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Microsoft crm ? classic customizations - software


Microsoft CRM was calculated to be by a long way customizable. Microsoft CRM Software Advancement Kit (MS CRM SDK) which you can download from Microsoft website contains images of the bits and pieces or classes, exposed for customization. It has check out code in C# and moderately in VB. Net. In Visual Studio. Net you can evaluate all the classes, used by Microsoft developers to construct MS CRM - you will ascertain that most of them are not known in MS CRM SDK. Microsoft will not assistance your customization if you use undocumented class or do address SQL approach to CRM database.

Let us explain you - programmer, software developer characteristic cases of MS CRM Customizations.

1. Integration with SQL Ma?tre d' application. If you have bequest approach on MS SQL Attendant - let's say you are moving circle and have in-house industrial cargo tracking database. Now in MS CRM you want lookup the shipments for the consumer (or bill in CRM). This is SDK brainwashing and mission SQL stored proc to retrieve cargo info. In its place of SQL Head waiter you can have other catalog (ORACLE, MS Access, PervasiveSQL to name a few) - you can approach manifold Catalog platforms via ADO. Net association from your . Net application, which is by a long way integrated into MS CRM Bank account screen.

2. Email capturing in MS CRM. You have client with email Bill@customer. com. Now you want all the emails that you accept from customer. com field to be emotionally involved to Bill who is bill in CRM. This is more awkward customization - you have to coin MS CRM SDK web service, that one will be creating email commotion and call it from COM+ appliance - Microsoft Argument event handler (ONSYNCSAVE file event sink). This exemplar maybe convoluted with the next requirement. Conceive of that Bill, in its place of answering to your email (sent from CRM and processed by CRM-Exchange connector) sends you new implication from MS Outlook. Then this email will not admire into MS CRM (because it doesn't have GUID in the legend and so is unobserved by CRM Chat connector). If you want to capture these emails - you have to do it in Microsoft Barter event sink. There maybe scenario when you want to capture and examine in the sink all the outgoing emails - this is even more byzantine - y!

ou have to place the sink on convey event.

3. ASP Claim integration. You have birthright ASP application, where you capture guidelines from your customers and you want these guidelines be transferred to the CRM as activity. Here you be au fait with that ASP doesn't arrange Dynamic Encyclopedia defense - and the best way is to conceive HTTP handler and call it from your ASP page. This HTTP handler in turn will call MS CRM SDK web ceremony with predefined (web. config) Committed Almanac credentials.

Some cautions. Never coin your custom SQL items (like stored procedure, SQL view, table) in MS CRM database. Instead, coin your own folder and place your items there. When you see the first caution - you will never try to alter free CRM objects, like addition new field to the table.

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 all over the country Great Plains, Microsoft CRM customization company, based in Chicago, California, Texas, New York, Florida, Georgia, Minnesota, Oregon, Arizona, Canada, UK, Australia and having locations in many states and globally (www. albaspectrum. com), he is Microsoft CRM SDK, Great Plains Dexterity, SQL, C#/VB. Net and Rock Intelligence developer; akarasev@albaspectrum. com

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