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Microsoft Dynamics CRM customization & integration tools review
By Andrew Karasev
Microsoft Dynamics CRM
is the new name for Microsoft Business Solutions CRM. Other Microsoft ERP
product were renamed as well: Microsoft Great Plains into Microsoft Dynamics GP,
Microsoft Navision into Microsoft Dynamics NAV, Microsoft Axapta into Microsoft
Dynamics AX, Microsoft Solomon into Microsoft Dynamics SL. In this small
article we are giving our retrospective review of Microsoft Dynamics CRM
customization tools and options.
If you are software
developer, database administrator or web designer who is asked: how do we
customize Microsoft CRM – we are giving you directions in this article.
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.
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
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.
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.
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.
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
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 implementing,
customizing and modifying! If you want us to do the job - give us a call
1-866-528-0577!
help@albaspectrum.com
About the Author Andrew Karasev is Chief Technology Officer
at Alba Spectrum Technologies (
http://www.albaspectrum.com ) - Microsoft Business Solutions Great Plains,
Navision, Axapta MS CRM, Oracle Financials and IBM Lotus Domino Partner, serving
corporate customers in the following industries: Aerospace & Defense, Medical &
Healthcare, Distribution & Logistics, Hospitality, Banking & Finance, Wholesale
& Retail, Chemicals, Oil & Gas, Placement & Recruiting, Advertising &
Publishing, Textile, Pharmaceutical, Non-Profit, Beverages, Conglomerates,
Apparels, Durables, Manufacturing and having locations in multiple states and
internationally.
We are serving USA Nationwide: CA, IL, NY,
FL, AZ, CO, TX, WI, WA, MI, MA, MO, LA, NM, MN, Europe: Germany, France,
Belgium, Poland, Russia, Middle East (Egypt, Saudi Arabia, OAE, Bahrain), Asia:
China, Australia, New Zealand, Oceania, South & Central America: Mexico, Peru,
Brazil, Venezuela, Columbia, Ecuador, Chili, Paraguay, Uruguay, Argentina,
Dominican Republic, Puerto Rico
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