Microsoft CRM Integration With Microsoft Office Documents ? Overview For System Integrator

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, [email protected]

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: [email protected]

In The News:


Theres Gold in Your Websites Server Log

Many Webmasters have never bothered to view their website's server... Read More

Getting Technical Support Help Online

Sometimes your PC will start acting strange for no apparent... Read More

Microsoft Great Plains, Navision, Axapta ? Selection Considerations

During the years of our consulting practice, which comes back... Read More

.Net Charts and Graphs Interact with Businesses and Customers

Bar charts, bar graphs, and any other chart or graph... Read More

RSS: Get Notified When Your Favorite Websites Are Updated

RSS (Really Simple Syndication) is a way for a site... Read More

What is Software Piracy?

There are several kinds of software piracy. The bottom line... Read More

Recent Studies Show that 9 out of 10 PCs Are Infected with Spyware

Spyware and malware are large problems for Internet users today... Read More

40/sec to 500/sec

IntroductionSurprised, by the title? well, this is a tour of... Read More

Review of TikiWiki Content Management System

TikiWiki is open source software - it is written in... Read More

Is Your Family Protected?

When you think... Read More

Navision Attain C/ODBC Crystal Report ? Customization Example

Microsoft Business Solutions Navision is main ERP application for European,... Read More

Understanding Document Management

The term "document management" and "paperless office" is the subject... Read More

Choose your Java Wisely

Java has come along a long way. Many would agree... Read More

Microsoft CRM ? Typical Customizations

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

Microsoft CRM Implementation - US Market Lessons

Microsoft CRM is CRM answer from Microsoft Business Solutions. If... Read More

Microsoft Great Plains Middle East - Arabic Language Support

Microsoft Business Solutions Great Plains is marketed for mid-size companies... Read More

Microsoft Great Plains - Payroll & HR Inexpensive Solution? Not Any More

Microsoft Great Plains is main Microsoft Business Solutions accounting package... Read More

C++ Tutorial 1, Introduction to C++

Introduction to C++Why Learn C++?C++ may at first seem like... Read More

OLAP, An Alternative Technology Over Spreadsheets

Are Spreadsheets Robbing your Enterprise of Competitive Advantage?'90% of "average"... Read More

Adware and Spyware

What is 'adware'?Adware is basically software or scripts that are... Read More

Inherent Dangers Of File Sharing Via The Internet.

Cyberspace has opened up a new frontier with exciting possibilities... Read More

How to Choose the Right Accounting Software for Your Business

With any good luck and a good amount of hard... Read More

Microsoft Navision Customization Upgrade ? Tips For Programmer/IT Specialist

Currently Microsoft Business Solutions is on the way of creating... Read More

Microsoft Great Plains Customization: Project Organization ? International Business Example

Microsoft Business Solutions Great Plains fits to majority of horizontal... Read More

Know Linux

Linux essentials:It's free for download but you have to pay... Read More