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

---

Constructionalist Parsing - Deciphering Natural Language

The research in the field of Natural Language Processing usually... Read More

Microsoft Great Plains Multicurrency ? Overview For Implementation Consultant

When you first think about multicurrency ? you probably have... Read More

OEComplete ? A Personal Information Manager

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

Adware, What Is It?

Adware is a type of Spyware program that displays some... Read More

Best Practices In Choosing Network Monitoring Software

Blue Cross and Blue Shield of Hawaii (HMSA) found itself... Read More

Secure File Transfer Using SSH Plus Additional Audit & Automation - FSA Reporting

In order to meet regulatory and corporate compliance requirements reporting... Read More

eConnect: eCommerce Development for Microsoft Great Plains

Microsoft Business Solutions Great Plains has several options to enable... Read More

Mapping Software: Putting Data Visualization on the Map

Mapping Software Improves Data VisualizationFrom the outset, it is important... Read More

Microsoft Great Plains Furniture & Fixtures ? Implementation & Customization Highlights

Microsoft Great Plains, former Great Plains Software Dynamics / eEnterprise... Read More

Why do Manufacturers Invest in Business Management Software?

With many manufacturing shops heading over seas in favor of... Read More

Microsoft Great Plains in Construction & Building ? Implementation & Customization Highlights

Microsoft Great Plains could be tuned and setup to fit... Read More

Microsoft Great Plains Installation ? Overview for IT Director/Controller

Microsoft Great Plains is main mid-market application from Microsoft Business... Read More

.Net Charts and Graphs Interact with Businesses and Customers

Bar charts, bar graphs, and any other chart or graph... Read More

Know Linux

Linux essentials:It's free for download but you have to pay... Read More

Microsoft Great Plains Implementation ? Overview for IT Director/Controller

What is installation in the language of technology? Installation... Read More

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

We would like to give you several situations, when you... Read More

Alien Intruders!

You probably didn't casually invite, or extend a formal attendance... Read More

Microsoft Great Plains Customization and Development ? Overview for Programmer

When Great Plains Software was designing and developing Great Plains... Read More

Put Some Pizazz in Your Software Arsenal

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

Explore the Internet in a Whole New Way

For a long time now Microsoft's Internet Explorer has ruled... Read More

Benefits of Shareware

Shareware has been fighting the stigma of being misunderstood for... Read More

Backing Up And Restoring Your MySQL Database

If you've been using MySQL database to store your important... Read More

Interactive Mapping Brings Information to Life

What is Interactive Mapping?Interactive mapping is a visual display medium... Read More

Introducing GRML

Creating a new markup language.Introduction.General Reuse Markup Langauge, or GRML,... Read More

Need of Document Management System (DMS)

Document Management or Enterprise Information Management is perhaps one of... Read More

Microsoft CRM Integration with Lotus Notes Domino: Messaging Connector ? Future Directions

IBM Lotus Notes Domino and Microsoft CRM (Client Relation Management)... Read More

Microsoft Great Plains: Large Scale Implementation

Microsoft Business Solutions Great Plains, Navision, Axapta, Solomon and CRM... Read More

eCommerce development for Microsoft Great Plains: tools and highlights for programmer

Microsoft Business Solutions Great Plains, former Great Plains Software Dynamics... Read More

Dig Out That Worm

Internet worms. Is your PC infected?If your computer has become... Read More

Industry Experts Answer the One Million-dollar Question - Why Genie Backup Manager?

Many reasons made GBM a unanimous choice for experts, one... Read More

An Introduction to .NET Framework

.Net Framework is a platform or development environment to seamlessly... Read More

Quick Summary of Basic and Common Linux Commands

There are many commands that are used in linux on... Read More

Great Plains Dexterity Development: FAQ

Microsoft Business Solutions Great Plains is Dexterity-written application and currently... Read More