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Microsoft crm and great plains implementation: cargo forwarding big business computerization illustration - software

 

Microsoft Affair Solutions offers quite a few ERP applications: Great Plains, Navision, Solomon and its own CRM clarification - Microsoft CRM. Targeting to automate all big business operations, Microsoft CRM is now integrated with Microsoft Great Plains and in the close coming it ought to have integration with Microsoft Navision. In this small critique we'll show you big business computerization example, where Microsoft CRM and Great Plains are integrated and adapted to fit Luggage Forwarding commerce processes.

? CRM. Focal Patron and Vendor account place. Arrogant you have agents diagonally the USA and globally - CRM, being web-interface attention and so, could be used diagonally the globe with good internet connection. The nice skin of this consequence are crucial emailing - you send email from MS CRM and collect responses from your clients back in CRM, where they are eternally stored and documented. You can issue Quote and Sales Order at once in CRM if considered necessary or could have them issues in Microsoft Great Plains with breeding to Microsoft CRM (deploying MS CRM-Great Plains integration tool - BizTalk based connector).

? Accounting/ERP. Microsoft Great Plains could play this role, being integrated with Microsoft CRM and with industry-specific affair system. In the case of Goods Forwarding/Transportation - this affair approach could analyze fees and charged, allied with MBL/HBL and posted adjacent to agent accounts. You could organize SQL triggers for instantaneous integration or stored procs for scheduled batches.

? Great Plains Customizations. Contents Forwarding information demand Consignment tracking with SOP and POP invoices posted and tracked aligned with the consignment and maybe regular/monthly Agent Arrangement report, where you match client and vendor invoices, allied with the agent shipments and coin AR or AP document, depending on categorical or damaging balance. This is Great Plains Agility customization or web-development (if you need your agents lookup skin texture from apart locations)

? Microsoft CRM Customization. Presumptuous that you have Delivery Tracking system, which might be SQL or Prediction based - you need batch lookups for your order takers and buyer aid personnel from Microsoft CRM screens. Being considered for easy web customization - Microsoft CRM allows you to incorporate . Net web appliance into its screens, such as Account, Contact, Lead, Opportunity, etc. You use Web Forms and Microsoft CRM SDK to break in into MS CRM confidence realm and then ADO. Net to call third party MS SQL Attendant or Foreshadowing data

? Implementation Advices. Microsoft CRM must be maybe tried as in-house pilot implementation with 5 users abandon and then you can buy added accredit as you have your users trained. If you need MS CRM SDK C# or VB. Net indoctrination - you could subcontract. Great Plains requires consultant help to be implemented and integrated, as it has advanced tables arrange and credentials flow mechanism.

? Data Conversion. We commend you to install Great Plains Integration boss to import Vendor and Customers plus open documents. Chronological transactions, if looked-for - be supposed to be moved by beyond consultant. Microsoft CRM has import tool - try it first and delegate more composite - attachments, for example.

Good luck with implementation and customization and if you have issues or concerns - we are here to help! If you want us to do the job - give us a call 1-866-528-0577! help@albaspectrum. com

Andrew Karasev is Chief Equipment Executive in Alba Spectrum Technologies - USA generally Great Plains, Microsoft CRM customization company, portion clients in Chicago, California, Texas, Florida, New York, Georgia, Arizona, Minnesota, UK, Australia and having locations in manifold states and worldwide ( http://www. albaspectrum. com ), he is CMA, Great Plains Expert Master, Dexterity, SQL, C#. Net, Precious stone Information and Microsoft CRM SDK developer. You can acquaintance Andrew: andrewk@albaspectrum. com


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