CRM Microsoft Software Implementation Tips

Microsoft CRM, also referred as Microsoft Dynamics CRM has for now pretty long career path since 1999. So far MS CRM proved to be excellent solution for companies with the offices located in various business metros and needing web based coordination. MS CRM is MS Internet Explorer application, which could give your access to your customers, leads, prospects, services. It also opens good connection to Great Plains Microsoft Dynamics GP in the form of integration. In short future we also expect Microsoft to integrate CRM with other leading ERP applications, such as Axapta.

Microsoft CRM is for MCSE / Microsoft oriented IT departments - Microsoft CRM would be be-loved system for IT specialists. If you are MCSE+I - CRM will recruit all your MS Exchange, Active Directory, MS SQL Server, Windows domain security, Windows 2003 Server, Web publishing and HTML knowledge and experience. This is completely opposite to earlier Apple Computer believe - that computer systems should be easy in service and completely intuitive. MS CRM is kind of intuitive for end user, but not for its administrator.

Microsoft CRM - is not CRM - but rather simplified CRM - if you do remember old days whitepapers about CRM in general, or even it’s predecessor - Lotus Notes/Domino - these papers were full of predictions about the future and were written for top level company executives, not for regular computer specialists. This was probably why so high percentage of CRM sales failed in implementations. Microsoft CRM has the highest ever rate of successful implementations, because it is not a CRM, but rather popularized version of it - it just does the job - as cheap and reliable car.

Transportation Companies - about 30% of our clients in the States are transportation and freight forwarding companies. This actually proves the hypothesis that MS CRM is very simple solution - these companies usually do not have extra money to spend on their computer system, but need the solution for its sales people to instantly see the cargos, plus have simple customization, allowing them to integrate with legacy system.

CRM Integration with legacy systems, such as Lotus Notes Domino. Lotus to some extent is ODBC compliant DB platform, and Microsoft SQL Server is very robust to treat IBM Lotus as ODBC linked server to give you initial hint.

Self Implementation. This was surprising discovery for us about 3 years ago. Microsoft CRM deploys all the spectrum of Microsoft technologies: MS Exchange, Active Directory, full-text search, BizTalk, XML streams, .Net - and we see that Microsoft-oriented IT departments take an initiative and implement MS CRM with minimal outside help