Microsoft CRM 4.0 Generic Customization, Data Conversion, Integration Overview

Microsoft CRM, also known as Microsoft Dynamics CRM, has quite a long career since 1999. Until now, MS CRM proved to be an excellent solution for companies with offices located in several business meters and needing web-based coordination. MS CRM is MS Internet Explorer application, which could give you access to your customers, leads, prospects, services. It also opens up a nice connection to Great Plains Microsoft Dynamics GP in the form of an integration. In the near future, we also expect Microsoft to integrate CRM with other leading ERP applications, such as Axapta.

1. ISV Extension Group for MS CRM. Before you go to implement your company’s custom solution, you should probably check to see if the product is available through a third-party ISV for Microsoft Dynamics CRM.

2. Custom generic CRM development and programming. The Microsoft CRM deployment model allows for web customization publishing and remote support, i.e. technologies like VPN, remote desktop connection, web sessions, this means that if you can’t find talent to tweak your CRM right around the corner corner or across the street, not a big deal. problem, try the Nationwide Talent Search.

3. Integration of MS CRM with SAP Business One. This is becoming a classic integration routine. SAP B1 has SB1 SDK, which allows MS Visual Studio C# or VB developer to manipulate SB1 business objects such as sales order or invoice.

4. CRM integration with legacy systems, such as Lotus Notes Domino. Lotus, to some extent, is an ODBC compliant database platform, and Microsoft SQL Server is too robust to treat IBM Lotus as an ODBC linked server to give you an initial clue.

5. MS CRM Implementation Tips from 2 cents. Microsoft Dynamics CRM is often chosen by Microsoft-oriented companies, where they are comfortable supporting technologies such as Exchange, IIS, SQL Server, Active Directory, BizTalk, Message Queue. Given the above, it means that MS CRM often self-implements its technical and installation component, really leaving something of the dark side of moonside integration to outside consultants.

6. Data massage and initial conversion. MS CRM implementation often consists of switching from your existing contact management system such as ACT!, Gold Mine and the like. Data conversion in the form of importing opening master records and balances could be done using various tools, such as Scribe or the native MS CRM integration utility.

7. Microsoft CRM SDK programming. This is the only correct way to perform CRM customizations at this time, and we strongly recommend that you do not make direct SQL Server update statements. If you can get your customization to work, it will most likely be removed by the MS CRM version upgrade logic and scripts.

8. E-commerce and MS CRM scenarios. This is where we expect new technologies like eConnect, XML web services, to be considered first. CRM can certainly enable some gateways, however it requires familiarity with the technology.

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