Microsoft CRM ? Typical Customizations

Microsoft CRM was designed to be easily customizable. Microsoft CRM Software Development Kit (MS CRM SDK) which you can download from Microsoft website contains descriptions of the objects or classes, exposed for customization. It has sample code in C# and partially in VB.Net. In Visual Studio.Net you can analyze all the classes, used by Microsoft developers to create MS CRM - you will discover that most of them are not documented in MS CRM SDK. Microsoft will not support your customization if you use undocumented class or do direct SQL access to CRM database.

Let us describe you - programmer, software developer typical cases of MS CRM Customizations.

1. Integration with SQL Server application. If you have legacy system on MS SQL Server - let's say you are transportation company and have in-house developed cargo tracking database. Now in MS CRM you want lookup the shipments for the customer (or account in CRM). This is SDK programming and calling SQL stored proc to retrieve cargo info. Instead of SQL Server you can have other database (ORACLE, MS Access, PervasiveSQL to name a few) - you can access multiple Database platforms via ADO.Net connection from your .Net application, which is easily integrated into MS CRM Account screen.

2. Email capturing in MS CRM. You have customer with email [email protected] Now you want all the emails that you receive from customer.com domain to be attached to Bill who is account in CRM. This is more difficult customization - you have to create MS CRM SDK web service, that one will be creating email activity and call it from COM+ application - Microsoft Exchange event handler (ONSYNCSAVE database event sink). This example maybe complicated with the following requirement. Imagine that Bill, instead of answering to your email (sent from CRM and processed by CRM-Exchange connector) sends you new message from MS Outlook. Then this email will not follow into MS CRM (because it doesn't have GUID in the header and so is ignored by CRM Exchange connector). If you want to capture these emails - you have to do it in Microsoft Exchange event sink. There maybe scenario when you want to capture and analyze in the sink all the outgoing emails - this is even more complex - y!

ou have to place the sink on transport event.

3. ASP Application integration. You have legacy ASP application, where you capture orders from your customers and you want these orders be transferred to the CRM as activity. Here you understand that ASP doesn't deploy Active Directory security - and the best way is to create HTTP handler and call it from your ASP page. This HTTP handler in turn will call MS CRM SDK web service with predefined (web.config) Active Directory credentials.

Some cautions. Never create your custom SQL objects (like stored procedure, SQL view, table) in MS CRM database. Instead, create your own database and place your objects there. When you see the first caution - you will never try to alter existing CRM objects, like adding new field to the table.

Happy customizing! if you want us to do the job - give us a call 1-866-528-0577! [email protected]

About The Author

Andrew Karasev is Chief Technology Officer in Alba Spectrum Technologies ? USA nationwide Great Plains, Microsoft CRM customization company, based in Chicago, California, Texas, New York, Florida, Georgia, Minnesota, Oregon, Arizona, Canada, UK, Australia and having locations in multiple states and internationally (www.albaspectrum.com), he is Microsoft CRM SDK, Great Plains Dexterity, SQL, C#/VB.Net and Crystal Reports developer; [email protected]

In The News:

