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MB2-228 Microsoft CRM Extending MS CRM 1.2 with .NET

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MB2-228 exam Dumps Source : Microsoft CRM Extending MS CRM 1.2 with .NET

Test Code : MB2-228
Test designation : Microsoft CRM Extending MS CRM 1.2 with .NET
Vendor designation : Microsoft
: 150 actual Questions

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Microsoft Microsoft CRM Extending MS

Microsoft (MSFT), (CRM) to prolong Strategic Partnership on Microsoft workplace | actual Questions and Pass4sure dumps

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September 16, 2015 4:22 PM EDT

Microsoft (Nasdaq: MSFT) and (NYSE: CRM) introduced plans to extend their strategic partnership to link the Salesforce consumer Success Platform to Microsoft workplace productivity apps and functions. both leaders design to carry recent options that combine Salesforce with Skype for business, OneNote, Delve and windows 10 to empower businesses to connect with their clients and collaborate more with ease.

Microsoft and Salesforce proceed to bring on their strategic partnership with the standard availability of two recent integrations introduced in October 2014: Salesforce App for Outlook, which works with Outlook 2013 and workplace 365, and Salesforce1 cellular App for Microsoft workplace.

New Integrations to execute Joint customers greater Productive Than Ever BeforeMicrosoft and Salesforce absorb dedicated to working collectively to bring the following options to lifestyles:

  • Skype for industry Integration with Salesforce Lightning journey: Salesforce will combine Skype for enterprise (formerly known as Lync) into its recent Lightning experience, a modern and re-imagined Salesforce that mixes an ingenious recent person sustain with confirmed best practices that enable americans to work faster and smarter. office 365 consumers can live capable of disburse Skype for enterprise to create web conferences, verify if colleagues are on-line or no longer, click on to converse and execute voice and video calls from the Salesforce Lightning journey. A preview is predicted in the 2nd half of 2016.
  • OneNote Integration with Salesforce Lightning adventure: users might live capable of associate notes with Salesforce facts, and view and edit notes without leisurely in OneNote from the Salesforce Lightning experience. A preview is predicted within the 2d half of 2016.
  • Salesforce Integration with workplace Graph and office Delve: Enabled by means of the workplace Graph, an open ecosystem for sharing, collaboration and discovery, office 365 users will live able to view and find Salesforce content material in office Delve, equivalent to earnings alternatives, customer debts and repair instances. Availability is expected in the 2nd half of 2016.
  • Salesforce1 cell App for windows 10: Salesforce will carry a windows 10 app to empower income teams to movement deals forward while on the go, the disburse of their favourite home windows equipment. Availability is predicted within the 2d half of 2016.
  • feedback on the information:

  • "customer success is on the heart of every thing they conclude at Salesforce, together with their partnership with Microsoft," stated Marc Benioff, Chairman and CEO, Salesforce. "Our collaboration has been so successful, now we're doubling down and providing much more innovation that allows you to aid their mutual shoppers live greater productive and connect with their shoppers in a whole recent manner."
  • "Furthering their mission to empower each person and firm on this planet to obtain greater, is the motivating favor behind their partnership with Salesforce," spoke of Satya Nadella, CEO, Microsoft Corp. "As a platform and productiveness company, they are focused on bringing collectively the better of Microsoft Azure, office and windows with partners fancy Salesforce to empower their mutual purchasers to network, collaborate, talk and learn guidance in more advantageous ways."
  • "As a world company with greater than 400 manufacturers, they are at everything times looking for methods to fortify collaboration across departments and occupy the complexity out of work," mentioned Paulo De Sa, VP employee capabilities expertise, Unilever. "together, Salesforce and Microsoft workplace are assisting us create an built-in digital condition of work the condition their 170,000+ personnel worldwide can live more productive and secure with each and every different and with customers fancy on no account earlier than."
  • building on a basis of SuccessThese recent integrations will construct on existing joint options that allow mutual purchasers to live more productive than ever earlier than, including:

  • Salesforce data connect integration with SharePoint and OneDrive for company
  • Salesforce Wave Connector for Excel
  • Salesforce integration with energy question for Excel
  • Salesforce cellular SDK for home windows
  • Salesforce1 for windows 8.1 phone Preview
  • energy BI for workplace 365 integration with Salesforce

  • Extending Microsoft Dynamics CRM four.0 | actual Questions and Pass4sure dumps

    This chapter reviews what it means to lengthen Microsoft Dynamics CRM and examines some vital components you requisite to conform with earlier than performing any of the included customizations.

