|
|
| www.1001TopWords.com |
|
|
Microsoft CRM: Implementation, Customization, Support ? Consultant Overview
Microsoft Business Solutions CRM is present several years on the US software market plus it makes advances in Europe. We expect substantial number growth of Microsoft CRM implementations across USA. ? Sales. Microsoft CRM in opposite to former CRM leaders, such as Siebel, Onyx, Saleslogix doesn't need hard pushing sales efforts. It also should probably not be sold to the company top management, but rather to IT department enthusiasts, who are in charge for specific legacy business system support and data fixing. Microsoft CRM is very simple from business logic and intuitively understood by IT group. It is rather very simplified version of full-featured CRM, such as again Siebel. ? Installation. Microsoft CRM should be either hosted or installed by in-house IT group. And this is due to the fact, that MS CRM utilizes all the resent Microsoft technologies: MS Exchange Server 2003/2000, Active Directory, MS SQL Server, Crystal Reports Enterprise, MS Outlook client, Microsoft IIS, .Net components, etc. This makes installation sensitive to existing setup of the above components ? Implementation. The crucial in the implementation is Workflow design, which should be probably done by consultant with IT in-house specialist. This process doesn't require a lot of business consulting knowledge and in our experience company middle management actually makes suggestions in the time of initial presentation. In the case of MS CRM Sales module ? the workflow should organize leads processing up to the point of closing the deal and following invoicing. When workflow is realized sales team works as excellent orchestra. ? Customization. Usually MS CRM ties together existing legacy business systems and replaces large portion of them. Typical case ? if you are freight forwarding client and have cargo tracking system ? you should more likely have lookup from the MS CRM account screen to the customer current shipments statuses. This is usually made as small web application, created in Visual Studio.Net with MS CRM SDK and SQL queries to legacy database. ? Support. Because MS CRM is web application ? it can be used by remote users and automate operations across the whole USA and even Worldwide. The same should be said about MS CRM support ? your Microsoft Business Solutions CRM Partner can support your installation remotely from say office in Middle-Of-No-Where-City as if it is located across the street. Good luck implementing, customizing and reports designing and if you have issues or concerns ? we are here to help! If you want us to do the job - give us a call : 1-866-528-0577, 1-630-961-5918! help@albaspectrum.com Andrew is MS CRM Specialist in Microsoft Business Solutions Partner Alba Spectrum Technologies ( http://www.albaspectrum.com ) ? Navision, Great Plains, Microsoft CRM customization company, serving client in Chicago, Los Angeles, New York, Phoenix, Detroit, Miami, Atlanta, Houston, Dallas, San Francisco, San Diego, UK, Australia, New Zealand and having locations in multiple states and internationally
|
|
|
|
RELATED ARTICLES
Implementing Microsoft CRM: setup and configuration ? notes for IT specialist Microsoft Business Solutions CRM is web-based CRM application, deploying all the spectrum of recent Microsoft technologies. We'll try to analyze different needs and implementation scenarios attributed to specific industries and business types, based on our experience. Inherent Dangers Of File Sharing Via The Internet. Cyberspace has opened up a new frontier with exciting possibilities of "File Sharing." We can explore any interest imaginable and research any topic of choice. We truly are global in reach with high speed internet usage at our disposal and a keyboard at our fingertips. We can share music, movies, games and even personal photographs. Free Software: How Not To Get More Than You Bargained For! I completed an experiment recently. I wanted to find out exactly what software I could get free on the Internet. My main focus was for software to include utilities and useful home business applications. Razzle Dazzle Them Once upon a time not so long ago, there was a little boy who went to the market to try to sell his wares. He wasn't having any luck. "Who will buy my sweet red roses? Two blooms for a penny," he sang out hauntingly. Microsoft RMS Customization ? PO Items Receiving in Great Plains Microsoft Retail Management (RMS) and Microsoft Great Plains are retail and accounting/ERP solutions coming from the same Microsoft subdivision ? Microsoft Business Solutions. There is often common need to do integration between the two. Despite the fact that both systems come from the same software development company ? the integration is not as simple as it probably should be. The Importance of Timely Timesheets Whether you are a small consultancy firm, a medium sized accountancy practice, or a code warrior for hire in a back room of your house then you have at least one thing in common: you are in business to get paid quickly, and for the work you have