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Microsoft CRM - Typical Customizations
Microsoft CRM was designed to be easily customizable. Microsoft CRM Software Development Kit (MS CRM SDK) which you can download from Microsoft website contains descriptions of the objects or classes, exposed for customization. It has sample code in C# and partially in VB.Net. In Visual Studio.Net you can analyze all the classes, used by Microsoft developers to create MS CRM - you will discover that most of them are not documented in MS CRM SDK. Microsoft will not support your customization if you use undocumented class or do direct SQL access to CRM database. Let us describe you - programmer, software developer typical cases of MS CRM Customizations. 1. Integration with SQL Server application. If you have legacy system on MS SQL Server - let's say you are transportation company and have in-house developed cargo tracking database. Now in MS CRM you want lookup the shipments for the customer (or account in CRM). This is SDK programming and calling SQL stored proc to retrieve cargo info. Instead of SQL Server you can have other database (ORACLE, MS Access, PervasiveSQL to name a few) - you can access multiple Database platforms via ADO.Net connection from your .Net application, which is easily integrated into MS CRM Account screen. 2. Email capturing in MS CRM. You have customer with email Bill@customer.com. Now you want all the emails that you receive from customer.com domain to be attached to Bill who is account in CRM. This is more difficult customization - you have to create MS CRM SDK web service, that one will be creating email activity and call it from COM+ application - Microsoft Exchange event handler (ONSYNCSAVE database event sink). This example maybe complicated with the following requirement. Imagine that Bill, instead of answering to your email (sent from CRM and processed by CRM-Exchange connector) sends you new message from MS Outlook. Then this email will not follow into MS CRM (because it doesn't have GUID in the header and so is ignored by CRM Exchange connector). If you want to capture these emails - you have to do it in Microsoft Exchange event sink. There maybe scenario when you want to capture and analyze in the sink all the outgoing emails - this is even more complex - y! ou have to place the sink on transport event. 3. ASP Application integration. You have legacy ASP application, where you capture orders from your customers and you want these orders be transferred to the CRM as activity. Here you understand that ASP doesn't deploy Active Directory security - and the best way is to create HTTP handler and call it from your ASP page. This HTTP handler in turn will call MS CRM SDK web service with predefined (web.config) Active Directory credentials. Some cautions. Never create your custom SQL objects (like stored procedure, SQL view, table) in MS CRM database. Instead, create your own database and place your objects there. When you see the first caution - you will never try to alter existing CRM objects, like adding new field to the table. Happy customizing! if you want us to do the job - give us a call 1-866-528-0577! help@albaspectrum.com About The Author Andrew Karasev is Chief Technology Officer in Alba Spectrum Technologies - USA nationwide Great Plains, Microsoft CRM customization company, based in Chicago, California, Texas, New York, Florida, Georgia, Minnesota, Oregon, Arizona, Canada, UK, Australia and having locations in multiple states and internationally (www.albaspectrum.com), he is Microsoft CRM SDK, Great Plains Dexterity, SQL, C#/VB.Net and Crystal Reports developer; akarasev@albaspectrum.com
