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Microsoft CRM 4.0 Integration notes: SAP Business One, Dynamics GP, Lotus, EDI

As Microsoft Dynamics Technology partner, we would like to revisit popular Microsoft Dynamics CRM integration scenarios and technologies.  This publication is intended to IT professionals and Microsoft Dynamics technical support people.  

Upfront we have to admit, that we are not reviewing any third party tools and Microsoft CRM Add-ons, we are considering integration tools, available out of the box for Microsoft CRM customer.  Microsoft CRM versions: current 4.0, also historical 3.0, 1.2, 1.1


1.       Microsoft CRM SDK.  If you are Microsoft Visual Studio .Net C#, VB or SQL programmer and developer, you may decide to dedicate some of your software development training time to familiarize yourself with SDK objects and methods: Lead, Account, Address, Contact, Quote, Order, Contract, Case, Task, etc.  Microsoft CRM is pretty complex in its technology layers, and it is not recommended to populate MS CRM tables directly via SQL scripting – recommended way is to abstract your programming through MS CRM SDK layer


2.       Dynamics GP Great Plains integration programming.  Here you have to consider Dynamics GP eConnect, this Software Development Kit opens Microsoft Dynamics GP objects, such as customer, vendor, GL account, employee, Sales Invoice, Purchase Order, etc.  eConnect is also MS Visual Studio programmer friendly, so you could enjoy eConnect self discovery.  We recommend you to consider web integration project, where you combine Microsoft CRM SDK and Great Plains eConnect libraries


3.       SAP Business One integration coding.  In SB1 you should think about combining SAP Business One SDK libraries with Microsoft CRM SDK modules.  SAP B1 and GP are both ERP and MRP applications and Microsoft CRM integration methodic is similar on technology layer


4.       Lotus Notes Domino integration.  Here you have various layers.  Try to review ODBC integration if you are doing discovery.  ODBC expects you to have repetitive structures in Lotus Notes, which is pretty common if you are dealing with custom Lotus Notes database


5.       Microsoft CRM EDI programming.  Electronic Document Interchange is typically associated with Vendor purchasing and order placement channel.  If you have merchandise ordering logic from your Microsoft CRM Sales OrdersArticle Submission, then consider formatted SQL Select statement from CRM tables

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Andrew Karasev, Alba Spectrum. 1-866-528-0577. Web portal:   We are Microsoft Dynamics GP technology partner, ERP and software integrator, who serves you USA, Canada, Mexico and Latin America nationwide.  Local service is available in Chicago, San Diego, Los Angeles, Houston.  We have customer in the following business metros: Phoenix, New York, Boston, Milwaukee, Buffalo, Rhino, San Jose, Miami, Atlanta, Minneapolis, San Francisco, Detroit, Montreal, Las Vegas, Oceania, Colombia, Caribbean, Poland, UK, New Zealand, Australia

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