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Microsoft CRM Custom Structure & Progress: SDK, C#, SQL, Trade, Integration, Crystal Reports

Microsoft CRM is new participant on the CRM software package industry. The entire conception driving CRM would seem to be distinctive. In scenario of standard CRM computer software (Siebel, Oracle) – the application was designed with system independence in thoughts. Microsoft CRM is dedicated to Microsoft technologies and so deploys all the Microsoft equipment: Home windows Active Directory, Microsoft Trade 2003/2000, SQL Server, Crystal Studies Enterprise, Biztalk server, Microsoft Outlook, Net Explorer, Microsoft Great Plains as backend, etcetera.

If you are software developer, database administrator or web designer who is questioned: how do we personalize Microsoft CRM – we are supplying you instructions in this write-up.

  1. Microsoft CRM SDK – this is software program enhancement package with C# and partly VB.web code samples – it is supported by Microsoft Enterprise Answers technical support. It is based on world wide web service calls, if you are C# .Internet developer – you are excellently positioned to do this type of customizations. This is the most popular modification scenario and this really should be conveniently upgradeable customization. VB.Web illustrations will be obtainable soon.
  2. Legacy SQL Knowledge integration. This is also effortless and risk-free. If you have SQL database, sitting down on the same or joined SQL Server – you can create ASPX .Web software and simply just integrate it into CRM. You can put it on the navigation bar or menu in isv.config – you should refer to MS CRM SDK
  3. Legacy ASP integration – this is fairly a lot more complex. You have to deploy HTTP handler to be a middle social gathering between CRM which is .Net primarily based and ASP which is legacy IIS. The trick is – you have to have INI file with security options to penetrate into MS CRM with proper qualifications, calling internet company.
  4. Microsoft Exchange Programming. Microsoft CRM has Trade connector – which moves CRM incoming e-mail to MS if it has GUID in its subject. You can alter this logic (for instance – go electronic mail to CRM if it isn’t going to have GUID but it is from the sender who is speak to or account in MS CRM). Refer to MS Trade SDK onsyncsave party managing. Then merely use some MS CRM SDK programming – you require some COM+ objects development and VB programming practical experience.
  5. Immediate SQL contact – in #4 above I explained you the scenario with MS Trade handlers – this would be ideal earth if MS CRM SDK does the work. But – in real entire world this is not constantly genuine – you have to do direct flags correction in CRM databases (like earning Action shut, moving e mail attachments/octet streams, etcetera). This is not supported by MBS specialized aid – but you can rescue to this technique if you have to get task completed.
  6. MS CRM Customization software – this is fairly end-user instrument and we don’t describe it listed here – read through the handbook. We’ve described over the possibilities to use when this tool would not do the occupation
  7. Crystal Stories – truly feel totally free to create Crystal report – tables and sights construction is self explanatory. Attempt to steer clear of the temptation to produce your very own SQL check out or saved process in MS CRM database, alternatively – generate tailor made database and position your check out and saved proc in it.

Joyful modifying! [email protected]