Software Information |
|
Microsoft CRM Implementation for Large Corporation ? overview
Microsoft Business Solutions CRM is now approaching the phase of being mature product and the CRM solution you may consider for large publicly traded company. Our view point considers the fact of multiple platforms and systems coexistence and balancing: UNIX, Linux, Microsoft Windows, Java, .Net, PC, AS/400, RS6000, Microsoft Exchange, Lotus Notes Domino, etc. This increases the cost of maintenance, but decreases the risk of being trapped to one vendor/solution. So far we've seen successful implementations of Microsoft CRM in the following industries: Distribution, Logistics, Non-Profit, Chemicals, Pharmaceutical, Placement/Recruiting, Medicare/Hospitals, Retail, Wholesale, Education, Beverages, Services, Defense, Aerospace, Oil & Gas. ? In-house Implementation. This is non-expected paradox. Multiple clients, especially large companies, do it themselves. The reason is ? Microsoft CRM utilizes all spectrum Microsoft Technologies: Exchange, Active Directory, .Net, Full-text search, etc. Microsoft oriented IT people understand it and like to be involved. So, you should consider self-implementation first. ? Integration. Microsoft CRM has relatively simple business logic and sits in Microsoft SQL Server, which enables customization and integration with third party systems and databases. If you have Microsoft Great Plains ? you can use MBS CRM-GP integration tool, based on BizTalk. If you have UNIX-based ERP/Accounting, you can deploy MS SQL linked server to bridge MS CRM and ERP. The same would work for Oracle ERP ? Oracle Financials. Navision has third party integration tool and the one from Microsoft is on the way to be released. Axapta is also candidate for the integration. ? Customization. Microsoft CRM SDK describes majority of MS CRM objects and classes and enable VB.Net or C#.Net developer to build-in custom .Net application for Microsoft CRM existing screens. And this is actually the way of the integration ? you realize integration in the custom .Net application. ? Messaging. Microsoft CRM uses MS CRM-Exchange connector in its standard functionality. However if you have IBM Lotus Domino email server ? you can deploy MS CRM-Lotus connector, developed and supported by Alba Spectrum Technologies. ? Data Conversion. You should use Scribe for initial data migration. However you need some programming work if you plan on bringing advanced data (email attachments from Siebel, for example) ? External consultants. You should consider customization and integration initial design as candidates for outsourcing. Then, when coding is done and implemented ? you may switch to your internal developers to support custom pieces. ? Nation-wide support. Microsoft CRM is very innovative from the support side. It means that Microsoft CRM partners tend to go to the nation-wide and international market to sell, implement and support the application. Being web application ? Microsoft CRM could be accessed, customized and modified from anywhere. ? Internationalization. Microsoft Business Solutions promotes MS CRM worldwide and has local versions of the product 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, New Zealand, 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]
|
RELATED ARTICLES
Blind CC (Bcc): Master Its Use When E-Mailing If you use Microsoft Outlook (or similar applications) for e-mailing, then you are familiar with the fields at the top of a new mail message, right? Of course, in the "To..." field, you enter the name of one or more persons you intend to receive your message. Use the field labeled "Cc..." (for Carbon Copy - remember how they did it back in 1978 BC, "before computers"?) for anyone who needs to view your e-mail but is not the addressee. Microsoft Great Plains BR: Bank Reconciliation Microsoft Business Solutions Great Plains is marketed for mid-size companies as well as Navision (which has very good positions in Europe and emerging markets where it can be easily localized). What Stands Behind The Software Description? With thousands of web pages added to the Net every day, it's getting more and more frustrating both to submit the information to the attention of those, who are interested in it and to find the information one needs. 