Microsoft Crm Customization - Processing In/out-going Email Messages
|
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 and others. Now to give you brief review from the workflow and messages - you can send email directly from Account, Contact or Lead and it will be processed by Microsoft CRM-Exchange connector. This email will have GUID in the message header. When addressee answers the email - it will be processed by the connector - it will recognize the GUID and will find the original activity and will attach this email as closed activity to the original object: contact, account or lead. This is very nice feature, but in the real world you may have these situations:
1. CRM user will not use CRM interface and will send email from his/her Outlook. Addressee will receive and respond and these emails will not be handled by Microsoft CRM-Exchange connector. They will not have GUID and connector has no idea on what to do with them.
2. Imagine, that you have Account Best Corporation, with contact person John john@bestcorporation.com. Now new person in Best Corporation, Susan sends you message from susan@bestcorporation.com - and her email will not be connected to your Best Corporation account, because this email doesn't have GUID and it also doesn't have matching email in the contact person. So - it is probably nice to catch emails by domain name as well, say - all the emails, coming from www.bestcorporation.com should be attached to Best Corporation account.
3. Now - your sales rep initiated the first email to the client from Microsoft CRM and got response, transferred back into CRM account. Then he occasionally replied on the reply from outlook - this reply, having GUID will be replied back and not transferred into MS CRM, because MS Exchange connector "thinks" that this message was already replied by the first reply.
4. To decrease the possibility that users will use outlook to send new messages and answer the messages from there - you would probably like the idea to delete them from MS Exchange database when they are transferred to the CRM. In this case they will not be seen in MS Outlook (We are not talking about Microsoft CRM Outlook client, where you actually see CRM data and objects)
If you are programmer or software developer - you can actually program these advancements and we'll give you the direction.
This technique is COM+ applications, registered as Microsoft Exchange sinks or handlers. You can use VisualStudio.Net, but you will not have debugging available, because these applications will work as event handlers. Microsoft Exchange allows you to alter it's logic in the events, exposed for custom handling. Incoming emails should be handled, when ONSYNCSAVE Microsoft Exchange Database event is fired before the commitment. You use Microsoft CRM SDK to create the email activity. You should use direct SQL update to flag the activity as closed (however not recommended by Microsoft - but Microsoft CRM SDK doesn't have the method to close the activity - so you really don't have an option from SDK side). Outgoing emails should be handled with so-called transport events firing, which is more complex and less documented part of Microsoft Exchange SDK.
Happy customizing! if you want us to do the job - give us a call 1-866-528-0577! help@albaspectrum.com
About The Author
Andrew Karasev is Chief Technology Officer in Alba Spectrum Technologies ? USA nationwide Microsoft CRM, Microsoft Great Plains customization partner, based in Chicago, California, Colorado, Arizona, Texas, Minnesota, New York, Georgia and Florida, Canada, UK, Australia and having locations in multiple states and internationally (www.albaspectrum.com), he is Great Plains Dexterity, SQL, C# and VB.Net, Crystal Reports and Microsoft CRM SDK developer; akarasev@albaspectrum.com
|
|
|
Dvd Burning Tips
CD and DVD replication is a process that works by creating discs from scratch. Not to be confused with duplication (the act of burning information onto readymade, commercially-available blank CD-Rs and DVD-Rs), replication relies on the use of molds to produce actual discs that already contain digital data. It is the preferred and recommended mode of mass production for quantities in excess of 500 units.Replication begins with a painstaking process called glass mastering. In this step, a laser is used to copy data onto a light-reactive glass plate. The plate's photosensitive glaze reacts to the heat of the l...(related: Software)
Putting Screensavers Under Control
No matter how much you enjoy your favorite screensavers, sometimes they can be rather annoying. Don't like them interrupting your presentations? Hate them disturbing you watching movies? Look no further. This article will show you how to gain full control over your screensavers in no time.There's no doubt screensavers bring a pleasant variety to your desktop. Not to mention they prevent your monitor from burn-ins. Still there are times they had better sit quiet and hadn't interf...(related: Software)
Internet Security Threats: Who Can Read Your Email?
