| |
| |
|
Go Back | About | Contact | Web Design News | |
|
Microsoft CRM and Great Plains Implementation: Freight Forwarding Business Automation Example
Microsoft Business Solutions offers several ERP applications: Great Plains, Navision, Solomon and its own CRM solution - Microsoft CRM. Targeting to automate all business operations, Microsoft CRM is now integrated with Microsoft Great Plains and in the close future it should have integration with Microsoft Navision. In this small article we'll show you business automation example, where Microsoft CRM and Great Plains are integrated and customized to fit Freight Forwarding business processes. ? CRM. Central Customer and Vendor records place. Assuming you have agents across the USA and internationally - CRM, being web-interface application and so, could be used across the globe with good internet connection. The nice features of this product are central emailing - you send email from MS CRM and receive responses from your clients back in CRM, where they are permanently stored and documented. You can issue Quote and Sales Order directly in CRM if needed or could have them issues in Microsoft Great Plains with propagation to Microsoft CRM (deploying MS CRM-Great Plains integration tool - BizTalk based connector). ? Accounting/ERP. Microsoft Great Plains could play this role, being integrated with Microsoft CRM and with industry-specific business system. In the case of Freight Forwarding/Transportation - this business system could calculate fees and charged, associated with MBL/HBL and posted against agent accounts. You could deploy SQL triggers for instant integration or stored procs for scheduled batches. ? Great Plains Customizations. Freight Forwarding specifics require Shipment tracking with SOP and POP invoices posted and tracked against the shipment and probably regular/monthly Agent Settlement report, where you match customer and vendor invoices, associated with the agent shipments and create AR or AP document, depending on positive or negative balance. This is Great Plains Dexterity customization or web-development (if you need your agents lookup features from remote locations) ? Microsoft CRM Customization. Assuming that you have Shipment Tracking system, which might be SQL or Oracle based - you need shipment lookups for your order takers and customer support personnel from Microsoft CRM screens. Being designed for easy web customization - Microsoft CRM allows you to incorporate .Net web application into its screens, such as Account, Contact, Lead, Opportunity, etc. You use Web Forms and Microsoft CRM SDK to penetrate into MS CRM security realm and then ADO.Net to call third party MS SQL Server or Oracle data ? Implementation Advices. Microsoft CRM should be probably tried as in-house pilot implementation with 5 users license and then you can purchase additional license as you have your users trained. If you need MS CRM SDK C# or VB.Net programming - you could subcontract. Great Plains requires consultant help to be implemented and integrated, because it has sophisticated tables structure and documents flow mechanism. ? Data Conversion. We recommend you to deploy Great Plains Integration manager to import Vendor and Customers plus open documents. Historical transactions, if needed - should be moved by outside consultant. Microsoft CRM has import tool - try it first and subcontract more complex - attachments, for example. Good luck with implementation and customization 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 Andrew Karasev is Chief Technology Officer in Alba Spectrum Technologies - USA nationwide Great Plains, Microsoft CRM customization company, serving clients in Chicago, California, Texas, Florida, New York, Georgia, Arizona, Minnesota, UK, Australia and having locations in multiple 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 can contact Andrew: andrewk@albaspectrum.com
MORE RESOURCES:
Software - Google News |
|
|
|
RELATED ARTICLES
Microsoft Great Plains Partner Selection: Overview Microsoft Great Plains, Navision, Solomon and Axapta are Microsoft Business Solutions ERP applications, serving to the whole spectrum of vertical and horizontal markets. Assuming that you already have one of these systems installed and implemented we would like to give you - IT director, Database Administrator, Programmer, Software Developer, Controller your options in supporting/upgrading Microsoft Great Plains for your companyIt is always good idea to install everything on your own - however Great Plains requires combination of computer networking, some programming, good accounting/distribution/logistics/reporting background - so it is not a surprise that Microsoft Business Solutions requires their customers to have specially assigner Microsoft Great Plains Partner/VAR/Reseller to serve the account. RSS: Get Notified When Your Favorite Websites Are Updated RSS (Really Simple Syndication) is a way for a site to publish it's updates. RSS readers can read these notifications and display a listing of the updates to you, the user. Microsoft CRM Integration with Microsoft Retail Management System (RMS) - Overview Microsoft Client Relation Management system (Microsoft CRM) and Microsoft RMS are both Microsoft SQL Server based applications, however historically Microsoft was purchasing industry leading software applications, such as QuickSell which is now Microsoft RMS. So, RMS design fundamentals were minted a long time before Microsoft CRM. Reporting Tools for Microsoft Great Plains - Overview For Developers Looks like Microsoft Great Plains becomes more and more popular, partly because of Microsoft muscles behind it. Now it is targeted to the whole spectrum of horizontal and vertical market clientele. Will Adobe Manage to Replace Industry Work Horse Quark Express by Giving Adobe InDesign for Free? And kill the best layout software in the process of gaining market share?