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

Ashley limo service at o'hare ..

In The News:

Tech expert Kurt “CyberGuy" Knutsson explains how a VPN boosts privacy by encrypting data and hiding your IP, but more is needed for anonymity.

Tech expert Kurt “CyberGuy" Knutsson explains how NoviOcean's hybrid platform uses wind, solar and wave power to generate clean energy.

Scammers are offering video streaming for funeral services and taking advantage of people who are grieving to get credit card information.

Windows operating system users face more than 600 million cyberattacks every day, according to Kurt "CyberGuy" Knutsson. The attacks are on the rise.

Natural disasters like Hurricane Helene in North Carolina illustrate the need for aircraft capable of accessing remote or disaster-stricken areas with minimal infrastructure.

Scammers have illustrated that cryptocurrency is not as foolproof as it has promised. Americans lost $5.6 billion to crypto scams in 2023, according to the FBI.

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

A humanoid robot made by a Chinese company proposes to redefine personalized elderly care and assistance for people with disabilities.

An architecture firm has unveiled the concept for a 454-foot gigayacht that combines luxury, innovation and style and can accommodate 22 guests and 52 crew members.

For those with visual challenges, there are a number of voice-dialing apps and features to help make phone calls without having to see numbers.

Tech guru Kurt "CyberGuy" Knutsson reveals some of the iPhone settings you may want to turn off to improve privacy after updating to iOS 18.

Preserving the memories of loved ones through photos, videos and media content have advanced with technology, ensure you can experience those fond memories for years.

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 talks about a new AI-powered scam that targets Gmail users and is harder to detect unless you're very cautious.

Tesla's "We, Robot" event reveals the Robovan, Robotaxi and the Optimus humanoid robot. Kurt “CyberGuy" Knutsson examines the company's latest innovations in autonomous technology.

Reports warn of a scam text falsely claiming that recipients aren’t registered to vote. Kurt “CyberGuy" Knutsson reveals what you need to know and five tips to avoid such schemes.

Tech expert Kurt “CyberGuy" Knutsson explores the iOS 18’s new features to hide and lock apps for better privacy and organization.

Tech expert Kurt “CyberGuy" Knutsson reveals how security experts found new malware, Lumma Stealer, spreading via fake verification pages.

First indoor vertical berry farm opens in Virginia, using AI to grow 4 million pounds annually. Tech expert Kurt “CyberGuy" Knutsson takes a closer look at the "growing" trend.

Having Wi-Fi has become a necessity for many of us. Kurt "CyberGuy" Knutsson explores the top five ways to equip your vehicles with Wi-Fi.

The Vulcan is Icon's massive 3D printer, which stands 15½ feet tall and weighs 4.75 tons. It's capable of creating buildings with 12-foot-high curving walls.

Fidelity Investments, one of the world's biggest asset managers, experienced a data breach in August, the company's second in 12 months.

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

Apple’s new Emergency SOS Live Video feature allows users to share live video footage of the emergency directly with first responders.

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

Software