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

Microsoft CRM is new player in the market for CRM software. L & 39; 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 & 39;. Microsoft CRM is dedicated to Microsoft technology and so deploys all the tools Microsoft Windows Active Directory, Microsoft Exchange 2003/2000, SQL Server, Enterprise Crystal Reports, BizTalk Server, Microsoft Outlook, Internet Explorer, Microsoft Great Plains as backend, etc.

If you are a software developer, database administrator or web designer who is asked: how can we customize Microsoft CRM - we give you in this direction article.

Microsoft CRM SDK - this is software development kit with C and partly VB.net examples of code - it is supported by Microsoft Business Solutions technical support. It is based on Web service calls, if you are C . NET - you are very well placed to do this type of customizations. & 39; C is the preferred scenario for change, which should be easily upgradeable customization. VB.Net examples will be available soon. Legacy data integration SQL. C & 39; is as simple and safe. If you have SQL database, sitting on the same or linked SQL Server - you can create ASPX. Net and simply l & 39; integrated into the CRM. You can place it on the navigation bar or menu in isv.config - please refer to MS CRM SDK Legacy ASP integration - c & 39; is a bit more sophisticated. You have to deploy HTTP manager at a middle part between CRM which is. Net and the & 39; ASP function that is legacy IIS. L & 39; trick is - it must have INI file with security settings to penetrate into MS CRM with the authorities, calling web service. Microsoft Exchange programming. Microsoft CRM has Exchange connector - which moves CRM e-mails to the Member States if it has GUID in its subject. You can alter this logic (for example - move by e-mail: CRM if it does not have GUID but it is the sender & 39; who is contact or account in MS CRM). Refer to MS Exchange SDK onsyncsave management events. Then just the application of certain & 39; MS CRM SDK programming - you need some COM + objects creation and VB programming experience. SQL direct contact - 4 described above, I am the scenario with MS Exchange handling - it would be ideal world if MS CRM SDK does the job. But - in the real world & 39; n is not always the case - you have to do direct flags correction CRM database (as & 39; private activity, moving attachments / octet d & 39; water, etc.). & 39; That is not supported by MBS technical support - but you can save this technique if you get a job. MS CRM Customization tool - c & 39; is rather l & 39; end-user tool and we will not describe here - read the manual. We& 39;ve described above the options to use when this tool does not work Crystal Reports - No & 39; feel free to create Crystal - tables and views structure d & 39; explanation. Try & 39; avoid the temptation to create your own SQL view or stored procedure in the database MS CRM, instead - to create databases and place your view and stored proc in it. Happy alter!



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