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

Test Code : MB2-228
Test denomination : Microsoft CRM Extending MS CRM 1.2 with .NET
Vendor denomination : 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 unite the Salesforce consumer Success Platform to Microsoft workplace productivity apps and functions. both leaders diagram to carry current 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 benchmark availability of two current 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 invent Joint customers greater Productive Than Ever BeforeMicrosoft and Salesforce tolerate dedicated to working collectively to bring the following options to lifestyles:

  • Skype for trade Integration with Salesforce Lightning journey: Salesforce will combine Skype for enterprise (formerly known as Lync) into its current Lightning experience, a modern and re-imagined Salesforce that mixes an clever current person experience with confirmed best practices that enable americans to drudgery faster and smarter. office 365 consumers can breathe capable of utilize Skype for enterprise to create web conferences, verify if colleagues are on-line or no longer, click on to speak and invent 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 breathe capable of associate notes with Salesforce facts, and view and edit notes without retard 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 breathe 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 utilize 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 sequel 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 breathe greater productive and connect with their shoppers in a total current manner."
  • "Furthering their mission to empower each person and difficult on this planet to obtain greater, is the motivating coerce 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 dote Salesforce to empower their mutual purchasers to network, collaborate, talk and discover guidance in more advantageous ways."
  • "As a world company with greater than 400 manufacturers, they are at bar not anything times looking for methods to fortify collaboration across departments and Take 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 Place of drudgery the Place their 170,000+ personnel worldwide can breathe more productive and moor with each and every different and with customers dote on no account earlier than."
  • building on a basis of SuccessThese current integrations will construct on existing joint options that allow mutual purchasers to breathe 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 exigency to correspond 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 worry the usage of built-in elements of Microsoft Dynamics CRM, equivalent to onChange routine (JavaScript activities obtainable on CRM forms) to format facts a confident course after it has been input. To others, it's constructing complicated methods that tolerate interaction with the CRM platform for interior functions (corresponding to backend human elements or trade useful resource planning [ERP]/accounting methods) by the utilize 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 correspond with before performing any of the protected customizations.

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

  • custom fine 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 component of this chapter addresses how you could invent changes to Microsoft Dynamics CRM in case you breathe awake 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 paddle domains or breathe purchasable to a wide selection of clients. If here is your circumstance, it is worthwhile to trust an xRM platform strategy.

    This chapter also 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 also 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 tolerate a licensing mannequin of concurrency.) hence, every and every user who accesses Microsoft Dynamics CRM 4.0 should breathe 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). design 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 gear model it is accepted in convoke middle and manufacturing organizations, where varied users can also utilize 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 design 3.2, it is vital to breathe awake that bar not anything three clients listed will deserve to breathe introduced to Microsoft Dynamics CRM as convincing users (as shown in design three.1). youngsters, instead of procuring three part CALs, one for every person, only one CAL must breathe purchased.

    contrast design 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 tolerate either one CAL (a device CAL) or three named-user CALs.
  • From a CRM administration standpoint, you may tolerate three clients deploy and configured with convincing roles in Microsoft Dynamics CRM.
  • This illustration is protected to array the extension of Microsoft Dynamics CRM when a convincing consumer is required (which is often the case when pile accessories that integrate with Microsoft Dynamics CRM).

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

    additionally, it's vital to tolerate in reason 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 breathe 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 breathe 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 distinct codecs for Microsoft Dynamics CRM:

  • Full external Connector
  • confined external Connector
  • The purpose of the restrained exterior Connector is to allow interaction on a read-most efficient 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 charge of the replete exterior Connector.)

    Connection alternatives

    finally, it's acceptable to mention that the formulation of access is absolutely non-compulsory to the halt person. There are three smooth 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 design 3.four) are similar to CRM net functions in that they are designed to breathe used with the aid of halt users who're performing integrations, because they implement security roles, that are faultfinding when considering integration functions that can also breathe used by means of a number of clients in a firm. in addition, the views can also breathe used for study-best entry, however may silent no longer breathe used for write access.

    Figure 3.4

    determine 3.4 Microsoft Dynamics CRM SQL filtered views.

    despite the fact their discussion references bar not anything of the strategies listed in the past, invent unavoidable to breathe awake the implications of the utilize 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 date in bulk. One such case arose currently once I created a undertaking assignment in a project and unintentionally booked bar not anything 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 bar not anything 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 efficient 50 facts in a go, which changed into once again an issue.
  • After trying these two strategies and doing a runt research, their crew came across the majority delete alternative within the records administration Module.

    beneath is the reply 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, big or small, that doesn't utilize 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 also 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 tense 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 sample code for going far beyond the out-of-the-box capabilities of Dynamics CRM 4. The authors provide a step-by-step pilot 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 experience supporting large-scale Fortune 500 applications that utilize and integrate Microsoft Dynamics CRM, SharePoint, and PerformancePoint.

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

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

    Marc Wolenik: If you reckon 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 advantage 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 select 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 utilize Microsoft Dynamics CRM for more than just customer management and they tolerate seen organizations consolidate many LOB (line of business) applications onto the one platform.

