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Microsoft crm implementation & aloof aid - software

 

We would like to give you pluses and minuses of Microsoft CRM.

  • Web and MS Outlook based client - this means that you don't need added installations or guidance - each is using Outlook if you are on Windows XP/2000/2003
  • SQL Head waiter database - just to mention
  • Integration with Microsoft Barter 2003/2000 - this means that replies to CRM originated emails will be captured and store in CRM as tricks for the Contact, Bank account or Lead.
  • Remote Support - I would say - this would be in the character of MS CRM - you host it's file in your headquarter and users will bond to it worldwide via Internet Explorer
  • Integration with other MBS products - at this time it has integration crossing point with Microsoft Great Plains
  • Microsoft technologies dependence - yes, this is true and maybe painstaking as minus, it doesn't work with Netscape or Mozilla browser.
  • New Product - it is more or less new on the marketplace and may not have commerce aspect skin yet
  • Also if you are in view of some customization scenarios, we would advise you to assess the options below:

  • Microsoft CRM SDK - this is software education kit with C# and moderately VB. net code samples - it is supported by Microsoft Affair Solutions expert support. It is based on web assistance calls, if you are C# . NET developer - you are brilliantly positioned to do this type of customizations. This is the favorite modification scenario and this be supposed to be by a long shot upgradeable customization. VB. Net examples will be obtainable soon.
  • Legacy SQL Data integration. This is also easy and safe. If you have SQL database, session on the same or associated SQL Head waiter - you can coin ASPX . Net claim and basically integrate it into CRM. You can place it on the routing bar or menu in isv. config - delight refer to MS CRM SDK
  • Legacy ASP integration - this is fairly more sophisticated. You have to position HTTP handler to be a central point 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 breach into MS CRM with accurate credentials, passion web service.
  • Microsoft Barter Programming. Microsoft CRM has Chat 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 commerce or balance in MS CRM). Refer to MS Chat SDK onsyncsave event handling. Then basically apply some MS CRM SDK brainwashing - you need some COM+ matter conception and VB encoding experience.
  • 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 all the time true - you have to do aim flags adjustment in CRM folder (like creation Bustle closed, heartbreaking email attachments/octet streams, etc). This is not supported by MBS mechanical assist - but you can rescue to this practice if you have to get job done.
  • MS CRM Customization tool - this is fairly 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
  • Crystal Reports - feel free to coin Rock account - tables and views arrange is self explanatory. Try to avoid the temptation to build your own SQL view or stored formula in MS CRM database, as a replacement for - build custom catalog and place your view and stored proc in it.
  • Happy selection, implementation and modification! If you want us to do the job - give us a call 1-866-528-0577! help@albaspectrum. com

    Andrew Karasev is Chief Know-how Detective in Alba Spectrum Technologies - USA all over the country Microsoft CRM, Microsoft Great Plains customization company, based in Chicago, Boston, San Francisco, San Diego, Los Angeles, Houston, Dallas, Atlanta, and Miami and having locations in many states and globally (www. albaspectrum. com), he is Dexterity, SQL, VB/C#. Net, Gemstone Intelligence and Microsoft CRM SDK developer.


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