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( www.checkpoint.com) is the leader in securing the Internet. Check Point offers total security solutions featuring a b.../b/font/div/font/td/tr/table table border=0 width= valign=top cellpadding=2 cellspacing=7trtd valign=top class=jfont style=font-size:85%;font-family:arial,sans-serifbrdiv style=padding-top:0.8em;img alt= height=1 width=1/divdiv class=lha href=http://news.google.com/news/url?sa=Tct=us/6-0fd=Rurl=http://www.bizjournals.com/sanfrancisco/stories/2008/11/17/daily94.htmlcid=1272927325ei=l-0nSYLfA4HI9AS5y9QHusg=AFQjCNHUzxw_yXpKStTWI2spjhPFL0GXUQHann’s On bSoftware/b bouht by Mediware/abrfont size=-1font color=#6f6f6fBizjournals.com,nbsp;NCnbsp;-/font nobr18 hours ago/nobr/fontbrfont size=-1Mediware Information Systems Inc. has bought the assets of Hann’s On bSoftware/b, a pharmacy-management bsoftware/b provider based in Santa Rosa, for $3.5 million b.../b/fontbrfont size=-1a href=http://news.google.com/news/url?sa=Tct=us/6-1fd=Rurl=http://www.marketwatch.com/news/story/Mediware-Acquisition-Adds-320-Pharmacy/story.aspx%3Fguid%3D%257BD97D6EA2-0A06-49FD-BE33-0A9811CA460D%257Dcid=1272927325ei=l-0nSYLfA4HI9AS5y9QHusg=AFQjCNFj2Iw36uXfdu8PndMsaMctpAD8gQMediware Acquisition Adds 320 Pharmacy Facilities/a font size=-1 color=#6f6f6fnobrMarketWatch/nobr/font/fontbrfont size=-1a href=http://news.google.com/news/url?sa=Tct=us/6-2fd=Rurl=http://www.rttnews.com/ArticleView.aspx%3FId%3D782712%26SMap%3D1cid=1272927325ei=l-0nSYLfA4HI9AS5y9QHusg=AFQjCNGIWBPImljx7cTb9pjlbAU9uLYtQwMediware Information buys assets of Hann#39;s On bSoftware/b - Quick Facts/a font size=-1 color=#6f6f6fnobrRTT News/nobr/font/fontbrfont size=-1a href=http://news.google.com/news/url?sa=Tct=us/6-3fd=Rurl=http://www.ibtimes.com/prnews/20081121/pharmacy-software.htmcid=1272927325ei=l-0nSYLfA4HI9AS5y9QHusg=AFQjCNHTnv4Cu-uTa3tqsK0r1sR_CTtNqQMediware Acquisition Adds 320 Pharmacy Facilities/a font size=-1 color=#6f6f6fnobrInternational Business Times/nobr/font/fontbrfont class=p size=-1a class=p href=http://news.google.com/news?sourceid=navclientie=ISO-8859-1rls=GGLG,GGLG:2005-22,GGLG:enncl=1272927325hl=ennobrall 19 news articles/nobr/a/font/div/font/td/tr/table table border=0 width= valign=top cellpadding=2 cellspacing=7trtd valign=top class=jfont style=font-size:85%;font-family:arial,sans-serifbrdiv style=padding-top:0.8em;img alt= height=1 width=1/divdiv class=lha href=http://news.google.com/news/url?sa=Tct=us/7-0fd=Rurl=http://www.marketwatch.com/news/story/Authoria-Appoints-New-President-CEO/story.aspx%3Fguid%3D%257B8C66985D-D1CF-46F8-A710-9B4763E509C1%257Dcid=1272988578ei=l-0nSYLfA4HI9AS5y9QHusg=AFQjCNGNLqUwozrailDf0qxivnhTwScXBgAuthoria Appoints New President and CEO/abrfont size=-1font color=#6f6f6fMarketWatchnbsp;-/font nobr16 hours ago/nobr/fontbrfont size=-1Prior to joining Authoria, Mr. McDevitt was most recently Chief Operating Officer of CDC bSoftware/b, a $360 million division of CDC Corporation and a global b.../b/font/div/font/td/tr/table table border=0 width= valign=top cellpadding=2 cellspacing=7trtd valign=top class=jfont style=font-size:85%;font-family:arial,sans-serifbrdiv style=padding-top:0.8em;img alt= height=1 width=1/divdiv class=lha href=http://news.google.com/news/url?sa=Tct=us/8-0fd=Rurl=http://www.marketwatch.com/news/story/AVG-Sees-Uphill-Battle-Microsoft/story.aspx%3Fguid%3D%257B8BC1C9BA-4BAD-407F-B6AE-D3E19C15A043%257Dcid=1272932180ei=l-0nSYLfA4HI9AS5y9QHusg=AFQjCNE-ZNA5WXP2Ws5VvVjScvezhq3ZSQAVG Sees Uphill Battle for Microsoft in Its Launch of Free Anti b.../b/abrfont size=-1font color=#6f6f6fMarketWatchnbsp;-/font nobr21 hours ago/nobr/fontbrfont size=-1AVG, which for eight years has offered free anti-virus bsoftware/b