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Microsoft Dynamics CRM 3.0 Lotus Notes Domino Connector - overview for consultant
By Andrew Karasev
We have reworked the original
material, dedicated to Microsoft CRM 1.2 and first version of the Connector, now
we are very close to make it work with Lotus Calendar events and support
Microsoft Dynamics CRM 3.0.
Microsoft Business Solutions CRM and
IBM Lotus Notes Domino, being two groupware products from competing software
development leaders, however could coexist within one organization computer
network and even work together in collaboration. There maybe multiple reason why
corporation would use both products: licensing, commitment to IBM Lotus Notes as
legacy product, risk balancing – staking on both Microsoft and Java/EJB/J2EE
platforms, deploying Lotus advanced workflow to automate document management,
etc. The need to synchronize MS CRM and Lotus Notes Domino databases is dictated
by the ERP market and the connector is available. In this small article we'll
answer on the frequently asked questions.
Messaging. Can MS CRM use Lotus
Domino instead of Microsoft Exchange? Yes. MS CRM Lotus Domino connector
allows you send messages from MS CRM objects: Lead, Account, Contact and all
the future object, including Sales and Service modules
Outgoing Messaging. When
Microsoft CRM send email from Account, Contact, Lead – connector takes
control over and sends email through Lotus Domino server. It has Java Agent
at the Lotus side and MS CRM SDK custom piece at the MS CRM side. If you
compare outgoing messaging with standard MS CRM Exchange connector, then
mechanism is slightly different. Microsoft CRM Exchange connector places
GUID in the message header and uses this GUID to identify the object in the
responding email to push it back to CRM and attach. MS CRM Lotus connector
doesn't use GUID – instead it scans MS CRM objects (Accounts, Contacts,
Leads) in smart cached way
Incoming Messages. When Lotus
Domino server receives email – Java Agent side of the connector triggers
checking with MS CRM if addressor email matches with any Contact, Lead or
Account email. In the case of the match – email is transferred into MS CRM
in the form of activity of email type. Again – please note that connector
doesn't use GUID mechanism. We found that matching is better approach and we
have Microsoft CRM Exchange advanced connector – which works with matching,
without standard GUID mechanism.
Microsoft CRM & Lotus Notes
Events synchronization. Future version of the connector will synchronize MS
CRM and Lotus Notes objects: Calendar, Appointment, Fax, Phone Call, etc.
Please, note that Lotus has different objects – we have the matching table,
please check with us.
Lotus & MS CRM Versions. Lotus
should be version 6.0 or higher. The reason for this is simple – version 6.0
supports Java Agent technology. MS CRM should be 1.2 or 3.0. Lotus could
work in multiple hardware & OS platforms, such as Windows Server, AS/400,
etc.
Product Pricing. It is US$3k
basic pack, including 30 users and then $75 each additional user. In Europe
price is proportional in Euro.
Support. Product is installed
Worldwide and supported in Europe from German office, in the USA and Canada
from Houston and Chicago, in South America, Africa, Australia, Asia, New
Zealand from office in Sao Paulo Brazil.
Please give us a call if you have
additional questions 866-528-0577 or 630-961-5918!
help@albaspectrum.com About the Author Andrew is Great Plains specialist in
Alba Spectrum Technologies (
http://www.albaspectrum.com
http://www.enterlogix.com.br
http://www.greatplains.com.mx ) – Microsoft Great Plains, Navision,
Microsoft CRM Partner, serving clients in California, Minnesota, Illinois,
Washington, Florida, Arizona, New York, New Jersey, Virginia, Georgia,
Louisiana, Texas, Canada, UK, Australia, Brazil, Germany, Russia. Alba Spectrum
serves corporate clients in Aerospace & Defense, Oil & Gas, Chemicals,
Manufacturing, Transportation & Logistics, Pharmaceutical, Food Processing,
Placement, Healthcare & Medicine, Beverages, Agriculture, Non-profit,
Distribution & Supply Chain Management, Financial Services, Furniture, Textile,
Apparels, Conglomerates, Wholesale & Retail
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