Before being able to choose a secure Internet communication system, you need to understand the threats to your security.Since the beginning of the Internet there has been a naive assumption on the part of most email users that the only people who are reading their email are the people they are sending it to. After all, with billions of emails and gigabytes of data moving over the Internet every day, who would be able to f...(related: Software)
Off The Record - Tips For Picking Recording Software
Need software to record your voice, streaming audio or musical instruments? There are dozens of great products on the market. Some cost up to five hundred dollars, but here are some of the low cost alternatives you might want to consider.n-Track StudioThe program uses 24 bit (32 bit floats) resolution for mixing and effects processing. Various wave files formats are supported, mono & stereo tracks are can coexist in the same song and wave editing operations can be performed from within the program. MIDI ...(related: Software)
Microsoft Great Plains In Construction & Building ? Implementation & Customization Highlights
Microsoft Great Plains could be tuned and setup to fit most of horizontal markets. You can deploy third party modules or build your own custom logic in Great Plains Dexterity. Today we'll look at the options to automate building & construction business. We'll try to use technical language to be understood by programmer, technical consultant, IT system/database administrator, web developer.? Project-Oriented business. Construction company is project oriented. You incur expenses, labor, inventory against the building and stick to the budget in order to meet the expected profit. Microsoft Great Plains has Project Accounting module with budgeting, expenses, inventory, labor. If...(related: Software)
The Xp Firewall Isnt Enough
You might think you don't need a firewall because windows XP has onebuilt in,but read on for a plain-english explanation why this isn't enough.Before broadband and cable connections were common most people didn't need apersonal firewall because they weren't connected to the Internet for extendedperiods of time.Every computer that connects to the internet has an IP address. This is likea sort of phone number, and is issued either to an individual computer or toa "gateway" that connects a private network to the 'net.Domestic dial-up internet connections normally use a system called DynamicIP Addressing where people are issued with a sort of "new identity" everytime they connect, so it's difficu...(related: Software)
Dont Choose Adobe When Working With Pdf
While Adobe is the most known maker of PDF tools, your business will be much better off, if you select third party tools to work with PDF documents.ABC Amber PDF converterPriced at eleven dollars, this tool may very well be the cheapest PDF software on the planet. ABC Amber PDF Converter is a powerful tool which allows you to convert PDF to any document format (HTML, CH...(related: Software)
The Religion And Philosophy Of Small Internet Business
I have always had a tendency to focus on the positive. We, all of us, know the negative details in society and governments. So why not focus on solutions? Most self-actualized grownups even solve problems in this manner.Chances are we'll always have the mammoth corporations. Large corporations have their good and bad points. Click? Want to strike back at the aristocracy? Develop and advertise a business website. And it does not matter what country you are from e...(related: Software)
Microsoft Great Plains Fa: Fixed Assets ? Overview For Consultant
Great Plains Fixed Assets Management module is a robust tool that can help you manage your assets effectively. It integrates perfectly with other Great Plains modules like General Ledger, Purchase Order Processing, and Payables Management ensuring accuracy while reducing redundant data entry.As with other Great Plains modules, save time and money by utilizing classes or groups to make mass changes. This is useful for depreciating, retiring, or simply changing the information for a set of assets with a single click. Great Plains' intuitive graphical user interface makes it easy to access supporting data on assets, books, etc. The latest versions of Great Plains Fixed Asset also comes with a total of 16 ...(related: Software)
Software: What Suits Me?
Almost all new and major brand of PCs come with bundled software packages that can handle both business and personal needs.However, if you purchase a stripped down model, you might have to spend considerable time and money to add appropriate software packages you vitally need.Should that be the case, there are certain steps and factor you will need to consider to select the correct software for your computer.Write down your machines' vital statistics: i.e., operating system, amount of RAM and hard disk space available. You can access this information by going to the control panel and finally to system. If you have difficulty, select Help.In all ...(related: Software)
The Hidden Power Of Online Manual
Writing software manuals is boring, isn't it? We often think: "My software is easy to use. The user interface is intuitive. Why should I waste so much time for writing the document which nobody reads anyway?" Sometimes it's true ? I've never read the WinZip or Internet Explorer manuals ? everything seems clear without explanati...(related: Software)
Microsoft Crm Or Siebel
Siebel is traditional CRM market leader, however and mostly due to recession 200-2003, Siebel lost sizable portion of CRM market to new tiger, such as Microsoft CRM. Microsoft CRM s recent (2001) CRM answer from Microsoft and attempt top get market share from traditional vendors: Siebel, Oracle, Onyx. 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).We would like to give you Microsoft CRM selection advise, based on our MS CRM consulting practice, going back to its inception in 1999. This article ...(related: Software)
The Top 5 Wrong Reasons For Not Hiring Testers
Considering whether or not your software company should hire a dedicated team of testers? Here are the Top 5 Wrong Reasons why you shouldn't.We Have a Beta ProgramSome people feel that the best way to debug a system is to ship it to your customers and wait for trouble tickets. I don't know how things work in your industry, but as far as I'm concerned, finding new customers is hard enough. I definitely don't want to make matters worse by shipping them buggy software.I've spent the last 5 years in the telecommunications industry where the standard for reliability is 5-9. If I even suggested to my custom...(related: Software)
site-map - Copyright © 2008 | Contact Webmaster | All Rights Reserved. | Software