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Microsoft CRM Programming Techniques – overview for developer  by: Andrew Karasev Microsoft CRM is the CRM answer from Microsoft and it will have all the Microsoft Business Solutions muscles behind. If you are developer who is asked: how do we customize Microsoft CRM – read this and you will have the clues on where to look further. 1. Microsoft CRM SDK – this is software development kit with C# and partly VB.net examples – it is supported by Microsoft Business Solutions technical support. It is all web services based calls, if you are C# .NET developer – you are excellently positioned to do this type of customizations. This is the preferred customization scenarios and this should be easily upgradeable customization. 2. 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 3. Legacy ASP integration – this is somewhat more sophisticated. You have to deploy HTTP handler to be a middle party between CRM which is .Net based and ASP which is legacy IIS. The trick is – you have to have INI file with security settings to penetrate into MS CRM with proper credentials, calling web service. 4. Microsoft Exchange Programming. Microsoft CRM has Exchange connector – which moves CRM incoming email to MS if it has GUID in its subject. You can alter this logic (for instance - move email to CRM if it doesn’t have GUID but it is from the sender who is contact or account in MS CRM). Refer to MS Exchange SDK onsyncsave event handling. Then simply apply some MS CRM SDK programming 5. Direct SQL touch – in #4 above I described you the scenario with MS Exchange handlers – this would be ideal world if MS CRM SDK does the job. But – in real world this is not always true – you have to do direct flags correction in CRM database (like making Activity closed, moving email attachments/octet streams, etc). This is not supported by MBS technical support – but you can rescue to this technique if you have to make job done. 6. MS CRM Customization tool – you can feel free to use this – this is rather end-user tool and we don’t describe it here – read the manual. We’ve described above the options to use when this tool doesn’t do the job 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 Microsoft CRM, Microsoft Great Plains customization company, based in Chicago, California, Colorado, Texas, New York, Georgia and Florida, Canada, UK, Australia and having locations in multiple states and internationally (www.albaspectrum.com), he is Dexterity, SQL, C#.Net, Crystal Reports and Microsoft CRM SDK developer. akarasev@albaspectrum.com This article was posted on September 11, 2004   View More Videos from the "Computers and Internet" category: 2. How to add Background 2/6 Subscribing to RSS Feeds with iGoogle Choose a Custom Theme in Gmail Getting connected with LinkedIn - #8 - Your LinkedIn Homepage   Read More Articles from the "Computers and Internet" Category: How to Make Hip Hop Beats by James Jackson Web Design Illustration Tips by Granny's Mettle Cisco And CompTIA Practice Questions: Etherchannels, The OSI Model, And More! by Chris Bryant, CCIE #12933 Avoiding the Spam Trap: Get Your Message Delivered! by Daiv Russell Public Instant Messengers Are Not Safe For Business! by Andrew Green Choosing A Web Based Photo Storage Service by Kadence Buchanan Cisco CCNA Certification: How And Why Switches Trunk by Chris Bryant, CCIE #12933 VoIP by Sara Chambers Lotus Domino: Application Integration – a programmer view by Eugene Polyakov Disguised Trojan Viruses – They Hide In Your Computer by Jonathon Walters << Back to "Computers And Internet" Index

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