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Microsoft crm modification ? overview for it specialist - software


Microsoft CRM is now on the scene and it is escalating its bazaar share, due to the Microsoft Big business Solutions muscles and marketing strategy. It is tightly integrated with other Microsoft Affair Solutions goods such as Microsoft Great Plains, Solomon, Navision.

If you are programmer or catalog commissioner who is asked: how do we amend Microsoft CRM - read this critique and you will have the clues for auxiliary research.

1. 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 admirably positioned to do this type of customizations. This is the favorite modification scenario and this be supposed to be certainly upgradeable customization. VB. Net examples will be obtainable soon.

2. Legacy SQL Data integration. This is also easy and safe. If you have SQL database, session on the same or coupled SQL Head waiter - you can coin ASPX . Net concentration and austerely integrate it into CRM. You can place it on the course-plotting bar or menu in isv. config - choose refer to MS CRM SDK

3. Legacy ASP integration - this is a bit more sophisticated. You have to position HTTP handler to be a central point party connecting CRM which is . Net based and ASP which is birthright IIS. The trick is - you have to have INI file with guarantee settings to breach into MS CRM with appropriate credentials, passion web service.

4. Microsoft Barter Programming. Microsoft CRM has Altercation connector - which moves CRM incoming email to MS if it has GUID in its subject. You can alter this logic (for case in point - move email to CRM if it doesn't have GUID but it is from the sender who is acquaintance or bank account in MS CRM). Refer to MS Barter SDK onsyncsave event handling. Then basically apply some MS CRM SDK brainwashing - you need some COM+ items conception and VB brainwashing experience.

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 continually true - you have to do aim flags improvement in CRM list (like assembly Action closed, emotive email attachments/octet streams, etc). This is not supported by MBS mechanical assistance - but you can rescue to this method if you have to get job done.

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

7. Crystal Hearsay - feel free to construct Rock account - tables and views arrangement is self explanatory. Try to avoid the temptation to conceive your own SQL view or stored formula in MS CRM database, as a replacement for - conceive custom list and place your view and stored proc in it.

Happy modifying!

About The Author

Andrew Karasev is Chief Knowledge Administrator in Alba Spectrum Technologies - USA countrywide Microsoft CRM, Microsoft Great Plains customization company, based in Chicago, Boston, San Francisco, Los Angeles, Houston, Atlanta, and Miami and having locations in manifold states and globally www. albaspectrum. com, he is Dexterity, SQL, VB/C#. Net, Precious stone Intelligence and Microsoft CRM SDK developer.

akarasev@albaspectrum. com

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