done. Timesheets are the usual method for tracking time you spent working and thus are the key to timely invoice generation. Timely invoice generation and despatch is important for two reasons: Protect Your Most Vital Business Asset with Security Software Homeland security, airport security, Internet security â?" these days weâ??re literally inundated with a need to protect ourselves and our property from the non-stop bombardment of potentially damaging attacks by unknown sources and entities lurking somewhere out there. Microsoft Axapta, Navision or Great Plains: ERP Selection for Large Corporation If you would like to pick something from Microsoft, or its ERP subdivision ? Microsoft Business Solutions, and in case of large public company, you should consider these three: Axapta, Navision or Great Plains. We are not talking about Solomon here, because it is recommended for project organization. You should probably be aware about specific product life cycle (or is it new or mature one on the market), database platform, average implementation cycle, typical customization requirements, rich vs. standard ERP functionality, etc. Also you should get comparison from relatively objective source, if you are asking to compare somebody, who implements and sells Great Plains ? more likely these people will try to prove that you need Great Plains and it is the best fit. On the other hand if you ask large consulting practice with regional offices to make comparison for you ? you should know that specific regional office might operate with maximum independence and promote, say Navision only. Partitioning, Formatting and Reinstalling in Windows 98 Formatting and reinstalling windows 98 is very easy if you have the right know-how. Simple Solution for Php Includes - IFrames I have recently created my first Php program. I wanted to share with others some of the problems that I encountered, and how I finally overcame these obstacles. Microsoft Great Plains: Annual Enhancement Program ? How To Be Re-Enrolled Microsoft Business Solutions Great Plains is mid and even corporate market ERP and as being relatively complex and difficult to do self-support in-house, Microsoft Business Solutions requires you first to have so-called VAR of record, or your MBS partner and second ? pay annual enhancement program, which is typically 16% of you software price list. Enhancement program allows you to get new version of the product as well as purchase and add new modules you might need. Plus you get discounts on the technical support cases placed to Microsoft Business Solutions technical support directly. Recovering Microsoft Great Plains Customization ? Tips for IT Director Remember nice and prosperous Clinton era? When you implemented innovative those old days accounting application ? Great Plains Dynamics. And did a lot of customizations to fit your business requirements precisely. You still remember the names of consultants and programmers who did the job and probably the name of the company ? Great Plains reseller in your business metro. This company more likely doesn't exist in the same form ? either closed the doors or merged and transformed to something else. When you tried to contact former programmers ? they more likely nicely let you know that they do not do this any more ? they got completely different job and profession. Great Plains Software was acquired by Microsoft and not part of Microsoft Business Solutions. In old good days Great Plains Software was taking care of popularizing its customization and growing Great Plains Dexterity programming expertise. Nowadays Microsoft Business Solutions has more concerns on merging all its ERP applications: Great Plains, Solomon, Navision, Axapta and making them run together as a set of modules (project Green). Reduce Pop-ups and Annoying Ads There is many things more frustrating than surfing a website only to have your screen suddenly full of pop-up advertising or a cascade of new windows opening. There are so many intrusive kinds of advertising on websites that there must be a way to deal with them. Luckily for us there is a few programs out there that will help to reduce the amount of advertising that happens while you surf. Corel WordPerfect 7 Macro Programming Example Case study:A secretary using Corel WordPerfect 7 is often required to carry out calculations and insert the values into invoices or other documents. Daffodil DB: Web Database What is a Web Database? Microsoft Great Plains Implementation ? Overview for IT Director/Controller What is installation in the language of technology? Installation has server and client sides. Server side - Installation creates security environment (logins) on MS SQL Server or MSDE, creates system database - DYNAMICS and then company databases. All these tasks are performed by Microsoft Great Plains Utilities Workstation side - workstation installation copies the client side application, installs current version of MDAC (we need SQL ODBC driver - please check documentation on ODBC DSN setup), registers the application. If you plan to run Great Plains Utilities from the workstation to create server