Microsoft Business Solutions
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C# International Case Studies
Alba Spectrum Technologies
1-630-961-5918 or 1-866-528-0577 help@albaspectrum.com
Microsoft CRM Customizations
Overview - Microsoft Business Solutions Microsoft CRM has the whole spectrum of customization options:
Microsoft CRM Software Development Kit (Microsoft CRM SDK)
SQL based and other legacy systems integration via .Net Web Services
Direct Microsoft Exchange event handlers programming
Legacy ASP integration via HTTP handlers
etc.
Case Studies
Microsoft CRM
Business and Residential Tree Removal company
Situation
Business system had multiple loosely integrated parts. It was difficult to
address the client order status request, because of the data distribution
between multiple systems. Crew scheduling was in the paper form with following
manual entry into accounting, resulting in frequent errors. Absence on the
internet leaded to decreasing competing potential.
Our approach
With the business growth the need of web-enabled Client Relation Management system was identified. The decision was made on Microsoft CRM.
CRM Tuning
- Standard quotation forms were created with the check lists for onsite estimation
- Crew’s members assignment custom system was integrated with CRM
- All the necessary reports were enabled via internet for the crews and sales team
Technology:
- Microsoft CRM Form, Tables and Workflows modification via Built-in Customization tool and Deployment manager
- .NET C# web pages for entering data into MS SQL Server tables for crews assignment and tracking
- CRM configuration settings enabled seamless integration of crew assignment form with CRM Order
- Crystal Reports for custom invoice and work order forms
Results
- Order entry was enabled via internet to the customers
- Employees got self entry timesheets, which reduced cost of time cards paper work
- All the business processes, querying and reporting were transferred to one system, eliminating data duplication problems and enabling advanced analysis
Industry: Services
Applications: Microsoft CRM
Technologies: SQL Server: Stored Procs, Views, .Net, C#, HTML, XML, Web Publishing, MS CRM Customization Manager, MS CRM Deployment Manager, Crystal Reports
Metal Distributor
Situation
Company had legacy asp application to enable internet ordering for its clients.
Also company had Microsoft CRM implemented for its Client Orders tracking and
Sales automation. Management was willing to secure its investment into legacy
asp application and have it integrated into Microsoft CRM system
Our approach
We suggested deploying of HTTP handler to enable ASP data transfer into .net web services based Microsoft CRM
- ASP Page calls url at .net web server which is further processed by custom HTTP handler
- HTTP handler calls Web service for customer and order creation in Microsoft CRM
Results
- Securing former investments in ASP legacy web site and seamless integration with new Microsoft CRM
Industry: Distribution
Applications: Microsoft CRM
Technologies: .NET, C#, Web Services
Venture Capital Fund
Situation
Company has confident information on its clients-prospects for decision making
to provide venture capital. Also company had other lines of business, automated
in Microsoft CRM. The need was to provide absolute secure view/modification of
venture capital line of business to trusted users/officers
Our approach
We suggested the deployment of new MS SQL Server database to store venture capital specific info
- Verifying User Credentials via C# customization of MS CRM
- Deploying .Net datasets to extract the data with strict user’s credentials control
- Venture capital data publishing into CRM integrated web frames
-
Results
- Secured connection to custom data was enabled in standard Microsoft CRM environment
Industry: Finance
Applications: Microsoft CRM
Technologies: .NET, C#, Web Services
Alba Spectrum Technologies
Phones
Toll Free: 1-866-528-0577
Office: 1-630-961-5918
Cell (consultant-on-duty): 1-630-854-0597
Email: help@albaspectrum.com
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