July 6, 2008

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

Filed under: 99design — admin @ 3:04 am

Microsoft CRM is newborn contestant on the CRM cipher market. The full idea behindhand CRM seems to be different. In housing of tralatitious CRM cipher (Siebel, Oracle) - the covering was fashioned with papers independence in mind. Microsoft CRM is sacred to Microsoft profession and so deploys every the Microsoft tools: Windows Active Directory, Microsoft Exchange 2003/2000, SQL Server, Crystal Reports Enterprise, Biztalk server, Microsoft Outlook, cyberspace Explorer, Microsoft Great Plains as backend, etc.

If you are cipher developer, database chief or scheme specializer who is asked: how do we make Microsoft CRM - we are gift you directions in this article.


  1. Microsoft CRM SDK - this is cipher utilization outfit with C# and part VB.net cipher samples - it is based by Microsoft Business Solutions theoretical support. It is based on scheme assist calls, if you are C# .NET developer - you are excellently positioned to do this identify of customizations. This is the desirable change scenario and this should be easily upgradeable customization. VB.Net examples module be acquirable soon.
  2. Legacy SQL Data integration. This is also cushy and safe. If you hit SQL database, movement on the aforementioned or linked SQL Server - you crapper create ASPX .Net covering and only combine it into CRM. You crapper locate it on the guidance forbid or schedule in isv.config - gratify intend to MS CRM SDK
  3. Legacy ASP integration - this is somewhat more sophisticated. You hit to deploy protocol trainer to be a region band between CRM which is .Net based and ASP which is heritage IIS. The gimmick is - you hit to hit INI enter with section settings to understand into MS CRM with comely credentials, occupation scheme service.
  4. Microsoft Exchange Programming. Microsoft CRM has Exchange connector - which moves CRM inbound telecommunicate to MS if it has GUID in its subject. You crapper edit this system (for happening - advise telecommunicate to CRM if it doesn’t hit GUID but it is from the communicator who is occurrence or statement in MS CRM). Refer to MS Exchange SDK onsyncsave circumstance handling. Then only administer whatever MS CRM SDK planning - you requirement whatever COM+ objects creation and VB planning experience.
  5. Direct SQL touch - in #4 above I described you the scenario with MS Exchange handlers - this would be saint concern if MS CRM SDK does the job. But - in actual concern this is not ever genuine - you hit to do candid flags rebuke in CRM database (like making Activity closed, agitated telecommunicate attachments/octet streams, etc). This is not based by MBS theoretical hold - but you crapper delivery to this framework if you hit to intend employ done.
  6. MS CRM Customization agency - this is kinda end-user agency and we don’t exposit it here - feature the manual. We’ve described above the options to ingest when this agency doesn’t do the employ
  7. Crystal Reports - see liberated to create Crystal inform - tables and views scheme is consciousness explanatory. Try to refrain the enticement to create your possess SQL analyse or stored machine in MS CRM database, instead - create bespoken database and locate your analyse and stored proc in it.

Happy modifying!

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