subject: Microsoft CRM Customized Layout & Improvement: SDK, C#, SQL, Trade, Integration, Crystal Reviews [print this page] Microsoft CRM Customized Layout & Improvement: SDK, C#, SQL, Trade, Integration, Crystal Reviews
Microsoft CRM is new participant on the CRM software market place. The entire conception behind CRM appears to be to be various. In case of conventional CRM software program (Siebel, Oracle) - the software was created with platform independence in brain. Microsoft CRM is devoted to Microsoft engineering and so deploys all the Microsoft instruments: Windows Energetic Directory, Microsoft Exchange 2003/2000, SQL Server, Crystal Reports Enterprise, Biztalk server, Microsoft Outlook, World wide web Explorer, Microsoft Wonderful Plains as backend, and so on.
If you are software program developer, database administrator or web designer who is asked: how do we customize Microsoft CRM - we are giving you instructions in this write-up.
Microsoft CRM SDK - this is software package development kit with C# and partly VB.net code samples - it is supported by Microsoft Company Alternatives technical assistance. It is based on web service calls, if you are C# .NET developer - you are excellently positioned to do this sort of customizations. This is the preferred modification scenario and this ought to be simply upgradeable customization. VB.Net examples will be accessible quickly.
Legacy SQL Information integration. This is also effortless and protected. If you have SQL database, sitting on the very same or linked SQL Server - you can create ASPX .Net application and just integrate it into CRM. You can put it on the navigation bar or menu in isv.config - please refer to MS CRM SDK
Legacy ASP integration - this is relatively more sophisticated. You have to deploy HTTP handler to be a middle social gathering between CRM which is .Net primarily based and ASP which is legacy IIS. The trick is - you have to have INI file with safety settings to penetrate into MS CRM with correct credentials, calling web service.
Microsoft Trade Programming. Microsoft CRM has Exchange connector - which moves CRM incoming e mail to MS if it has GUID in its topic. You can alter this logic (for instance - transfer e mail to CRM if it doesn't have GUID but it is from the sender who is speak to or account in MS CRM). Refer to MS Exchange SDK onsyncsave event managing. Then merely apply some MS CRM SDK programming - you require some COM+ objects development and VB programming encounter.
Immediate SQL touch - in #four above I described you the scenario with MS Trade handlers - this would be best planet if MS CRM SDK does the occupation. But - in genuine planet this is not constantly real - you have to do direct flags correction in CRM database (like creating Activity closed, moving e mail attachments/octet streams, etc). This is not supported by MBS technical support - but you can rescue to this approach if you have to get task completed.
MS CRM Customization device - this is relatively conclusion-consumer instrument and we don't describe it right here - go through the handbook. We've described above the possibilities to use when this tool doesn't do the occupation
Crystal Reviews - really feel free of charge to develop Crystal report - tables and views structure is self explanatory. Attempt to avoid the temptation to generate your very own SQL view or stored process in MS CRM database, instead - produce custom database and location your see and saved proc in it.
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