Microsoft Dynamics CRM customization and coordination apparatuses survey

Microsoft Dynamics CRM customization and coordination apparatuses survey




Microsoft Dynamics CRM is the new name for Microsoft Business Solutions CRM. Microsoft Great Plains Microsoft Dynamics GP, Microsoft Navigation Microsoft Dynamics NAV, Microsoft Exacta Microsoft Dynamics AX, Microsoft Solomons at Microsoft Dynamics SLE Microsoft Solo A In this small article we are providing our previous review of Microsoft Dynamics CRM customization tools and options.


Microsoft Dynamics CRM is the new name for Microsoft Business Solutions CRM. Microsoft Great Plains Microsoft Dynamics GP, Microsoft Navigation Microsoft Dynamics NAV, Microsoft Exacta Microsoft Dynamics AX, Microsoft Solomons at Microsoft Dynamics SLE Microsoft Solo A In this small article we are providing our previous review of Microsoft Dynamics CRM customization tools and options.


If you are a software developer, database administrator or web designer, then you will be asked: How do we customize Microsoft CRM - We give you guidelines on this article.


Microsoft CRM SDK - This is a software development kit with C # and partial VB.net code samples - it is supported by Microsoft Business Solutions Technical Support. It is based on web service calls, if you are a C # .NET developer - you have been very nice to do these types of customizations. This is a changeable scenario and it should be easily upgraded customizations. VB.Net examples can be found soon.

Succession SQL data integration. It's easy and safe. If you have SQL database, sitting on the same or connected SQL Server - you can create ASPX .NET applications and it can be integrated into CRM only. You can put it in the Navigation Bar or Menu on the ATV config - please read the MS CRM SDK Inheritance ASP integration - this is somewhat sophisticated. You must set up an HTTP handler from a medium party in CRM, which is a net-based and ASP which is the IIS of the succession. The strategy is to have the INI file with security settings to enter the MS CRM by calling your web services, the appropriate certificate.



Microsoft Exchange Programming Microsoft CRM Exchange Connector - It removes CRM's incoming email to MS if it has a GUID on it. You can change this logic (for example - if it does not have a GUID, send email to CRM but it comes from a communication or account sender in MS CRM). Read the MS Exchange SDK onsyncsave event handling. Then use some MS CRM SDK programming - you need some COM + object creation and VB programming experience.


Direct SQL Touch - I described the scenario with the MS Exchange handler on top of # 4 - if MS CRM SD works, it would be the ideal world. But - this is not always true in the real world - you must correct the flag directly on your CRM database (turn off the activity, remove email attachments/octet streams, etc.). This is not supported by MBS technical support - but if you have to finish the job you can retrieve this technique.


MS CRM Customization Tool - This is rather an end-user tool and we do not describe it here - read the manual. This tool does not work, we describe the options used
Crystal Report - Feel free to create crystal reports - tables and opinion structures are self-explanatory. Try to avoid the temptation to create your own SQL View or saved method in MS CRM database, instead - create a custom database and keep your view and saved processes in it.

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