CRM Microsoft Software
Posted by Ray Lam
Microsoft CRM, also referred as Microsoft Dynamics CRM has for now pretty long career path since 1999. So far MS CRM proved to be excellent solution for companies with the offices located in various business metros and needing web based coordination. MS CRM is MS Internet Explorer application, which could give your access to your customers, leads, prospects, services. It also opens good connection to Great Plains Microsoft Dynamics GP in the form of integration. In short future we also expect Microsoft to integrate CRM with other leading ERP applications, such as Axapta.
Microsoft CRM is for MCSE / Microsoft oriented IT departments - Microsoft CRM would be be-loved system for IT specialists. If you are MCSE+I - CRM will recruit all your MS Exchange, Active Directory, MS SQL Server, Windows domain security, Windows 2003 Server, Web publishing and HTML knowledge and experience. This is completely opposite to earlier Apple Computer believe - that computer systems should be easy in service and completely intuitive. MS CRM is kind of intuitive for end user, but not for its administrator.
MS CRM Integration. As the task itself it is not difficult or challenging one. You can deploy MS SQL Server linked server to show your third party or even heterogeneous data on MS CRM screens. However, when we are talking about enabling working offline - we should get different approach. Your third party system should feed data into MS CRM database - through MS CRM SDK custom utility. In CRM itself you should stick to MS CRM user defined fields. If you take this direction - MS CRM custom features will be taken by Outlook client and synchronized with local machine. Your third party data could reside as it was mentioned in heterogeneous platforms: Oracle, DB 2, Sybase, Lotus Notes Domino, SAP, Pervasive SQL 2000, Ctree or any ODBC compliant database.
MS CRM Integration with SAP Business One. This is now becoming classical integrating routine. SAP B1 has SB1 SDK, which enables MS Visual Studio C# or VB developer to manipulate SB1 business objects, such as Sales Order or Invoice.
Customization Tools. Visual Studio.Net is the first to mention, where you can create web application for MS CRM in VB.Net or C#.Net. Then you should use Crystal Reports Enterprise to expand reporting functionality. You use MS SQL Server scripting to pull the data from third party system (but not to update data in the CRM - you should use MS CRM SDK for this purpose
Self Implementation. This was surprising discovery for us about 3 years ago. Microsoft CRM deploys all the spectrum of Microsoft technologies: MS Exchange, Active Directory, full-text search, BizTalk, XML streams, .Net - and we see that Microsoft-oriented IT departments take an initiative and implement MS CRM with minimal outside help
Tags: Computing
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