Software Information |
Microsoft CRM - Typical Customizations
Microsoft CRM was designed to be easily customizable. Microsoft CRM Software Development Kit (MS CRM SDK) which you can download from Microsoft website contains descriptions of the objects or classes, exposed for customization. It has sample code in C# and partially in VB.Net. In Visual Studio.Net you can analyze all the classes, used by Microsoft developers to create MS CRM - you will discover that most of them are not documented in MS CRM SDK. Microsoft will not support your customization if you use undocumented class or do direct SQL access to CRM database. Let us describe you - programmer, software developer typical cases of MS CRM Customizations. 1. Integration with SQL Server application. If you have legacy system on MS SQL Server - let's say you are transportation company and have in-house developed cargo tracking database. Now in MS CRM you want lookup the shipments for the customer (or account in CRM). This is SDK programming and calling SQL stored proc to retrieve cargo info. Instead of SQL Server you can have other database (ORACLE, MS Access, PervasiveSQL to name a few) - you can access multiple Database platforms via ADO.Net connection from your .Net application, which is easily integrated into MS CRM Account screen. 2. Email capturing in MS CRM. You have customer with email Bill@customer.com. Now you want all the emails that you receive from customer.com domain to be attached to Bill who is account in CRM. This is more difficult customization - you have to create MS CRM SDK web service, that one will be creating email activity and call it from COM+ application - Microsoft Exchange event handler (ONSYNCSAVE database event sink). This example maybe complicated with the following requirement. Imagine that Bill, instead of answering to your email (sent from CRM and processed by CRM-Exchange connector) sends you new message from MS Outlook. Then this email will not follow into MS CRM (because it doesn't have GUID in the header and so is ignored by CRM Exchange connector). If you want to capture these emails - you have to do it in Microsoft Exchange event sink. There maybe scenario when you want to capture and analyze in the sink all the outgoing emails - this is even more complex - y! ou have to place the sink on transport event. 3. ASP Application integration. You have legacy ASP application, where you capture orders from your customers and you want these orders be transferred to the CRM as activity. Here you understand that ASP doesn't deploy Active Directory security - and the best way is to create HTTP handler and call it from your ASP page. This HTTP handler in turn will call MS CRM SDK web service with predefined (web.config) Active Directory credentials. Some cautions. Never create your custom SQL objects (like stored procedure, SQL view, table) in MS CRM database. Instead, create your own database and place your objects there. When you see the first caution - you will never try to alter existing CRM objects, like adding new field to the table. Happy customizing! if you want us to do the job - give us a call 1-866-528-0577! help@albaspectrum.com About The Author Andrew Karasev is Chief Technology Officer in Alba Spectrum Technologies - USA nationwide Great Plains, Microsoft CRM customization company, based in Chicago, California, Texas, New York, Florida, Georgia, Minnesota, Oregon, Arizona, Canada, UK, Australia and having locations in multiple states and internationally (www.albaspectrum.com), he is Microsoft CRM SDK, Great Plains Dexterity, SQL, C#/VB.Net and Crystal Reports developer; akarasev@albaspectrum.com
MORE RESOURCES: Unable to open RSS Feed $XMLfilename with error HTTP ERROR: 404, exiting |
RELATED ARTICLES
Corel WordPerfect 7 Macro Programming Example Case study:A secretary using Corel WordPerfect 7 is often required to carry out calculations and insert the values into invoices or other documents.She does this by entering calculations into either a real calculator and transcribing the answer, or the Microsoft calculator and copying then pasting the result into the document. Cisco Certification: Introduction To ISDN, Part III Configuring PPP PAP AuthenticationNow we know how the ISDN link comes up (interesting traffic), and some scenarios that might cause the link to stay up, we need to look at ISDN authentication schemes. The two methods Cisco certification candidates must be familiar with are PAP and CHAP. Assertion in Java Assertion facility is added in J2SE 1.4. Do You Know These Facts About Spyware ? Imagine something that follows you home and sets itself upin your house. It eats your food, enjoys your drinks, readseverything you bring home or purchase. Free Microsoft Word Online Training Tutorial Resources Microsoft Word is one of the most popular office