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ตุลาคม 7, 2016

Microsoft CRM Development

by: Andrew Karasev

Microsoft CRM is CRM answer from Microsoft Business Solutions.

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.

2. 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 enduser tool and we don’t describe it here read the manual. Weกve 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.

About The Author

Andrew Karasev is Chief Technology Officer in Alba Spectrum Technologies – USA nationwide Microsoft CRM, Microsoft Great Plains customization company, based in Chicago, California, Texas, New York, Colorado, Georgia, Florida, Canada, UK, Autralia and having locations in multiple states and internationally (www.albaspectrum.com), he is Dexterity, SQL, C#.Net, Crystal Reports and Microsoft CRM SDK developer.

[email protected]

This article was posted on December 06, 2004

by Andrew Karasev

กันยายน 25, 2016

Microsoft CRM Custom Development

by: Andrew Karasev

Microsoft CRM is CRM answer from Microsoft Business Solutions to traditional CRM vendors, such as Siebel, Onyx. Microsoft CRM customization techniques are very diversified and based on the whole spectrum of recent Microsoft technologies. The main terms you should know are: Microsoft CRM SDK 1.2 and Visual Studio.Net 2003. And of course you should be familiar with all the legacy internet technologies, such as HTML, XML, XSLT, JavaScript and be good C#/VB/Net developer.

If you are developer who is asked: how do we customize Microsoft CRM – read this and you will have the clues on where to look further.

1. Microsoft CRM SDK – this is software development kit with C# and partly VB.net examples – it is supported by Microsoft Business Solutions technical support. It is all web services based calls, if you are C# .NET developer – you are excellently positioned to do this type of customizations. This is the preferred customization scenarios and this should be easily upgradeable customization.

2. 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

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 make job done.

6. MS CRM Customization tool – you can feel free to use this – this is rather enduser 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

Happy customizing! if you want us to do the job give us a call 16309615918 or 18665280577! [email protected]

About The Author

Andrew Karasev is Chief Technology Officer in Alba Spectrum Technologies – USA nationwide Microsoft CRM, Microsoft Great Plains customization company, serving Chicago, Los Angeles, San Franciso, San Diego, Denver, Houston, Phoenix, New York, Atlanta, Miami, Canada, UK, Australia, Brazil, Mexico (www.albaspectrum.com), he is Dexterity, SQL, C#.Net, Crystal Reports and Microsoft CRM SDK developer.

[email protected]

This article was posted on December 19, 2004

by Andrew Karasev

กรกฎาคม 18, 2016

Microsoft CRM Programming Techniques – overview fo

Microsoft CRM Programming Techniques – overview for developer

by: Andrew Karasev

Microsoft CRM is the CRM answer from Microsoft and it will have all the Microsoft Business Solutions muscles behind.

If you are developer who is asked: how do we customize Microsoft CRM – read this and you will have the clues on where to look further.

1. Microsoft CRM SDK – this is software development kit with C# and partly VB.net examples – it is supported by Microsoft Business Solutions technical support. It is all web services based calls, if you are C# .NET developer – you are excellently positioned to do this type of customizations. This is the preferred customization scenarios and this should be easily upgradeable customization.

2. 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

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 make job done.

6. MS CRM Customization tool – you can feel free to use this – this is rather enduser 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

Happy customizing! if you want us to do the job give us a call 18665280577! [email protected]

About The Author

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

[email protected]

This article was posted on September 11, 2004

by Andrew Karasev

มิถุนายน 7, 2016

Microsoft CRM Integration with Oracle – overview f

Microsoft CRM Integration with Oracle – overview for programmer

by: Andrew Karasev

Microsoft Business Solutions CRM is very good budget alternative to Siebel and actually beloved by Microsoftoriented IT department system. Considering the fact that in many cases Microsoft CRM should somehow fit into and cooperate with existing legacy business applications, integration question maybe the first to place. We saw multiple cases when company uses Lotus Notes/Domino, and replaces portion of it with Microsoft CRM and wants to use Domino email server, connected to Microsoft CRM. Also large number of legacy applications (legacy doesn’t necessary mean they are not supported – rather company is trying to get CRM solution fitting its budget). Here we would like to give you some technology highlights on how you can have lookups from Microsoft CRM into Oracle system. Oracle might be custom database, designed for the business, such as cargo tracking system for freight forwarding company, or even Oracle Financials.

Microsoft CRM web interface is built on .Net architecture and Microsoft CRM SDK is married with .Net. We suggest you to use Microsoft tools to connect to Oracle database via ODBC.