    Additional reasons to select Microsoft Dynamics CRM 4.0 include:

  • The "Power of Choice" whereby customers can start in the cloud on a hosted solution and then paddle that solution to their in-house servers if they desire.
  • Easily extended platform and technology built on .NET.
  • Single pricing for bar not anything functionality.
  • RB: Microsoft Dynamics provides a customizable and agile foundation that can breathe configured to the trade process for a variety of organizations across bar not anything industries. The higher-end services from or other vendors provide configuration. But Microsoft Dynamics allows that on every version.

    Here is a little 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, bar not anything the CRM features are fragment of the benchmark installation.
  • LL: Microsoft rolled out an on-demand version of CRM 4.0 in early 2008. Did this back to increase 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 mature enough to breathe available on-demand.

    RB: Yes, this increased awareness and people were more snug to trust this application as "enterprise ready." People tolerate a perception that if something can elope 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 travel 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 Place to back an implementation. Additional considerations comprise "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 exigency to balance the cost of maintaining the servers vs. the cost of the network connectivity required for a hosted solution. It is recommended to tolerate redundant network connections, so that there is a backup connection for the clients to utilize the hosted solution.

    If an organization has offices across the globe they will exigency to tolerate enough 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 reckon are the integration required with other systems. For sample does the data exigency 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, tolerate been providing as abysmal 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 proper that competitors tolerate integration points however it is unlikely that anybody can sequel it as well or as abysmal as Microsoft. When you sight at the endemic Outlook integration offerings for example, you will not find anything equal to that plane of integration.

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

    Also, since bar not anything products are from Microsoft, they tolerate 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 tolerate to drudgery difficult to integrate the software with other enterprise systems, such as ERP, because the on-demand apps often don't easily back 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 mind to breathe 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 breathe challenges with the availability, precipitate and reliability of the systems. Microsoft Dynamics CRM overcomes this limitation by allowing you to fulfill an integration in a hosted environment, and if required bring the data in-house/on-premise.

    RB: In a hosted CRM, you can elope a synchronization utility on the identical network as the ERP system, which will communicate with Microsoft Dynamics CRM's Web Services. bar not anything Web services are on the identical network port as the Web site, which makes the integration seamless.

    LL: Even if you utilize 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 breathe very robust. They tolerate 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 trade processes. When using the APIs, the system can/will invoke any workflows associated with that object. This will allow bar not anything trade processes to breathe executed properly, thus providing a stable and consistent CRM system.

    LL: Some observers whine 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 exigency to elope their business?

    MW: This is completely untrue with respect to Microsoft Dynamics CRM. Leveraging xRM, organizations can Take advantage of any kindhearted of management, including transactions. They tolerate seen implementations consisting of Financial, Grant, Student, Vendor and Investment management just to denomination a few.

    RB: Typically, bar not anything transactions are managed through the ERP system, so it is recommended to achieve 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 charge if they signed a 12-month contract. Is this kindhearted of initiative attractive to customers? How should customers Take advantage 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 current customers were offered the software at a reduced cost — $44 per user per month, with the previously separated advanced functionality (offline access, increased storage, etc.). If you sight closely at the offering by competitors (where each module/feature has an additional price) and you compare the lone cost of $44 per user per month, and the 30 day free trial, there is a sturdy and compelling reason to travel with Microsoft Dynamics CRM 4.0.

    RB: These kinds of initiatives are definitely helping the customers to adopt Microsoft Dynamics CRM; after bar not anything 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 dote this one. The other thing to reckon 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 trade process needs alterations, or maybe a significant change has been made to the CRM system that the organization needs to optimize trade processes.

    LL: Microsoft eventual year eliminated restrictions that prevented customers from moving 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 invent 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 paddle bar not anything records associated with that user when they are deactivated). Additionally, with the Enterprise version, organizations can tolerate 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 vigorous 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 complex trade requirements and expected the installation to Take 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 smooth everything was and enthusiastic to start using the system — not to mention exhibit the surplus budget.

    RB: The most memorable installation was with a customer who wanted to utilize Microsoft Dynamics CRM as the front halt to an SAP ERP system. The fragment that made this implementation spellbinding was the conversations regarding the trade processes and the requirement of specific attributes. They were not only defining the system, but also defining the trade 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 wield virtually any complex quote or order configuration requirement at a low total cost of ownership. Experlogix empowers reps to deliver complex proposals consisting of thousands of potential product and pricing rules with the option to automate multi-level production orders when the trade is won. Hundreds of companies in a variety of industries rely 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 option is MS Outlook / Exchange. Their option 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 utilize and update. Is there a better approach? Is there an add-in for Outlook that has achieved many of the CRM goals?It is to some extent difficult to provide a concrete answer, not knowing your requirements, trade goals, budget, etc. Nonetheless, I'll try to point you in the prerogative direction. First, tolerate you looked at Worldtrak -- a CRM solution based upon MS Outlook? (see: ) That was the smooth fragment of your question. Regarding your approach, you inquire of 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 breathe a very efficient approach -- especially for a very little (3-5) group of users with no remote (disconnected) requirements. But breathe 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 destitute character data. More than likely, your users will simply halt using the application when it becomes too kludgy. Final advice: There's really no short-cut to a well designed and implemented solution. invent confident your firm's trade goals and requirements are well understood and seek to implement the most faultfinding features and functions first. Worst case, your super-Outlook application will breathe 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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