Home
>
Software
>
Microsoft CRM Integration With Microsoft Office Documents ? Overview For System Integrator

Microsoft CRM Integration With Microsoft Office Documents ? Overview For System Integrator

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 ..

In The News:

New Android malware BankBot YNRK silences phones, steals banking data and drains crypto wallets automatically. Learn how this advanced threat works.

FDA approves first human trial for Paradromics' brain-computer interface that could restore speech for paralyzed patients through neural technology.

New phishing platform QRR targets Microsoft 365 users across 1,000 domains in 90 countries. Learn how to spot fake login pages and protect your accounts.

OpenTable now uses AI to track your dining habits and share insights with restaurants. Learn what data they collect and how to protect your privacy.

Google's discontinued Nest thermostats still secretly upload home data to company servers despite losing smart features, raising serious privacy concerns.

New Android malware NGate steals NFC payment codes in real-time, allowing criminals to withdraw cash from ATMs without your card. Learn protection tips.

DoorDash confirms data breach exposing customer names, emails, addresses after social engineering attack. Learn how to protect yourself from scams.

Concerned about Google's AI scanning your Gmail? Learn how to disable Gemini features that access your emails, Drive files and Chat messages for privacy.

Google warns Android users about dangerous fake VPN apps hiding malware that steals passwords, banking details and personal data from phones and tablets.

Apple's digital passport feature lets iPhone users breeze through TSA checkpoints this holiday season using Digital ID technology at 250+ airports.

A new phishing scam targets family photos with fake "Cloud Storage Full" alerts. Criminals steal credit card information through fake sites. Learn protection tips.

South Korean scientists create ultra-thin fabric muscles that turn clothes into robotic assistants, lifting 33 pounds while weighing under half an ounce.

Archer Aviation has acquired Hawthorne Airport for $126M to launch an LA air taxi network ahead of the 2028 Olympics, featuring AI-powered eVTOL operations and next-gen aviation tech.

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

Fake AI apps disguised as "ChatGPT" and "DALL·E" are flooding app stores with dangerous malware that steals data and monitors users without detection.

Fake buyers demand specific vehicle reports from unknown sites to steal credit card information from car sellers, but warning signs can help identify these scams before paying.

Android users can now manage apps across multiple devices more easily with Google Play Store's updated remote uninstall button in the latest update.

NASA's Perseverance rover discovers shiny metallic rock on Mars that could be a meteorite from an ancient asteroid, containing high levels of iron and nickel.

Holiday scams spike during Black Friday and Cyber Monday as criminals exploit your leaked personal data. Learn how to protect yourself from fake stores and phishing.

Commerce Department proposes TP-Link router ban over Chinese security risks. Learn how this potential prohibition could affect your home network and devices.

Hyundai AutoEver America suffered a data breach affecting 2,000 current and former employees, exposing names, Social Security numbers and driver's license information.

Washington court rules automated license plate reader images are public records, even when stored by vendors like Flock Safety, setting precedent for transparency.

Fake airline texts claiming flight cancellations are targeting travelers with convincing scams. Learn how cybercriminals steal personal data and credit card info.

Discover how iOS 26's new Adaptive Power feature automatically extends iPhone battery life by learning your usage patterns and adjusting performance intelligently.

New TikTok malware campaign tricks users into running PowerShell commands that download Aura Stealer, which steals credentials and authentication tokens.

Microsoft CRM Integration With Microsoft Office Documents ? Overview For System Integrator

Software