Microsoft CRM is new participant on the CRM computer software market. The total conception behind CRM appears to be different. In scenario of traditional CRM software package (Siebel, Oracle) – the software was built with platform independence in brain. Microsoft CRM is committed to Microsoft technologies and so deploys all the Microsoft applications: Home windows Active Directory, Microsoft Exchange 2003/2000, SQL Server, Crystal Reports Organization, Biztalk server, Microsoft Outlook, Web Explorer, Microsoft Great Plains as backend, and many others.
If you are software developer, database administrator or net designer who is requested: how do we personalize Microsoft CRM – we are giving you instructions in this post.
- Microsoft CRM SDK – this is software advancement kit with C# and partly VB.internet code samples – it is supported by Microsoft Organization Remedies specialized assistance. It is primarily based on internet service calls, if you are C# .Net developer – you are excellently positioned to do this variety of customizations. This is the favored modification scenario and this really should be quickly upgradeable customization. VB.Internet examples will be out there before long.
- Legacy SQL Details integration. This is also straightforward and safe and sound. If you have SQL databases, sitting on the same or connected SQL Server – you can build ASPX .Internet application and simply combine it into CRM. You can area it on the navigation bar or menu in isv.config – please refer to MS CRM SDK
- Legacy ASP integration – this is somewhat far more advanced. You have to deploy HTTP handler to be a center celebration involving CRM which is .Net centered and ASP which is legacy IIS. The trick is – you have to have INI file with security settings to penetrate into MS CRM with correct qualifications, calling website support.
- Microsoft Exchange Programming. Microsoft CRM has Exchange connector – which moves CRM incoming email to MS if it has GUID in its matter. You can change this logic (for instance – shift e-mail to CRM if it will not have GUID but it is from the sender who is call or account in MS CRM). Refer to MS Trade SDK onsyncsave occasion dealing with. Then basically use some MS CRM SDK programming – you need to have some COM+ objects development and VB programming knowledge.
- Direct SQL touch – in #4 higher than I explained you the scenario with MS Trade handlers – this would be perfect environment if MS CRM SDK does the career. But – in genuine planet this is not constantly legitimate – you have to do direct flags correction in CRM database (like earning Activity shut, shifting email attachments/octet streams, and many others). This is not supported by MBS specialized assist – but you can rescue to this system if you have to get work performed.
- MS CRM Customization software – this is instead end-consumer instrument and we don’t explain it listed here – examine the handbook. We have explained above the choices to use when this tool would not do the task
- Crystal Reviews – sense no cost to develop Crystal report – tables and views construction is self explanatory. Try to keep away from the temptation to generate your individual SQL view or saved process in MS CRM databases, as a substitute – make tailor made databases and put your perspective and saved proc in it.
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