applications that provide many features such as word processing, web publishing and database creation. Tapping into these Word resources, however, is not always easy and straightforward, leaving users stumped and puzzled. IBM Lotus Domino or Microsoft Exchange? IBM Lotus Domino or Microsoft Exchange?The severe competition continues for many years between two main leaders in collaboration solutions - IBM and Microsoft. Whether the choice of a platform influences the ordinary user? The both of software giants put efforts to improve working conveniences for end Internet users. Instant Messenger Clients If you have been using the Internet for any amount of time you have probably used an instant messenger at some time or another. They allow you to talk to your friends, family and co-workers with the click of a button. What is Shareware? Shareware is software that you can try before you buy; shareware is a kind of marketing method for software. Software developers post trial versions of their software on websites. Mapping Software: Putting Data Visualization on the Map Mapping Software Improves Data VisualizationFrom the outset, it is important to clarify exactly what mapping software is and what it has to do with data visualization. If you are looking for driving directions for your next road trip, this is not the article for you. Recovering Microsoft Great Plains Customization - Tips for IT Director Remember nice and prosperous Clinton era? When you implemented innovative those old days accounting application - Great Plains Dynamics. And did a lot of customizations to fit your business requirements precisely. Enterprise Resource Planning Overview ERP (Enterprise Resource Planning) Overview covers What is ERP, Brief history of ERP, Why is it necessary, Market Leaders and the future of ERP.What is ERP?Enterprise Resource Planning or ERP is an industry term for integrated, multi-module application software packages that are designed to serve and support multiple business functions. The Truth: Netzero 3G We've all seen the ads on TV for Netzero 3G. You know the ones, "speeds so fast you sworn it was broadband" Well if your using it, you may not think it really is. Builders Beware Which Type of Shop Can Rely On A Home Built System?Not all shops are at a disadvantage when it comes to building their own system. To determine which avenue a shop should take, owners must know what type of shops benefit from a self built solution and what type is better off purchasing one. Bridging the Gap between Paper and Data The cornerstone of successful automated office systems is the ability to convert printed information into electronic data. Document processing applications need to capture and index data accurately and efficiently to bridge that gap. Microsoft Great Plains: Annual Enhancement Program - How To Be Re-Enrolled Microsoft Business Solutions Great Plains is mid and even corporate market ERP and as being relatively complex and difficult to do self-support in-house, Microsoft Business Solutions requires you first to have so-called VAR of record, or your MBS partner and second - pay annual enhancement program, which is typically 16% of you software price list. Enhancement program allows you to get new version of the product as well as purchase and add new modules you might need. Microsoft Great Plains POP: Purchase Order Processing - Overview For Consultants Great Plains Purchase Order Processing (POP) module makes up one-third of the core Great Plains Inventory and Order Processing group (the other two being Inventory Management and Sales Order Processing). POP seamlessly integrates with other Great Plains modules (GL, PM, FA, SOP, etc. Explore the Internet in a Whole New Way For a long time now Microsoft's Internet Explorer has ruled as 'King of Internet browsers'. Like many of Microsoft's products an initially brutal marketing campaign pushed Internet Explorer into the mainstream's consciousness and from then on it was the logical, default choice. Microsoft Great Plains Integrations - Retail Management Sample Microsoft Business Solutions is emerging as very attractive vendor for mid-size companies. The strength of its products is in their cross integration potential. A Guide To Purchasing Professional XP Icons Online And Enhancing Your Applications Icons are used everywhere; right from software applications, to internet browsers, to operating systems to websites and even in print media. But businesses have to waste a good deal of money and time in manufacturing icons on their own. Great Plains Custom Development: Dexterity, VBA, SQL, Crystal, eConnect - Overview For Programmer Microsoft Great Plains is main Microsoft Business Solutions accounting package for the US market. It has multiple customization/modification/reporting tools. |
home | site map | contact us |