Microsoft CRM Integration with Microsoft Retail Management System (RMS) ? Overview

Microsoft Client Relation Management system (Microsoft CRM) and Microsoft RMS are both Microsoft SQL Server based applications, however historically Microsoft was purchasing industry leading software applications, such as QuickSell which is now Microsoft RMS. So, RMS design fundamentals were minted a long time before Microsoft CRM. But, still integration between the two is straightforward and what you need is consultant, who is familiar with both systems structures and customization scenarios. Microsoft CRM is currently integrated with Microsoft Great Plains and will be integrated with Microsoft Navision in the close future, RMS integration is not planned to our knowledge, so you should seek third party solutions or create your own integration. We see the need for such the integration when you sell on account in RMS and have customer support call center automated with Microsoft CRM. Let us give you highlights:

? Microsoft CRM custom lookup. More likely you will nee lookup to your RMS headquarters or store records for the customer transactions from Account screen. Microsoft CRM allows you to have custom navigation bar on Account screen by clicking on this bar you could call your custom web .Net application, which will call Microsoft RMS database and return you the grid of customer transactions

? RMS architecture excurse. Microsoft RMS has Headquarters and Store databases. The exchange between the two types of databases uses worksheet mechanism. Most of the transaction types are initiated on the store level and transferred to the Headquarters database (with some global data exception, global customers for example are handled on HQ level and then propagated down to the stores).

? Data Inquiry and Update. The MS RMS architecture suggests you to query primarily Headquarters database and do not change data in HQ database. If you need to change data on the store level from Microsoft CRM custom screen ? you should consider placing web service on the SQL Server hardware in the store to deal with the store-initiated transaction

? Microsoft CRM programming. Microsoft CRM has MS CRM SDK (Software Development Kit). This is open source tool, you can download it from Microsoft site and it is description of Microsoft CRM classes and methods with sample codes in C# and VB.Net. Microsoft technical support encourages you to use Microsoft CRM SDK objects and discourages you from direct SQL server programming. If you need to query MS CRM database ? you should create your custom database and place your objects: SQL views and stored procedures there. Do not place custom object into MS CRM databases Do your homework in integration and if you have issues or concerns ? we are here to help! If you want us to do the job - give us a call 1-866-528-0577! help@albaspectrum.com

Andrew Karasev is Chief Technology Officer in Alba Spectrum Technologies ? USA nationwide Great Plains, Microsoft CRM customization company, serving clients in Chicago, California, Texas, Florida, New York, Georgia, Arizona, Minnesota, UK, Australia and having locations in multiple states and internationally ( http://www.albaspectrum.com ), he is CMA, Great Plains Certified Master, Dexterity, SQL, C#.Net, Crystal Reports and Microsoft CRM SDK developer. You can contact Andrew: andrewk@albaspectrum.com

---

Microsoft Business Solutions - Navision Customization: C/SIDE, C/ODBC, C/FRONT, XBRL

Microsoft bought Navision, Denmark based software development company, along with... Read More

The Importance of Timely Timesheets

Whether you are a small consultancy firm, a medium sized... Read More

Software Process Improvement -A Successful Journey

Background: For many organizations like ours, the interim target of... Read More

Microsoft RMS Customization ? PO Items Receiving in Great Plains

Microsoft Retail Management (RMS) and Microsoft Great Plains are retail... Read More

How to Upgrade Dexterity Customization ? Tips for IT Manager

If you have Microsoft Great Plains and support it... Read More

The Opera Alternative

Security flaws have long plagued Internet Explorer (IE), the market-dominating... Read More

Microsoft Small Business Manager Customization Options - Overview

Microsoft Business Solutions Small Business Manager is Great Plains Dexterity... Read More

CRM 101: Customer Relationship Management for Beginners

Customer Relationship Management, abbreviated "CRM," is the term for a... Read More

Crystal Reports for Microsoft Great Plains

Microsoft Business Solutions ? Great Plains is designed to meet... Read More

Tripwire for Linux File Integrity

What is Tripwire?Tripwire is a form intrusion detection system (IDS)... Read More

OEComplete ? A Personal Information Manager

OEComplete is a utility for managing the personal information of... Read More

Software Development in 2005 - Back to the Future

2005 ? Back to the Future.What does the future hold?... Read More

Guide to Software Marketing

Intro This concise article will tell you in plain English... Read More

Is Your Small Business Ready For A CRM Software Solution?

I have yet to see a business that, sometimes in... Read More

Selecting Corporate ERP: Microsoft Business Solutions Great Plains ? Estimation Parameters

As we could imagine, if you are reading this article... Read More

Cisco CCNA Certification: Becoming A Truly Valuable CCNA.

I've been active in the Cisco Certification track for four... Read More

Microsoft CRM Data Conversion FAQ

Microsoft Business Solutions CRM data conversion deserves FAQ type of... Read More

Software Engineering: An Introduction

Software Engineering is the Systematic Approach for analysis design implementation... Read More

Falling in Love With More Than One Screensaver: The Fun Part

Having from five to ten and more favorite screensavers is... Read More

Builders Beware

Which Type of Shop Can Rely On A Home Built... Read More

Microsoft CRM Customization: Integration with Third Party SQL Application/Database

Microsoft CRM ? Client Relationship Management package from Microsoft Business... Read More

Microsoft Great Plains Accounting/ERP Implementation ? Finance Industry Customization Example

Microsoft Business Solutions Great Plains is very generic accounting application... Read More

Great Plains Custom Development: Dexterity, VBA, SQL, Crystal, eConnect ? Overview For Programmer

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

Anti-Virus Software

Anti-virus software is used to find, remove or fix files... Read More

Navision Customization: C/SIDE, C/ODBC, C/FRONT, XBRL ? Development Options

Microsoft bought Navision, Denmark based software development company, along with... Read More

SSH (SCP) Send Files from Windows to Your Linux Box

Not all of us have the luxury of working both... Read More

Microsoft Great Plains ? Licensing & Product Versions

Current Microsoft Business Solutions Great Plains has more that 10... Read More

Software Upgrades Arent Always the Best Move

When my daughter was getting into AOL instant messaging (AIM)... Read More

Microsoft CRM Implementation for Large Corporation ? overview

Microsoft Business Solutions CRM is now approaching the phase of... Read More

Great Plains DOS Support ? Notes for Consultant

Great Plains Accounting, accounting package for mid-size and small companies... Read More

Spyware: What It Is and How to Combat It

Spyware is software or hardware installed on a computer without... Read More

netstat - Linux Command to Display Networking Information

In linux, one of great commands for finding out information... Read More

Put Some Pizazz in Your Software Arsenal

The software giants don't do everything and don't always produce... Read More