Seven Key Questions To Define Your Software Interoperability Goals In Health Care  ForbesSoftware interoperability initiatives for healthcare organizations can be complex. Answer these seven questions to help you achieve your interoperability goals ...
Government-certified software will track fuel distribution to combat theft All gas stations, fuel distributors, storage  Mexico News DailyAll gas stations, fuel distributors, storage facilities and oil refineries are going to be required by law to use government-certified tracking software.
2-Day Course: Medical Device Software - Complying with the 2018 MDR & FDA Regulations (London, United Kingdom - April 29-30, 2019) - ResearchAndMarkets.com  Clearfield ProgressDUBLIN--(BUSINESS WIRE)--Feb 22, 2019--The "Medical Device Software: Complying with the MDR & FDA Regulations 2018" conference has been added to ...
Lack of software encouraging plagiarism at AU!  The Hindu'Recent show-cause notice issued to a senior professor over copying a research paper is just the tip of the iceberg'
Caisse set to book huge gain if IPO of Montreal software firm Lightspeed flies  The Globe and MailA successful initial public offering by Montreal software firm Lightspeed POS Inc. could deliver a nine-figure gain for the Caisse de dépôt et placement du ...
Software development in the cloud: Benefits and challenges  TechGenixAlthough most developers are still coding locally, there are benefits from software development in the cloud. But yes, there are challenges too.
4 Things Every Entrepreneur Must Consider Before Founding a Software Startup  EntrepreneurIt's a common myth among the entrepreneurial community that for software startup to succeed, the founders must hail from a technical background such as ...
5 of the best new software releases - Tech  MixmagIf you can't get enough of DAWs and plug-ins, check the best recent software releases.
Incorporating various quotas in software delays RTE admissions  Times of IndiaNAGPUR: Incorporating different quotas into RTE's school admission software has delayed the 2019-20 admission process, which was scheduled on Monday.
How Tech Giants Enable ‘Stalkerware’ Software Sold to Abusive Partners  VICESpyware to spy on romantic partners is a booming industry, but it doesn't exist in a vacuum.
Top Tax Software Programs for Your 2018 Tax Return  Kiplinger's Personal FinanceTax software can help you identify all the tax breaks you're eligible to claim. We tested seven programs to see what they do best.
APPRISS RETAIL ACQUIRES LP SOFTWARE TO EXPAND RETAIL SOLUTIONS  GlobeNewswireAdding the LPMS product line and client base increases Appriss Retail's market leadership.
IRS Find High FITARA Scores Stem from Good Software License Inventories  FedTech MagazineIt's one thing to get good grades, but when it comes to the FITARA scorecard, which publicly tracks how well federal agencies buy and manage technology, ...
Best free malware removal software of 2019 By Catherine Ellis in 11 hours TechRadar Pro Updated  TechRadarWelcome to our list of the best free malware removal tools you can download in 2019. Each of these tools has been carefully tested by us to ensure that they ...
Gladstone Software: In focus | Great British Business  Telegraph.co.ukGladstone Software may not be a company you've heard of but they are the reason millions of fitness fans are able to access their chosen facilities day after day.
Wisconsin Professor's Software Wins Academy Award  Wisconsin Public Radio NewsCarthage College computer scientist Perry Kivolowitz's visual effects software, SilhouetteFX, was used in several Oscar-nominated movies this year, and he has ...
Have a software company that's not making money yet? Startup Boost Pittsburgh wants to help  The InclineSeed funding. Accelerator program. Venture Capital. All those terms are familiar to Kit Mueller, who has worked with startups for decades. But for someone just ...
Therap's Disability Software for Intellectual and Developmental Disability Providers Features Billing Options for Services Tracked Using Electronic Visit Verification (EVV)  PRNewswireWATERBURY, Conn., Feb. 22, 2019 /PRNewswire/ -- Therap's billing features now includes the option to bill for services tracked using Electronic Visit ...
How to efficiently scale a fintech software product  HostReview.comFintech startups that are rushing to launch their product and test it on the market often compromise,e-commerce.
What Advocate Marketing Software Is and Why You Should Use It  Business 2 CommunityYou may have heard the term brand advocate before. A lot of businesses actually rely on the influence of their customers and employees to gain exposure for ...
Ultimaker announces Essentium, eSUN, and Polymaker joins its Material Alliance Program, Cloud update for Cura software  3D Printing IndustryAt TCT ASIA in Shanghai, award winning 3D printer OEM Ultimaker has announced that Essentium, eSUN and Polymaker have joined its Material Alliance ...
