Tag: Customization

Microsoft CRM Customization Secrets ? Second Edition

Posted on Jul.16, 2009, under Computer and PC Tips No Comments

This article is for advanced Microsoft CRM SDK C# developers. It describes the technique of direct SQL programming, when SDK doesn’t have the functionality to do the job.
Introduction. Looks like Microsoft CRM 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. It is tightly integrated with other Microsoft Business Solutions products such as Microsoft Great Plains, Solomon, Navision (the last two in progress).
Here [...]


Microsoft Great Plains: Offshore Customization & Development ? Overview for Consultant

Posted on Jul.05, 2009, under Computer and PC Tips No Comments

When you visit department stores and see that majority of the apparels are produced in other countries, not US ? you probably do not worry about this fact. About 10 years ago, when Clinton’s high tech era was at the inception ? we saw the signs of high tech professionals inflow in the USA from overseas. Nowadays the trend is reversed ? instead of importing high tech people, we are at the beginning of outsourcing to them in their overseas [...]


Microsoft CRM Customization – Processing In/Out-Going Email Messages

Posted on Jun.27, 2009, under Computer and PC Tips No Comments

We would like to give you several situations, when you may need custom development and programming to improve Microsoft CRM functionality. This overview is for programmer, software developer, IT specialist, database administrator.
Microsoft CRM, the CRM application from Microsoft Business Solutions utilizes almost all the recent Microsoft technologies: .Net (it is actually written in C#.Net with HTML and Javascript at the web client side plus has Microsoft CRM SDK with C# and partially VB.Net samples), Microsoft SQL Server, Microsoft Exchange 2003/2000 [...]


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

Posted on Jun.19, 2009, under Computer and PC Tips No Comments

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.
? The first script transfers salesperson and sales territory from Customer master file to Project master table
update PA01101 set SLPRSNID=b.SLPRSNID, SALSTERR=b.SALSTERR from [...]


Microsoft CRM: Implementation, Customization, Support ? Consultant Overview

Posted on Jun.18, 2009, under Computer and PC Tips No Comments

Microsoft Business Solutions CRM is present several years on the US software market plus it makes advances in Europe. We expect substantial number growth of Microsoft CRM implementations across USA.
? Sales. Microsoft CRM in opposite to former CRM leaders, such as Siebel, Onyx, Saleslogix doesn’t need hard pushing sales efforts. It also should probably not be sold to the company top management, but rather to IT department enthusiasts, who are in charge for specific legacy business system support and data [...]


eConnect: eCommerce Development for Microsoft Great Plains

Posted on Jun.09, 2009, under Computer and PC Tips No Comments

Microsoft Business Solutions Great Plains has several options to enable web ordering. Traditionally Great Plains Dynamics/eEnterprise had eOrder ? this is ASP pages based ordering application, enabling you to place or retrieve your Sales Order Processing (SOP) Sales Orders over the web. There were several drawbacks however with eOrder. You should be the customer in Great Plains company database to be able placing the orders. Also if you were planning to customize eOrder ? you could only do cosmetic style [...]


Tools for Customizing Great Plains

Posted on May.24, 2009, under Computer and PC Tips No Comments

Microsoft Business Solutions ? Great Plains has captured the US market with its integrated business applications for small and mid-size organizations. Its comprehensive accounting and business management capabilities provide businesses with tools to customize various modules of the Great Plains software. These tools have been proven to have contributed to business growth and tighter control over its processes.
There are several ways in which customization and integration can be applied to Great Plains applications because of its open architecture characteristic. Integrity [...]


Microsoft CRM in Latin America: Implementation, Customization, Support ? Overview for Consultant

Posted on May.15, 2009, under Computer and PC Tips No Comments

Microsoft Business Solutions CRM is present several years on the US software market plus it makes advances in Europe. We expect substantial number growth of Microsoft CRM implementations across South and Central America and the need for Microsoft CRM implementation, support, tuning, reporting, training services, especially in such countries as Mexico, Columbia, Venezuela, Argentina, Peru, Uruguay, Chili, Costa Rica. In this small article we try to project US market lessons on Latin American business climate.
? Sales. Microsoft CRM in opposite [...]


Great Plains Customization ? Programming Auto-apply in Accounts Receivable

Posted on May.14, 2009, under Computer and PC Tips No Comments

Microsoft Great Plains is one of three Microsoft Business Solutions mid-market ERP products: Great Plains, Solomon, Navision. Considering that Great Plains is now very good candidate for integration with POS application, such as Microsoft Retail Management System or RMS and Client Relation Systems, such as Microsoft CRM ? there is common need in Great Plains customizations and integrations, especially on the level of MS SQL Server transact SQL queries and stored procedures.
In this small article we’ll show you how to [...]


Microsoft CRM Customization

Posted on May.14, 2009, under Computer and PC Tips No Comments

Microsoft CRM customization techniques are very diversified and based on the whole spectrum of recent Microsoft technologies. The main terms you should know are: Microsoft CRM SDK 1.2 and Visual Studio.Net 2003. And of course you should be familiar with all the legacy internet technologies, such as HTML, XML, XSLT, JavaScript and be good C#/VB/Net developer.
If you are developer who is asked: how do we customize Microsoft CRM ? read this and you will have the clues on where to [...]