Chubbly
Fri Aug 25 04:04:50 CDT 2006
That's appreciated Andrew.
Gives me a lot to think about.
"AndrewN23" <andrew.nerlich@gmail.com> wrote in message
news:1156487768.293456.111460@b28g2000cwb.googlegroups.com...
>1 isn't quite as simple as John's answer below might have you believe.
> You'd either have to import the data into CRM somehow, or write
> additional aspx pages to show the data in a datagrid, repeater or
> similar, and then integrate those aspx pages into CRM.
>
> 2. You should be able to do this with SQL Reporting Services or similar
> easily enough.
>
> 3. I agree with John.
>
> 4. These tools are available, but IMO the DMF is horrible. I imported
> my data from a complex inhouse CRM system based on Oracle using a C#
> program interfacing with the CRM web services. I think doing it this
> way was much easier than the DMF would have been - and it still was far
> from trivial. It depends a lot on how closely your existing system's
> schema and logical model match that of CRM. I've heard varying opinions
> on Scribe - our suppliers at the time couldn't get their act together
> with it quick enough to meet our schedules, though they pulled all
> stops out to get us to sign and pay up for CRM.
>
> Chubbly Geezer wrote:
>> OK, cheers John
>>
>> "John" <jstraumann@cogeco.ca> wrote in message
>> news:OPi6gm3xGHA.476@TK2MSFTNGP06.phx.gbl...
>> > Hi Chubbly:
>> >
>> > Yes MSCRM can do all of that, the implementation details are up to your
>> > architectural team. For 1 and 2 you need to decide if you're going to
>> > maintain those external systems or are they being EOLed and converted
>> > to
>> > SQL?
>> >
>> > For 3 you can create something yourself or I believe there are some
>> > MSCRM
>> > ISVs who have released some kind of duplicate detection utilities.
>> >
>> > For 4 you can use MSCRMs data migration framework or look at tools from
>> > Scribe.
>> >
>> > Unfortunately your questions are easily answered "Yes that can be done"
>> > but the architectural details will keep you busy...
>> > --
>> > John.
>> > Microsoft Principal Architect
>> >
http://www.unislumin.com
>> > Microsoft and Cisco Gold partner
>> >
>> > "Chubbly Geezer" <chubbly_geezer@newsgroup.nospam> wrote in message
>> > news:eC9A3T2xGHA.3496@TK2MSFTNGP02.phx.gbl...
>> >> Hi
>> >>
>> >> we are just at the point of committing to CRM 3.0 but we have a few
>> >> questions which some of you may be able to answer.
>> >>
>> >> 1] We have various other in house sales systems. Ideally we would
>> >> like visibility of this data within CRM. How easy is it to do this.?
>> >> Can CRM view external SQL database data.? Biztalk has been mentioned
>> >> and
>> >> also the 'build in' CRM web services. If this is possible, can
>> >> 'matching' (i.e. John Smith at Microsoft in CRM / J Smith at Microsoft
>> >> in
>> >> another system) be done to group these records.?
>> >>
>> >> 2] We'd also like to report on this external data. We will be
>> >> using
>> >> SRS. How possible / easy is this.
>> >>
>> >> 3] Deduplication.! Can the data in CRM be deduped both at runtime
>> >> (record entry) or in batch. Is manipulating data directly in the
>> >> tables
>> >> possible / supported by Microsoft.
>> >>
>> >> 4] We need to transfer data into CRM from our existing SQL based
>> >> system. Are there utilities within CRM to do this. If not, how is it
>> >> done?
>> >>
>> >>
>> >> many thanks
>> >>
>> >> Chubbly
>> >>
>> >>
>> >>
>> >
>> >
>