Create ODBC linked server to Oracle in Microsoft SQL Server enterprise manager. Again – it is safer to begin from Microsoft .Net side (linked server will be exposed in ADO.Net). Microsoft should support its components in the future and interplatform connection should be standard ODBC

Configure web.config to enable Microsoft CRM customization

Configure isv.config to place the button or navigation bar on one of your MS CRM customizable forms: Lead, Account, Contact, etc.

Use MS CRM SDK sample code to come into Microsoft CRM Security realm

Create separate Database on the same SQL server where Microsoft CRM is hosted and place heterogeneous stored procedures or views – which will be pulling data from Oracle linked server

Program ADO.Net calls and returned dataset processing in Visual Sudio.Net (preferably C#.Net, because Microsoft CRM SDK is C# oriented)

We probably should mention that isv.config buttons allow you to transfer GUID of the Contact, Lead or Account to your integrated web application

Crystal Reports caution – MS CRM has builtin Crystal Reports Enterprise, licensed for MS CRM data access only. So, if you like to integrate web Crystal report into your application – you should resolve licensing issue and check with Microsoft on purchasing full version of Crystal Enterprise. The other way is to separate your Crystal web application and MS CRM by placing them on separate hardware

Good luck with integration! If you want us to do the job give us a call 16309615918 or 18665280577! [email protected]

About The Author

Andrew Karasev is Chief Technology Officer in Alba Spectrum Technologies – USA nationwide Great Plains, Microsoft CRM customization company, serving clients in Chicago, Houston, Atlanta, Phoenix, New York, Los Angeles, San Francisco, San Diego, Miami, Denver, UK, Australia, Canada, Europe and having locations in multiple states and internationally ( http://www.albaspectrum.com ), he is CMA, Great Plains Certified Master, Dexterity, SQL, C#.Net, Crystal Reports and Microsoft CRM SDK developer. You can contact Andrew: [email protected]

This article was posted on February 18

by Andrew Karasev

พฤษภาคม 17, 2016

Microsoft CRM Data Import FAQ

by: Andrew Karasev

Microsoft CRM has builtin conversion tool, however you should probably first try third party conversion tool, such as Scribe. It is relatively expensive and has bunch of importing capabilities, that you might never use and need. Scribe allows you to map objects in source and target, when source is ACT! for example. If you are just realized the need to load data into CRM – please research Microsoft CRM import tool and Scribe. Here we will describe other option and possibilities

Master records import – you can import via MS CRM integration tool. Tools>Import and select contacts or leads

Duplication dilemma. In version 1.2 as well as in 3.0 (as far as we know) you do not have duplication check and you can import duplicate leads or contacts.

MS CRM SDK custom data migration. If data import is critical and you have reasonable budget for the migration – you can appeal to MS CRM customization partner who specializes in the complex data import. In MS CRM SDK you can program duplication check, special rules for security settings. We have to stress here, that this is not one thousand dollars project and if you are small company, you should stick to Scribe or native MS CRM import tool

Large Scale MS CRM implementation. For corporate business security might have top priority and migration should be programmed in MS CRM SDK.

Some technical tips. Postcallouts. In MS CRM 3.0 which should be released in earlier 2006 there are socalled precall outs (in version 1.2 we have only postcallouts). Precallout should allow to check for duplication, based on your duplication recognition criteria and cancel record if it is duplicate contact, account or lead

If you have a need in large scale data import, you can always have us help you with MS CRM SDK data conversion. Give us a call: 866.528.0577 or 1.630.961.598, [email protected]

About The Author

Andrew Karasev is Chief Technology Officer at Alba Spectrum Technologies ( http://www.albaspectrum.com ) Microsoft Business Solutions Great Plains, Navision, Axapta MS CRM, Oracle Financials and IBM Lotus Domino Partner, serving corporate customers in the following industries: Aerospace & Defense, Medical & Healthcare, Distribution & Logistics, Hospitality, Banking & Finance, Wholesale & Retail, Chemicals, Oil & Gas, Placement & Recruiting, Advertising & Publishing, Textile, Pharmaceutical, NonProfit, Beverages, Conglomerates, Apparels, Durables, Manufacturing and having locations in multiple states and internationally.

