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Microsoft CRM Integration

Written By: Cliff Ford on August 2, 2011 No Comment

Microsoft CRM Overview

Microsoft Dynamics CRM is a very flexible, programmable, and easy-to-customize CRM application that is giving a real sweet time for Microsoft .net and SQL developers. There are so many highlights that we can cite about the techniques involved in a Microsoft CRM integration. It is such an unbelievably ideal collage of scenarios that are being consistently proven correct by developers and users, with credits to Microsoft SQL Server cross-platform integration options, such as Linked Server. To appreciate it better, it is advisable to look at scenarios where Microsoft Dynamics CRM can be successful.

Microsoft CRM Integration Techniques

Picture the Transportation Industry and the businesses that thrive from it. One of its basic operations would be cargo tracking that is served by the classic Oracle-based business management system. A forward-thinking CEO would want his sales people to be moved to Microsoft CRM and from there, a need for a lookup screen to shipment tracking would naturally surface. The technique would be to create a linked server to the Oracle database from the MS SQL Server and hosting Microsoft Dynamics CRM. The next step would be to create a distributed SQL Query and inserting it in the MS CRM SDK Custom form. This custom form is then integrated as MS CRM tab or menu for one of the MS CRM objects for the business such as Order, Quote, and Invoice.

Working Offline with Microsoft CRM

When sales people are travelling, which they usually do, it can be expected that they do not have permanent connection to the Microsoft CRM web server. Instead, business operations can use the Microsoft CRM Outlook Client, where the customization should be incorporated and included into the Microsoft CRM Outlook client replication. This is important because it just strengthens the fact that Microsoft CRM can also be handy and definitely work best for the integration of the business’ best practices for the achievement of the targeted goals and objectives.

Free Download - CRM Excel Tool - TCO CalculatorDownload: CRM TCO Calculator

With this tool, you will be able to compare the Total Cost of Ownership (TCO) of more than 10 of the top CRM systems.

The comparison calculator includes the following CRM software systems: Microsoft Dynamics CRM, Salesforce.com, SugarCRM, Saleslogix, Sage CRM, Sage ACT, and more…

You will be able to plug in your numbers and compare the results between various CRM systems. This tool was created by CRM professionals – and is now available to our readers.

With this tool, you will be able to identify the key TCO line items that are relevant for any CRM implementation. We have also included data for comparing CRM software systems such as Microsoft CRM, Salesforce.com, SugarCRM, Sage CRM, Sage SalesLogix and more. You will be able to view the 3 Year and 5 Year Total Cost of Ownership for both SaaS (Online/On-Demand) and Licensed (On-premise) pricing models.

TCO line items include:

  1. License/User price
  2. Support
  3. Mobile
  4. Hardware (incl. Server and Users)
  5. Network
  6. Rollout/Implementation
  7. Staffing
  8. and more…

==>Click HERE to Access and Download the CRM TCO calculation and comparison tool<==

Free Download - CRM Excel Tool - CRM Feature ComparisonDownload: CRM Comparison Spreadsheet

With this spreadsheet, you will be able to compare the features and details of the top CRM systems.

You will be able to compare and evaluate the following CRM business software systems: Microsoft Dynamics CRM, Infusion, Goldmine, Saleslogix, and more…

CRM evaluation topics include: Matrix of Features, Price/Licensing, Available Entities/Modules, Network/Hardware Platforms, and more…

You will be able to view the pros and cons of these CRM solutions side by side – and compare the strengths and weaknesses of these various CRM systems. This tool was created by CRM experts – and is now available to our readers.

Using this Excel spreadsheet tool, you will be empowered to recognize the chief differences between almost 10 of the top CRM systems, including Sage SalesLogix, Microsoft Dynamics CRM, Pivotal, GoldMine, Sage ACT! and more.

CRM Comparison Topics include:

  1. CRM Features
  2. Costs and Pricing (Licensing, etc..)
  3. Entities and Modules (e.g. SFA, Marketing, Service, etc)
  4. Feature Details (Sync, Call Center, Quoting, E-commerce, Lead Management, Security, Workflow, and much more.
  5. Network and Hardware (Microsoft, Linux, etc…)
  6. NAICS and Industry information

==>Click HERE to Access and Download the CRM Comparison Excel spreadsheet comparison tool<==

Free Download - CRM Excel Tool - CRM Price ComparisonDownload: Comparison Tool for Online vs On-Premise

With this spreadsheet tool, you will be able to compare the various price factors in the Online and On-Premise CRM deployment models.

This tool addresses various CRM deployment models, including (a) Online vs On-Premise, (b) SaaS vs Licensing and (c) Hosted vs Installed CRM.

With this tool, you will also be able to plug in your numbers and compare the results between various CRM implementation options. This tool was created by CRM gold partners – and is now available to our readers.

==>Click HERE to Access and Download the CRM Pricing Comparison Excel spreadsheet comparison tool<==

Comparison Webinar: Microsoft CRM 2011 vs Salesforce.com

This comparison between Salesforce.com and Microsoft Dynamics CRM 2011 will assist you in your CRM evaluation. To view the on-demand webinar, click the image below.

CRM Webinar - Microsoft Dynamics CRM vs Salesforce.com

Locations for CRM Consulting and Training

We encourage you to sign up for our CRM Newsletter. We also suggest going directly to websites such as Microsoft CRM, SugarCRM, Saleslogix as well as CRM partners in your area.

If you need assistance in finding the best CRM implementation partner in your region, please don’t hesitate to contact us. Simply fill out the form and detail your message in the “Message” field. We have CRM partners in all regions in the United States, including the following cities:

Anchorage, Alaska and St. Paul, Minnesota.

[audio:http://www.crmsolutioncomparison.com/wp-content/uploads/2011/08/Microsoft-CRM-Integration.mp3]

About the author

Cliff Ford Author: Cliff Ford. CRM Solution Comparison has provided CRM cloud software reviews and evaluations for several years. Our staff of CRM certified partners implements, tests and uses the various systems discussed within this blog. We have created a number of excellent CRM comparison and evaluation tools that we provide our readers. Google

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