How HR management software can help organisations streamline work  YourStory.comOver the past decade, HR Management Software has evolved in many ways. A new system has now taken over the conventional Human Resource ...
Cofounder Of 3-D Printing Unicorn Formlabs Raises $18M For Manufacturing Software Company Tulip  ForbesNatan Linder, cofounder and chairman of 3-D printing unicorn Formlabs, founded Tulip five years ago to give factory workers the same access to digital tools as ...
Big Data Cannabis Software Company CB2 Insights Raises C$5.74 Million  New Cannabis VenturesMedical Cannabis Clinical Data Company Raises in Excess of C$5M led by Merida Capital Partners. TORONTO, Feb. 22, 2019 (GLOBE NEWSWIRE) — MVC ...
A software tool to improve treatment of depression was developed in Montreal  Montreal GazetteAn award-winning Montreal startup has developed a system that uses artificial intelligence technology to help doctors treat their patients struggling with ...
NCR Activate Enterprise Wins Best Next Gen ATM Software Award  Business WireNCR Corporation (NYSE: NCR), a global enterprise technology company, today announced we won the inaugural ATMIA Next Gen award for our Activate ...
Google's On-Prem Data Center Software for Hybrid Cloud Now in Beta  Data Center KnowledgeGoogle Cloud on Wednesday launched the beta version of its Cloud Services Platform, a move that brings the company one step closer to letting enterprises ...
Intuit stock rises after tax software company beats profit forecasts  MarketWatchShares of Intuit Inc. INTU, -0.40% rose more than 2% in the extended session Thursday after the company, which offers tax-preparation software and related ...
Pinpoint's Advanced Analytics Measures Software Engineering Efficiency  eWeekHow do you measure the performance of software engineering projects? Pinpoint says it has the answer with what it bills as the world's first advanced analytics ...
Nano (NANO) Cryptocurrency Releases the Long-Awaited V18 Dolphin Node Software  Blockchain ReporterNano (NANO) cryptocurrency has announced in its blog post that the long-awaited Nano Node V18 (a.k.a. Dolphin) is released.
Animiz Releases Cartoon Animation Software That Simplifies Video Processing  PRUndergroundAnimiz, one of the global leaders in software development, recently showcased its animation creator software which can be used to inspire audiences.
MCAD News: Siemens Announces new NX Software—Now with AI and ML Technologies  ArchitoshSiemens' Digital Innovation Platform and NX software advance the design and engineering process by tapping into AI and Machine Learning within the context ...
Southwest Airlines temporarily grounded at BWI, nationwide due to software issues  Baltimore SunSouthwest Airlines flights were grounded for just under an hour Friday morning due to software issues, an airline spokesman said. The delays affected ...
DJI Improves Enterprise Drones And Fleet Management Software To Enable Next Level Commercial Drone Operations  sUAS NewsUpdated Matrice 200 Series Drones And FlightHub Software Lay The Foundation For BVLOS And Night Flights While Accelerating Organization-Wide Drone ...
Microsoft flags IIS bug that could trigger 100% CPU usage  Software Testing NewsMicrosoft Security Response Center published a security advisory about a denial of *service* issue that is affecting its Microsoft web server technology, IIS.
Ad software might be draining your Android  The LedgerA sneaky piece of advertising software may be responsible for driving up millions of Android users' mobile data usage and wasting their device's battery life, ...
Novel software offers possible reduction in arrhythmic heart disease  Science DailyPotentially lethal heart conditions may become easier to spot and may lead to improvements in prevention and treatment thanks to innovative new software that ...
Foresight Sports Updates Software with Fun Mini Games  GolfshakeForesight Sports has enhanced its innovative golf software by intrdoucing a host of new features for this year, updates including a series of mini-games themed ...
American Software (AMSWA) Releases Quarterly Earnings Results, Beats Estimates By $0.04 EPS  Fairfield CurrentAmerican Software (NASDAQ:AMSWA) posted its earnings results on Wednesday. The software maker reported $0.09 earnings per share (EPS) for the quarter, ...
Nike's Adapt BB shoes stop working after firmware update  Software Testing NewsNike's newly released $350 (£269) Adapt BB shoes, have reportedly stopped working because of a firmware update, according to The Verge. Nike's new ...
Upland Software to Release Fourth Quarter and Full Year 2018 Financial Results on March 7, 2019  Odessa AmericanAUSTIN, Texas--(BUSINESS WIRE)--Feb 22, 2019--Upland Software, Inc. (Nasdaq: UPLD), a leader in cloud-based Enterprise Work Management software, ...
