Microsoft CRM Office Integration

1
Microsoft CRM Office Integration

• Ryan Toenies
• CRM Practice Manager
• Inetium, Inc.

2
Public Announcements

• Microsoft v2.0 Release Dates
• RTM - 4th QTR of 2005 (look for December)
• GA 1st QTR of 2006 (look for January)
• CRM Rollup Patch
• search http//download.microsoft.com for keywords
  KB892949
• Keep up-to-date
• http//www.microsoft.com/crm/
• Small Business Server CRM Promotion
• Great Plains and CRM Promotion

3
CRM and Office Integration

• Deep Outlook Integration
• Out of the box
• Mail merge
• Out of the box
• Extract to Excel
• All views can be exported to Excel
• Information Bridge Framework
• Accelerator
• Separate client and server installation
• .NET development to customize specific features

4
Information Bridge Framework

• Whats required?
• Microsoft CRM v1.2
• Microsoft Office 2003
• Windows Server 2003
• Microsoft Office Information Bridge Framework
  v1.0 (http//download.microsoft.com)
• Microsoft Office Information Bridge Framework for
  CRM (http//download.microsoft.com)

5
What is it?

• Scenarios
• Work with native CRM functionality from within
  Microsoft Office Applications
• Word
• Excel
• Outlook
• How does it work?
• Uses the IBF to make SOAP calls to the CRM server
  to deliver CRM data to Microsoft Applications
• SmartTag Interface

6
IBF for CRM
7
Benefits

• Direct integration to CRM from within your Office
  Applications
• Work they want you want to work
• Build powerful line of business applications that
  expose CRM data
• Add/Update/Delete CRM data from your Office
  applications
• Helpdesk Efficiencies
• Streamline Case Management

8
Where do we go from here?

• Respond to the CRM Survey
• www.crmmn.com

9
Insider Corner

• Buy Now
• If you are considering Microsoft CRM buy now
  before 2.0 comes out
• Save Money (did I say save money?)
• Be the first to receive 2.0
• Integration
• Consider Scribe to link CRM to Great Plains and
  other ERP applications
• BEST, Oracle, SAP, Macola, MAPICS, etc.
• CRM 2.0
• Behind the scenes real-time online
  synchronization with Outlook

10
Need Assistance

• Call Inetium
• Dave Stahlman 952.646.0808
• www.inetium.com
• www.crmmn.com Ask Amy
• Minnesota CRM User Group
• First Wednesday of each Month
• 900 1100