Microsoft CRM Implementation & Customization: MS CRM Fax Gateway

With this small article we are continuing Microsoft Business Solutions CRM customization, development, modification, setup and implementation discussion.

Microsoft CRM at this moment doesn't have advanced fax automation ? you can register the fact of fax receiving or sending, but it is not sufficient for your daily work with your clients. User should be able to send and receive faxes in her/his work environment ? it is in MS CRM

Fax software automation market is very mature and we don't have to re-invite the bicycle here. All we have to do is ? integrate one of the reliable solutions into Microsoft CRM. Let's look at the technical aspects of the integration:

? Modification should be based on the standard event Fax Activity logic alteration. Standard CRM version allows in- or out-going fax info saving into SQL database. Alternative form should have additional parameters for fax delivering

? Immediately after the moment of fax saving into CRM database, Albaspectrum MS CRM Universal Fax Connector takes over the logic, more precisely its fax sending portion of the logic, realized as MS CRM Post-Callout, registered for Fax Activity addition and update. At the moment of new fax activity creation, our module considers attached documents as subject to be transferred to the addressee.

? Depending on the fax application/extension you use, call parameters are transferred to the appropriate plug-in, which in turn communicates with fax application.

? Fax sending might be done through specialized systems or direct hardware control via MS FAX API.

? Initially we plan to support GFI FaxMaker and Captaris RightFax via their printing & integration system with email servers MS Exchange and Lotus Domino

? Documents, delivered or received through fax extension could be integrated into MS SharePoint via our proposed product Albaspectrum MS CRM Document Gateway. This allows you to revise and versionize document with automatic fax delivery to the addressees involved

? For incoming faxes we suggest capturing via special handlers on the MTA (MS Exchange or Lotus Domino) level ? their task is to take over fax transfer and saving it for the addressee in CRM and Fax Activity creation in MS CRM

? This approach provides seamless incoming and outgoing fax document workflow in MS CRM.

Happy programming, implementation, customization and modification! If you want us to do the job ? call use 1-630-961-5918, 1-866-528-0577! help@albaspectrum.com

Andrew is Lead Software Developer in Alba Spectrum Technologies ? USA nationwide Oracle, Navision, Microsoft CRM, Microsoft Great Plains customization company, serving Chicago, California, Arizona, Colorado, Texas, Georgia, Florida, New York, Canada, Australia, UK, Russia, Europe and internationally ( http://www.albaspectrum.com ), he is Oracle, Unix, Microsoft CRM SDK, Navision, C#, VB.Net, SQL developer.

---

Microsoft Great Plains Dynamics on Pervasive SQL.2000 Data Repair ? Overview For DBAs

Some introduction into Great Plains Software products, now Microsoft Business... Read More

How to Upgrade Dexterity Customization ? Tips for IT Manager

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

Microsoft Great Plains - Payroll & HR Inexpensive Solution? Not Any More

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

Who?s Watching What You Type?

If someone entered your home, uninvited and installed numerous cameras... Read More

Microsoft CRM Customization ? Programming Closed Email Activity

Microsoft CRM is CRM answer from Microsoft and attempt to... Read More

Are You Waiting for Microsoft Longhorn Operating System

I love new technology. I am still ready to wait... Read More

Reduce Pop-ups and Annoying Ads

There is many things more frustrating than surfing a website... Read More

Software For Your Hard-Drive

All your software is stored on a hard-drive. But how... Read More

Change Your Word Docs in Record Time!

Anyone who has ever used Microsoft Word knows that it... Read More

Your Computer May Be Infected, Heres How To Check (NOT about virus)

NOTE: Please take time to read on - it may... Read More

Free Software - Powerful Alternatives to Budget-Busting Software

When you buy a computer, it most likely comes with... Read More

Crystal Reports for Microsoft Great Plains ? Overview for Developer

Microsoft Great Plains is main accounting / ERP application... Read More

Windows Screensavers Explained

In this article you will find some background information about... Read More

Microsoft Great Plains Remote Support - Overview

Microsoft Great Plains is now standard mid-market ERP application, serving... Read More

Microsoft Great Plains: Service Business Customization & Integration Example

Microsoft Business Solutions Great Plains might be considered as ERP... Read More

Cross-Platform Custom Software Development & Integration ? IT Strategy for Large Corporation

Microsoft Business Solutions products: Great Plains, MS CRM, Navision, Axapta,... Read More

Monitoring Software Can be Used for Spying as Well

We all already got used to computer monitoring both at... Read More

eConnect: eCommerce Development for Microsoft Great Plains

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

Microsoft CRM Programming Secrets ? Tips For Developers

This article is for advanced Microsoft CRM SDK C# developers.... Read More

Software Process Improvement -A Successful Journey

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

Accounts Payable: A Powerful Document Management and Workflow Solution

Accounts payable is just one area of office management where... Read More

C++ Tutorial 1, Introduction to C++

Introduction to C++Why Learn C++?C++ may at first seem like... Read More

Microsoft Great Plains Reporting ? Overview for Developer

Looks like Microsoft Great Plains becomes more and more... Read More

Four Easy Ways To Prevent Spyware

How would you like to prevent spyware and adware from... Read More

Benefits of Integrating Online Chat Software with CRM

Customer Relationship Management (CRM) is a strategy and processes used... Read More

Reporting for Microsoft Great Plains/Dynamics/eEnterprise: RW ? ReportWriter ? Tips for Developer

Microsoft Business Solutions Great Plains is written in Great Plains... Read More

Internet Relay Chat - A Basic Introduction

What is IRC?IRC is Internet Relay Chat. It is a... Read More

Introduction To ISDN, Part II

In the previous ISDN article, we looked at how and... Read More

Microsoft Great Plains Beverage Production & Distribution ? Implementation & Customization Highlight

Microsoft Business Solutions Great Plains has many years of successful... Read More

Unwanted Files

A LOT OF UNWANTED FILES.When you uninstall an item of... Read More

Oracle Development: JDeveloper 10G ? Java, J2EE, EJB, MVC, XML - Overview For Programmer

In 2004 Oracle, Inc. made its new step toward J2EE... Read More

Microsoft CRM Messaging through Lotus Domino eMail Server - Balanced Solution

Microsoft CRM and IBM Lotus Notes Domino seem to be... Read More

Microsoft Great Plains Integration with Microsoft Access ? Overview for Developer

... Read More