One of the vital needs of business is to connect processes, people and information both within across the organizational boundaries. Microsoft Dynamics CRM 4.0, a Customer Relationship Management application, provides solution to the sales managers in accessing the lead/prospect data and promoting their business successfully.
Table of Contents
Executive Summary............................................................................................................................2Introduction ......................................................................................................................................2Integrating MS CRM 4.0 & MS EXCEL ..................................................................................................2Custom Task Panes ...................................................................................................................................................3How Custom Task Panes Can be Created in MS Excel?........................................................................................3Integrating MS CRM 4.0 and MS Word................................................................................................4Custom Task Pane in MS Word.................................................................................................................................5Integrating MS CRM 4.0 and MOSS.....................................................................................................5Conclusion.........................................................................................................................................7
1Executive Summary
One of the vital needs of business is to connect processes, people and information both within across the organizational boundaries. Microsoft Dynamics CRM 4.0, a Customer Relationship Managementapplication, provides solution to the sales managers in accessing the lead/prospect data and promoting their business successfully. Currently MS Dynamics CRM 4.0 integrated with Outlook client, which helps sales managers in accessing their customer data from their Outlook itself. How about integrating Microsoft Dynamics CRM 4.0 and MS Office Applications such as MS Word, MS Excel, MS Share Pointand MS MapPoint? This white paper discusses the value propositions of integrating Microsoft Dynamics CRM 4.0, MS Office and MS MapPoint.
Introduction
MS Dynamics CRM 4.0 Integration with MS Office holds the promise of a more seamless user experience enabling multiple systems and applications to operate as one. The approach yields solutions that are easier to manage and simpler to use and deploy, providing greater overall value at lower operational costs. Integration enables organizations to think differently. Instead of thinking what users can accomplish with each individual system, business leaders can now think what the sum of the parts might bring to business efficiency, knowledge, and information exchange. The business leaders can access and act on information on time via the tool that has the most direct and immediate impact. And if that, integration and access to the data happens in a very familiar interface, then it not only simplifies the business process, it also gives the end-users the ability and confidence to accomplish new tasks with ease.
Integrating MS CRM 4.0 & MS EXCEL
Microsoft Office Excel is a lifeline tool for a large number of information workers. They use it regularly to? Generate reports and get rich visualization on performance? Perform ad-hoc analysis on business data. Reporting, budgeting, and forecasting can all be exhaustive and time consuming, yet essential steps in a successful business. Using trusted tools that are familiar to most people helps increase productivity and decrease the learning curve.
2MS CRM 4.0 & MS Excel integration allows the business users to ? Review, edit, and manipulate data with the widely used spreadsheet application ? Export data from MS CRM 4.0 database and run scenarios, reports and graphs on all aspects of sales and service data in Excel.
The business users can ? Select and export data from multiple CRM tables (entities) to Excel? View and modify the imported data in Excel and ? Export back from Excel into CRM, still linking Excel workbooks as reports to specific functional components of CRM.
Custom Task Panes
Custom Task Panes are leveraged to add and modify contents in Excel. These custom task panes allowsa business user to query and insert information from external sources into their documents, add rich graphics, format a document, insert structured XML data using extensible schema definition (XSD) files and comp... [download for more]
