| |
| |
|
Software Information |
|
|
|
Microsoft CRM Modification - Overview for IT Specialist
Microsoft CRM is now on the scene and it is increasing its market share, due to the Microsoft Business Solutions muscles and marketing strategy. It is tightly integrated with other Microsoft Business Solutions products such as Microsoft Great Plains, Solomon, Navision. If you are programmer or database administrator who is asked: how do we modify Microsoft CRM - read this article and you will have the clues for further research. 1. Microsoft CRM SDK - this is software development kit with C# and partly VB.net code samples - it is supported by Microsoft Business Solutions technical support. It is based on web service calls, if you are C# .NET developer - you are excellently positioned to do this type of customizations. This is the preferred modification scenario and this should be easily upgradeable customization. VB.Net examples will be available soon. 2. Legacy SQL Data integration. This is also easy and safe. If you have SQL database, sitting on the same or linked SQL Server - you can create ASPX .Net application and simply integrate it into CRM. You can place it on the navigation bar or menu in isv.config - please refer to MS CRM SDK 3. Legacy ASP integration - this is somewhat more sophisticated. You have to deploy HTTP handler to be a middle party between CRM which is .Net based and ASP which is legacy IIS. The trick is - you have to have INI file with security settings to penetrate into MS CRM with proper credentials, calling web service. 4. Microsoft Exchange Programming. Microsoft CRM has Exchange connector - which moves CRM incoming email to MS if it has GUID in its subject. You can alter this logic (for instance - move email to CRM if it doesn't have GUID but it is from the sender who is contact or account in MS CRM). Refer to MS Exchange SDK onsyncsave event handling. Then simply apply some MS CRM SDK programming - you need some COM+ objects creation and VB programming experience. 5. Direct SQL touch - in #4 above I described you the scenario with MS Exchange handlers - this would be ideal world if MS CRM SDK does the job. But - in real world this is not always true - you have to do direct flags correction in CRM database (like making Activity closed, moving email attachments/octet streams, etc). This is not supported by MBS technical support - but you can rescue to this technique if you have to get job done. 6. MS CRM Customization tool - this is rather end-user tool and we don't describe it here - read the manual. We've described above the options to use when this tool doesn't do the job 7. Crystal Reports - feel free to create Crystal report - tables and views structure is self explanatory. Try to avoid the temptation to create your own SQL view or stored procedure in MS CRM database, instead - create custom database and place your view and stored proc in it. Happy modifying! About The Author Andrew Karasev is Chief Technology Officer in Alba Spectrum Technologies - USA nationwide Microsoft CRM, Microsoft Great Plains customization company, based in Chicago, Boston, San Francisco, Los Angeles, Houston, Atlanta, and Miami and having locations in multiple states and internationally www.albaspectrum.com, he is Dexterity, SQL, VB/C#.Net, Crystal Reports and Microsoft CRM SDK developer. If you want us to do the job - give us a call 1-866-528-0577! help@albaspectrum.com
MORE RESOURCES:
Software - Google News |
|
|
|
RELATED ARTICLES
Groupware and Online Collaboration: Collaboration Series #4 This article is the fourth of a series of articles exploring specific aspects of groupware. The brief informational articles in this series discuss some of the technologies associated with groupware, as well as some of the characteristics of groupware. Groove Network. Are you in it? If you are in a business that passes documents around to be reviewed and edited over and over before they are ready to be posted for advertising or for a client, then you have probably already heard of a software solution to help keep your "floating" documents organized from Groove Network. You may not be aware that there is another option out there. Microsoft Great Plains Customization Tools - Overview Former Great Plains Software Dynamics/eEnterprise, and currently Microsoft Business Solutions Great Plains was initially designed in the earlier 1990th as the extendable and modular application with its proprietary tool: Great Plains Dexterity, written in C programming language as a shell. This was popular tendency those days -compare with SAP ABAP or Navision C/Side. SQL: Querying Microsoft Great Plains - Overview for Database Administrator/Developer Looks like Microsoft Great Plains becomes more and more popular, partly because of Microsoft muscles behind it. Now it is targeted to the whole spectrum of horizontal and vertical market clientele. Crystal Reports - Geterogeneus databases: SQL Server, Oracle, Unidata, Btrieve - Tips For Developer Crystal Reports is the most flexible tool on the market and it has market recognition. Multiple software vendors offer Crystal Reports as the main reporting tool: Microsoft, Best Software, Oracle to name a few. 7 Things to Consider Before Buying Small Business Accounting Software The world of small business accounting software can be a minefield for any business owner. However choosing the right package is one of the most critical business decisions you will make. Cisco CCNA Certification: Becoming A Truly Valuable CCNA. I've been active in the Cisco Certification track for four years, working my way from the CCNA to the coveted Cisco Certified Internetwork Expert title, and during that time I've conducted job interviews and casual conversations with hundreds of CCNAs and CCNA candidates. The CCNA is an exciting beginning to your Cisco career, but just having the certification simply isn't enough. Microsoft Great Plains: Government & Non-Profit Organization - Workflow Implementation Usually workflow & messaging is realized in CRM and then transactions are just logged into Accounting/ERP/MRP. In the case of Microsoft Business Solutions products: Microsoft Great Plains, Navision, Solomon, Axapta the natural CRM choice would be Microsoft CRM. Microsoft Great Plains: exchange & brokerage - implementation notes If you company is small or mid-size special products or materials exchange broker, you probably have custom in-house made exchange application. Nowadays exchange is done over the internet, so you might have advanced web-based exchange application. C++ Tutorial 1, Introduction to C++ Introduction to C++Why Learn C++?C++ may at first seem like a boring, confusing programming language that you can only program command prompt applications with. Well, that is what it is like in the [b]begining[/b]. Marketing Your WinRunner Team It won't matter how effective your WinRunner Team is if no-one outside your immediate organization knows about your accomplishments. For this reason, marketing your WinRunner Team is vital to your success. These Items Are A Must Before Making The Decision To Purchase Any Off-The-Shelf Software 1. What determines the software price? Is it Per Seat or Per User or Per Processor?The cost of software is determined in many ways. Microsoft CRM for Corporate Business - Working Offline If your company has regional and worldwide operations, you might already realized that it is very hard to get decent internet connection in your remote locations. In this small article we will try to give you highlights on how to implement Microsoft Business Solutions CRM for worldwide operations with restricted internet connection. Microsoft Great Plains - Payroll & HR Inexpensive Solution? Not Any More Microsoft Great Plains is main Microsoft Business Solutions accounting package for the US market. You should probably expect some issues when you have software development company to be bought by big player - in this case Great Plains Software was bought by Microsoft (Bill Gates was a friend to Doug Burgum - owner and leader of Great Plains Software - Great Plains Dynamics/eEnterprise). Beware of Spyware One day, you suddenly realize that your computer started to work noticeably slower than it used to. You decide to run de-fragmentation of your hard drive and add more virtual memory to the system. The Top 5 Wrong Reasons For Not Hiring Testers Considering whether or not your software company should hire a dedicated team of testers? Here are the Top 5 Wrong Reasons why you shouldn't.We Have a Beta Program Some people feel that the best way to debug a system is to ship it to your customers and wait for trouble tickets. Microsoft Retail Management System (RMS) SQL Customization - Overview for Programmer Microsoft Retail Management System serves retail single store as well as retail chains clientele. The customization scenarios, described in this article deal with the chains, when Microsoft RMS has multiple stores databases and Headquarters. CROOK: A Methodology for the Refinement of Forward-Error Correction Table of Contents1) Introduction 2) Related Work 3) Framework 4) Implementation 5) Performance Results5.1) Hardware and Software Configuration5. OSI Layers Model IntroductionDuring the early years of our modern computer era, very few standards and protocols existed between various manufacturers. However, as time went on and computer technology continued to improve and become more widespread, it became apparent that standards would be necessary to ensure compatibility. Free Software - Powerful Alternatives to Budget-Busting Software When you buy a computer, it most likely comes with Microsoft Windows preinstalled. And when you need a word processor, spreadsheet, or other software, you probably buy it from a computer store.
|
| home | site map |
| © 2006 |