Research Principal (Human Resources Software) - G2 Crowd  Built In ChicagoG2 Crowd is hiring for a Research Principal (Human Resources Software) in Chicago. Find more details about the job and how to apply at Built In Chicago.
Tabula Rasa HealthCare Expands MTM Software Reach outside the United States through a License to a Canadian Pharmacy Organization Focused on Enhancing Health Outcomes  NasdaqMOORESTOWN, N.J. and MARKHAM, Ontario, Feb. 21, 2019-- Tabula Rasa HealthCare, Inc., a healthcare technology company advancing the field of.
Donegal software company Gartan Technologies to shed jobs  Donegal DemocratDonegal software solutions company Gartan Technologies, which is based in Letterkenny, is to shed a number of jobs as part of a restructuring at the company.
American Software: Fiscal 3Q Earnings Snapshot  WSB AtlantaATLANTA (AP) _ American Software Inc. (AMSWA) on Wednesday reported fiscal third-quarter profit of $2.3 million.
Software flaw allows Stanford students to view Social Security numbers, applications of other students  EdScoop NewsA student at Stanford University tipped off IT officials earlier this month to a software vulnerability that allowed any student to view the university application data ...
Startup backed by ex-NBA players raises cash to build software for high school athletic programs  GeekWireScorebook Live has reeled in another $2.5 million to help high school sports programs get access to the same level of technology that professional leagues use ...
California startup paves the way for autonomous driving software - Tech News  The Star OnlineAutonomous driving is all anyone can talk about nowadays. The California-based startup Artisense has a new approach to creating maps for driverless vehicles ...
Designing with Motion Control in Mind  Machine DesignWhether designers are improving a motion-centric machine or building a new one, it is essential they begin with motion control in mind. Then they can develop ...
Oppo K1 review: Excellent design but camera, software need work  Hindustan TimesOppo K1 is available in India for a starting price of Rs 16990. The smartphone comes with up to 6GB of RAM, 25-megapixel selfie camera, and 3600mAh battery.
Software developers need more confidence on Stack Overflow  QuartzEvery software developer is familiar with the site Stack Overflow, the 11-year-strong compendium of questions and answers. Part knowledge base, part social ...
Mitigating Software Vulnerabilities at Microsoft Over the Last 20+ Years  InfoQ.comAt BlueHat IL 2019, Microsoft engineer Matt Miller described how the software vulnerability landscape has evolved over the last 20+ years and the approach ...
Crossover: A software sweatshop  Forbes IndiaTwo decades ago, Joe Liemandt became the youngest member of the Forbes 400 by building an enterprise software juggernaut. He's quietly returned, bigger ...
Southwest Suspended Operations Friday Morning To Check Software, Creates Delays For Passengers Out Of BWI  CBS BaltimoreBALTIMORE (WJZ) — A computer outage grounded Southwest flights across the country and at BWI Thurgood Marshall Airport for about 50 minutes early Friday ...
What's the best VST/AU plugin software synth in the world today?  MusicRadarDue to circumstances entirely within our control, our annual vote to find the best VST/AU synth plugin in the world didn't happen last year, but if you thought ...
Find the best EHR software to manage your patient data  TechTargetThe best EHR software helps you capture, collect, track and manage patient healthcare data and provide a comprehensive look at population health.
10 Easy 3D Modeling Software Tools for Beginners (All Are Free)  All 3DPTo achieve good results using 3D modeling software, it takes a lot of practice and skills. We've created a list of easy software that will help you start modeling in ...
Apple's FaceTime feature still broken after fix  Software Testing NewsApple released a fix for the FaceTime eavesdropping bug that surfaced last month, but it appears that a new issue has cropped up.
Southwest briefly suspends operations after software upgrade  Yahoo NewsSouthwest Airlines Co said it had briefly suspended operations earlier on Friday to ensure the performance of some of its software systems that were upgraded ...
Software aids development of kite and drone renewable energy  VerdictResearchers have developed flight simulator software for airborne wind energy systems, a technology that generates electrical using kites or drones.
Batch edit Photos using these free software for Windows 10  TWCN Tech NewsBatch edit Photos using these free software for Windows 10. These free Batch Photo Editors allow users to make changes accross several photographs ...
Redis kills Modules' Commons Clause licensing... and replaces it with one of their own  The RegisterRedis Labs has jettisoned the Commons Clause software licence introduced last year for its Redis Modules, saying the earlier change had left some users ...