5 Easy File Management Tips in Microsoft Word How many steps does it take you to locate and open your Word documents? Try these tricks to streamline how you find and open the files you use most often: Business Plan Software Review: Ultimate Business Planner? One of the main reasons business owners and entrepreneurs use business plan software is to simplify building their financial models. Even with an explosion in business plan software packages on the market today, "doing the financial projections" is still often cited as the most difficult part of completing a business plan. Yet, software can still simplify financial forecasting. A Simple Guide To Wikis A wiki is an editable text-based website. But you don't need to understand any complex HTML, or anything like that to use a wiki. A wiki is really only a little bit more complex than a word-processor, but MUCH more powerful, because instead of only being 1 page, it can be lots of pages, all linked up together. Three Steps To Windows Safety Heaven Now there are Three Steps To Heaven Just listen and you will plainly see How virus and hackers attack and destroy Your precious internet-connected computer toy Just follow steps one, two and three Internet Relay Chat - A Basic Introduction What is IRC? Microsoft Great Plains version 8.5: Upgrade, Customization, VBA, Crystal Reports - Highlights Microsoft Great Plains is one of the Microsoft Business Solutions family ERP products: Great Plains, Navision, Axapta, Solomon, Small Business Manager. MBS also has Microsoft CRM - Client Relation Management software and Microsoft Retail Management System (Microsoft RMS) SQL scripts for Project Accounting: Microsoft Great Plains series ? overview for developer Microsoft Business Solutions Great Plains has Project Accounting module where you can budget the project, assign it to customer contract and then log expenses, timesheets, inventory spending, and finally bill the customer against the project or contract. Microsoft Great Plains Project Accounting does excellent job, but there are cases when you need developer or MS SQL DB Admin touches. Integrating Microsoft Great Plains Accounting/ERP: RMS, CRM, eCommerce, Lotus Domino ? overview Microsoft Business Solutions Great Plains has substantial market share among horizontal and vertical clientele in the USA, Canada (including French version for Quebec/Montreal), UK, Australia, New Zealand, Spanish speaking Latin and Central America, South Africa and Middle East. Nowadays ERP can not stay as it is off-the-shelf product ? it requires integration with Legacy or newly implemented systems, such as CRM, Retail Management applications, custom in-house made business systems (transportation/cargo tracking, etc). The tendency is that if company uses Microsoft-driven computer park (Windows domain, SQL Servers, MS Exchange) the rest of the ERP/CRM applications are Windows-oriented. However you can have successful bridge between non-Microsoft ERP and Great Plains: Oracle, IBM Lotus Notes/Domino, DB2 or others), usually it involves Java/CORBA/EJB/JSP type of expertise. About Microsoft Sysprep (System Preparation) Utility (Windows 2000) The Microsoft system preparation utility for Windows 2000 is a very handy tool for network support shops that deploy PC images as a means of reformatting PC's with problems. Sysprep basically strips out all the hardware information and unique information from that specific PC, which allows you to deploy the image created from that PC on to many other PC's with different hardware configurations. 5 Time-Saving Tips in Microsoft Word Whether you have used Microsoft Word for years, have just switched from WordPerfect or are new to word processing, try these easy steps to save time and simplify your work in Word: Microsoft Great Plains Integration Manager ? Working With Text File Microsoft Business Solutions main middle market ERP application - Microsoft Great Plains has multiple integration options: MS SQL Scripting (stored procedures and views), ADO.Net programming, Microsoft SQL Server DTS packages. You certainly can deploy such SDK tools as eConnect. However here we would like to show you how to program the simplest user friendly tool: Microsoft Great Plains Integration Manager. Multiple times in our consulting practice we saw the need to integrate General Ledger transactions from one text file and here we give you this and even more complex case, when credit and debit amounts are present on the same line with their own account numbers. Let's assume that we have tab delimited text file, GLSOURCE.txt. Here is how the line looks: Microsoft Great Plains Reporting ? Overview for Developer Looks like Microsoft Great Plains becomes more and more popular, partly because of Microsoft muscles behind it.� Now it is targeted to the whole spectrum of horizontal and vertical market clientele.� Small companies use Small Business Manager (which is based on the same technology ? Great Plains Dexterity dictionary and runtime), Great Plains Standard on MSDE is for small to midsize clients, and then Great Plains serves the rest of the market up to big corporations.� There are several reporting tools available and you definitely need to know which one to use for different types of reports. If you are developer who is asked: how do we create report for Microsoft Great Plains ? read this and you will have the clues on where to look further. Great Plains Report Writer (ReportWriter) ? this is built-in reporting tool.