    This chapter is from the book 

    Extending Microsoft Dynamics CRM means many things. to some, it is with no disaster the usage of built-in elements of Microsoft Dynamics CRM, equivalent to onChange routine (JavaScript activities obtainable on CRM forms) to format facts a several pass after it has been input. To others, it's constructing complicated methods that absorb interaction with the CRM platform for interior functions (corresponding to backend human elements or industry useful resource planning [ERP]/accounting methods) by the disburse of the creation of plug-ins and/or usage of middleware functions for managing synchronization (continually BizTalk or Scribe applications).

    This chapter covers each alternate options, however first they evaluation what it means to prolong Microsoft Dynamics CRM and assess some crucial factors you ought to conform with before performing any of the protected customizations.

    As mentioned in Chapter 1, "Extending Microsoft Dynamics CRM defined," extending Microsoft Dynamics CRM will moreover live accomplished by means of any of here:

  • custom well-behaved judgment via plug-in building
  • supply-to-source integration (net services integration)
  • customized application integration using IFrames
  • CRM JScript to lengthen across various varieties
  • Workflow
  • whereas a huge ingredient of this chapter addresses how you could execute changes to Microsoft Dynamics CRM in case you live watchful of the person base, browser version, and requirements, it is vital to believe what it capability when these environmental variables are unknown, or when the utility should high-tail domains or live purchasable to a wide selection of clients. If here is your circumstance, it is worthwhile to dependence an xRM platform strategy.

    This chapter moreover contains customization examples that relate both to the client aspect and to the server end. And to demonstrate what it capability to extend Microsoft Dynamics CRM with different internal functions (reminiscent of other CRM programs or other line-of-enterprise applications), they moreover delve into some sophisticated fashions of integration inside this chapter.

    Microsoft Dynamics CRM 4.0 is licensed on both a per-named person or per-equipment model. (here's slightly varied from some of Microsoft's ERP choices which absorb a licensing mannequin of concurrency.) hence, every and every user who accesses Microsoft Dynamics CRM 4.0 should live identified and install in Microsoft Dynamics CRM as a sound user with a legitimate function. conclusion-consumer licensing is known as customer entry licenses (CALs). device 3.1 shows how users are administered in Microsoft Dynamics CRM 4.0.

    Figure 3.1

    figure three.1 Microsoft Dynamics CRM administration of users.

    figure 3.2 suggests the rig model it is accepted in summon middle and manufacturing organizations, where varied users can moreover disburse the equal laptop (but now not at the identical time).

    Figure 3.2

    figure 3.2 Microsoft Dynamics CRM with a single-gadget CAL.

    In device 3.2, it is vital to live watchful that everything three clients listed will deserve to live introduced to Microsoft Dynamics CRM as telling users (as shown in device three.1). youngsters, instead of procuring three part CALs, one for every person, only one CAL must live purchased.

    contrast device 3.2 with determine 3.3, which indicates three figures, and hence requires three CALs.

    Figure 3.3

    determine three.3 Microsoft Dynamics CRM with three named-person CALs.

    The fruits from both of these examples is here:

  • From a licensing point of view, you may absorb either one CAL (a device CAL) or three named-user CALs.
  • From a CRM administration standpoint, you may absorb three clients deploy and configured with telling roles in Microsoft Dynamics CRM.
  • This illustration is protected to parade the extension of Microsoft Dynamics CRM when a telling consumer is required (which is often the case when building accessories that integrate with Microsoft Dynamics CRM).

    A frequent mistake that novice integrators execute is to simply occupy competencies of an current user CAL and disburse that CAL as the tough-coded authentication/integration credentials. however this is now not necessarily an issue (and a yoke of of their examples comprehend such a technique), it is crucial to recognize that Microsoft recognizes such usage as a system of entry, and it may for this reason location the organization in license-compliance risk. this is very lawful if the device is designed to achieve any stage of integration with any software that promises facts outdoor of the domain.

    additionally, it's vital to suffer in wit that Microsoft Dynamics CRM CALs are illustration primarily based, and with diverse on-premise servers (equivalent to with a server farm), only the one-consumer CAL is required, inspite of the number of actual CRM servers.

