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

Microsoft CRM is new player on the CRM computer software current market. The full conception guiding CRM seems to be diverse. In circumstance of regular CRM program (Siebel, Oracle) – the application was developed with platform independence in head. Microsoft CRM is focused to Microsoft engineering and so deploys all the Microsoft tools: Windows Energetic Listing, Microsoft Exchange 2003/2000, SQL Server, Crystal Studies Organization, Biztalk server, Microsoft Outlook, World wide web Explorer, Microsoft Great Plains as backend, and many others.

If you are computer software developer, databases administrator or world-wide-web designer who is questioned: how do we customize Microsoft CRM – we are supplying you instructions in this post.

  1. Microsoft CRM SDK – this is program growth kit with C# and partly VB.internet code samples – it is supported by Microsoft Small business Methods complex assistance. It is based on website service phone calls, if you are C# .Internet developer – you are excellently positioned to do this form of customizations. This is the most well-liked modification situation and this need to be simply upgradeable customization. VB.Net illustrations will be accessible before long.
  2. Legacy SQL Information integration. This is also simple and secure. If you have SQL database, sitting on the similar or linked SQL Server – you can develop ASPX .Web application and merely combine it into CRM. You can put it on the navigation bar or menu in isv.config – make sure you refer to MS CRM SDK
  3. Legacy ASP integration – this is considerably additional innovative. You have to deploy HTTP handler to be a center celebration involving CRM which is .Net dependent and ASP which is legacy IIS. The trick is – you have to have INI file with stability settings to penetrate into MS CRM with proper credentials, calling world-wide-web service.
  4. Microsoft Exchange Programming. Microsoft CRM has Exchange connector – which moves CRM incoming electronic mail to MS if it has GUID in its subject. You can alter this logic (for instance – move email to CRM if it won’t have GUID but it is from the sender who is speak to or account in MS CRM). Refer to MS Trade SDK onsyncsave occasion dealing with. Then only utilize some MS CRM SDK programming – you need some COM+ objects generation and VB programming working experience.
  5. Direct SQL touch – in #4 higher than I described you the state of affairs with MS Exchange handlers – this would be excellent planet if MS CRM SDK does the career. But – in serious earth this is not normally accurate – you have to do direct flags correction in CRM databases (like building Exercise shut, moving e mail attachments/octet streams, and so forth). This is not supported by MBS technological guidance – but you can rescue to this method if you have to get job finished.
  6. MS CRM Customization device – this is relatively stop-consumer tool and we really don’t describe it below – study the manual. We have described previously mentioned the possibilities to use when this resource does not do the task
  7. Crystal Stories – experience free to develop Crystal report – tables and sights construction is self explanatory. Try out to steer clear of the temptation to produce your own SQL view or stored method in MS CRM databases, rather – build customized database and area your view and stored proc in it.

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