� All the original report in Great Plains are written in ReportWriter.� ReportWriter itself is Dexterity module.� You should use this tool if you would like to modify existing Great Plains reports, such as Blank Invoice Form - here you can place your company logo, change the positioning, fonts, colors, etc.� ReportWriter will allow you also do new� reports - simple option� if you want to export all the records from one Great Plains table - use it.� New report, however doesn't have interface where you would enter parameters - so it is not useful for real custom reports.� Another limitation of ReportWriter - you can not do cross-modules report - when you need sales and purchasing info on the same report for example. FRx.� This is excellent tool when deal with financial reporting - it works on the General Ledger level (Balance sheet, P&L, Cash Flow Statement, etc.).� It also allows you to do multiple companies consolidation - when you do consolidated Balance Sheet (with inter-companies transactions elimination). Smart List - Export to Excel ? this is nice feature in Great Plains - you could create a list with simple criteria and then export it to Excel. Crystal Reports.� It gives you unlimited functionality.� Obviously flexibility requires you to know Great Plains table structure:� Launch Great Plains and go to Tools->Resource Description->Tables.� Find the table in the proper series.� If you are looking for the customers ? it should be RM00101 ? customer master file.� If you need historical Sales Order Processing documents ? they are in SOP30200 ? Sales History Header file, etc.� Create ODBC connection to GP Company database.� Use the same technique as when you create standard ODBC connection for GP workstation ? but change default database to targeted company database.� Create SQL Query to probe the data ? we always recommend tuning your query and see that you are getting adequate results ? in any case ? Crystal Report is just a nice tool to show the results of your query. Direct Web Publishing off Great Plains databases ? yes - it is easy now with Visual Studio.Net and you can hire good programmers.� This is good - Microsoft Business Solutions products: Great Plains, Solomon, Navision and Axapta will be integrated into so called Microsoft Business Portal - which will have web interface - you can get the idea if you look at Microsoft CRM web client - so direct web publishing is good taste. SQL Queries.� If you have SQL background - this is great field for you.� You know - with properly formatted SQL query you can realize simple EDI export/import for the integration with legacy systems. Happy designing!� if you want us to do the job - give us a call 1-866-528-0577! [email protected] Pros and Cons of Using FREE Software in Your Business It�??s easy to understand why you might be drawn to the allure of free software. After all, it is free and free is always a good price to pay. But before you plunk down your hard-earned no money and possibly put your business at risk, consider the following. Microsoft Navision Customization Upgrade ? Tips For Programmer/IT Specialist Currently Microsoft Business Solutions is on the way of creating so-called suites: Microsoft Financials, Microsoft Distributions, Microsoft HR, Microsoft Manufacturing. It is very difficult to say which product will be the core of which suite, but the best guess is this: Microsoft Great Plains - Microsoft Financials and probably Distribution/Supply Chain Management and HR, Solomon - Microsoft Project or Professional Services, Navision - Microsoft Manufacturing. If you have Microsoft Business Solutions Navision and support it for your company then you need to know some technical details about Navision version upgrade and what is going on behind the scenes, which options do you have in case of C/SIDE customization or Jet Reports. Your Computer May Be Infected, Heres How To Check (NOT about virus) NOTE: Please take time to read on - it may be vital for your PC's security. If you are not in the mood, just save it or print it out for later reference. The True Meaning of Freeware The vast majority of us will have, at some point, had freeware games or applications installed on our systems. If you've played an online Java or Flash based game, you've used freeware. In a very real way the Internet itself is freeware, a massive collections of scripts, information, tools and resources that are, for the most part, totally free. But what is it that motivates so many people to put so much work into a project, and then release it totally free of charge? There are a few misconceptions about freeware that I would like to clear up. Corporate ERP: Microsoft Great Plains For The Plant In Brazil ? Overview For CIO Microsoft Business Solutions Great Plains as new ERP for multinational corporation manufacturing facility in Brazil. |
home | site map |
© 2005 |