side (see above) - you need to check Install Client and Server ComponentsWhat is following implementation? Implementation requires combination of technological and accounting skillsSystem Setup - you should refer to GP documentation. In general setup consists of Company information, General GL/AR/AP/Payroll setup, User classes, Customer/Vendor/Employee classes to name a fewMaster Records - you should either use integration tools, such as Integration Manager, SQL queries or have users to type in all your GL Accounts, Customers, Vendors, Employees .Beginning Balances - this is recommended approach - you place aside the old accounting application for querying the historical data and enter beginning balances in Great Plains GL, AR, AP, SOP, POP, Payroll. When you have balances in the system you are ready to use it in productionHistorical Data conversion - this is optional, in order to do historical data conversion you need to know basic Great Plains tables structure (Setup->Tools->Resource Description->Tables Structure). This is similar to surgery - so you probably need outside consultant to help you. If the volume of historical data is small - you can deploy Great Plains Integration Manager and then post the records in the modules.User Training - we are just listing this item - it is up to you to decide on the way to train your usersUsing Two Systems in Parallel - this is recommended. You should print the reports from both systems during this test period and compare the resultsCustomization - typical areas of customizations: Invoice form, Crystal Reports, pulling info from multiple databases, including Great Plains database, Great Plains forms modification with Modifier/VBA, Great Plains Dexterity forms and logic customization, integration with CRM, RMS and other business systems, web publishing from Great Plains tables, EDI with your suppliers, SQL Data Transformation packagesDo I need consultant? We strongly recommend you to use consultant in the following casesYou have identified the need for Great Plains Dexterity customizationYou are doing migration from Pervasive/Ctree to Microsoft SQL Server/MSDE, especially when you have third-parties without migration toolsYou are doing migration from Great Plains Accounting to Microsoft Great PlainsYou have to create a lot or ReportWriter Modified Great Plains ReportsYou have old version of Great Plains: Dynamics or eEnterprise 6.0 or prior - in this case you can not appeal to Microsoft Technical Support - it is discontinued Your Great Plains has more than 20 users in this case the mistake may lead to serious business problemsYou don't have support for your old Great Plains - then you have to select your Microsoft Business Solutions Partner and pay for the annual support/enhancement plan - you will get new registration key and will be ready for the upgrade Good luck with installation, implementation, upgrade and if you have issues or concerns ? we are here to help! If you want us to do the job - give us a call 1-866-528-0577! help@albaspectrum.com Defining OLAP Solutions and Data Warehouse design This tutorial covers OLAP solutions used by Data warehouses and understanding Data Warehouse design. The enterprise needs to ask itself certain fundamental questions before actually launching on the process of designing the data warehouse. It must begin with a conviction that a data warehouse would really help its business and the return on investment will make it worth it. Programming Language Migration Path While I was preparing some personal background information for a potential client, I was reviewing all the programming languages that I have had experience with. I list languages that I'm most experienced with on my resume. However, it occured to me that if I was to list all the languages that I've worked with, then the client would become overwhelmed with the resume and just write me off as either a total bit head or looney toons. But as I reflected on all these different environments I realized how much fun I've had being involved with the software development industry, and that a lot of that fun has to do with the learning process. I think this is what makes a good programmer. Not just the ability to write code, or come up with a very creative application, but the ability to learn. Lets admit it! If a programmer doesn't have good learning skills, then the programmer is going to have a very short career. HelpDesk & Asset Management Software - Choosing The Right One If you are to buy a HelpDesk & Asset Management software, see the following checklist before you decide on one. Microsoft Great Plains, Navision, Axapta ? Selection Considerations During the years of our consulting practice, which comes back to East Europe in mid 1990th and then continues in the USA, Brazil, New Zealand, Australia, Oceania, Germany, Canada ? we would like to orient you ? business owner, IT director or software programmer. Selection process can take several months and you may end up with non-Microsoft solution. We will give you our Microsoft Business Solutions products serving point of view.
|
| © Athifea Distribution LLC - 2013 |
