Tuesday, January 15, 2008

Microsoft CRM Customization, Data Migration & Integration

MS CRM 3.0 is a comprehensive business-management solution built on the highly scalable and affordable platform of Microsoft technologies. All-new customer relationship management (CRM) systems gives every customer-facing employee the information they need to truly impress customers. Microsoft CRM can create a centralized repository of customer data that sits neatly alongside Microsoft Office and Microsoft Office Outlook - the applications that are probably used every day.

The Microsoft Dynamics CRM Architecture is designed for scalability and customization. Besides the possibility to personalize MS CRM by yourself the system also allows add ons by self developed components or Customization. In order to customize CRM Microsoft has included the Software Development Kit that perfectly describes all available classes and which Web Services need to be used. By the realisation of Web Services Integrations it is also possible to integrate MS CRM seamlessly with other applications as a result of which the available functionalities increase considerably.

Data Migration:
With the CRM Migration Tool you can import data from other applications or you can migrate data from other CRM applications.

Main Features are:
1) Data Integration
2) Data Migration
3) Scheduling

Through data integration the user can import data from any application database like a web store, POS into MS CRM database. Through the data migration you can migrate your other CRM data into MS CRM database. Through scheduling you can schedule your data import at any specified time.

Special Features:
Wizards, Templates, Add Multiple Entities, Configurable, Lookups for data mapping, Data Validation, Error Logs, Reports.

The application uses wizards which are user friendly. The tool provides some preconfigured templates for migration. User can also save templates. It is possible to add multiple entities and set multiple data sources.

User can configure the template to map the source fields to the MS CRM fields and as well as set a criteria for the Entities .Lookups are provided to perform data mapping. The tool performs data validation and Sql type validation, checks whether all source data is mapped to CRM data, checks for the existence of a record for updating.

Errors during data validation, data Import are logged to log files. Reports are provided to show total records, records inserted, updated and failed.

If you need any help with MS CRM Customization, Data Migration, Integration with third party or any ERP System, just give me a call and I will help you out. Tel: +1 954 889 7120, help@clfsolutions.com

Ray Jensen is an MS CRM & Great Plains Consultant focused on customization, migration and integration projects, and serves the following States remotely: California, Texas, New York, Georgia, Washington, Colorado, Minnesota, Illinois, Canada, Australia and Europe ( help@clfsolutions.com , http://www.clfsolutions.com)

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