    As brought up previously, Microsoft has placed Microsoft Dynamics CRM as a platform and has therefore developed a licensing model for it that permits access to it without requiring a license for each person. however, a license is required if facts is going to live accessed throughout the organizational domain; this system of entry is referred to as using the connector model or connector licensing.

    exterior Connector License

    The Microsoft external Connector license makes it practicable for agencies to lengthen Microsoft Dynamics CRM information both across disparate applications and across the area.

    even though it is nothing greater than a licensing mechanism, it's faultfinding to live mindful and is covered inside the context of this book because it is a crucial license when performing a few of the mixing alternate options mentioned.

    The external Connector license is accessible in two several codecs for Microsoft Dynamics CRM:

  • Full external Connector
  • confined external Connector
  • The intention of the restrained exterior Connector is to allow interaction on a read-most effective degree with the Microsoft Dynamics CRM records, whereas the complete exterior Connector enables replete examine/write on the Microsoft Dynamics CRM information. (The cost of the license reflects the restriction degrees; the limited external Connector is approximately one-third the can pervade of the replete exterior Connector.)

    Connection alternatives

    finally, it's acceptable to mention that the formulation of access is absolutely non-compulsory to the terminate person. There are three effortless methods to engage with Microsoft Dynamics CRM data:

  • Microsoft Dynamics CRM internet features
  • SQL Server CRM filtered views
  • SQL Server CRM tables
  • Microsoft Dynamics CRM net services enable functions to devour CRM company rules and facts directly from the CRM net server. In some circumstances, here is the preferred system, and creating a connection at once to the SQL Server database is impractical.

    SQL Server CRM filtered views (see device 3.four) are similar to CRM net functions in that they are designed to live used with the aid of terminate users who're performing integrations, because they implement security roles, that are faultfinding when considering integration functions that can moreover live used by means of a number of clients in a firm. in addition, the views can moreover live used for study-best entry, however may soundless no longer live used for write access.

    Figure 3.4

    determine 3.4 Microsoft Dynamics CRM SQL filtered views.

    despite the fact their discussion references everything of the strategies listed in the past, execute unavoidable to live watchful the implications of the disburse of one versus the other.

    Bulk delete venture project allocations in Microsoft Dynamics 365 / CRM | actual Questions and Pass4sure dumps

    now and again there are instances that necessitate deleting facts from Microsoft Dynamics 365 for customer tryst in bulk. One such case arose currently once I created a undertaking assignment in a project and unintentionally booked everything of the resources in my company for eight hours per day in a time span from June 2018 to December 2022.

    there were round 500 allocations finished for everything of the components. somewhere, I figured out that this changed into no longer the assignment i needed to allocate. From there, i tried methods of deleting the allocations.

    under are the diverse alternate options i tried:

  • alternative 1: i attempted to open the schedule board and delete the allocations from there throughout the month view. however deleting from the time table board takes lots of time for allocations, and given the number listed per thirty days this turned into no longer a feasible choice.
  • option 2: i attempted deleting the allocations via advanced locate by identifying the standards as shown under in the screenshot. but it allowed me to delete most effective 50 facts in a go, which changed into once again an issue.
  • After trying these two strategies and doing a miniature research, their crew came across the majority delete alternative within the records administration Module.

    beneath is the retort to the difficulty.

    Step 1: login on CRM and navigate to the Settings module and records management within it, as proven below.


    Step 2: click on on the majority record deletion alternative.

    Step 3: Bulk deletion wizard opens.

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    What's the Appeal of Microsoft Dynamics CRM 4.0? | actual questions and Pass4sure dumps

    Linda Leung talks with Marc Wolenik and Rajya Vardhan Bhaiya, authors of >Microsoft Dynamics CRM 4 Integration Unleashed, about Microsoft Dynamics CRM, its appeal to customers, and how it stacks up against the competition. From the author of 

    It's probably difficult to find a business, great or small, that doesn't disburse Microsoft software. Whether it's Microsoft's Office productivity suite or the Exchange mail platform, Microsoft's software appears ubiquitous. But Microsoft isn't just about personal productivity products. It moreover has a suite of enterprise applications for enterprise resource planning (ERP) and customer relationship management (CRM). Dynamics CRM 4 is Microsoft's flagship CRM product that is seeing stiff competition from standalone CRM products from companies such as Microsoft in early 2008 moved to further extend the appeal of Dynamics CRM 4 by releasing a hosted version for customers that don't want to manage an on-premises product. In November 2009, Microsoft launched an aggressive initiative aimed at luring customers away.

