The article "Microsoft CRM and Great Plains Implementation: Freight Forwarding Business Automation Example" is about software, it was written by Andrew Karasev.
Microsoft Business Solutions offers several ERP applications: Great Plains, Navision, Solomon and its own CRM solution Microsoft CRM. Targeting to automate all business operations, Microsoft CRM is at this moment integrated with Microsoft Graet Plains and in the close future it should have integration with Microsoft Navision.
In this small article well show you business automation example, where Microsoft CRM and Great Plains are integrated and customized to fit Freight Forwarding business processes. CRM. Central Cusotmer and Vendor records place. Assuming you have agnets across the USA and internationally CRM, being web-interface application and so, could be used across the globe with good web connection.
The nice features of this product are central emailing you send electronic mail from MS CRM and receive resposnes from your clients back in CRM, where they are permanently stored and documented.
You can issue Quote and Sales Order directly in CRM if needed or could have them issues in Microsoft Great Plains with propgaation to Microsoft CRM (deploying MS CRM-Great Plains integration tool BizTalk based connector). Accounting/ERP.
Microsoft Great Plains could play this role, being integrated with Microsoft CRM and with industry-specific business sytsem.
In the case of Freight Forwarding/Transportation this business system could calculate fees and charged, associaetd with MBL/HBL and posted against agent accounts. You could deploy SQL triggers for instant integration or stored procs for scheduled batches. Great Plains Customizations. Freight Forwarding specifics require Shipment tracking with SOP and POP invoices posted and tracked against the shipment and probably regular/monthly Agent Settlement report, where you match customer and vendor invoices, asscoiated with the agent shipments and create AR or AP document, depending on positive or negative balance. This is Great Plains Dexterity customization or web-development (if you need your agents lookup features from remote locations) Microsoft CRM Customization. Assuming that you have Shipment Tracking system, which might be SQL or Oarcle based you need shipment lookups for your order takers and customer support personnel from Microsoft CRM screens. Being designed for fast web customization Microsoft CRM allows you to incorporate .Net web application into its screens, such as Account, Contact, Lead, Opportunity, etc. You use Web Forms and Microsoft CRM SDK to penetrate into MS CRM security realm and then ADO.Net to call third patry MS SQL Server or Oracle data Implementation Advices. Microsoft CRM should be probably tried as in-house pilot implementation with 5 users license and then you can purchase additional lciense as you have your users trained. If you need MS CRM SDK C# or VB.Net progrmaming you could subcontract. Great Plains requires consultant help to be implemented and integrated, because it has sohpisticated tables structure and documents flow mechanism. Data Conversion.
We recommend you to deploy Great Plains Integration manager to import Vendor and Cutsomers plus open documents. Historical transactions, if needed should be moevd by outside consultant. Microsoft CRM has import tool try it first and subcontract more complex attachments, for example.Good luck with implementation and customization and if you have issues or concerns we are here to help! If you want us to do the job - give us a call 1-866-528-0577!
help@albaspectrum.ComAndrew Karasev is Chief Technology Officer in Alba Spectrum Technologies USA nationwide Great Plains, Microsoft CRM customizaiton company, serving clients in Chicago, California, Texas, Florida, New York, Georgia, Arizona, Minnesota, UK, Australia and having locations in multiple states and internationally ( http://www.Albaspectrum.Com ), he is CMA, Great Plains Certified Master, Dexterity, SQL, C#.Net, Crystal Reports and Microsoft CRM SDK developer. You can contact Andrew: andrewk@albaspectrum.Com
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