What Is An Office Automation System
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)
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.
Microsoft CRM SDK this is software development kit with C# and partly VB.net code samples it is supported by Microsoft Business Solutions technical support. It is based on web service calls, if you are C# .NET developer you are excellently positioned to do this type of customizations. This is the preferred modification scenario and this should be easily upgradeable customization. VB.Net examples will be available soon.
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:
Legacy SQL Data integration. This is also easy and safe. If you have SQL database, sitting on the same or linked SQL Server you can create ASPX .Net application and simply integrate it into CRM. You can place it on the navigation bar or menu in isv.config please refer to MS CRM SDK
Crystal Reports - feel free to create Crystal report - tables and views structure is self explanatory. Try to avoid the temptation to create your own SQL view or stored procedure in MS CRM database, instead - create custom database and place your view and stored proc in it.
Office automation alludes to the diverse PC peripherals and programming used to carefully make, gather, store, control, and hand-off office data required for achieving basic tasks. Office automation helps in improving or automating existing office activities.
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)
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:
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)
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