    Microsoft Dynamics CRM 4 Integration Unleashed written by Marc J. Wolenik and Rajya Vardhan Bhaiya, presents proven techniques, best practices, and instance code for going far beyond the out-of-the-box capabilities of Dynamics CRM 4. The authors provide a step-by-step usher to integrating Dynamics CRM with SharePoint, Office Communicator, PerformancePoint, BizTalk, Silverlight, and other tools.

    Wolenik, MCP, PMP and MBS CRM certified professional, is the owner of Webfortis, a consulting company based in Northern California. Webfortis specializes in solutions around Dynamics CRM and is a Microsoft Gold Certified Partner. Bhaiya, based in San Francisco, Calif., is an IT Solutions Architect with extensive sustain supporting large-scale Fortune 500 applications that disburse and integrate Microsoft Dynamics CRM, SharePoint, and PerformancePoint.

    I spoke with Wolenik and Bhaiya to discuss Dynamics CRM, its appeal to customers, and how it stacks up against the competition.

    Linda Leung: Why should customers account Microsoft for their enterprise software needs?

    Marc Wolenik: If you account Microsoft Servers and virtualization options, Microsoft already serves the enterprise space with their software. Enterprise ERP and CRM is an additional offering that Microsoft has been offering for over five years now. The odds to using Microsoft for ERP and CRM across the enterprise is that the software is supported by existing infrastructure, technology and skill sets. Built on .NET technology, existing customers can easily extend their software across the enterprise — something that is not always an option with competitors.

    Rajya Vardhan Bhaiya: Microsoft software provides a scalable and integrated system platform. The platform has capabilities to integrate with applications across various platforms and services.

    LL: Why should customers pick Dynamics CRM 4 compared to or other established CRM platforms?

    MW: First of all, Microsoft Dynamics CRM 4.0 IS an established CRM platform. Designed from the ground-up on .NET technology, it has been actuality for over five years, and has over a million people using it. Secondly, Microsoft Dynamics CRM is a much more than just "Customer" relationship management. The xRM initiatives that are available (whereby the "x" is anything management), allow organizations to disburse Microsoft Dynamics CRM for more than just customer management and they absorb seen organizations consolidate many LOB (line of business) applications onto the one platform.

    Additional reasons to pick Microsoft Dynamics CRM 4.0 include:

  • The "Power of Choice" whereby customers can start in the cloud on a hosted solution and then high-tail that solution to their in-house servers if they desire.
  • Easily extended platform and technology built on .NET.
  • Single pricing for everything functionality.
  • RB: Microsoft Dynamics provides a customizable and agile foundation that can live configured to the industry process for a variety of organizations across everything industries. The higher-end services from or other vendors provide configuration. But Microsoft Dynamics allows that on every version.

    Here is a minute list of features that are superior in Dynamics:

  • Dynamics CRM has endemic integration with Outlook and other office client products.
  • All the data is stored in a dedicated database, which makes backup and recovery easier.
  • Depending on the version of the competing products, the organization is entitled to different features (Activity, Campaign, Marketing Lists, Leads, Products, Workflow, ad-hoc reporting, and more). In Dynamics CRM, everything the CRM features are fraction of the standard installation.
  • LL: Microsoft rolled out an on-demand version of CRM 4.0 in early 2008. Did this aid to multiply awareness and interest in the market for Microsoft CRM?

    MW: Absolutely. Customers are increasingly interested in cloud or on-demand software. The fact that Microsoft offered this, followed by SharePoint, Exchange and now Office as a hosted service shows that the product is ripen enough to live available on-demand.

    RB: Yes, this increased awareness and people were more comfortable to dependence this application as "enterprise ready." People absorb a perception that if something can flee in a hosted/cloud environment, it is able to scale to the highest degree. Smaller organizations are considering this as the primary CRM system. This change is sprouting interests in medium size companies to switch to MS Dynamics CRM.

    LL: What's the process that customers should Go through to determine whether to opt for on-premises or on-demand CRM?

    MW: Typically this determination process is made based on a technology determination — i.e. whether or not the infrastructure is in condition to uphold an implementation. Additional considerations comprehend "rent or buy" decisions (there is usually a break-even point at just under three years), and want (or lack) to integrate the system.

