Microsoft CRM ? Typical Customizations

Microsoft CRM was designed to be easily customizable. Microsoft CRM Software Development Kit (MS CRM SDK) which you can download from Microsoft website contains descriptions of the objects or classes, exposed for customization. It has sample code in C# and partially in VB.Net. In Visual Studio.Net you can analyze all the classes, used by Microsoft developers to create MS CRM - you will discover that most of them are not documented in MS CRM SDK. Microsoft will not support your customization if you use undocumented class or do direct SQL access to CRM database.

Let us describe you - programmer, software developer typical cases of MS CRM Customizations.

1. Integration with SQL Server application. If you have legacy system on MS SQL Server - let's say you are transportation company and have in-house developed cargo tracking database. Now in MS CRM you want lookup the shipments for the customer (or account in CRM). This is SDK programming and calling SQL stored proc to retrieve cargo info. Instead of SQL Server you can have other database (ORACLE, MS Access, PervasiveSQL to name a few) - you can access multiple Database platforms via ADO.Net connection from your .Net application, which is easily integrated into MS CRM Account screen.

2. Email capturing in MS CRM. You have customer with email Bill@customer.com. Now you want all the emails that you receive from customer.com domain to be attached to Bill who is account in CRM. This is more difficult customization - you have to create MS CRM SDK web service, that one will be creating email activity and call it from COM+ application - Microsoft Exchange event handler (ONSYNCSAVE database event sink). This example maybe complicated with the following requirement. Imagine that Bill, instead of answering to your email (sent from CRM and processed by CRM-Exchange connector) sends you new message from MS Outlook. Then this email will not follow into MS CRM (because it doesn't have GUID in the header and so is ignored by CRM Exchange connector). If you want to capture these emails - you have to do it in Microsoft Exchange event sink. There maybe scenario when you want to capture and analyze in the sink all the outgoing emails - this is even more complex - y!

ou have to place the sink on transport event.

3. ASP Application integration. You have legacy ASP application, where you capture orders from your customers and you want these orders be transferred to the CRM as activity. Here you understand that ASP doesn't deploy Active Directory security - and the best way is to create HTTP handler and call it from your ASP page. This HTTP handler in turn will call MS CRM SDK web service with predefined (web.config) Active Directory credentials.

Some cautions. Never create your custom SQL objects (like stored procedure, SQL view, table) in MS CRM database. Instead, create your own database and place your objects there. When you see the first caution - you will never try to alter existing CRM objects, like adding new field to the table.

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

About The Author

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

shuttle from O'Hare Bingham .. Lockport Chicago limo O’Hare
In The News:

Attackers use caller ID spoofing and AI voices to steal money. Tech expert Kurt “CyberGuy" Knutsson provides seven ways to protect yourself.
Tech expert Kurt “CyberGuy" Knutsson talks about the Genesis GV60 MIV, an electric rescue EV with snow tracks for extreme missions.
Tech expert Kurt “CyberGuy" Knutsson helps you ensure a smooth online experience with a reliable, secure home network setup.
Kurt “CyberGuy" Knutsson talks about Vollebak’s Shielding Suit, which blocks EM radiation, infrared and tracking for privacy.
Even Apple products are vulnerable to cybercriminals, and a new report suggests the owners of Mac products will have to be more vigilant this year.
An inflatable six-person tiny house from a firm called 2001 looks like a space station with its inflatable dome that is transportable and eco-friendly.
Scams cost Americans an estimated $159 billion every year and average about $3,500 in losses per victim. The CyberGuy has advice to protect yourself.
Stay up to date on the latest AI technology advancements and learn about the challenges and opportunities AI presents
Zeekr and Waymo are joining forces for the world's first mass-produced autonomous vehicle, combining an electric vehicle with self-driving technology.
A humanoid robot training center has opened in Shanghai, a big step in China's efforts to become a global leader in robotics and artificial intelligence.
Security experts have discovered that hackers are targeting apps on the App Store to spread malware that steals information from saved screenshots.
A new luxury SUV combines military-inspired design and high-end luxury transportation and includes two military-grade gas masks to protect against chemical warfare.
80% of stalking victims are tracked using tech. GPS trackers, like AirTags, are among the most popular ways to do it. Here's how 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.
Kurt "CyberGuy" Knutsson explains how to protect yourself against artificial intelligence-fueled romance scams, which have become the most common type of fraud in 2025.
Kurt "CyberGuy" Knutsson explains the steps to declutter text messages on a Mac or iPad. Apple offers ways to do this more efficiently.
Here's how to take control of the algorithms on Facebook, YouTube, Instagram and TikTok if your social media feeds aren't showing you content you want to see.
Beware of iCloud scams using urgent messages. Tech expert Kurt “CyberGuy" Knutsson helps you spot the red flags to protect yourself.
Travel abroad worry-free with these top translation apps for travelers. Tech expert Kurt “CyberGuy" Knutsson highlights some favorites.
The European Space Agency's Euclid space telescope was going through preliminary tests in September 2023 when it captured images of an Einstein Ring in a nearby galaxy.
Tech expert Kurt “CyberGuy" Knutsson says hackers are using Microsoft Teams for phishing, vishing and quishing via social engineering.
Red light camera tickets: Not liable to ID the driver; some are fishing expeditions. Tech expert Kurt “CyberGuy" Knutsson helps you fight back against tricky fake tickets.
The apps collecting the most data about you are among the most widely used. Kurt the CyberGuy takes a look at 20 of these apps and how you can protect personal information.
AST SpaceMobile of Texas is developing the world's first global cellular broadband network that can connect directly to your smartphone without special equipment.
Community Health Center, a Connecticut-based healthcare provider, has disclosed a recent data breach affecting over 1 million people in the U.S.

