Microsoft CRM is CRM application, maintained and supported by Microsoft Business Solutions. Microsoft CRM utilizes majority of the Microsoft technologies: Windows Active Directory, SQL Server, MS Exchange, BizTalk (integration with MS Great Plains, and soon with Navision), Message Queuing, .Net web services to name a few. There is market demand on the efficient integration of MS Office documents into Microsoft CRM. Let's take a look at the options:
? Attachment to MS CRM Notes. You may attach Office docs as file attachment to MS CRM Note. It is bullet-proof method, however you should be aware that it is not that simple for the user to attach files, especially web interface, which may work slow. The second drawback ? you are actually copying document into MS SQL Server database and you may quickly increase its size and degrade efficiency.
? Lotus Notes/Domino remarks. Also we need to give mind set change advise to Lotus Notes/Domino switchers to MS CRM. Lotus is designed to incorporate files and documents (such as MS Word, Excel, Power Point, etc.) into its database ? why it is efficient in Lotus ? answer is simple ? Lotus is not a relational database. At the same time MS SQL Server ? MS CRM DB platform is perfectly relational.
So ? go ahead and make attachments, but do not try to make your CRM database be the repository of your documents. It is also possible to use Lotus as your documents repository and programmatically realize the links from MS CRM objects to documents, stored in Lotus Notes/Domino. Also it is possible to have Lotus/Domino playing the role of email server (instead of MS Exchange) ? but this is outside of the scope.
? MS SharePoint. This is probably the best MS Office documents repository which could be seamlessly integrated with MS CRM, in this case MS CRM links to the repository, not imports the whole documents into MS SQL database. Sharepoint integration is subject for dedicated article and might be realized with elements of MS CRM programming (MS CRM SDK)
? Windows Files Links. This solutions doesn't require SharePoint license but it will require some MS CRM programming
? Microsoft Office Information Bridge Framework for Microsoft CRM ? this tool is sometimes misunderstood. It is the other way integration ? from MS Office documents you can link to MS CRM objects (including proposals). This solution however works in the realm of MS CRM security model and requires the user, who opens MS Office document have MS CRM user id (and so ? the user license)
You can always have us help you, give us a call: 1-630-961-5918 or 1-866-528-0577, help@albaspectrum.com
Andrew Karasev is consultant and CTO in Alba Spectrum Technologies ( help@albaspectrum.com ) ? Microsoft Business Solutions partner, serving clients in Illinois, New York, California, Florida, Georgia, Texas, Arizona, Virginia, Minnesota, Canada, UK, Europe, Australia, Asia, Russia. He is Microsoft Great Plains certified master, Great Plains Dexterity, Microsoft CRM SDK C#.Net, Crystal Repots developer. You can reach Andrew: help@albaspectrum.com
tidy up service Glenview ..If you feel intimidated when someone tries to teach you... Read More
Are you lost in the mess of documents that get... Read More
Former Great Plains Software Dynamics/eEnterprise, and currently Microsoft Business Solutions... Read More
Anyone who has ever used Microsoft Word knows that it... Read More
Siebel is traditional CRM market leader, however and mostly due... Read More
Here is some free software tools to help you build... Read More
We'll give you non formal view, based on our consulting... Read More
The US House of Representatives has recently passed the "Spy... Read More
Usually workflow & messaging is realized in CRM and then... Read More
You have gotten those E_Mails buy software at deep discounts.... Read More
Microsoft CRM customization techniques are very diversified and based on... Read More
Microsoft Business Solutions Great Plains, former Great Plains Software Dynamics/eEnterprise... Read More
The term "document management" and "paperless office" is the subject... Read More
MSN messenger is a pretty cool invention. I mean I'm... Read More
The intuitive algorithm.Roger Penrose considered it impossible. Thinking could never... Read More
You probably didn't casually invite, or extend a formal attendance... Read More
IBM Lotus Domino or Microsoft Exchange?The severe competition continues for... Read More
So, you've bought a new Macintosh, and now you may... Read More
Microsoft SQL Server is the leader for inexpensive and middle... Read More
Best Software Act! is very popular CRM for small and... Read More
I completed an experiment recently. I wanted to find out... Read More
Formatting and reinstalling windows 98 is very easy if you... Read More
As Mozilla Firefox nears 10% market share, with well over... Read More
Domino server is a buffer between the operation system and... Read More
Document Manager and Version HistoryIn previous articles I have discussed... Read More
maid service near Winnetka ..Mike Dunville* had a decision to make. As the new... Read More
We'll give you non formal view, based on our consulting... Read More
I have always regretted how Microsoft price gouges and rips... Read More
Microsoft Business Solutions CRM is now approaching the phase of... Read More
Fleet Maintenance Management is a critical position in any company... Read More
Microsoft Business Solutions Great Plains is marketed for mid-size companies... Read More
The term "document management" and "paperless office" is the subject... Read More
Which Type of Shop Can Rely On A Home Built... Read More
Microsoft Business Solutions Great Plains is marketed for mid-size companies... Read More
What is Colossus?Colossus is software licensed to about twenty-five insurance... Read More
Microsoft Business Solutions Great Plains is very good fit for... Read More
The world of small business accounting software can be a... Read More
There are plenty of articles out there about how to... Read More
As of now - Great Plains Dynamics/eEnterprise is transformed/renamed into... Read More
Using professional icons in your application or website can bring... Read More
Siebel is traditional CRM market leader, however and mostly due... Read More
Innovative Maintenance Systems (IMS) is one company that offers solutions... Read More
If you would like to pick something from Microsoft, or... Read More
Bill of Lading is required report for Logistics and Freight... Read More
Microsoft Business Solutions Great Plains has full-featured manufacturing set of... Read More
In today's business world it's all but impossible to escape... Read More
1. With mapping software you can create a report that... Read More
There are two approaches for application integration:? Programmer's approach ?... Read More
SOFTWARE PIRACY We regularly hear reports... Read More
This is intermediate level SQL scripting article for DB Administrator,... Read More
Software |