    RB: The organization will requisite to equilibrium the cost of maintaining the servers vs. the cost of the network connectivity required for a hosted solution. It is recommended to absorb redundant network connections, so that there is a backup connection for the clients to disburse the hosted solution.

    If an organization has offices across the globe they will requisite to absorb sufficient network connections between the clients and the servers.

    Network connectivity is the key determining factor between a hosted vs. non hosted solution.

    Other things to account are the integration required with other systems. For instance does the data requisite to synchronize with the backend system constantly?

    LL: Integrating CRM with key Microsoft collaboration software such as Outlook and SharePoint is a key requirement of many customers. But established CRM providers, such as, absorb been providing as deep an integration to Microsoft for a while. How does Microsoft compete here?

    MW: I would question the point about "deep" integration for several reasons. It is lawful that competitors absorb integration points however it is unlikely that anybody can conclude it as well or as deep as Microsoft. When you recognize at the endemic Outlook integration offerings for example, you will not find anything equal to that flat of integration.

    RB: Microsoft Dynamics CRM provides endemic integration to Outlook and to other analytical tools fancy transcend and Access. Other CRM providers usually require either a developer-level access, or usually absorb an additional fee associated with the process.

    Also, since everything products are from Microsoft, they absorb an upgrade roadmap which will ensure upgrades and long term stability.

    LL: On the other hand, one of the traditional limitations of hosted software is that customers absorb to work hard to integrate the software with other enterprise systems, such as ERP, because the on-demand apps often don't easily uphold the APIs of those applications. How can customers overcome this?

    MW: Hosted software has an inherent limitation with integration due to the nature of ERP system — i.e. they watch to live on-premise. Because of this, most organizations are looking at performing a multi-platform integration whereby the ERP is hosted locally and the CRM is hosted and therefore there can live challenges with the availability, accelerate and reliability of the systems. Microsoft Dynamics CRM overcomes this limitation by allowing you to achieve an integration in a hosted environment, and if required bring the data in-house/on-premise.

    RB: In a hosted CRM, you can flee a synchronization utility on the same network as the ERP system, which will communicate with Microsoft Dynamics CRM's Web Services. everything Web services are on the same network port as the Web site, which makes the integration seamless.

    LL: Even if you disburse APIs to integrate hosted apps with existing enterprise software, how robust is that integration?

    MW: Depending on the integration technology you implement, the integration can live very robust. They absorb three chapters on Scribe integration in their book and this software has replete redundancy built in. This is essential not just for a hosted application, but for an on-premise integration.

    RB: APIs are the preferred approach for integration; this interface allows an abstraction layer between the data structure and the industry processes. When using the APIs, the system can/will invoke any workflows associated with that object. This will allow everything industry processes to live executed properly, thus providing a stable and consistent CRM system.

    LL: Some observers bid that a limitation of CRM software is that it doesn't proffer the entire spectrum of relationship management, such as transaction management. How should customers ensure their CRM systems provide everything they requisite to flee their business?

    MW: This is completely untrue with admiration to Microsoft Dynamics CRM. Leveraging xRM, organizations can occupy odds of any kindly of management, including transactions. They absorb seen implementations consisting of Financial, Grant, Student, Vendor and Investment management just to designation a few.

    RB: Typically, everything transactions are managed through the ERP system, so it is recommended to set the transaction management entities into read-only mode, and create a one-way sync between the ERP system and the CRM system. This architecture will provide higher visibility to the data.

    LL: Microsoft is getting pretty aggressive in its marketing of on-demand CRM 4.0. In November 2009, the company offered customers six months' access to CRM 4.0 at no pervade if they signed a 12-month contract. Is this kindly of initiative attractive to customers? How should customers occupy odds of these and any retaliatory moves by competitors?

    MW: Well, this offering is only available if you are an existing customer of competing software — such as recent customers were offered the software at a reduced charge — $44 per user per month, with the previously separated advanced functionality (offline access, increased storage, etc.). If you recognize closely at the offering by competitors (where each module/feature has an additional price) and you compare the unique cost of $44 per user per month, and the 30 day free trial, there is a tenacious and compelling reason to Go with Microsoft Dynamics CRM 4.0.

    RB: These kinds of initiatives are definitely helping the customers to adopt Microsoft Dynamics CRM; after everything in today's market, everyone is focused on saving cost and getting the most for the investment.

