Tips And Advice on CRM Microsoft Software Implementation

If your company has regional and worldwide operations, you might already realized that it is very hard to get decent internet connection in your remote locations. In this small article we will try to give you highlights on how to implement Microsoft Business Solutions CRM for worldwide operations with restricted internet connection.

Outlook Client. This was very bright idea from Microsoft side to have outlook client as a presentation for Microsoft CRM data. Outlook has such nice features as synchronization and then working offline. If you have outlook client for CRM - you can download your customers, leads, contacts, and event properly programmed custom features, then work with them and finally synchronize them back to MS CRM database

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.

MS CRM Integration with SAP Business One. This is now becoming classical integrating routine. SAP B1 has SB1 SDK, which enables MS Visual Studio C# or VB developer to manipulate SB1 business objects, such as Sales Order or Invoice.

Movement down to small and tiny companies - this is completely new trend for CRM market. We know the examples when 5 employees companies make a decision to implement and have surprising success in Microsoft CRM implementation.

Data Massage and initial conversion. Implementing MS CRM is often about switching from your existing contact management system, such as ACT!, Gold Mine and similar. Data conversion in the form of initial master records import and balances could be done by various tools, such as Scribe or native MS CRM integration utility.