Difference between revisions of "Microsoft CRM Integration With Microsoft Office Documents Overview For System Integrator"
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− | 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. Lets take a look at the options:<br><br> | + | 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)<br>You can always have us help you, give us a call: 1-630-961-5918 or 1-866-528-0577, help@albaspectrum.com<br><br>Microsoft Dynamics GP USA MRP market. This seems to be the stronghold of Microsoft Great Plains. Microsoft Business Solutions makes its Microsoft Dynamics GP 9.0 the first wave of its Project Green with the switch from Microsoft Dexterity to .Net and [http://www.micropromocodes.com/visual-studio-enterprise-subscription-2019-promo-code visual studio enterprise subscription 2019 promo code] Studio development: C# and VB, plus the increased role of eConnect (initially introduced for eCommerce web XML developers, now the middle tier to resolve Great Plains Dexterity peculiarity with generic .Net development)<br><br>RMS architecture excurse. Microsoft RMS has Headquarters and Store databases. The exchange between the two types of databases uses worksheet mechanism. Most of the transaction types are initiated on the store level and transferred to the Headquarters database (with some global data exception, global customers for example are handled on HQ level and then propagated down to the stores).<br><br>Gift Card puzzle. There are few funny things in MS RMS you should be aware. Imagine you issue Gift Certificate. It exists on the Headquarters level and each store knows about the balance on the card. Customer uses card in store A and then walks in to the store B. If worksheet mechanism didnt play during this time interval store B gift card balance will show incorrect value. To fix the issue you need to trigger worksheet creation and launch on the headquarter level to replicate new balance to all the stores. <br>Good luck with customization and if you have issues or concerns we are here to help! If you want us to do the job - give us a call 1-866-528-0577! help@albaspectrum.com<br><br>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, If you have any queries concerning wherever and how to use [http://www.Micropromocodes.com/visual-studio-enterprise-msdn-promo-code Microsoft Store Promo Code], you can call us at the webpage. 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. Lets take a look at the options:<br><br>Computers - that miracle of modern times- do encounter difficulties and even stop working occasionally, which you would identify if you have been using them for quite a time. No matter its complexity, it is still a machine and thus it can fail same as people. So if you have experienced some computer failures, you recognize how troublesome that can be, and you need something that will fix it quick, if not get around it on the whole forever.<br><br>Data Inquiry and Update. The MS RMS architecture suggests you to query primarily Headquarters database and do not change data in HQ database. If you need to change data on the store level from Microsoft CRM custom screen you should consider placing web service on the SQL Server hardware in the store to deal with the store-initiated transaction<br><br>Store Level Web Services. Yes they will enable you to communicate with store database and have transaction data updated over there. The other way is having all the stores as linked servers from Headquarters MS SQL Server Enterprise Manager<br><br>International aspects. Well as you can conclude from this whitepaper and our past publications Microsoft Great Plains / Dynamics GP is not supported for non English or Spanish speaking countries. In the case of Brazil/Sao Paulo/Rio de Janeiro/Salvador population speaks in Brazilian Portuguese. SAP Business One could be a good spoke/hub ERP application to be consolidated to Microsoft Dynamics GP/NAV or AX in the USA/UK/France (including Canada/Montreal/Quebec)/Germany/Europe <br>Please do not hesitate to call or email us: USA 1-866-528-0577, 1-630-961-5918 help@albaspectrum.com<br><br>Microsoft CRM custom lookup. More likely you will nee lookup to your RMS headquarters or store records for the customer transactions from Account screen. Microsoft CRM allows you to have custom navigation bar on Account screen by clicking on this bar you could call your custom web .Net application, which will call Microsoft RMS database and return you the grid of customer transactions<br><br>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.<br><br>It is not wrong to say that Microsoft does succeed in attracting iMac and MacBook�s users through the Surface [http://www.micropromocodes.com/visual-studio-test-professional-subscription-renewal-promo-code visual studio test professional subscription renewal promo code]. The Company is focusing on the transformation of Windows and PC�s from business-centric to stylish platforms to increase their students and creative professional�s buyers. The starting Studio configuration costs around $2,999 but features like processors, graphics, high-resolution Display, storage etc. makes the price look reasonable. Future drop in price can be taken advantage of through Surface Studio Promo Code. |
Revision as of 06:32, 20 November 2018
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
Microsoft Dynamics GP USA MRP market. This seems to be the stronghold of Microsoft Great Plains. Microsoft Business Solutions makes its Microsoft Dynamics GP 9.0 the first wave of its Project Green with the switch from Microsoft Dexterity to .Net and visual studio enterprise subscription 2019 promo code Studio development: C# and VB, plus the increased role of eConnect (initially introduced for eCommerce web XML developers, now the middle tier to resolve Great Plains Dexterity peculiarity with generic .Net development)
RMS architecture excurse. Microsoft RMS has Headquarters and Store databases. The exchange between the two types of databases uses worksheet mechanism. Most of the transaction types are initiated on the store level and transferred to the Headquarters database (with some global data exception, global customers for example are handled on HQ level and then propagated down to the stores).
