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Microsoft crm custom blueprint & development: sdk, c#, sql, exchange, integration, gem hearsay - software


Microsoft CRM is new player on the CRM software market. The whole conception at the back CRM seems to be different. In case of conventional CRM software (Siebel, Oracle) - the attention was intended with platform freedom in mind. Microsoft CRM is dyed-in-the-wool to Microsoft expertise and so deploys all the Microsoft tools: Windows Energetic Directory, Microsoft Altercation 2003/2000, SQL Server, Gem Gossip Enterprise, Biztalk server, Microsoft Outlook, Internet Explorer, Microsoft Great Plains as backend, etc.

If you are software developer, catalog executive or web designer who is asked: how do we make specially Microsoft CRM - we are benevolent you instructions in this article.

  • Microsoft CRM SDK - this is software change kit with C# and fairly VB. net code samples - it is supported by Microsoft Affair Solutions expert support. It is based on web advantage 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 certainly 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 coupled SQL Ma?tre d' - you can build ASPX . Net attention and basically integrate it into CRM. You can place it on the map-reading bar or menu in isv. config - delight refer to MS CRM SDK
  • Legacy ASP integration - this is fairly more sophisticated. You have to organize HTTP handler to be a central party among CRM which is . Net based and ASP which is bequest IIS. The trick is - you have to have INI file with guarantee settings to break in into MS CRM with apposite credentials, mission web service.
  • 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 case in point - 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 austerely apply some MS CRM SDK indoctrination - you need some COM+ bits and pieces concept and VB training experience.
  • Direct SQL touch - in #4 above I described you the scenario with MS Argument 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 address flags adjustment in CRM folder (like creation Doings closed, heartrending email attachments/octet streams, etc). This is not supported by MBS expert assist - but you can rescue to this method if you have to get job done.
  • MS CRM Customization tool - this is instead 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
  • Crystal Reports - feel free to coin Gemstone bang - tables and views arrangement is self explanatory. Try to avoid the temptation to coin your own SQL view or stored modus operandi in MS CRM database, in its place - construct custom catalog and place your view and stored proc in it.
  • Happy modifying! 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 countrywide Microsoft CRM, Microsoft Great Plains customization company, based in Chicago, Boston, San Francisco, Seattle, Minneapolis, Los Angeles, Houston, Dallas, Atlanta, Miami, Canada, UK, Australia and having locations in many states and worldwide (www. albaspectrum. com), he is Dexterity, SQL, VB/C#. Net, Rock Gossip and Microsoft CRM SDK developer.


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