to users worldwide, noted the multiple challenges Microsoft faces in supporting a free b.../b/fontbrfont size=-1a href=http://news.google.com/news/url?sa=Tct=us/8-1fd=Rurl=http://www.techradar.com/news/software/applications/avg-sees-uphill-battle-for-microsoft-morro-487689cid=1272932180ei=l-0nSYLfA4HI9AS5y9QHusg=AFQjCNF2x3t71agDXQyNrxN7LS5vQPXC5wAVG sees #39;uphill battle#39; for Microsoft Morro/a font size=-1 color=#6f6f6fnobrTechRadar UK/nobr/font/fontbrfont size=-1a href=http://news.google.com/news/url?sa=Tct=us/8-2fd=Rurl=http://www.marketwatch.com/news/story/Microsoft-Announces-Upcoming-Events-Financial/story.aspx%3Fguid%3D%257BFB60D000-BB09-4FF3-B6D9-3E898F580C11%257Dcid=1272932180ei=l-0nSYLfA4HI9AS5y9QHusg=AFQjCNHM9FkasQWB2B00-CvB0IKNzJs-ggMicrosoft Announces Upcoming Events for the Financial Community/a font size=-1 color=#6f6f6fnobrMarketWatch/nobr/font/fontbrfont class=p size=-1a class=p href=http://news.google.com/news?sourceid=navclientie=ISO-8859-1rls=GGLG,GGLG:2005-22,GGLG:enncl=1272932180hl=ennobrall 29 news articles/nobr/a/font/div/font/td/tr/table table border=0 width= valign=top cellpadding=2 cellspacing=7trtd valign=top class=jfont style=font-size:85%;font-family:arial,sans-serifbrdiv style=padding-top:0.8em;img alt= height=1 width=1/divdiv class=lha href=http://news.google.com/news/url?sa=Tct=us/9-0fd=Rurl=http://symbian.sys-con.com/node/757472cid=1271988315ei=l-0nSYLfA4HI9AS5y9QHusg=AFQjCNEE97JDzz-zrxQIYwTCXF3bvl1qegMicrosoft’s Mike Neil Keynotes at SYS-CON#39;s 4th International b.../b/abrfont size=-1font color=#6f6f6fSYS-CON Media,nbsp;NJnbsp;-/font nobr10 hours ago/nobr/fontbrfont size=-1b.../b Black Duck bSoftware/b, Blackbaud, Blade Network Technologies, Blue Coat, Blue Lane, BlueArc, BlueNote Networks, BluePheonix Solutions, BMC bSoftware/b, b.../b/fontbrfont size=-1a href=http://news.google.com/news/url?sa=Tct=us/9-1fd=Rurl=http://www.informationweek.com/news/software/server_virtualization/showArticle.jhtml%3FarticleID%3D212100736%26subSection%3DAll%2BStoriescid=1271988315ei=l-0nSYLfA4HI9AS5y9QHusg=AFQjCNGUPTgvNY_5urB-PqECMGbWNBrscAIBM To Acquire Virtualization Specialist Transitive/a font size=-1 color=#6f6f6fnobrInformationWeek/nobr/font/fontbrfont size=-1a href=http://news.google.com/news/url?sa=Tct=us/9-2fd=Rurl=http://bits.blogs.nytimes.com/2008/11/18/teaching-everyone-to-speak-big-blue/cid=1271988315ei=l-0nSYLfA4HI9AS5y9QHusg=AFQjCNGnzzE_7132ggZsnCpKJEGewWQvLwTeaching Everyone to Speak Big Blue/a font size=-1 color=#6f6f6fnobrNew York Times/nobr/font/fontbrfont size=-1a href=http://news.google.com/news/url?sa=Tct=us/9-3fd=Rurl=http://www.newsfactor.com/news/IBM-To-Buy-Virtualization-Software-Firm/story.xhtml%3Fstory_id%3D103003D1UAOHcid=1271988315ei=l-0nSYLfA4HI9AS5y9QHusg=AFQjCNGBc6roJcnYLFt80--bm40geoEIngIBM To Buy Virtualization-bSoftware/b Company Transitive/a font size=-1 color=#6f6f6fnobrNewsFactor Network/nobr/font/fontbrfont size=-1 class=pa href=http://news.google.com/news/url?sa=Tct=us/9-4fd=Rurl=http://www.eweek.com/c/a/Midmarket/IBM-Acquires-Transitive-for-Undisclosed-Sum/cid=1271988315ei=l-0nSYLfA4HI9AS5y9QHusg=AFQjCNFfCtNQaad53YEfbKgM3zMU7DUxywnobreWeek/nobr/anbsp;- a href=http://news.google.com/news/url?sa=Tct=us/9-5fd=Rurl=http://searchdatacenter.techtarget.com/originalContent/0,289142,sid80_gci1339561,00.htmlcid=1271988315ei=l-0nSYLfA4HI9AS5y9QHusg=AFQjCNE9XPuhT-gDK2D9BHUtrWR9Ro0cZwnobrSearchDataCenter.com/nobr/a/fontbr/font class=p size=-1a class=p href=http://news.google.com/news?sourceid=navclientie=ISO-8859-1rls=GGLG,GGLG:2005-22,GGLG:enncl=1271988315hl=ennobrall 95 news articles/nobr/a/font/div/font/td/tr/table Software - Google News |
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