Linking Microsoft CRM to Office, Sharepoint and Maconomy

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Hello

I work at a company that uses Microsoft Dynamics CRM, Microsoft Sharepoint, Microsoft Office 360 and Maconomy. And I have some questions on how to get the programs to work together.

I would like a solution where every time a consultant receive or sends mails with a costumer, MS Outlook cross references the email address to our CRM. If the email is not in our CRM, the consultant will get a request to add the contact in outlook, which then automatically adds the contact to our CRM. At the same time, this activity also places the consultant as a team member.
I would like a feed in the CRM that shows the activities in our client’s customer portal. Whenever there is activity in the portal, it would be listed in the CRM. The user who dous the activity should be placed as team member in the CRM system
We use Maconomy as our economics system; I hope the solutions that I have thought of can be implemented with MS Dynamics. In Microsoft Dynamics, accounts can tag as for example: costumer, prospect, inactive costumer, etc. I would like Maconomy and MS Dynamics to work together so that customars that has been billed in 2014 are automatically tagged as costumers, and accounts that has been billed more than a year ago is made inactive costumers, etc.
My last question is also about MS Dynamics and Maconomy. Different products are have standard names and number in our system. I want all products that are billed, to be added in the product page in MS dynamics CRM. So that the product page is constantly updated.

I hope this is a case that can be solved. Thank you very much in advance.

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Wayne Walton 13,730 on at

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1. This essentially can be configured through the Outlook Connectors for CRM. Just tell it to create a Contact every time it receives an Email from an email address not yet in CRM.

2. What is your customer portal? It might be better to have CRM handle activities and have the Portal be a front-end for the Activities list.

3. You can set this up via something like Scribe or SSIS, though you might have to hand-write a Maconomy connector, as I don't see one from Scribe.

4. As above, you'll need to build an integration in something like Scribe to make that happen. Generally speaking, it's best to fully integrate the product library, so CRM has a full concept of your products, and the integration then handles all updates from Maconomy to CRM for products.

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ScottDurow 21 on at

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If you use Dynamics CRM for Outlook and your users track emails in CRM, by default CRM will create a new contact for unresolved recipient - see the options described at www.microsoft.com/.../set-personal-options-that-affect-tracking-and-synchronization-between-crm-and-outlook-or-exchange.aspx

There is out of the box integration with SharePoint see - msdn.microsoft.com/.../gg334768.aspx

Maconomy will need to be a custom integration which you could us the SDK or you could use a third party integration product such as Kingswaysoft's SSIS toolbox - www.kingswaysoft.com/.../ssis-integration-toolkit-for-microsoft-dynamics-crm

I would recommend engaging a Microsoft Dynamics CRM Specialist to help you implement this requirements.

Hope this helps,

Scott

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Community Member on at

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Thank you for the answers! I will start working on it now.

Just a little addon question regarding the CRM. There is a consensus in the Office that the CRM should not store all of the email addresses, due to personal use of the email.

So I would like it to work like this: Incoming mail from; jim@companyB.com. The system checks if there are mails that has ''@comapanyB.com'' in our system. If it is, it shecks if jim@companyB.com is there. If it is not there, I would like a big popup window in MS Outlook that states ''We do not have this person in Our CRM, can you please fill in necessary information''.

Do you think that is posible?

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Community Member on at

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To 3 and 4: There is a free middleware system calls IBS Message Broker, where you can integrate multiple systems. For MS Dynamics CRM there is already a powerful connector, where you can implement different scenarios.

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