We would like to give you several situations, when you may need custom development and programming to improve Microsoft CRM functionality. This overview is for programmer, software developer, IT specialist, database administrator.
Microsoft CRM, the CRM application from Microsoft Business Solutions utilizes almost all the recent Microsoft technologies: .Net (it is actually written in C#.Net with HTML and Javascript at the web client side plus has Microsoft CRM SDK with C# and partially VB.Net samples), Microsoft SQL Server, Microsoft Exchange 2003/2000 and others. Now to give you brief review from the workflow and messages - you can send email directly from Account, Contact or Lead and it will be processed by Microsoft CRM-Exchange connector. This email will have GUID in the message header. When addressee answers the email - it will be processed by the connector - it will recognize the GUID and will find the original activity and will attach this email as closed activity to the original object: contact, account or lead. This is very nice feature, but in the real world you may have these situations:
1. CRM user will not use CRM interface and will send email from his/her Outlook. Addressee will receive and respond and these emails will not be handled by Microsoft CRM-Exchange connector. They will not have GUID and connector has no idea on what to do with them.
2. Imagine, that you have Account Best Corporation, with contact person John john@bestcorporation.com. Now new person in Best Corporation, Susan sends you message from john@bestcorporation.com - and her email will not be connected to your Best Corporation account, because this email doesn't have GUID and it also doesn't have matching email in the contact person. So - it is probably nice to catch emails by domain name as well, say - all the emails, coming from john@bestcorporation.com should be attached to Best Corporation account.
3. Now - your sales rep initiated the first email to the client from Microsoft CRM and got response, transferred back into CRM account. Then he occasionally replied on the reply from outlook - this reply, having GUID will be replied back and not transferred into MS CRM, because MS Exchange connector "thinks" that this message was already replied by the first reply.
4. To decrease the possibility that users will use outlook to send new messages and answer the messages from there - you would probably like the idea to delete them from MS Exchange database when they are transferred to the CRM. In this case they will not be seen in MS Outlook (We are not talking about Microsoft CRM Outlook client, where you actually see CRM data and objects)
If you are programmer or software developer - you can actually program these advancements and we'll give you the direction.
This technique is COM+ applications, registered as Microsoft Exchange sinks or handlers. You can use VisualStudio.Net, but you will not have debugging available, because these applications will work as event handlers. Microsoft Exchange allows you to alter it's logic in the events, exposed for custom handling. Incoming emails should be handled, when ONSYNCSAVE Microsoft Exchange Database event is fired before the commitment. You use Microsoft CRM SDK to create the email activity. You should use direct SQL update to flag the activity as closed (however not recommended by Microsoft - but Microsoft CRM SDK doesn't have the method to close the activity - so you really don't have an option from SDK side). Outgoing emails should be handled with so-called transport events firing, which is more complex and less documented part of Microsoft Exchange SDK.
Happy customizing! if you want us to do the job - give us a call 1-866-528-0577! john@bestcorporation.com
About The Author
Andrew Karasev is Chief Technology Officer in Alba Spectrum Technologies ? USA nationwide Microsoft CRM, Microsoft Great Plains customization partner, based in Chicago, California, Colorado, Arizona, Texas, Minnesota, New York, Georgia and Florida, Canada, UK, Australia and having locations in multiple states and internationally (john@bestcorporation.com), he is Great Plains Dexterity, SQL, C# and VB.Net, Crystal Reports and Microsoft CRM SDK developer; john@bestcorporation.com
shuttle from O'Hare Bingham .. Lockport Chicago limo O’HareMicrosoft Business Solutions Great Plains is marketed for mid-size companies... Read More
Bad News - the Threat is Bigger than it SeemedHow... Read More
Microsoft Business Solutions CRM is web-based CRM application, deploying all... Read More
To all web designers out there, this article is for... Read More
Shareware has been fighting the stigma of being misunderstood for... Read More
So, you've bought a new Macintosh, and now you may... Read More
Microsoft Business Solutions Great Plains is very good fit for... Read More
Enabling Chinese input is quick and easy, there are only... Read More
Microsoft Business Solutions offers several ERP applications: Great Plains, Navision,... Read More
Are you a database professional? Do you work with a... Read More
If you have Microsoft Great Plains and support it... Read More
What is 'adware'?Adware is basically software or scripts that are... Read More
Microsoft Great Plains, designed back in 1990th as database transferable... Read More
There are certain pluses and minuses in both cases and... Read More
Make-or-Break Factors in Success and ProfitabilityFor quick printers, estimating can... Read More
For a windows user like me, just can watch with... Read More
The term "document management" and "paperless office" is the subject... Read More
The adware and spyware definitions list is very long. But... Read More
Collaboration SoftwareCollaboration Software, also known as group collaboration software or... Read More
Microsoft Business Solutions Great Plains is marketed for mid-size companies... Read More
Programming Help for BeginnersWe write programs to instruct computers. When... Read More
Microsoft Business Solutions Navision serves both European and American megamarkets.... Read More
Looks like Microsoft Great Plains becomes more... Read More
Scrapbooks are very popular these days. I think that almost... Read More
Microsoft Business Solutions main middle market ERP application - Microsoft... Read More
Mishawaka limo O'Hare ..Microsoft Business Solutions CRM is web-based CRM application, deploying all... Read More
Former Great Plains Software Dynamics/eEnterprise and currently Microsoft Business Solutions... Read More
Document Management or Enterprise Information Management is perhaps one of... Read More
Microsoft CRM is CRM answer from Microsoft Business Solutions. If... Read More
In the Clinton era the status quo was simple: you... Read More
Before September of 1995, Microsoft ignored the Internet because their... Read More
In today's business world it's all but impossible to escape... Read More
eStore Advantage allows front-office applications to communicate with back-office business... Read More
One of the things we can be as certain of... Read More
I completed an experiment recently. I wanted to find out... Read More
If you use Microsoft Outlook (or similar applications) for e-mailing,... Read More
Does Microsoft Have any Real Competition? Copyright (c) 2003 Gregory... Read More
Whether you are an experienced web programmer or a complete... Read More
Are you a database professional? Do you work with a... Read More
When you buy a computer, it most likely comes with... Read More
Microsoft Outlook is one of the most widely used software... Read More
Formatting and reinstalling windows 98 is very easy if you... Read More
The software giants don't do everything and don't always produce... Read More
The adware and spyware definitions list is very long. But... Read More
Spyware is software or hardware installed on a computer without... Read More
Microsoft CRM has built-in conversion tool, however you should probably... Read More
With thousands of web pages added to the Net every... Read More
Music downloads are off the charts! We're listening to digital... Read More
One of the main reasons business owners and entrepreneurs use... Read More
The first topic we are going to discuss... Read More
Software |