Tips And Advice on CRM Microsoft Software Implementation
Microsoft CRM, also referred as Microsoft Dynamics CRM has for now pretty long career path since 1999. So far MS CRM proved to be excellent solution for companies with the offices located in various business metros and needing web based coordination. MS CRM is MS Internet Explorer application, which could give your access to your customers, leads, prospects, services. It also opens good connection to Great Plains Microsoft Dynamics GP in the form of integration. In short future we also expect Microsoft to integrate CRM with other leading ERP applications, such as Axapta.
ISV extensions pool for MS CRM. Before you go to implement your company custom solution, you should probably check if the product is available from third party ISV vendor for Microsoft Dynamics CRM.
MS CRM Integration. As the task itself it is not difficult or challenging one. You can deploy MS SQL Server linked server to show your third party or even heterogeneous data on MS CRM screens. However, when we are talking about enabling working offline – we should get different approach. Your third party system should feed data into MS CRM database – through MS CRM SDK custom utility. In CRM itself you should stick to MS CRM user defined fields. If you take this direction – MS CRM custom features will be taken by Outlook client and synchronized with local machine. Your third party data could reside as it was mentioned in heterogeneous platforms: Oracle, DB 2, Sybase, Lotus Notes Domino, SAP, Pervasive SQL 2000, Ctree or any ODBC compliant database.
MS CRM Integration with SAP Business One. This is now becoming classical integrating routine. SAP B1 has SB1 SDK, which enables MS Visual Studio C# or VB developer to manipulate SB1 business objects, such as Sales Order or Invoice.
CRM Integration with legacy systems, such as Lotus Notes Domino. Lotus to some extent is ODBC compliant DB platform, and Microsoft SQL Server is very robust to treat IBM Lotus as ODBC linked server to give you initial hint.
Data Massage and initial conversion. Implementing MS CRM is often about switching from your existing contact management system, such as ACT!, Gold Mine and similar. Data conversion in the form of initial master records import and balances could be done by various tools, such as Scribe or native MS CRM integration utility.
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