| |
| |
|
|
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
Fundraising Software - How Can That Help Me? Fundraising software lets you connect with donors in a way that is unlike any communication you've ever had before. You can diversify your fund raising efforts with software and manage all of your day-to-day activities. Review on QuarkXpress 6.0 After almost two decades of existence, Quark has become the basic building block of any print designer's toolkit. It has deservedly gained a reputation for reliable printing, offering consistent and dependable output that prevents costly mistakes. Software Development in 2005 - Back to the Future 2005 - Back to the Future.What does the future hold? A big question and initially the answer is anything and everything. Groupware: What Works the Way Businesses Do? GroupwareThe internet is full of 1.5 million to 7 million indexed pages of groupware packages available on the market today. Microsoft Great Plains: Interest Calculation Example - Stored Procedure for Crystal Report This is intermediate level SQL scripting article for DB Administrator, Programmer, IT SpecialistOur and Microsoft Business Solutions goal here is to educate database administrator, programmer, software developer to enable them support Microsoft Great Plains for their companies. In our opinion self support is the goal of Microsoft to facilitate implementation of its products: Great Plains, Navision, Solomon, Microsoft CRM. Huddle Up; Groupware on Three It could just be me, but my experiences with document collaboration remind me of a football game. It sounds crazy, I know, but working with a group and sending emails off to other members of the group caries with it that familiar uneasy sensation of Thanksgiving Day football games, where I often play quarterback and just as often wonder whether members of my family will catch the pass, and if they do, what they will do with the ball. Microsoft Great Plains: Manufacturing or Bill of Materials - Overview for IT Specialist Microsoft Great Plains is main Microsoft Business Solutions product, targeted to mid-size companies. Currently Microsoft is in progress of transforming several ERP products it has: Microsoft Great Plains, Solomon and Navision into several business suites - Microsoft Financial, Microsoft HR, Microsoft Manufacturing, Microsoft Logistics. .Net Charts and Graphs Interact with Businesses and Customers Bar charts, bar graphs, and any other chart or graph used in financial statements, inventory reports, sales reports, and a slew of other types of reports have typically been paper reports or online reports depicting various levels of complex information for tracking, investing, planning, and buying. However, until the . Putting Screensavers Under Control No matter how much you enjoy your favorite screensavers, sometimes they can be rather annoying. Don't like them interrupting your presentations? Hate them disturbing you watching movies? Look no further. An Introduction to .NET Framework .Net Framework is a platform or development environment to seamlessly create web-applications that are accessible through client machines from across the globe. How to Tell You Have Spyware, Ad-ware or Viruses Usually, the easiest way to tell you have spyware is because your PC is running at a reduced speed. The other way to check is to hit CTRL+ALT+DELETE and hit task manager (if you have windows service pack 2. Microsoft CRM Data Import FAQ Microsoft CRM has built-in conversion tool, however you should probably first try third party conversion tool, such as Scribe. It is relatively expensive and has bunch of importing capabilities, that you might never use and need. Microsoft CRM Customization: Integration with Third Party SQL Application/Database Microsoft CRM - Client Relationship Management package from Microsoft Business Solutions was initially designed to be customizable with Microsoft Visual Studio.Net and one of its programming languages - C#. Five Reasons for Using an O/R Mapping Tool So, why should you use any O/R mapping tool? I am not talking about a specific tool but rather all O/R mapping tools in general. There are a number of reasons for using an O/R mapping tool but before I dive into that, let me give you a brief overview of what an O/R mapping tool really is. Run Your Own Search Engine Our hosted solution allow you to run your own search engine.You can have your own special search engine such as travel, games,animals, medical, software, sports, music, cars or any other category you like. Microsoft Great Plains eCommerce: overview for developer Microsoft Business Solutions Great Plains was designed back in the earlier 1990th as first graphical ERP/accounting system for mid-size businesses. The architects of Great Plains Dexterity - this is the internal mid-shell, all Great Plains was written on, designed it to be easily transferable between graphical operating systems (MAC, Windows, Solaris - potentially) and database platforms - initially Great Plains was available on Ctree (both Mac and PC) and Btrieve, a bit later high end version Dynamics C/S+ was available on Microsoft SQL Server 6. Microsoft Great Plains Customization: Project Organization - International Business Example Microsoft Business Solutions Great Plains fits to majority of horizontal niches and clientele in the USA, Canada, Mexico, Latin America, U.K. ERP System of the Future: Database, Business Logic and Interface We will base our prognosis on our Microsoft Business Solutions ERP consulting practice: Microsoft Great Plains, Navision, Axapta, MS CRM. Also we've analyzed Oracle products: Oracle Financials, JD Edwards, PeopleSoft, and IBM Lotus Notes Domino. 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. Adware and Spyware What is 'adware'?Adware is basically software or scripts that are hidden on your computer, that make advertising show up all over the place. It may be an extra menu in your web browser, icons appearing on your desktop, bookmarks or favourites appearing out of no where, and pop up ads that seem to come from no where!What is 'spyware'?Spyware is similar in nature to adware, however I feel its purpose is slightly more sinister.
|
| home | site map |
| © 2006 |
