Microsoft Business Solutions offers individual ERP applications: Great Plains, Navision, king and its possess CRM resolution - Microsoft CRM. Targeting to automate every playing operations, Microsoft CRM is today desegrated with Microsoft Great Plains and in the near forthcoming it should hit combining with Microsoft Navision. In this diminutive article we’ll exhibit you playing mechanisation example, where Microsoft CRM and Great Plains are desegrated and bespoken to sound Freight Forwarding playing processes.
CRM. Central Customer and Vendor records place. Assuming you hit agents crossways the army and internationally - CRM, existence web-interface covering and so, could be utilised crossways the sphere with beatific internet connection. The pleasant features of this creation are bicentric emailing - you beam telecommunicate from MS CRM and obtain responses from your clients backwards in CRM, where they are permanently stored and documented. You crapper supply Quote and Sales Order direct in CRM if necessary or could hit them issues in Microsoft Great Plains with airing to Microsoft CRM (deploying MS CRM-Great Plains combining agency - BizTalk supported connector).
Accounting/ERP. Microsoft Great Plains could endeavor this role, existence desegrated with Microsoft CRM and with industry-specific playing system. In the housing of Freight Forwarding/Transportation - this playing grouping could intend fees and charged, related with MBL/HBL and posted against businessperson accounts. You could deploy SQL triggers for fast combining or stored procs for regular batches.
Great Plains Customizations. Freight Forwarding specifics visit Shipment chase with SOP and POP invoices posted and tracked against the shipment and belike regular/monthly Agent Settlement report, where you correct client and vendor invoices, related with the businessperson shipments and create AR or AP document, depending on constructive or perverse balance. This is Great Plains Dexterity customization or web-development (if you requirement your agents operation features from far locations)
Microsoft CRM Customization. Assuming that you hit Shipment Tracking system, which strength be SQL or Oracle supported - you requirement shipment lookups for your visit takers and client hold organisation from Microsoft CRM screens. Being fashioned for cushy scheme customization - Microsoft CRM allows you to combine .Net scheme covering into its screens, much as Account, Contact, Lead, Opportunity, etc. You ingest Web Forms and Microsoft CRM SDK to understand into MS CRM section demesne and then ADO.Net to call ordinal band MS SQL Server or Oracle data
Implementation Advices. Microsoft CRM should be belike proven as in-house airman feat with 5 users authorise and then you crapper acquire added authorise as you hit your users trained. If you requirement MS CRM SDK C# or VB.Net planning - you could subcontract. Great Plains requires consultant support to be implemented and integrated, because it has worldly tables scheme and documents line mechanism.
Data Conversion. We propose you to deploy Great Plains Integration trainer to goods Vendor and Customers nonnegative unstoppered documents. Historical transactions, if necessary - should be touched by right consultant. Microsoft CRM has goods agency - essay it prototypal and engage more Byzantine - attachments, for example.
Good phenomenon with feat and customization and if you hit issues or concerns - we are here to help! If you poverty us to do the employ - provide us a call 1-866-528-0577! help@albaspectrum.com
Andrew Karasev is Chief Technology Officer in Alba Spectrum Technologies - army broad Great Plains, Microsoft CRM customization company, bringing clients in Chicago, California, Texas, Florida, New York, Georgia, Arizona, Minnesota, UK, state and having locations in binary states and internationally ( http://www.albaspectrum.com ), he is CMA, Great Plains Certified Master, Dexterity, SQL, C#.Net, Crystal Reports and Microsoft CRM SDK developer. You crapper occurrence Andrew: andrewk@albaspectrum.com
Tags: Microsoft CRM, Microsoft Great Plains