    Customers should compare the ROI between various CRM systems with promotions fancy this one. The other thing to account is that once a determination is made to invest in a specific CRM system, typically the lifespan of that system is three years. Usually by then the industry process needs alterations, or maybe a significant change has been made to the CRM system that the organization needs to optimize industry processes.

    LL: Microsoft last year eliminated restrictions that prevented customers from affecting virtualized applications, which included CRM 4.0, to a different server more than once every 90 days. What other licensing restriction changes or other initiatives should Microsoft implement to execute CRM 4.0 more attractive and flexible for customers?

    MW: Microsoft Dynamics CRM licensing is very flexible and allows organizations to re-use licenses if a user is no longer necessary (the system will automatically high-tail everything records associated with that user when they are deactivated). Additionally, with the Enterprise version, organizations can absorb unlimited "tenants" or organizations within the system — allowing for a vast and robust xRM build-out if desired.

    RB: Microsoft provides a flexible licensing structure, and the license is associated to each dynamic user. When a user leaves, the organization can reallocate that license to a different user. This is one of the more bountiful license agreements for CRM system in the market.

    LL: Final question: What has been your most memorable CRM 4.0 installation and why?

    MW: My most memorable CRM 4.0 installation was for a customer located in San Francisco. They had tangled industry requirements and expected the installation to occupy several weeks. Instead they completed the installation in half a day, made the configurations with the other half and they were up and running the next day. The customer was amazed at how effortless everything was and interested to start using the system — not to mention exhibit the surplus budget.

    RB: The most memorable installation was with a customer who wanted to disburse Microsoft Dynamics CRM as the front terminate to an SAP ERP system. The fraction that made this implementation spicy was the conversations regarding the industry processes and the requirement of specific attributes. They were not only defining the system, but moreover defining the industry process for the company.

    Experlogix Product Configurator for Microsoft Dynamics CRM | actual questions and Pass4sure dumps

    Experlogix is a Microsoft Gold Certified, CPQ (Configure, Price, Quote) solution provider specializing in fully integrated quote and order automation solutions for Microsoft Dynamics 365. Experlogix CPQ solutions deliver the scalability and flexibility needed to handle virtually any tangled quote or order configuration requirement at a low total cost of ownership. Experlogix empowers reps to deliver tangled proposals consisting of thousands of potential product and pricing rules with the option to automate multi-level production orders when the industry is won. Hundreds of companies in a variety of industries reckon on Experlogix, including Allegion, Analogic, Assa Abloy Hospitality, Hitachi Construction Machinery Australia, Husky Injection Molding Systems, Jayco, Inc., Malibu Boats, Mitsubishi Caterpillar Forklift, Nikon Instruments UK, Okuma America Corporation, Otis Elevator, and Thermo Fisher Scientific. For more information, visit

    Using MS Outlook/Exchange for CRM | actual questions and Pass4sure dumps

    We are looking for a CRM alternative, and their package of choice is MS Outlook / Exchange. Their choice is based upon price, availability in the organization, and ease of use. I'm creating custom contact forms and using public folders to diseminate the information for the salesforce to disburse and update. Is there a better approach? Is there an add-in for Outlook that has achieved many of the CRM goals?It is well difficult to provide a concrete answer, not knowing your requirements, industry goals, budget, etc. Nonetheless, I'll try to point you in the perquisite direction. First, absorb you looked at Worldtrak -- a CRM solution based upon MS Outlook? (see: ) That was the effortless fraction of your question. Regarding your approach, you examine specifically about extending Microsoft Outlook throughout your organization via custom forms, folders, etc. -- essentially turning it into a better contact manager that what's available "out of the box". Again, without knowing more about your situation, this can live a very effective approach -- especially for a very minute (3-5) group of users with no remote (disconnected) requirements. But live CAREFUL, because you may find that you quickly exceed the capability of Outlook to scale to your requirements. Sure, you will find work-arounds, but 1-2 years later you will likely end-up with a disjointed system, unhappy users, and poor character data. More than likely, your users will simply desist using the application when it becomes too kludgy. Final advice: There's really no short-cut to a well designed and implemented solution. execute certain your firm's industry goals and requirements are well understood and search to implement the most faultfinding features and functions first. Worst case, your super-Outlook application will live used as a prototype to a more robust solution.

    For more information about CRM vendors, check out searchCRM's CRM Vendors/General Information Best Web Links.

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