Tips And Advice on CRM Microsoft Software Implementation

by Ray Lam

Microsoft CRM is CRM answer from Microsoft Business Solutions. If you compare it to other traditional CRM applications, such as Siebel - you will see that Microsoft CRM does use all the resent Microsoft technologies, that means that Microsoft targets its CRM to Windows market exclusively, plus this means that Microsoft CRM is more difficult in its installation. Microsoft doesn’t even have to care about other platforms, such as Linux/Unix or Apple.

ISV extensions pool for MS CRM. Before you go to implement your company custom solution, you should probably check if the product is available from third party ISV vendor for Microsoft Dynamics CRM.

Generic CRM custom development and programming. Microsoft CRM implementation model allows web customization publishing and remote support, meaning such technologies as VPN, remote desktop connection, web sessions, this means, that if you can not find talent to modify your CRM around the corner or across the street, not a big problem, try Nationwide talent search.

Transportation Companies - about 30% of our clients in the States are transportation and freight forwarding companies. This actually proves the hypothesis that MS CRM is very simple solution - these companies usually do not have extra money to spend on their computer system, but need the solution for its sales people to instantly see the cargos, plus have simple customization, allowing them to integrate with legacy system.

CRM Integration with legacy systems, such as Lotus Notes Domino. Lotus to some extent is ODBC compliant DB platform, and Microsoft SQL Server is very robust to treat IBM Lotus as ODBC linked server to give you initial hint.

Data Massage and initial conversion. Implementing MS CRM is often about switching from your existing contact management system, such as ACT!, Gold Mine and similar. Data conversion in the form of initial master records import and balances could be done by various tools, such as Scribe or native MS CRM integration utility.

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