| Microsoft Client Relation Management system | | | | Most of the transaction types are initiated on the |
| (Microsoft CRM) and Microsoft RMS are both | | | | store level and transferred to the Headquarters |
| Microsoft SQL Server based applications, however | | | | database (with some global data exception, global |
| historically Microsoft was purchasing industry | | | | customers for example are handled on HQ level |
| leading software applications, such as QuickSell | | | | and then propagated down to the stores).o Data |
| which is now Microsoft RMS. So, RMS design | | | | Inquiry and Update. The MS RMS architecture |
| fundamentals were minted a long time before | | | | suggests you to query primarily Headquarters |
| Microsoft CRM. But, still integration between the | | | | database and do not change data in HQ database. |
| two is straightforward and what you need is | | | | If you need to change data on the store level |
| consultant, who is familiar with both systems | | | | from Microsoft CRM custom screen - you should |
| structures and customization scenarios. Microsoft | | | | consider placing web service on the SQL Server |
| CRM is currently integrated with Microsoft Great | | | | hardware in the store to deal with the |
| Plains and will be integrated with Microsoft Navision | | | | store-initiated transactiono Microsoft CRM |
| in the close future, RMS integration is not planned | | | | programming. Microsoft CRM has MS CRM SDK |
| to our knowledge, so you should seek third party | | | | (Software Development Kit). This is open source |
| solutions or create your own integration. We see | | | | tool, you can download it from Microsoft site and |
| the need for such the integration when you sell | | | | it is description of Microsoft CRM classes and |
| on account in RMS and have customer support | | | | methods with sample codes in C# and VB.Net. |
| call center automated with Microsoft CRM. Let us | | | | Microsoft technical support encourages you to use |
| give you highlights:o Microsoft CRM custom lookup. | | | | Microsoft CRM SDK objects and discourages you |
| More likely you will nee lookup to your RMS | | | | from direct SQL server programming. If you |
| headquarters or store records for the customer | | | | need to query MS CRM database - you should |
| transactions from Account screen. Microsoft CRM | | | | create your custom database and place your |
| allows you to have custom navigation bar on | | | | objects: SQL views and stored procedures there. |
| Account screen by clicking on this bar you could | | | | Do not place custom object into MS CRM |
| call your custom web .Net application, which will call | | | | databases |
| Microsoft RMS database and return you the grid | | | | Do your homework in integration and if you have |
| of customer transactionso RMS architecture | | | | issues or concerns - we are here to help! If you |
| excurse. Microsoft RMS has Headquarters and | | | | want us to do the job - give us a call |
| Store databases. The exchange between the two | | | | 1-866-528-0577! |
| types of databases uses worksheet mechanism. | | | | |