[email protected]

This article was posted on August 28

by Andrew Karasev

กันยายน 7, 2014

Microsoft CRM Development: SDK, C#, SQL, Exchange,

Microsoft CRM Development: SDK, C#, SQL, Exchange, Integration, Crystal Reports overview for programmer

by: Andrew Karasev

Microsoft CRM is new player on the CRM software market. 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.
2. 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 doesnt 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 enduser tool and we dont describe it here read the manual. Weve described above the options to use when this tool doesnt 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.
Happy customizing, modifying and developing! If you want us to do the job give us a call 18665280577! [email protected]

About The Author

Andrew Karasev is Chief Technology Officer in Alba Spectrum Technologies USA nationwide Microsoft CRM, Microsoft Great Plains customization company, based in Chicago, Boston, San Francisco, Los Angeles, Houston, Atlanta, and Miami and having locations in multiple states and internationally (www.albaspectrum.com), he is Dexterity, SQL, VB/C#.Net, Crystal Reports and Microsoft CRM SDK developer.

[email protected]

This article was posted on July 30, 2004

by Andrew Karasev

สิงหาคม 20, 2014

Implementing Microsoft CRM: setup and configuratio

Implementing Microsoft CRM: setup and configuration – notes for IT specialist

by: Andrew Karasev

Microsoft Business Solutions CRM is webbased CRM application, deploying all the spectrum of recent Microsoft technologies. We’ll try to analyze different needs and implementation scenarios attributed to specific industries and business types, based on our experience.

First we would like to emphasize the increasing role of inhouse IT department in the strategic decision making. Looking back to the history – it is probably fair to say that initial CRM applications market issues, such as low successful implementations percentage could be attributed to traditional Sales style of those years – selling to the top, when charismatic salesperson was trying to jump over the head of IT people and press business owner or top executive guy. Microsoft in our opinion never used this technique and it’s CRM implementation is not possible (except when you host it in hosting centers) without everyday IT department involvement. MS CRM works in concert with MS Exchange, Windows Active Directory, SQL Server, BizTalk (integration with Great Plains and in the close future Navision). Utilizing this broad spectrum of Microsoft servers and technologies leads to easy Microsoft CRM acceptance and adoption by IT department (usually the one, having several MS certified professionals and DB administrators). Microsoft oriented IT group easily understands Microsoft CRM setup, tuning, customization, integration and initial data import.

It is not a secret that rational way to implement new computer business system lays in the method of evolution, suggesting intelligent integration with existing legacy systems and stepbystep old pieces replacement. Microsoft CRM fits to this approach – it has open to anyone MS CRM SDK and experienced C# or VB.Net programmer should be capable to program the integration or interface to other system.

We are giving you typical setup and integration scenarios, attributed to specific industries below

Freight Forwarding / Transportation. Companies in this industry usually already have efficient cargo delivering tracking system. MS CRM links several systems into one and plays the role of the initial order entry and customer order status requests with the interface into above mentioned cargo tracking application. You should program such an interface with MS CRM SDK and ADO.Net programming

Distribution and Wholesale. Multiple companies have legacy ASP or JSP web sites with new or existing customers order entry logic. Typical need is transferring these orders to Microsoft CRM in the form of activity, placed in the order taker on duty queue. You can solve this with multiple techniques. Consider HTTP handler, called from ASP/JSP legacy application, reading MS CRM user credentials from INI file and thus penetrating into MS CRM, where you in turn use MS CRM SDK constructions.

Pension Funds and Financial institutions. Considering conservative decision making – there is often the requirement of clear and complete audit to verify past decision making. MS CRM plays this role by automatic logging all the documentation and especially all the incoming and outgoing emails to/from clients. You need MS CRM Exchange connector customization

Large Enterprises. You can frequently see different kinds of corporate policies, requiring using such applications as Oracle eBusiness Suite, or Lotus Domino document workflow and email server. In the first case you need heterogeneous database integration with MS CRM, he second case can be resolved with combining MS CRM SDK and Java Agents programming (from the side of Lotus Notes/Domino).

Happy implementing! We are always here: 18665280577, 16309615918, [email protected]

About The Author

Andrew Karasev is Chief Technology Officer in Alba Spectrum Technologies ( http://www.albaspectrum.com )– USA nationwide Microsoft CRM, Microsoft Great Plains customization company, serving clients in Illinois, California, Colorado, Texas, New York, Arizona, Georgia, Florida, Canada, UK, Australia and having locations in multiple states and internationally

[email protected]

This article was posted on March 26

by Andrew Karasev

ตุลาคม 7, 2013

Microsoft CRM Customization

by: Andrew Karasev

Microsoft CRM customization techniques are very diversified and based on the whole spectrum of recent Microsoft technologies. The main terms you should know are: Microsoft CRM SDK 1.2 and Visual Studio.Net 2003. And of course you should be familiar with all the legacy internet technologies, such as HTML, XML, XSLT, JavaScript and be good C#/VB/Net developer.