Home
>
Software
>
Microsoft CRM Custom Design & Development: SDK, C#, SQL, Exchange, Integration, Crystal Reports

Microsoft CRM Custom Design & Development: SDK, C#, SQL, Exchange, Integration, Crystal Reports

Microsoft CRM is new player on the CRM software market. The whole conception behind CRM seems to be different. In case of traditional CRM software (Siebel, Oracle) - the application was designed with platform independence in mind. Microsoft CRM is dedicated to Microsoft technology and so deploys all the Microsoft tools: Windows Active Directory, Microsoft Exchange 2003/2000, SQL Server, Crystal Reports Enterprise, Biztalk server, Microsoft Outlook, Internet Explorer, Microsoft Great Plains as backend, etc.

If you are software developer, database administrator or web designer who is asked: how do we customize Microsoft CRM ? we are giving you directions in this article.

Microsoft CRM SDK ? this is software development kit with C# and partly VB.net code samples ? it is supported by Microsoft Business Solutions technical support. It is based on web service calls, if you are C# .NET developer ? you are excellently positioned to do this type of customizations. This is the preferred modification scenario and this should be easily upgradeable customization. VB.Net examples will be available soon.

Legacy SQL Data integration. This is also easy and safe. If you have SQL database, sitting on the same or linked SQL Server ? you can create ASPX .Net application and simply integrate it into CRM. You can place it on the navigation bar or menu in isv.config ? please refer to MS CRM SDK

Legacy ASP integration ? this is somewhat more sophisticated. You have to deploy HTTP handler to be a middle party between CRM which is .Net based and ASP which is legacy IIS. The trick is ? you have to have INI file with security settings to penetrate into MS CRM with proper credentials, calling web service.

Microsoft Exchange Programming. Microsoft CRM has Exchange connector ? which moves CRM incoming email to MS if it has GUID in its subject. You can alter this logic (for instance - move email to CRM if it doesn't have GUID but it is from the sender who is contact or account in MS CRM). Refer to MS Exchange SDK onsyncsave event handling. Then simply apply some MS CRM SDK programming - you need some COM+ objects creation and VB programming experience.

Direct SQL touch ? in #4 above I described you the scenario with MS Exchange handlers ? this would be ideal world if MS CRM SDK does the job. But ? in real world this is not always true ? you have to do direct flags correction in CRM database (like making Activity closed, moving email attachments/octet streams, etc). This is not supported by MBS technical support ? but you can rescue to this technique if you have to get job done.

MS CRM Customization tool ? this is rather end-user tool and we don't describe it here ? read the manual. We've described above the options to use when this tool doesn't do the job

Crystal Reports - feel free to create Crystal report - tables and views structure is self explanatory. Try to avoid the temptation to create your own SQL view or stored procedure in MS CRM database, instead - create custom database and place your view and stored proc in it.

Happy modifying! If you want us to do the job - give us a call 1-866-528-0577! help@albaspectrum.com

Andrew Karasev is Chief Technology Officer in Alba Spectrum Technologies ? USA nationwide Microsoft CRM, Microsoft Great Plains customization company, based in Chicago, Boston, San Francisco, Seattle, Minneapolis, Los Angeles, Houston, Dallas, Atlanta, Miami, Canada, UK, Australia and having locations in multiple states and internationally (help@albaspectrum.com), he is Dexterity, SQL, VB/C#.Net, Crystal Reports and Microsoft CRM SDK developer.

Batchtown Chicago prom limo .. Lockport Chicago limo O’Hare

In The News:

A virtual private network can help ensure your information remains security and your privacy remains intact. Kurt the CyberGuy explains.

Stay up to date on the latest AI technology advancements and learn about the challenges and opportunities AI presents now and for the future.

Artificial intelligence-based cameras are giving air defense operators unprecedented capabilities in monitoring and protecting airspace.

Apple's iOS 18.1 Inactivity Reboot automatically reboots your iPhone if it hasn't been used or unlocked for more than three days, providing better data protection.

An inventor designed rooftop solar panels for a Tesla that draws solar energy while the car is parked, adding travel mileage without plugging in.

There are currently no laws governing what artificial intelligence can and cannot do with the information it gathers; here are 10 things to avoid telling AI chatbots to keep yourself safe.

A credit union with over 240,000 members recently revealed it was targeted by cybercriminals, resulting in a data breach that was part of a two-month attack by hackers.

Scammers have become skilled at creating convincing fake websites that can easily fool unsuspecting users. The CyberGuy offers tips to protect yourself.

Stay up to date on the latest AI technology advancements and learn about the challenges and opportunities AI presents now and for the future.

CAPTCHAs, which are used by websites to confirm whether users are people or bots, are harmless, but hackers are using them to infect PCs with malware.

Hackers recently leaked personal information of about 500,000 Americans and stole patient medical records that included lab results and insurance details.

The holiday season sees a rise in mobile shopping scams. Tech expert Kurt “CyberGuy" Knutsson helps you learn how to stay safe.

Tech expert Kurt “CyberGuy" Knutsson says a VPN enhances online banking security by encrypting data and protecting privacy.

Beware of these six sneaky holiday scams. Tech expert Kurt “CyberGuy" Knutsson gives you tips to avoid falling victim.

Tech expert Kurt “CyberGuy" Knutsson reveals how to securely back up and factory reset your Android to protect your privacy and data.

Artificial intelligence is making life easier for cybercriminals, allowing them to create elaborate scams to trick people. Kurt the Cyberguy explains how to protect yourself.

Cut through all the digital clutter and delete multiple emails from your Android simultaneously. Kurt the CyberGuy explains how it's done.

Tips to prevent your holiday decorations from being stolen

Stay up to date on the latest AI technology advancements and learn about the challenges and opportunities AI presents now and for the future.

Kurt "CyberGuy" Knutsson lays out the immediate steps you should take if your phone has been hacked and your personal information becomes vulnerable.

Fraudsters are sending people bogus invoices through PayPal as part of a sneaky scam that is going around; here's how to protect yourself from being fooled.

A former Colgate-Palmolive employee was shocked to discover $750,000 had been drained from her 401(k) account. "CyberGuy" offers tips on how to prevent identity theft.

Electric vehicle maker Harbinger recently showed its electric delivery truck can handle icy roads with agility and stability in winter.

To make the busiest time of year more manageable, here are some tricks for tracking your packages, taking quality family photos and curating the perfect Christmas playlist.

Kurt "CyberGuy" Knutsson explains how to keep your online Amazon gift purchases a secret from loved ones or friends this holiday season.

Microsoft CRM Custom Design & Development: SDK, C#, SQL, Exchange, Integration, Crystal Reports

Software