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Lotus Notes Domino and Microsoft CRM Integration
By Andrew Karasev
Well, even if the
combination might look very unusual, we see the coexistence of these two
systems, especially in large corporations, non-profit organizations.
Technically Lotus Notes Domino has parallel structure, including Domino email
server. Lotus is extremely flexible and you can program your own CRM or
purchase CRM for Lotus, however Microsoft CRM has Microsoft SQL Server database
and very simple Sales automation module. Let’s look at the integration reasons
and scenarios. Be sure that each specific case requires custom programming,
tuning and support.
Why Lotus & MS CRM?
There are several reasons to combine the two. First – Lotus Domino has very
long history and is present on the market over 15 years. Corporations might
have business system built upon the Lotus Notes Domino platform and it is not
desirable or even feasible from the complexity standpoint to phase it out.
The second reason is possible IT strategy to balance multiple platforms to
avoid over-dependence on one vendor (such as Microsoft). There might be also
licensing issue – if corporation has several hundred Lotus licenses – it
doesn’t want to lose them and pay for 200 Microsoft CRM users. In this case
MS CRM might be the solution for Sales department and all the other
departments should stay on Lotus
Lotus Domino as
Messaging for MS CRM. There is
no need to program this custom piece, just use MS CRM – Lotus Domino
connector, supported by Alba Spectrum Technologies. It has advanced
functionality, versus standard MS CRM Exchange connector. Instead of using
GUID in the email header, it scans Contacts, Accounts, Leads emails for
matching.
Lotus Workflow.
Workflow is possible in Lotus and MS CRM. In Lotus, however workflow is the
most advanced. You can use Lotus Workflow and then upon the completion it can
transfer control to Microsoft CRM. This is typical Microsoft CRM SDK (to
program MS CRM) and Lotus Java Agent programming from the side of Lotus.
Lotus workflow may work with integration to your ERP/Accounting application,
such as Microsoft Great Plains, Navision, Axapta, however this is outside of
the scope of this article.
Lotus/CRM
Activities Synchronization. One
of the popular requirements is the synchronization of Microsoft CRM
Activities: Appointment, Phone Call, Fax, etc. with Lotus TOTOs. This should
allow users work on the same project sharing Lotus and MS CRM data space.
If you need help in the integration or
customization, feel free to call us: 1-630-961-5918, 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 and IBM Lotus
Domino Partner, serving corporate customers in the following industries:
Aerospace & Defense, Medical & Healthcare, Distribution & Logistics, 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.
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