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Brazil: Microsoft CRM Integration Scenarios
By Arthur Ferretti
Microsoft Dynamics CRM 3.0 should be considered as very flexible, programmable and customizable CRM application, really it is a heaven for Microsoft .Net and SQL developers. In this small article we will give you highlights on the integration techniques. Special credits should be given Microsoft SQL Server cross-platform integration options, such as Linked Server.
• Scenario. Your company has good-old-days Oracle-based business management system, such as cargo tracking in transportation industry. Now you want your sales people to be moved to MS CRM and from MS CRM you need the lookup screen to shipment tracking
• Technique. You create linked server to Oracle database from your MS SQL Server, hosting Microsoft Dynamics CRM. Then you create distributed SQL query and insert it in your MS CRM SDK custom form. You integrate this custom form as MS CRM tab or menu for one of your MS CRM objects: Order, Quote, Invoice
• Working Off-line. When your sales people are traveling, they can not have permanent connection to your MS CRM web server. Instead, you use Microsoft CRM Outlook client, where your customization should be incorporated and included into MS CRM Outlook client replication. In MS CRM 3.0 you can expose to Outlook replication virtually any custom MS CRM object/table
• MS CRM SDK Programming. MS CRM Software Development Kit is a tool for professional MS CRM developer. You need intermediate or advanced level of .Net C# or VB programming experience, server side plus excellent XML and XML Web services
• Heterogeneous Integrations. MS CRM may integrate interfacing pages to such popular in Brazil ERP as Oracle EBusiness Suite/Financials/Applications, Microsiga, Navision (C/SIDE and MS SQL Server databases), MS Axapta/Dynamics AX, SAP B1 Business One, mySAP/R/3 to name a few.
Microsoft Dynamics CRM SDK 3.0 assures reasonable compatibility with MS CRM SDK 1.2. However a lot of classed and methodes were deprecated. This is why we recommend you to pay especial attention to MS CRM 1.2 upgrade, if you have custom code in MS CRM 1.2 or 1.0.
About the Author
Author is MS CRM Consultant. Please give us a call: São Paulo - Brasil: +55-11-3444-4949, USA: +1-866-528-0577 or +1-630-961-5918, Europe: +44-20-8123-2580 or +45-36-96-5520, México DF: +52-55-535-04027, Bogotá – Colombia: +57-316-4371925, Alba Spectrum Group ( http://www.albaspectrum.com http://www.greatplains.com.mx http://www.enterlogix.com.br http://www.ronix-systems.de ) Microsoft Business Solutions: Microsoft Great Plains (Microsoft Dynamics GP), Microsoft CRM (Microsoft Dynamics CRM), Microsoft Navision (Microsoft Dynamics NAV), Microsoft Axapta (Microsoft Dynamics AX), SAP Business One, Oracle: Oracle E-Business Suite, Oracle Financials,. We serve Colombia, Venezuela, Brazil, Chile, Argentina, Uruguay, Peru, Paraguay, Bolivia, Mexico, Ecuador and Central America, plus Microsoft Great Plains and Oracle E-Business Suite we serve Worldwide.
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