Midsize business or non-profit organization should decide if one-vendor solution would be appropriate and the associated risk acceptable. In our opinion, balancing the risk of one-vendor-approach is not economically feasible and should be avoided. This means that you need to decide if you plan to be Microsoft-oriented or Java/Unix/Linux/Oracle oriented. In the case of Java direction ? you again have to further consider your options and if possible do not deploy too many systems from different vendors. Even if you host your systems with somebody else ? we think that in the future you might have a risk of complex data conversion from one system to another. In this small article we'll show you typical way if you follow Microsoft direction: Microsoft Business Solutions Great Plains and Microsoft CRM
? Sales Automation. It was actual at all the times, however now it is becoming critical to have decent Client Relation Management (CRM) system implemented. You order takers or sales people should be working exclusively in CRM, where you should have sales workflow, approvals, pipeline of pending deals, reporting with future cash flow prediction. Use Microsoft CRM Sales module.
? Servicing. If you would like to avoid tame wasting when your service and sales people are talking to each other and have long meetings to fulfill customer order, you have to organize them around CRM Service module: Contract, Case, Activity, workflow and assignments to service technicians, plus email to/from your customers should be captured in MS CRM
? ERP. Currently, Microsoft Business Solutions has MS CRM integrated with Microsoft Great Plains. Great Plains is good ERP solution for majority midsize business and fits to variety of business niches. Great Plains is integrated with MS CRM on the level of Sales Order Processing module (SOP).
? Customization. Usually each midsize business has unique procedures which should be mapped into their CRM and ERP. So, be ready to have minor or major customization implemented. In the case of MS CRM ? majority of the customizations are done in C# or VB.Net ? so called Microsoft CRM SDK programming and development. It is open technology ? you can download MS CRM SDK and have anyone with C#/VB.Net skills do the job. In the case of Microsoft Great Plains he technology is not that open and you might need somebody with Great Plains Dexterity, VBA/Modifier, Integration Manager, eConnect, SQL coding ? this combination of skills is usually available from one of the Microsoft Business Solutions Customization Partners
? Integration. If you have something else, besides Microsoft CRM and Great Plains, then you might need the integration. Assuming that your major systems are on the Microsoft platform ? integrations should be done via heterogeneous queries from the side of Microsoft SQL server ? through linked servers
? Reporting. In our opinion ? the best tool for non-financial reports (financial ? use FRx) is Crystal Reports. Base your Crystal report on heterogeneous view or stored procedure to pull the data from multiple systems. You can deploy Crystal reports in your web application, if needed
Good luck with implementation, customization and 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 866-528-0577 or 630-961-5918! help@albaspectrum.com
Andrew is Great Plains specialist in Alba Spectrum Technologies ( http://www.albaspectrum.com ) ? Microsoft Great Plains, Navision, Microsoft CRM Partner, serving clients in California, Minnesota, Illinois, Washington, Florida, Arizona, New York, New Jersey, Virginia, Georgia, Louisiana, Texas, Canada, UK, Australia, Brazil, Germany, Russia
Microsoft Great Plains is main accounting / ERP application... Read More
Looking at all the ads which promise to get rid... Read More
Microsoft Great Plains has full-featured Manufacturing suite of modules: Capacity... Read More
The major reason I recommend getting your hands on real... Read More
If someone entered your home, uninvited and installed numerous cameras... Read More
The US House of Representatives has recently passed the "Spy... Read More
In this short FAQ style article we would like to... Read More
Looks like Microsoft Great Plains becomes more and more popular,... Read More
Since technology changes so quickly, it is hard to begin... Read More
Remember old good days when your company probably had Great... Read More
Have you noticed WordPerfect is gearing up for a comeback... Read More
The most important things you can do for your computer... Read More
Microsoft Business Solutions CRM data conversion deserves FAQ type of... Read More
Disclaimer: All the thoughts expressed are my views only! Your... Read More
C/SIDE (Client/Server Integrated Development Environment) - The core of... Read More
With thousands of web pages added to the Net every... Read More
The Internet is reshaping every form of communications medium, and... Read More
I have always had a tendency to focus on the... Read More
How many steps does it take you to locate and... Read More
Microsoft Business Solutions ? Great Plains is designed to meet... Read More
Is your PC is slow and wimpy? Then you need... Read More
This tutorial covers OLAP solutions used by Data warehouses and... Read More
SOFTWARE PIRACY We regularly hear reports... Read More
We don't think about mainframe software pricing anymore, we just... Read More
Microsoft Great Plains and Microsoft Retail Management System (Microsoft RMS)... Read More
I completed an experiment recently. I wanted to find out... Read More
What is IRC?IRC is Internet Relay Chat. It is a... Read More
Just the thought of a duel-boot scares many people away,... Read More
The destruction of the Soviet Union about 15 years ago,... Read More
Some introduction into Great Plains Software products, now Microsoft Business... Read More
Microsoft Office program is a programming tool called Visual Basic... Read More
Microsoft has never released a service pack for Windows98 SE,... Read More
It is really interesting that a bug can create problem... Read More
For a windows user like me, just can watch with... Read More
The most important things you can do for your computer... Read More
If you would like to pick something from Microsoft, or... Read More
If there still are few unprotected computers left, I haven't... Read More
If you're online using a dialup Internet connection, you'll probably... Read More
Microsoft released Service Pack 2 (SP2) for the Windows XP... Read More
Hi, Guys,I believe a lot of programmers are trying to... Read More
Great Plains Integration Manager scripting and translation - overview for... Read More
As we could imagine, if you are reading this article... Read More
For those who are unclear on the differences between the... Read More
Having from five to ten and more favorite screensavers is... Read More
As of now - Great Plains Dynamics/eEnterprise is transformed/renamed into... Read More
There are so many different programs that clutter up your... Read More
Almost all new and major brand of PCs come with... Read More
Microsoft Great Plains serves the wide spectrum of horizontal markets.... Read More
User interfaces and accessibility are some of the most important... Read More
Microsoft Great Plains is main Microsoft Business Solutions accounting package... Read More
There are several kinds of software piracy. The bottom line... Read More
In the new era of internet marketing the problem of... Read More
Mike Dunville* had a decision to make. As the new... Read More
Microsoft Great Plains is main accounting / ERP application... Read More
Considering whether or not your software company should hire a... Read More
Microsoft bought Navision, Denmark based software development company, along with... Read More
Microsoft Great Plains is one of the Microsoft Business Solutions... Read More
Microsoft Great Plains could be tuned and setup to fit... Read More
Learning how to program software seems like a daunting task... Read More
Looking at all the ads which promise to get rid... Read More
Best Software Act! is very popular CRM for small and... Read More
Costs of fleet maintenance software can vary widely. It is... Read More
Microsoft Great Plains as ERP and Microsoft CRM as... Read More
RSS (Really Simple Syndication) is a way for a site... Read More
IntroductionPHP can be used for a lot of different things,... Read More
The cornerstone of successful automated office systems is the ability... Read More
Software |