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Microsoft crm customization - software


Microsoft CRM customization techniques are very diversified and based on the whole spectrum of current Microsoft technologies. The main terms you be supposed to know are: Microsoft CRM SDK 1. 2 and Visual Studio. Net 2003. And of classes you ought to be customary with all the birthright internet technologies, such as HTML, XML, XSLT, JavaScript and be good C#/VB/Net developer.

If you are developer who is asked: how do we make specially Microsoft CRM - read this and you will have the clues on where to look further.

1. Microsoft CRM SDK - this is software advancement kit with C# and in part VB. net examples - it is supported by Microsoft Affair Solutions mechanical support. It is all web air force based calls, if you are C# . NET developer - you are outstandingly positioned to do this type of customizations. This is the ideal customization scenarios and this be supposed to be by far upgradeable customization.

2. Legacy SQL Data integration. This is also easy and safe. If you have SQL database, session on the same or allied SQL Ma?tre d' - you can construct ASPX . Net claim and austerely integrate it into CRM. You can place it on the course-plotting bar or menu in isv. config - entertain refer to MS CRM SDK

3. Legacy ASP integration - this is a bit more sophisticated. You have to position HTTP handler to be a center party among CRM which is . Net based and ASP which is bequest IIS. The trick is - you have to have INI file with collateral settings to break in into MS CRM with apposite credentials, mission web service.

4. Microsoft Chat Programming. Microsoft CRM has Argument connector - which moves CRM incoming email to MS if it has GUID in its subject. You can alter this logic (for demand - move email to CRM if it doesn't have GUID but it is from the sender who is associate or checking account in MS CRM). Refer to MS Altercation SDK onsyncsave event handling. Then austerely apply some MS CRM SDK programming

5. Direct SQL touch - in #4 above I described you the scenario with MS Barter handlers - this would be ideal world if MS CRM SDK does the job. But - in real world this is not at all times true - you have to do absolute flags adjustment in CRM catalog (like assembly Bustle closed, emotive email attachments/octet streams, etc). This is not supported by MBS mechanical aid - but you can rescue to this modus operandi if you have to make job done.

6. MS CRM Customization tool - you can feel free to use this - this is moderately end-user tool and we don't illustrate it here - read the manual. We've described above the options to use when this tool doesn't do the job

Happy customizing! if you want us to do the job - give us a call 1-866-528-0577! help@albaspectrum. com

About The Author

Andrew Karasev is Chief Equipment Bureaucrat in Alba Spectrum Technologies - USA generally Microsoft CRM, Microsoft Great Plains customization company, based in Chicago, California, Colorado, Texas, New York, Georgia and Florida, Canada, UK, Australia, Brazil, Mexico (www. albaspectrum. com), he is Dexterity, SQL, C#. Net, Precious stone Information and Microsoft CRM SDK developer; akarasev@albaspectrum. com

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