SEARCH SITE MENU Submit An Article Bulk Article Submission Search Syndicate Articles Privacy Policy Terms of Use Link To Us Contact Us Site Map Home CATEGORIES Auto & Trucks Business & Finance Computers & Internet Education Environment and Going Green Family Food & Drink Gadgets and Gizmos Health Hobbies Home Improvement Humor Kids & Teens Legal Marketing Men Music and Movies Online Business Parenting Pets and Animals Politics and Government Recreation & Sports Relationships Religion and Faith Self Improvement Site Promotion Travel & Leisure Web Development Women Writing Keyword Search Article Title Author's Name

Microsoft CRM Integration with Microsoft Office documents – overview for system integrator  by: Andrew Karasev 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. Let’s take a look at the options: 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. 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) Windows Files Links. This solutions doesn’t require SharePoint license but it will require some MS CRM programming 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 About The Author Andrew Karasev is consultant and CTO in Alba Spectrum Technologies ( http://www.albaspectrum.com ) – Microsoft Business Solutions partner, serving clients in Illinois, New York, California, Florida, Georgia, Texas, Arizona, Virginia, Minnesota, Canada, UK, Europe, Australia, Asia, Russia. He is Microsoft Great Plains certified master, Great Plains Dexterity, Microsoft CRM SDK C#.Net, Crystal Repots developer. You can reach Andrew: akarasev@albaspectrum.com help@albaspectrum.com This article was posted on March 25, 2005   View More Videos from the "Computers and Internet" category: Signing up for LavaLife Online Dating Service Sendmail's Sentrion for Enterprise Message Management David Tochterman on Digital Content Release Internationally Planning Your Wedding Online - Wedding Day Blogs, Profiles and More in The Knot   Read More Articles from the "Computers and Internet" Category: Why Businesses Need to Start Nurturing Collective Wisdom by Marcus Goncalves How Important Is Wikipedia In The Grand Scheme Of Things? by Bill Platt The Brother HL 2700 Printer, All You Have To To Have For Your Business Office Print Needs by Ben Pate Could the New Google Spider Be Causing Issues With Websites? by Rob Sullivan Australia MYOB Book Keeper Software by Steele Rudd Expert Guide to SOny's HDV camcorder by Kenny Hemphill The Cheapskate and No Stress ISP’s by Harriet Silkwood Is Expired Domain Registration Still Profiotable? by Stanley Spencer The Many Faces of Google by Steve Bis Why Isn';t My Laptop Battery Charging? by Green Rudd << Back to "Computers And Internet" Index

Disclaimer: The information presented and opinions expressed herein are those of the authors
and do not necessarily represent the views of ArticleCity.com and/or its partners.