5 Reasons Rimini Street, Other ‘Lower-Cost’ Software Maintenance Providers May Be More Expensive  ForbesThird-party enterprise software support companies such as Rimini Street promise to cut business customers' application update and support prices, but buyer ...
Call to Action: Tell the Patent Office Not to Reopen the Software Patent Floodgates  EFFThe Supreme Court took a major step in cutting back on abstract software patents when it issued its landmark ruling in Alice Corp. v. CLS Bank. Since then ...
This software program could help prevent future school shootings  CNNIn the wake of increasingly frequent school shootings, school districts across the country are using a combination of tools to try to prevent another tragedy. One of ...
Sony Pictures Has Open-Sourced Software Used to Make ‘Into the Spider-Verse’  VarietySony Pictures Imageworks has contributed a software tool used to create movies like “Spider-Man: Into the Spider-Verse,” “Hotel Transylvania 3,” “Alice in ...
FDA Approves Flowonix Maestro Software for Pump Programming  MD MagazineThe updated software will begin being implemented this month for use with the Prometra Pump System.
Stupid Patent of the Month: IBM's Software Patent on Texting and Driving  EFFIn the smartphone era, “distracted driving” is a serious, and well-known, problem. Official warnings about poor driving habits are as old as the automobile itself.
India's Zoho out to double Mexico software client base  Business News AmericasRaju Vegesna/Vijay Sundaram Chief Evangelist/Chief Strategy Officer at Zoho Corporation Zoho Corporation. India-based business software company Zoho ...
If Software Is Funded from a Public Source, Its Code Should Be Open Source  Linux JournalIf we pay for it, we should be able to use it. Perhaps because many free software coders have been outsiders and rebels, less attention is paid to the use of open ...
Cisco patches serious SD-WAN software security holes  Network WorldCisco has patched security vulnerabilities in four packages of SD-WAN Solution software that address buffer overflow and other vulnerabilities.
These are the 5 best Amazon deals right now  USA TODAYWelcome the weekend with a special something for yourself.
UK to extend airport drone 'no-fly zone' to 5km  Software Testing NewsThe UK government is set to pass a Drone Bill that will extend the 'no-fly zone' for drones around airports following the disruption at Gatwick in December.
Marines have been personally downloading this software that helps coordinate air support. How that error and big cyber flaws are putting lives at risk.  Marine Corps TimesA Navy inspector general report has concluded that a series of popular software used in Android tablets that aid Marines and Navy personnel in coordinating ...
Katerra to license process, market software and building components  Construction DiveConstruction industry news, trends and jobs for building professionals who want mobile-friendly *content*.
LenderClose adds software engineers, relationship manager | News  The Title ReportLenderClose has added two software engineers and a relationship manager to its team. Read on for more details.
Software Engineer Loses Life Savings in Quadriga Imbroglio  BloombergTong Zou wasn't a stereotypical crypto bro bent on accumulating flashy trophies such as Lamborghinis when he deposited his life savings into Quadriga CX's ...
U.S. data analytics firm Qlik to buy Israeli software services provider Attunity  HaaretzIn the country's second $560 million exit in just three days, Israeli software services provider Attunity said Thursday it was being acquired by U.S. data analytics ...
Defence finally dumps Windows XP - Strategy - Software  iTnewsThe Department of Defence has finally ditched Microsoft's long out-of-support Windows XP operating system and made the jump to Windows 10. The veteran ...
Looking to give wings to your software development and deployment?  The RegisterEvents Whether you're just piloting your first DevOps projects, want to scale things up, or are ready to leap into Kubernetes or Serverless, you should be joining ...
This $20 software lets you edit and process 4K videos — fast  MashableEver record jaw-dropping footage in 4K UHD, only to have your project put on hold by complicated video software that takes forever to edit and convert your ...
Dozens of Cities Have Secretly Experimented With Predictive Policing Software  MotherboardThe use of PredPol—a predictive policing software that once advocated for a controversial, unproven “broken windows” approach to law enforcement—is far ...
Purple Disco Machine's favourite music software  MusicRadarGerman funk pioneer Tino Piontek - aka PDM - tells of his love affair with Cubase and vinyl crackles.
Home Based Businesses Take Advantage Latest of ezCheckpersonal/ezCheckPrinting Software Bundle  PR WebGetting both ezCheckpersonal and ezCheckprinting software in a bundle version means home based business owners can manage finance for business and ...

