Home
>
Software
>
Microsoft CRM Custom Design & Development: SDK, C#, SQL, Exchange, Integration, Crystal Reports

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

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.

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.

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

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.

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.

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.

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

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 modifying! If you want us to do the job - give us a call 1-866-528-0577! help@albaspectrum.com

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, Seattle, Minneapolis, Los Angeles, Houston, Dallas, Atlanta, Miami, Canada, UK, Australia and having locations in multiple states and internationally (help@albaspectrum.com), he is Dexterity, SQL, VB/C#.Net, Crystal Reports and Microsoft CRM SDK developer.

shuttle to Midway Beardstown .. Lockport Chicago limo O’Hare

In The News:

The FBI has issued a warning that scammers are impersonating doctors, police and banks using spoofed numbers as "smishing" texts surge nationwide.

Communities with unreliable internet service stand to gain after Amazon's Project Kuiper launched its first full batch of satellites into orbit April 28.

Tech expert Kurt “CyberGuy" Knutsson says unsubscribing from spam might actually backfire. Learn when to avoid it and stop junk effectively.

Tech expert Kurt “CyberGuy" Knutsson talks about how the first nonstop beating heart transplant, called zero ischemic time, at Taiwan hospital changes surgery.

Kurt “CyberGuy" Knutsson: FBI warns of "time-traveling" hackers.

Kurt “CyberGuy" Knutsson talks about a soft, vine-like robot called SPROUT that aids safe survivor rescues in collapsed buildings.

Health insurance giant Blue Shield of California confirmed it had been sharing private health data of 4.7 million users with Google for three years without even realizing it.

Delta and JetZero’s blended wing body aircraft marks a meaningful step toward a cleaner, quieter and more efficient future for air travel.

Recent reports show many common passwords can be cracked in literally seconds. Kurt the CyberGuy explains how to strengthen your passwords.

Stay up to date on the latest AI technology advancements and learn about the challenges and opportunities AI presents now and for the future.

Iron, a robot that stands 5 feet, 8 inches tall and weighs 154 pounds, combines advanced artificial intelligence with human-like movement and exceptional vision.

Hertz, the rental car giant, recently confirmed that customer information was exposed through a cyberattack on one of its software vendors.

There are a number of features with AirPods you may or may not know about to take your listening experience to the next level. Kurt the CyberGuy explains.

These 35 Chrome extensions have privacy and security concerns. Tech expert Kurt “CyberGuy" Knutsson says to delete them now.

Tech expert Kurt “CyberGuy" Knutsson says 329,000 mph fusion rocket promises to be fast, disruptive and enable deep-space missions.

Stay up to date on the latest AI technology advancements and learn about the challenges and opportunities AI presents now and for the future.

Tech expert Kurt “CyberGuy" Knutsson says a new autonomous AI is a game changer that also raises privacy risks. Is your data safe?

Tech expert Kurt “CyberGuy" Knutsson says robots and drones are revolutionizing fruit farming with faster picking and smarter handling.

Landmark Admin revises May 2024 cyberattack scope to show twice as many people were affected. Kurt “CyberGuy" Knutsson gives tips to help stay safe from an insurance data breach.

Tech expert Kurt “CyberGuy" Knutsson talks about how Yamaha’s hydrogen outboard motor could revolutionize boating with zero emissions.

Tech expert Kurt “CyberGuy" Knutsson reveals how to memorialize or remove a deceased loved one’s Facebook account and protect their digital legacy from misuse or scams.

Tech expert Kurt “CyberGuy" Knutsson says an Apple Watch saved psychiatrist Amanda Faulkner by detecting deadly leukemia early.

Scammers and fraudsters are increasingly targeting the most vulnerable, especially nursing homes and the personal data of their residents. Kurt the CyberGuy has safety tips.

Infected USB flash drives can spread malware among multiple organizations in ways that can easily bypass traditional security systems.

With a fully automated warehouse system and AI-powered robots, Ocado's Hive picks, packs and delivers grocery store orders in just a few minutes.

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

Software