Microsoft CRM - Typical Customizations

Microsoft CRM was designed to be easilyactivity and call it from COM+ application - Microsoft
customizable. Microsoft CRM Software DevelopmentExchange event handler (ONSYNCSAVE database
Kit (MS CRM SDK) which you can download fromevent sink). This example maybe complicated with
Microsoft website contains descriptions of thethe following requirement. Imagine that Bill, instead of
objects or classes, exposed for customization. It hasanswering to your email (sent from CRM and
sample code in C# and partially in VB.Net. In Visualprocessed by CRM-Exchange connector) sends you
Studio.Net you can analyze all the classes, used bynew message from MS Outlook. Then this email will
Microsoft developers to create MS CRM - you willnot follow into MS CRM (because it doesn't have
discover that most of them are not documented inGUID in the header and so is ignored by CRM
MS CRM SDK. Microsoft will not support yourExchange connector). If you want to capture these
customization if you use undocumented class or doemails - you have to do it in Microsoft Exchange
direct SQL access to CRM database.Let us describeevent sink. There maybe scenario when you want to
you - programmer, software developer typical casescapture and analyze in the sink all the outgoing emails
of MS CRM Customizations.1. Integration with SQL- this is even more complex - y!ou have to place the
Server application. If you have legacy system on MSsink on transport event.3. ASP Application integration.
SQL Server - let's say you are transportationYou have legacy ASP application, where you capture
company and have in-house developed cargo trackingorders from your customers and you want these
database. Now in MS CRM you want lookup theorders be transferred to the CRM as activity. Here
shipments for the customer (or account in CRM). Thisyou understand that ASP doesn't deploy Active
is SDK programming and calling SQL stored proc toDirectory security - and the best way is to create
retrieve cargo info. Instead of SQL Server you canHTTP handler and call it from your ASP page. This
have other database (ORACLE, MS Access,HTTP handler in turn will call MS CRM SDK web
PervasiveSQL to name a few) - you can accessservice with predefined (web.config) Active Directory
multiple Database platforms via ADO.Net connectioncredentials.Some cautions. Never create your custom
from your .Net application, which is easily integratedSQL objects (like stored procedure, SQL view, table)
into MS CRM Account screen.2. Email capturing in MSin MS CRM database. Instead, create your own
CRM. You have customer with email Now you wantdatabase and place your objects there. When you
all the emails that you receive from domain to besee the first caution - you will never try to alter
attached to Bill who is account in CRM. This is moreexisting CRM objects, like adding new field to the
difficult customization - you have to create MS CRMtable.Happy customizing! if you want us to do the job
SDK web service, that one will be creating email- give us a call 1-866-528-0577!