CRM Integration with Microsoft Toolkits
Successful
CRM development starts with prerequisites, but what are these?
Microsoft
provides numerous toolkits to support CRM developers in order to integrate CRM
with various applications.
-For Entity based operations
If
a business requires simple Entity operations like inserting a new entity or
modifying an existing one, simple web references such as CRM API will suffice
in some cases where simple functions need to be performed such as requesting
data or operating insertion or updates to CRM entities.
Apart from Entity level entity,
fetchXML schema can be used to retrieve requested objects like Attributes,
Relationships, Related Entity list etc.
-For custom Workflows or Plugins
For Workflows and Plugins development, install Developer Extension kit is freely
available from Microsoft. This kit
allows developers to create different CRM projects for CRM Plugins, packages
and workflows.
In
certain simple cases, toolkit may not be required. CRM API reference will do
the same job where simple functions need to be performed, such as requesting
data or operating insertion or update to CRM entities.
#Benefits of CRM Integration
The benefits of CRM Integration are
that CRM systems themselves allow businesses to fulfil all their needs without
any additional technical know-how.
1) There may be cases where a business requires
customised implementation to meet their needs. This can be accomplished by
creating a custom ASP.NET page which later on can be embedded into their CRM
system in one workflow step. Like page, report built from SSRS can be embedded
in the same way for a required format like PDF.
2) As above, Plugins and workflows can be created with
customised implementation and logic. Assemblies created by Developer can be
registered and updated into the CRM system to be configured from within. In
addition, if resource is already well versed with Microsoft technologies stack,
then the advantages of CRM integration are numerous.
3) Using
Integration, CRM can be exposed outside its Domain to public or outside users,
using API or web-reference. This mechanism won’t compromise CRM level
authentication or authorisation but would be based on CRM security foundation.
Visit Microsoftwebsite to download toolkits provided. To find out more about how CRM bespoke
solution works, please visit our case studies page.
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