Microsoft CRM Custom - Software Development

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Microsoft CRM Custom DesignMicrosoft CRM Custom Design is new player on the CRM software market compare with Inventory Management Software. 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.

Software Development2. 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.


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10 comments:

  1. Inventory Management Software says:

    Inventory Management Software are great way to manage your inventory..

  2. Melayu Boleh says:

    Hi.. Melayu Boleh wan say thanks..
    Great posts..

  3. daves says:

    Your blog is very informative and very helpful. Thanks for this.
    Web development

  4. Impinge says:

    HI..Thanks for your blog post.i found your blog, its really good.I particularly like the section and the way by which you write the article............ Thanks for the nice post. Custom Software development

  5. Custom Software Development Company says:

    Nivista is Custom Software Development Company offers services in .NET Application Development, Dynamic CRM, Sharepoint Application Developement, Business Intelligence Reporting, OffShore Software Development etc. We are expertise in providing IT and ITES solutions. Custom Software Development Company

  6. records management says:

    Hey thanks for the post. I do have a question though- In the past I've had problems with other inventory management software because it wasn't compatible with the systems I'm working with. Which systems is your software compatible with?

  7. Willie Jennings says:

    I like your post very much! It is so unique and creative!

  8. offshore softaware development company says:

    I have read your blog and i got a very useful and knowledgeable information from your blog.its really a very nice article.You have done a great job .
    Thank you so much for sharing.
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  9. Brain Dumps says:

    Many companies are using customized software developed by their own expert. These are according to their own needs. There are usually not very expensive.

    Field Management Software

  10. Allan says:

    Custom software development specialists explore exactly what it is a company does - what the necessities of the company are on a day to day basis and what they need from their IT system in order to operate to their optimum. In order to perform efficient functionality, a company would ideally need its software to do exactly what they want it to.

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