Gift Card puzzle. There are few funny things in MS RMS you should be aware. Imagine you issue Gift Certificate. It exists on the Headquarters level and each store knows about the balance on the card. Customer uses card in store A and then walks in to the store B. If worksheet mechanism didnt play during this time interval store B gift card balance will show incorrect value. To fix the issue you need to trigger worksheet creation and launch on the headquarter level to replicate new balance to all the stores.
Good luck with customization and if you have issues or concerns we are here to help! If you want us to do the job - give us a call 1-866-528-0577! help@albaspectrum.com
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, If you have any queries concerning wherever and how to use Microsoft Store Promo Code, you can call us at the webpage. 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. Lets take a look at the options:
Computers - that miracle of modern times- do encounter difficulties and even stop working occasionally, which you would identify if you have been using them for quite a time. No matter its complexity, it is still a machine and thus it can fail same as people. So if you have experienced some computer failures, you recognize how troublesome that can be, and you need something that will fix it quick, if not get around it on the whole forever.
Data Inquiry and Update. The MS RMS architecture suggests you to query primarily Headquarters database and do not change data in HQ database. If you need to change data on the store level from Microsoft CRM custom screen you should consider placing web service on the SQL Server hardware in the store to deal with the store-initiated transaction
Store Level Web Services. Yes they will enable you to communicate with store database and have transaction data updated over there. The other way is having all the stores as linked servers from Headquarters MS SQL Server Enterprise Manager
International aspects. Well as you can conclude from this whitepaper and our past publications Microsoft Great Plains / Dynamics GP is not supported for non English or Spanish speaking countries. In the case of Brazil/Sao Paulo/Rio de Janeiro/Salvador population speaks in Brazilian Portuguese. SAP Business One could be a good spoke/hub ERP application to be consolidated to Microsoft Dynamics GP/NAV or AX in the USA/UK/France (including Canada/Montreal/Quebec)/Germany/Europe
Please do not hesitate to call or email us: USA 1-866-528-0577, 1-630-961-5918 help@albaspectrum.com
Microsoft CRM custom lookup. More likely you will nee lookup to your RMS headquarters or store records for the customer transactions from Account screen. Microsoft CRM allows you to have custom navigation bar on Account screen by clicking on this bar you could call your custom web .Net application, which will call Microsoft RMS database and return you the grid of customer transactions
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.
It is not wrong to say that Microsoft does succeed in attracting iMac and MacBook�s users through the Surface visual studio test professional subscription renewal promo code. The Company is focusing on the transformation of Windows and PC�s from business-centric to stylish platforms to increase their students and creative professional�s buyers. The starting Studio configuration costs around $2,999 but features like processors, graphics, high-resolution Display, storage etc. makes the price look reasonable. Future drop in price can be taken advantage of through Surface Studio Promo Code.