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Microsoft crm advance - software


Microsoft CRM is CRM come back with from Microsoft Big business Solutions.

The whole conception at the back of CRM seems to be different. In case of conventional CRM software (Siebel, Oracle) - the claim was calculated with platform disinterestedness in mind. Microsoft CRM is devoted to Microsoft equipment and so deploys all the Microsoft tools: Windows Committed Directory, Microsoft Argument 2003/2000, SQL Server, Rock Gossip Enterprise, Biztalk server, Microsoft Outlook, Internet Explorer, Microsoft Great Plains as backend, etc.

If you are software developer, file executive or web designer who is asked: how do we adapt Microsoft CRM - we are generous you guidelines in this article.

1. Microsoft CRM SDK - this is software change kit with C# and fairly VB. net code samples - it is supported by Microsoft Commerce Solutions mechanical support. It is based on web benefit calls, if you are C# . NET developer - you are exceptionally positioned to do this type of customizations. This is the ideal modification scenario and this must be by a long way upgradeable customization. VB. Net examples will be obtainable soon.

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

3. Inheritance ASP integration - this is a bit more sophisticated. You have to position HTTP handler to be a central party concerning CRM which is . Net based and ASP which is birthright IIS. The trick is - you have to have INI file with confidence settings to access into MS CRM with appropriate credentials, business web service.

4. Microsoft Altercation 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 acquaintance or checking account in MS CRM). Refer to MS Argument SDK onsyncsave event handling. Then easily apply some MS CRM SDK indoctrination - you need some COM+ items conception and VB brainwashing experience.

5. Address 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 improvement in CRM catalog (like assembly Commotion closed, heartrending email attachments/octet streams, etc). This is not supported by MBS mechanical aid - but you can rescue to this performance if you have to get job done.

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

7. Precious stone Gossip - feel free to conceive Precious stone account - tables and views assembly is self explanatory. Try to avoid the temptation to construct your own SQL view or stored method in MS CRM database, as a substitute - coin custom catalog and place your view and stored proc in it.

About The Author

Andrew Karasev is Chief Know-how Administrator in Alba Spectrum Technologies - USA all over the country Microsoft CRM, Microsoft Great Plains customization company, based in Chicago, California, Texas, New York, Colorado, Georgia, Florida, Canada, UK, Autralia and having locations in many states and globally (www. albaspectrum. com), he is Dexterity, SQL, C#. Net, Rock Information and Microsoft CRM SDK developer.

akarasev@albaspectrum. com

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