Full installation guides can be found online at Microsoft's site. When you are doing an installation be sure to follow the instructions in the CRM 3.0 Implementation Guide which will lead you through not only the install as well as the configuration, and then it will show you how to verify the operation on Microsoft Windows Server 200, Microsoft Windows 2003, Microsoft SQL Server 2000 and 2005, as well as Microsoft SQL Server Reporting Services 2000 and 2005.
Of course your project will need to start with the creation of a Microsoft Exchange Server cluster. If you have not done this before you have a couple of choices. If you are lucky enough to have an IT staff it will become their project. But if you don't you can either download the documentation from Microsoft's site or you can higher a qualified Microsoft CRM consultant to do your configuration and installation.
Once you have your server cluster configured you can install your Microsoft CRM 3.0 software. On the Incoming Exchanger Server Settings you will need to type the name of your Virtual Exchanger server for the cluster before you can install the CRM server setup.
If you are going to install the Email router you will need to install it on every exchange node in the cluster and then specify a CRM mailbox which is located on the virtual exchange server.
You will have to open the Services Control Panel on each node in the cluster and stop the MSCRMExchRouterService and then set the Startup to Manual. Now open the Active Directory Users & Computers and locate the GUID and deploy. Then add the computer accounts for each exchange cluster node. Close the Active Directory Users & Computers. In each Microsoft CRM use the Rule Deployment Wizard to create a rule for the user's mailbox which will be automatically forwarded to the specified Microsoft CRM.
If this all sounds complicated you aren't alone, after all we all weren't meant to be network techs, and therefore for many of us it sounds like Greek. However, there's good news. There are many professionals that can quickly get your Microsoft Dynamics CRM 3.0 up and running in no time and for a very reasonable price. And that means one less headache for you.
Whether you decide to do the installation yourself or hire a pro isn't as important as recognizing the power of Microsoft Dynamics CRM to your business and getting it up and running as soon as possible.
In fact if you were to buy only one thing on your wish list is should be your CRM software. It will return your investment to you in no time with increased sales, superior customer service, and better business decisions. Remember knowledge is power and with CRM you've got plenty of knowledge!
Microsoft Dynamics Crm 3.0
Microsoft Business Solutions CRM and IBM Lotus Notes Domino, being two groupware products from competing software development leaders, however could coexist within one organization computer network and even work together in collaboration. There maybe multiple reason why corporation would use both products: licensing, commitment to IBM Lotus Notes as legacy product, risk balancing – staking on both Microsoft and Java/EJB/J2EE platforms, deploying Lotus advanced workflow to automate document management, etc. The need to synchronize MS CRM and Lotus Notes Domino databases is dictated by the ERP market and the connector is available. In this small article we'll answer on the frequently asked questions.
• Messaging. Can MS CRM use Lotus Domino instead of Microsoft Exchange? Yes. MS CRM Lotus Domino connector allows you send messages from MS CRM objects: Lead, Account, Contact and all the future object, including Sales and Service modules
• Outgoing Messaging. When Microsoft CRM send email from Account, Contact, Lead – connector takes control over and sends email through Lotus Domino server. It has Java Agent at the Lotus side and MS CRM SDK custom piece at the MS CRM side. If you compare outgoing messaging with standard MS CRM Exchange connector, then mechanism is slightly different. Microsoft CRM Exchange connector places GUID in the message header and uses this GUID to identify the object in the responding email to push it back to CRM and attach. MS CRM Lotus connector doesn't use GUID – instead it scans MS CRM objects (Accounts, Contacts, Leads) in smart cached way
• Incoming Messages. When Lotus Domino server receives email – Java Agent side of the connector triggers checking with MS CRM if addressor email matches with any Contact, Lead or Account email. In the case of the match – email is transferred into MS CRM in the form of activity of email type. Again – please note that connector doesn't use GUID mechanism. We found that matching is better approach and we have Microsoft CRM Exchange advanced connector – which works with matching, without standard GUID mechanism.
• Microsoft CRM & Lotus Notes Events synchronization. Future version of the connector will synchronize MS CRM and Lotus Notes objects: Calendar, Appointment, Fax, Phone Call, etc. Please, note that Lotus has different objects – we have the matching table, please check with us.
• Lotus & MS CRM Versions. Lotus should be version 6.0 or higher. The reason for this is simple – version 6.0 supports Java Agent technology. MS CRM should be 1.2 or 3.0. Lotus could work in multiple hardware & OS platforms, such as Windows Server, AS/400, etc.
• Product Pricing. It is US$3k basic pack, including 30 users and then $75 each additional user. In Europe price is proportional in Euro.
• Support. Product is installed Worldwide and supported in Europe from German office, in the USA and Canada from Houston and Chicago, in South America, Africa, Australia, Asia, New Zealand from office in Sao Paulo Brazil.
Both Sayed Ally & Andrew Karasev are contributors for EditorialToday. The above articles have been edited for relevancy and timeliness. All write-ups, reviews, tips and guides published by EditorialToday.com and its partners or affiliates are for informational purposes only. They should not be used for any legal or any other type of advice. We do not endorse any author, contributor, writer or article posted by our team.
Sayed Ally has sinced written about articles on various topics from Computers and The Internet, Finances and Computers and The Internet. Sayed Ally, is the lead CRM Analyst. His company provides, . Sayed can be reached at Tel : (905) 815- 1995 ext 22, email:. Sayed Ally's top article generates over 12100 views. to your Favourites.
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