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Microsoft great plains & crm in moving & logistics ? overview - software

 

Microsoft Affair Solutions Great Plains and MS CRM (client family member management system) are very common in a range of industries and advertise niches. In prior clause we described Microsoft Great Plains implementation for carrying & logistics company. Having more material, we would like to share with you how you can power Microsoft Commerce Solutions goods to automate your business. We'll try to be both expert and commerce processes certain and be concise to comply the rules of tiny article.

? Cargo/Shipment Tracking System. Carrying & Logistics business is cute mature and you more liable have activity accepted (like Efreight) or custom system. So, if you plan to apply new ERP - it be supposed to be tightly integrated with your cargo tracking system.

? Customer Base. This is the difficulty of the core application. If you have to sell to a large add up to of prospects and track their more or less small shipments - you ought to first be concerned about Microsoft CRM, which has Sales and Ceremony modules. In this case - you must make possible batch category lookup from MS CRM screens. In the case when you ship to inadequate amount of large customers - you are focusing on the profitability of the shipments and looking at Great Plains as the core system.

? Agent Settlement. This seems to be logistics activity feature. You use agents and alight their AR/AP invoices on the monthly or weekly basis. In Great Plains you must use customer/vendor consolidation, existing for Great Plains Certified version. Plus you will need Great Plains Adroitness or . Net customization to link SOP and POP invoices in the arrangement process.

? eConnect. Each logistics commerce has distinctive commerce processes and this is why we see software developers in staff plus brawny IT department. This makes eConnect (Microsoft Great Plains SDK) very admired among logistics companies. You can build Great Plains objects: Customers, Invoices, Buy Orders, etc. Plus it allows you to eliminate GP licenses cost - you can have users work with Great Plains by means of web forms

? Integration Technology. In the case of both Great Plains and Microsoft CRM you use MS SQL Head waiter coupled ma?tre d' technology. Then you install MS CRM SDK, Dexterity, Mixed Stored Procedures.

? Programming Tools. You use Visual Studio. Net to agenda MS CRM lookups, in some cases you can use WebMatrix, but we do not counsel tools, which do not have rich debugging features.

? Reporting. Precious stone Information is the tool of choice. You be supposed to construct mixed SQL view and base you Rock Article on this view. Microsoft CRM guarantee suggests you to use MS CRM SDK or built-in Precious stone Intelligence Activity to comply.

? MS CRM Messaging. Microsoft CRM Chat connector has fairly clear-cut device - GUID in the communication header. If you need far ahead messaging - capturing emails, based on associate email or field - you main be concerned about difficult connector, urbanized and supported by Alba Spectrum Technologies. In some cases you would like to use Lotus Notes Domino as email attendant - this is also possible.

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 proficient master, Great Plains Dexterity, Microsoft CRM SDK C#. Net, Precious stone Repots developer.


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