • SalesLogix familiarity and basic .NET experience

6
Benefits of using .NET
  • Lessens the learning curve
  • Utilize in-house developers
  • Abundance of .NET references, resources,
    training available
  • Take advantage of modern tools technology
  • Developing in Visual Studio vs. Architect
  • Using C/VB.NET/Chrome/etc vs. VBScript
  • Debugging, Source Control, Unit Testing, list
    goes on
  • .NET Framework

7
Benefits of using .NET (Continued)
  • Think outside the box
  • Make the presentation of your data make sense
    for end users
  • Make difficult tasks easy for complex
    customizations
  • Build the kinds of customizations that are not
    possible in SalesLogix

8
Sample .NET Customizations
  • Sample Customizations
  • Better Presentation of Data
  • Make difficult tasks easy
  • Do what cant be done

9
Development Tools Available
  • SalesLogix COM Library
  • SalesLogix.SlxApplication
  • SalesLogix OLE DB Provider
  • Win32API for embedding in SalesLogix
  • .NET ComVisibleAttribute and registering .NET
    assemblies for COM

10
SalesLogix COM Library
  • SalesLogix Application object
  • Same object exposed in scripts
  • Only available while the SalesLogix client is
    running.

11
SalesLogix COM Library
  • SalesLogix.ISlxApplication slx null
  • try
  • slx new SalesLogix.SlxApplicationClass()
  • MessageBox.Show(Current AccountID
  • slx.BasicFunctions.CurrentAcco
    untID())
  • //access anything available in SalesLogix
    scripts (ie Application object)
  • //invoke a plugin
  • slx.BasicFunctions.DoInvoke(Form,
    SystemMyForm)
  • finally
  • Marshal.ReleaseComObject(slx)

12
SalesLogix OLE DB Provider
  • Standard OLE DB Provider
  • Used by all SalesLogix application for data
    access
  • Enforces SalesLogix rules
  • Provides record access security
  • Ensures data will synchronize
  • Use with ADO.NET classes (DataSets,
    OleDbDataReader, OleDbConnection, OleDbCommand,
    etc)
  • Connection Strings provides all details and
    login info to provider (See slxdeveloper.com for
    samples)

13
Win32 API
  • Provide ability to embed in SalesLogix
  • Gives info about host form in SalesLogix to .NET
    code

14
Win32 API
  • SetParent
  • Change parent of your .NET control to a control
    in SalesLogix
  • DllImport("user32.dll)
  • public static extern IntPtr SetParent(IntPtr
    hWndChild, IntPtr hWndNewParent)

15
Win32 API
  • GetWindowRect
  • Get bounds/size of parent control where your .NET
    control is embedded
  • DllImport("user32.dll)
  • public static extern bool GetWindowRect(IntPtr
    hWnd, out RECT lpRect)
  • RECT struct
  • Serializable, StructLayout(LayoutKind.Sequential)
  • public struct RECT
  • public int Left
  • public int Top
  • public int Right
  • public int Bottom

16
COM Exposed .NET Assemblies
  • ComVisibleAttribute (found in System.Runtime.Inter
    opServices)
  • Marks a class as accessible via COM (use a .NET
    class via a COM reference in a SalesLogix
    VBScript)
  • You can make a class COM visible and
    registration is not required
  • Can also specify ProgId attribute
  • ComVisible(true), ProgId(MyNamespace.MyClass)
  • public class MyClass
  • //

17
COM Exposed .NET Assemblies
  • Registering Assembly for COM Interop
  • Registers the assembly to be instanciated via COM
    (can be instanciated via CreateObject in VBScript
    plugins)
  • Required to instanciate the .NET class in script
  • .NET
  • ComVisible(true), ProgId(MyNamespace.MyClass)
  • public class MyClass
  • public void DoSomething()
  • VBScript
  • Dim obj
  • Set obj CreateObject(MyNamespace.MyClass)
  • obj.DoSomething()
  • Set obj Nothing

18
What Changes in SalesLogix version 7?
  • How do these concepts apply to .NET Extensions in
    SalesLogix v7?
  • What does the .NET Extensions feature offer for
    .NET development?

19
Discussion
  • Questions or Comments?

20
Additional Learning Opportunities
  • To discuss learn more about building
    customizations for your SalesLogix system using
    .NET visit http//www.slxdeveloper.com/
  • Articles
  • Forums
  • Associate with the best in the SalesLogix
    community!
  • Webcasts on SalesLogix development topics via
    http//www.customerfx.com/Events/Webcasts.fx

21
Your Feedback is Important to Us!
  • Your feedback helps us improve future conferences
  • Please complete the evaluation form for this
    session
  • Please include your session code on the
    evaluation form CRM120
  • Contact me via the forums on slxdeveloper.com!
  • Thank you for your participation
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