Home
>
Software
>
Microsoft CRM Development

Microsoft CRM Development

Microsoft CRM is CRM answer from Microsoft Business Solutions.

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.

1. 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.

2. 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

3. 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.

4. 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.

5. 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.

6. 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

7. 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.

About The Author

Andrew Karasev is Chief Technology Officer in Alba Spectrum Technologies ? USA nationwide Microsoft CRM, Microsoft Great Plains customization company, based in Chicago, California, Texas, New York, Colorado, Georgia, Florida, Canada, UK, Autralia and having locations in multiple states and internationally (www.albaspectrum.com), he is Dexterity, SQL, C#.Net, Crystal Reports and Microsoft CRM SDK developer.

www.albaspectrum.com

bmw rental chicago Bath .. Lockport Chicago limo O’Hare

In The News:

Spambots, data thieves, and other bad actors run rampant online — more so now than ever before. Here's what to do if one gets ahold of you.

Tech expert Kurt “CyberGuy" Knutsson says the Super Bowl's huge audience makes it a prime target for many types of cybersecurity scams.

It's not just about freeing up space on your computer, Kurt “CyberGuy" Knutsson says. It's about protecting your digital memories and important documents.

From proofreading and research to brainstorming and data analysis, you can use generative AI as a sidekick for just about any task you can dream of.

Tech expert Kurt “CyberGuy" Knutsson says Super Bowl 2025 ads promise star power and laughs, featuring Beckham's twin reveal.

First driverless semi delivers 100 loads in Texas, transforming logistics with AI. Tech expert Kurt “CyberGuy" Knutsson gives his takeaways.

A new scam using Elon Musk's name is making the rounds, promoting "energy-saving" devices and falsely linking the Tesla and SpaceX leader to the products.

China recently unveiled a new bullet train prototype with a test speed of 280 mph that is poised to break records and set new standards.

Hackers sometimes find ways to exploit iPhones, and Apple recently discovered a vulnerability in iOS that may have been exploited for over a year.

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

Lynx the robot dog from China is pushing boundaries of what autonomous mobile robots can achieve with a groundbreaking design and unique mobility.

A startup claims to have developed the world's first entirely artificial intelligence-designed and 3D-printed shoe, the brainchild of a 25-year-old.

Creating an email alias can help clean up your inbox by organizing emails based on purpose, like creating different aliases for shopping, newsletters and work.

A multipurpose robotic system promises to transform how items are stacked onto pallets, aiming to maximize space utilization and reduce shipping costs.

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

The number of people affected by a UnitedHealth data breach in February 2024 was actually higher than previously reported and was the largest medical data breach in U.S. history.

A phishing campaign uses Google Calendar to schedule fake meeting invitations that appear legitimate, redirecting targets to phishing sites.

Toll road text scam: Fake messages claim unpaid fees, seek payment via fraudulent links. Kurt “CyberGuy" Knutsson says this scam is becoming increasingly sophisticated and widespread.

Kurt “CyberGuy" Knutsson says these steps ensure that your friends and family get to the exact moment you want them to see. Try it out and streamline your sharing experience.

Tech expert Kurt “CyberGuy" Knutsson offers tips on how to protect your identity: Be vigilant, monitor accounts, use smart security, know theft response.

Tech expert Kurt “CyberGuy" Knutsson says cybercriminals are exploiting iMessage phishing protection, tricking users to reactivate links.

It's hard to imagine life without in-flight Wi-Fi these days – but sky-high web surfing comes with its own set of privacy concerns. Here's how to protect yourself.

Over 400,000 cases of credit card fraud were reported in 2024 to the Federal Trade Commission. The CyberGuy explains how to protect against becoming another victim.

A nondescript metal box transforms into a fully functional electric motorcycle that blurs the line between vehicle and urban infrastructure.

Many apps unrelated to location still ask users for tracking permission, and Texas Attorney General Ken Paxton has filed a lawsuit seeking to end this alleged practice by Allstate.

Microsoft CRM Development

Software