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Microsoft Dynamics CRM 3.0 Implementation for large corporation - overview
By Andrew Karasev
Since December 2005 we
are talking about Microsoft CRM version 3.0. In the case of established
corporate business we usually deal with such legacy environment as IBM Lotus
Notes Domino (predecessor of all the modern CRM applications as well as
legitimate generic CRM platform), integration with Microsoft (such as MS SQL
Server) and non-Microsoft database platforms and applications: Oracle E-Business
Suite, Oracle Financials and custom Oracle databases, IBM AS/400 and RS6000 DB2
applications, SUN Java II EJB (as eCommerce front and back ends). Microsoft CRM
should be integrated with existing applications and there is no way to simply
switch all the corporate ERP to become Microsoft Windows workshop. Let's look
at Corporate MRP for large corporation and how Microsoft CRM 3.0 could
contribute and be a part of its computer environment.
Sales Module.
You should probably begin with simple. If you are facing sales department
reshaping (from computerization standpoint) – you can apply all your MCSE
skills and knowledge to install, integrate (with MS Exchange, Active
Directory, custom MS SQL databases) and train Sales people to use MS CRM as
their sales automation software. It is pretty intuitive: you register Sales
Lead, then move it to the Opportunity (where you can create a quote), then
move it to Account/Customer and then you can use MS CRM Outlook client to
print Sales Quote with Microsoft Mail Merge technology (MS Word format
template with your company logo and quotation lines). If you start with Sales
module – the investment (MS CRM software license cost) will be
optimized/minimized – all the other departments will be working with their
"legacy" CRM applications, such as Siebel, SalesLogix, Lotus Notes Domino,
custom CRM systems, etc.
MS CRM Security.
Security comes one of the firsts when we are talking about corporate
environment. In MS CRM you have two conceptions: Owning and Sharing CRM
objects. You can share object with unlimited number of groups, the drawback
of sharing – shared object (Lead, Opportunity, Account, Contact) doesn't show
in my Leads, my Opportunities, my Accounts, etc. as well as in MS CRM Outlook
client calendar
Integration with
Microsoft Dynamics GP
9.0/Microsoft Great Plains. Microsoft CRM 1.2 had Microsoft Great Plains CRM
integration tool, utilizing BizTalk behind the scenes and our company used it
to move MS CRM Customers and Orders into our Accounting – Microsoft Great
Plains 8.0. With the version 3.0 of Microsoft CRM and Microsoft Dynamics GP
9.0 we see that Scribe Software is the champion with the integration between
the two – however Scribe Software dictates the price for its integration tool
Integration with
IBM Lotus Notes Domino. This was
relatively long story. Both Microsoft Business Solutions and Lotus Software
were reluctant to recognize and support Microsoft CRM Lotus Notes Domino
connector, written and supported by Alba Spectrum Technologies, beginning with
MS CRM 1.2 and Lotus Notes 6.0 (when Java agents were introduced for IBM Lotus
Domino). Then, when Microsoft Business Solutions lost Microsoft CRM sales to
such client as Caterpillar in LATAM to Saleslogix CRM – Microsoft in Sao Paulo
changed its position. Now Alba Spectrum connector is recognized by Microsoft
and is on the way to be recognized and recommended by IBM as well. One of the
main reasons to keep utilizing both CRM solutions: Lotus and Microsoft – to
optimize software licenses cost – IBM Lotus licenses (used in Legal,
Production/Manufacturing, Customer Support) and Microsoft CRM licenses (used
in Sales & Marketing departments)
International
Considerations. Microsoft
Dynamics CRM is preferred Microsoft Business Solutions CRM worldwide, however
Microsoft Dynamics AX (Microsoft Axapta) and Microsoft Dynamics NAV (Microsoft
Navision/Navision Attain) have their own CRM modules. Integration between
Microsoft Great Plains exists, plus integration with Navision and Axapta is
and will be available through third parties. If you are Multinational
corporation with manufacturing facilities in
Latin America, Brazil,
Africa, Asia, Australia
– and you would like to use one of MBS ERP products in your headquarters:
Axapta, Navision, Great Plains or Solomon (Microsoft Dynamics SL).
Localization question is relatively simple for Microsoft CRM 3.0 – it is
easily translated to Portuguese, Spanish, Italian, German, French, Russian,
Polish, Chinese, Dutch, Japanese, etc.
Competition.
We already mentioned Oracle E-Business Suite. From SAP – you should consider
SAP Business One with its CRM module and integration with Microsoft
Office/Outlook (this is not related to Mendocino SAP mySAP SAP R/3 or SAP
all-in-One project with Microsoft – SAP Business One has its own original
integration with MS Office)
Please do not hesitate to
call or email us: USA 1-866-528-0577, 1-630-961-5918
help@albaspectrum.com About the Author Andrew Karasev is Chief Technology Officer
at Alba Spectrum Technologies (
http://www.albaspectrum.com
http://www.greatplains.com.mx
http://www.enterlogix.com.br ) - 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, Chicago, New York, Los Angeles,
Phoenix, San Francisco, Denver, Seattle, Boston, Atlanta, Miami, Houston,
Dallas, San Diego, Toronto, Montreal, Vancouver, Minneapolis, Washington,
Baltimore, New Orleans, Austin, Kansas City.
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