Customer Relationship Management

Microsoft CRM

Get A Head Start On Understanding Microsoft CRM

Microsoft CRM

Microsoft CRM is a CRM software system developed and marketed by the Microsoft Business Solutions.

It is considerably developed from the earlier CRM software like those of Oracle or Siebel. It can be coordinated with other Microsoft office tools like, Microsoft Office, PowerPoint, Internet Explorer, Microsoft Outlook, Windows Active Directory, Biztalk server, SQL Server, Microsoft Great Plains, Crystal Reports Enterprise, etc.

The following information would be useful for software developers and web designers.

Microsoft CRM SDK This software developing system is based on the C# programming. It is also partly reliant on VB. Net code samples. As far as technical support is concerned, one can use Microsoft Business Solutions. This is a web based service and excellent for web developers who are just starting out.

Legacy SQL Data integration. With an SQL database and a server based on the same system it is comparatively easy to create ASPX. Net applications. These then are incorporated into the CRM system. This can be placed either on the menu (in isv. Configuration) or the navigation bar. Legacy ASP integration

This requires better handling and more experience. In this case an HTTP handler has to play the middle man between the CRM system (.NET based) and the ASP (legacy IIS). In order to get into Microsoft CRM one would have to have an INI file with security settings.

Microsoft Exchange Programming

The Microsoft CRM program has an exchange connecter, so that one can receive incoming emails with GUID as part of its subject. This can be altered by using MS CRM SDK programming.

Direct SQL touch As described before MS Exchange handlers are comparatively easier to perform. However, mostly MS CRM SDK does not function ideally. When this is not the case, one has to take the help of direct flags correction in CRM database. MBS does not extend technical support in this case.

MS CRM Customization tool This is an end-user tool which is simple to figure out. One must consult the manual to work it out. The other options are those that are used when this fails to work.

Crystal Reports Crystal reports with their tables and views structure is simple enough to figure out. Creating crystal reports is hassle free and we encourage it. However, it is better not to create a stored procedure or personal SQL view in the Microsoft CRM. Instead one can create custom database.