The shop that I am working part time with is new to Microsoft CRM. I just want to survey what projects have developers done to the system to extend its capabilities.
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The shop that I am working part time with is new to Microsoft CRM. I just want to survey what projects have developers done to the system to extend its capabilities.
I can break the work I did into four sections:
Tailoring – Simple field level changes. A lot of this is just making sure the fields and language suited the business I was developing for.
Customisation – More complex changes, generally needing JavaScript and maybe ASP.NET. Some examples would be to use an IFrame and pass values to it from a CRM form. The IFrame would then do interesting things like mapping, charting or give you buttons to do other things. For buttons I would often times use JavaScript to replace the outerHTML in the HTML dom of an IFRAME to show a button rather.
Integration – using .NET to connect MSCRM to other systems. Connected it to Great Plains, Speech Server, SCOM (was called MOM back then), custom LOB systems etc… One interesting one I did was to develop a SSIS component that wrote into MSCRM via the web services.
Reporting – Building reports. In reporting services and in Excel. Excel made for great dashboards because of the dynamic update nature of it.
I have a few (war) stories up at http://www.sadev.co.za/taxonomy/term/7 if you are interested.