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Microsoft Dynamics GP & CRM for Midsize Business - Implementation, Customization & Integration
By Andrew Karasev
We were discussing the
way large corporation could choose in minimizing ERP platform risks. This
approach however could not work for the midsize business or nonprofit
organization.
In our opinion,
balancing the risk of one-vendor-approach is not economically feasible and
should be avoided. This means that you need to decide if you plan to be
Microsoft-oriented or Java/Unix/Linux/Oracle oriented. In the case of Java
direction – you again have to further consider your options and if possible do
not deploy too many systems from different vendors. Even if you host your
systems with somebody else – we think that in the future you might have a risk
of complex data conversion from one system to another. In this small article
we'll show you typical way if you follow Microsoft direction: Microsoft Business
Solutions Great Plains and Microsoft CRM
Sales Automation.
It was actual at all the times, however now it is becoming critical to have
decent Client Relation Management (CRM) system implemented. You order takers
or sales people should be working exclusively in CRM, where you should have
sales workflow, approvals, pipeline of pending deals, reporting with future
cash flow prediction. Use Microsoft CRM Sales module.
Servicing. If you would like to avoid tame wasting when your service and
sales people are talking to each other and have long meetings to fulfill
customer order, you have to organize them around CRM Service module: Contract,
Case, Activity, workflow and assignments to service technicians, plus email
to/from your customers should be captured in MS CRM
ERP.
Currently, Microsoft Business Solutions has MS CRM integrated with Microsoft
Great Plains. Great Plains is good ERP
solution for majority midsize business and fits to variety of business
niches. Great Plains is integrated with MS CRM on the level of Sales Order
Processing module (SOP).
Customization.
Usually each midsize business has unique procedures which should be mapped
into their CRM and ERP. So, be ready to have minor or major customization
implemented. In the case of MS CRM – majority of the customizations are done
in C# or VB.Net – so called Microsoft CRM SDK programming and development. It
is open technology – you can download MS CRM SDK and have anyone with C#/VB.Net
skills do the job. In the case of Microsoft Great Plains he technology is not
that open and you might need somebody with Great Plains Dexterity,
VBA/Modifier, Integration Manager, eConnect, SQL coding – this combination of
skills is usually available from one of the Microsoft Business Solutions
Customization Partners
Integration.
If you have something else, besides
Microsoft CRM and Great Plains, then you might need the integration. Assuming
that your major systems are on the Microsoft platform – integrations should be
done via heterogeneous queries from the side of Microsoft SQL server – through
linked servers
Reporting. In our opinion – the best tool for non-financial reports
(financial – use FRx) is Crystal Reports. Base your
Crystal report on heterogeneous view or
stored procedure to pull the data from multiple systems. You can deploy
Crystal reports in your web application, if needed
If you need
help, give us a call: 1-866-528-0577, 1-630-961-5918,
help@albaspectrum.com About the Author Andrew
Karasev is technical consultant 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: Chicago,
Houston, Dallas, San Francisco, Miami, Denver, New York, Boston, Los Angeles,
San Diego, Atlanta, Phoenix, Minneapolis
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