Microsoft Great Plains implementation: Restaurants Supply Chain Management Example

Microsoft Great Plains serves majority of US based horizontal and... Read More

Editing Your Photos Using Microsoft Picture It Publishing Platinum 2002 - A Great Dinosaur

I started using PIP (Picture It Publishing) Platinum 2002 right... Read More

Microsoft CRM Custom Design & Development: SDK, C#, SQL, Exchange, Integration, Crystal Reports

Microsoft CRM is new player on the CRM software... Read More

Ukraine IT Myths Dispersed

While Ukraine is becoming a new popular IT outsourcing destination,... Read More

How to Build a Basic CSS Layout

Designing without tables by using CSS layouts is fast becoming... Read More

Imagine if Everyone Working In Your Office Was In Synch?

Microsoft-Outlook is a pretty amazing program. So much more than... Read More

Microsoft Great Plains Reporting ? Overview for Developer

Looks like Microsoft Great Plains becomes more and more... Read More

Are You Waiting for Microsoft Longhorn Operating System

I love new technology. I am still ready to wait... Read More

Information Products: A Business Owners Best Friend

We live in a post-industrial age where information is the... Read More

Free Preventive Maintenance Software

While several preventive maintenance software manufacturers offer free trials for... Read More

Dig Out That Worm

Internet worms. Is your PC infected?If your computer has become... Read More

Microsoft Great Plains: Dexterity vs. eConnect ? FAQ

Microsoft Business Solutions Great Plains, former Great Plains Software Dynamics/eEnterprise... Read More

eConnect: eCommerce Development for Microsoft Great Plains

Microsoft Business Solutions Great Plains has several options to enable... Read More

Software: What Suits Me?

Almost all new and major brand of PCs come with... Read More

Microsoft CRM ? Typical Customizations

Microsoft CRM was designed to be easily customizable. Microsoft CRM... Read More

The End of Spyware?

The US House of Representatives has recently passed the "Spy... Read More

Behave, Word, Behave!

If you copy something from a Web site or elsewhere...... Read More

Microsoft Great Plains: Manufacturing or Bill of Materials - Overview for IT Specialist

Microsoft Great Plains is main Microsoft Business Solutions product, targeted... Read More

SQL scripts for Project Accounting: Microsoft Great Plains series ? overview for developer

Microsoft Business Solutions Great Plains has Project Accounting module where... Read More

eCommerce development for Microsoft Great Plains: tools and highlights for programmer

Microsoft Business Solutions Great Plains, former Great Plains Software Dynamics... Read More

Is Software Tester a Most Infamous Person in a Software Project Team?

The fact that a software tester is a most infamous... Read More

Do You Want Your Own Fully Programmable ERP? - Part 1

We are in a transition phase in the Managerial Administration... Read More

Linux Secrets

The first thing that you will notice about Linux Red... Read More

SyncUp ? A File/Folder Synchronizer For Windows

SyncUp, a file synchronizer is designed to assist the home... Read More

CROOK: A Methodology for the Refinement of Forward-Error Correction

Table of Contents1) Introduction 2) Related Work 3) Framework 4)... Read More