***Heard about the Quark "killer"?Adobe InDesign CS2. Will it really "kill" Quark? Adobe has been saying "it will" for the last six years or so, but it hasn't happened. Spyware - The Internet Devil Of Our Times! Spyware and Adware infest over 90 percent of computers in use today. Internet linked computers has made it easy for spybots, adware, and trojans to infiltrate and compromise online privacy. Benefits of Integrating Online Chat Software with CRM Customer Relationship Management (CRM) is a strategy and processes used to learn more about customers' needs and behaviors in order to develop stronger relationships with them. CRM applications are traditionally developed as client-server software. Microsoft CRM for Corporate Business - Working Offline 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. Photoshop Files and Formats People often ask me: What image file formats will Photoshop open or save in? What are the advantages/disadvantages?Photoshop has the capability to open and save many different graphic files. Here are some of the most popular ones. Scrap Booking Online: Word Perfect or Corel Graphics Suite? Scrapbooks are very popular these days. I think that almost everyone wanted to capture family histories and stories in any which way they can. Introduction To ISDN, Part III: PAP Introduction To ISDN, Part III: Configuring PPP PAP AuthenticationNow we know how the ISDN link comes up (interesting traffic), and some scenarios that might cause the link to stay up, we need to look at ISDN authentication schemes. The two methods Cisco certification candidates must be familiar with are PAP and CHAP. Microsoft Great Plains Implementation: Verticals - Wholesale Order Entry center - overview Microsoft Business Solutions Great Plains has substantial market share and strong support by Microsoft on the US market. Currently we see the trend in the vertical markets when companies with custom-built accounting application, usually written on legacy platform are switching to standard and proven ERP solution and customize or tailor it to fit their vertical market requirements. SQL scripts for Project Accounting: Microsoft Great Plains series - overview for developer Microsoft Business Solutions Great Plains has Project Accounting module where you can budget the project, assign it to customer contract and then log expenses, timesheets, inventory spending, and finally bill the customer against the project or contract. Microsoft Great Plains Project Accounting does excellent job, but there are cases when you need developer or MS SQL DB Admin touches. Intro to UNIX Shells A UNIX Shell is in simplest terms, a command line interpreter, that takes the users input and gives it to the Kernel. If you are familiar with DOS, you will remember the 'command. Microsoft Business Solutions VAR/Partner Selection - Overview for IT Director/Manager/Controller Microsoft Great Plains and Microsoft CRM become more and more popular, partly because of Microsoft muscles behind them. Now Great Plains is targeted to the whole spectrum of horizontal and vertical market clientele. Call Alert Notifications - Free Answering Machine Software for PCs If you're online using a dialup Internet connection, you'll probably want to download one of the free call alert software applications like Callwave or AOL Call Alert that can answer, record, and forward incoming calls to your home, office or cell phone. In fact, if you run a small business, Call Wave also offers a dedicated business fax service too. Collaboration Software: Index of Collaboration Software Technologies Collaboration SoftwareCollaboration Software, also known as group collaboration software or groupware, is software which allows cooperation on a business document between multiple parties on multiple computers. Collaboration software also allows the integration and merging of document changes and versions on a business document. Great Plains Dexterity History and Programming Overview As of now - Great Plains Dynamics/eEnterprise is transformed/renamed into Microsoft Great Plains and Microsoft Business Solutions is in process of merging all its accounting applications: Great Plains, Solomon, Navision and Axapta into somewhat granular: Microsoft Financials, Microsoft HR, Microsoft Distributions, Microsoft Project Accounting, etc. So the original design of Great Plains should be deemphasized. Software Companies: Generate New Revenue Streams and Decrease Costs with Custom e-Learning Content It's no secret that software companies operate in a very competitive space where rivalry is increasingly fierce and where profit margins can be razor thin. New, smaller software companies are sprouting up each month and the leading software companies continually make strong advancements forward leveraging massive cash flow reserves. Tripwire for Linux File Integrity What is Tripwire?Tripwire is a form intrusion detection system (IDS) that helps you keep tabs on the integrity of the files on your computer. Quite simply it will help identify files or modifications made to your system in the event someone compromised your system.
|
ChicagoAnimation's Acquisitions: Market Polls - 1pennyStock.com
Sponsors: Paving | VTL's | Religious Statues