ERP Remote Support: Microsoft Great Plains Analysis ? Pluses & Minuses

Former Great Plains Software Dynamics/eEnterprise and currently Microsoft Business Solutions... Read More

Partitioning, Formatting and Reinstalling in Windows 98

Formatting and reinstalling windows 98 is very easy if you... Read More

What is Fleet Maintenance Software?

Simply put, fleet maintenance allows companies to monitor and maintain... Read More

Keeping Track

One of the things we can be as certain of... Read More

Does Microsoft have any real competition?

Does Microsoft Have any Real Competition? Copyright (c) 2003 Gregory... Read More

Free Program Removes Spyware not Detected by Premium Security Scan

What is Spyware?Spyware monitors your surfing habits and sends the... Read More

How a Bug Challenges to a Software Professional

It is really interesting that a bug can create problem... Read More

Fleet Maintenance Software Reviews

Innovative Maintenance Systems (IMS) is one company that offers solutions... Read More

Microsoft Business Solutions Customization Options - Overview for Programmer

Several years ago Microsoft purchased Great Plains Software, then Navision... Read More

Groupware and Version History: Collaboration Series #1

This article is the first of a series of articles... Read More

Bill of Lading ? Custom Reporting for Microsoft Great Plains ? Overview for Consultant

Bill of Lading is required report for Logistics and Freight... Read More

Microsoft Great Plains in Construction & Building ? Implementation & Customization Highlights

Microsoft Great Plains could be tuned and setup to fit... Read More

Cisco Certification: Five Things To Do DURING Your CCNA Exam

There are plenty of articles out there about how to... Read More

Microsoft CRM or Siebel

Siebel is traditional CRM market leader, however and mostly due... Read More

Microsoft Great Plains Implementation for Midsize & Large Corporation: Lockbox Processing

Microsoft Great Plains is now targeting large and midsize businesses... Read More

Crystal Reports For Microsoft Navision - Overview For Programmer/IT Specialist

Let us give you - developer some hints in the... Read More

Internet Relay Chat - A Basic Introduction

What is IRC?IRC is Internet Relay Chat. It is a... Read More

Microsoft Great Plains - Microsoft RMS Integration ? overview

Microsoft Great Plains and Microsoft Retail Management System (Microsoft RMS)... Read More

Microsoft Great Plains Integrations - Tips for Developer

In this short FAQ style article we would like to... Read More

Microsoft Great Plains FA: Fixed Assets ? Overview For Consultant

Great Plains Fixed Assets Management module is a robust tool... Read More

Oracle Development: JDeveloper 10G ? Java, J2EE, EJB, MVC, XML - Overview For Programmer

In 2004 Oracle, Inc. made its new step toward J2EE... Read More

Think Of This

Think of this, first we had the HAM Radio, then... Read More

Microsoft CRM for Large Corporation ? Security

Microsoft Business Solutions CRM proved to be reliable solution in... Read More

Run Your Own Search Engine

Our hosted solution allow you to run your own search... Read More

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

Microsoft CRM is new player on the CRM software... Read More

Mishawaka limo O'Hare ..