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Microsoft crm integration with microsoft bureau papers ? overview for arrangement integrator - software


Microsoft CRM is CRM application, maintained and supported by Microsoft Commerce Solutions. Microsoft CRM utilizes adulthood of the Microsoft technologies: Windows Energetic Directory, SQL Server, MS Exchange, BizTalk (integration with MS Great Plains, and soon with Navision), Letter Queuing, . Net web military to name a few. There is promote challenge on the able integration of MS Agency papers into Microsoft CRM. Let's take a look at the options:

? Attachment to MS CRM Notes. You may affix Bureau docs as file attachment to MS CRM Note. It is bullet-proof method, conversely you ought to be aware that it is not that clean for the user to append files, above all web interface, which may work slow. The back up drawback - you are in reality doubling article into MS SQL Head waiter list and you may abruptly add to its size and degrade efficiency.

? Lotus Notes/Domino remarks. Also we need to give mind set alteration counsel to Lotus Notes/Domino switchers to MS CRM. Lotus is deliberate to incorporate files and credentials (such as MS Word, Excel, Power Point, etc. ) into its file - why it is competent in Lotus - come back with is down-to-earth - Lotus is not a relational database. At the same time MS SQL Ma?tre d' - MS CRM DB platform is completely relational.

So - go ahead and make attachments, but do not try to make your CRM folder be the depository of your documents. It is also likely to use Lotus as your id depository and programmatically achieve the links from MS CRM stuff to documents, stored in Lotus Notes/Domino. Also it is feasible to have Lotus/Domino in performance the role of email ma?tre d'h?tel (instead of MS Exchange) - but this is exterior of the scope.

? MS SharePoint. This is almost certainly the best MS Administrative center papers depository which could be seamlessly integrated with MS CRM, in this case MS CRM links to the repository, not imports the whole credentials into MS SQL database. Sharepoint integration is area of interest for enthusiastic condition and might be realized with rudiments of MS CRM training (MS CRM SDK)

? Windows Files Links. This solutions doesn't call for SharePoint accredit but it will command some MS CRM programming

? Microsoft Company In sequence Connection Framework for Microsoft CRM - this tool is every now and then misunderstood. It is the other way integration - from MS Company papers you can link to MS CRM matter (including proposals). This elucidation nevertheless works in the realm of MS CRM defense model and requires the user, who opens MS Agency certificate have MS CRM user id (and so - the user license)

You can all the time have us help you, give us a call: 1-630-961-5918 or 1-866-528-0577, help@albaspectrum. com

Andrew Karasev is consultant and CTO in Alba Spectrum Technologies ( http://www. albaspectrum. com ) - Microsoft Affair Solutions partner, helping clients in Illinois, New York, California, Florida, Georgia, Texas, Arizona, Virginia, Minnesota, Canada, UK, Europe, Australia, Asia, Russia. He is Microsoft Great Plains licensed master, Great Plains Dexterity, Microsoft CRM SDK C#. Net, Rock Repots developer. You can reach Andrew: akarasev@albaspectrum. com

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