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