This is one of 4593 IT projects that we have successfully completed with our customers.

How can we support you?

Weißes Quadrat mit umrandeten Seiten rechts oben

MS CRM Clarify / BizTalk

Project duration: 7 months

Brief description

The project enables two-way communication between two CRM systems (Clarify, Microsoft Dynamics CRM). Microsoft BizTalk is used as middleware. In the first step, support is provided fro sales-relevant information (customers, contacts, areas, products, interview notes, etc.). The interfaces are implemented for online and batch operation. The sending system and the receiving system do not communicate directly, but do so via adapters to the MS BizTalk middleware.

Supplement

In the Clarify system, transfer relevant information is stored in a control table. BizTalk polls this table via the SQL adapter and reads the information to be transferred from the sending system. Using a special adapter for MS CRM, the data is imported into the receiving system. In MS CRM, the transfer information is transferred to BizTalk using workflow functions. The MS CRM adapter is also used here. The data are imported by BizTalk via the SQL adapter to the existing pre-tables in the Clarify system. Existing routines are used to load the tables themselves. Mapping is performed using graphic resources in BizTalk, where this is possible. Where not, different data formats, etc., are mapped using C# routines / XML files. In the event of transfer errors, BizTalk freezes the information that has not be transferred. Once the error has been resolved, this information can be delivered to the target system.

Subject description

Until now, sales-relevant information has been maintained exclusively in Clarify. MS CRM runs in a browser and can therefore be used by sales representatives in the field. The sales representatives have the required master data and movement data that they can change at any time on a customer-specific basis within parameters specified by the system. It is also possible to view previous sales call reports and create new ones. Data that can be changed include: contact data (address, roles, etc.), product data (assign to customer), customer data and much more. The sales representative immediately sees changes made in the Clarify system as they are transferred immediately to the MS CRM system. Data is transferred in both directions automatically (i.e. the user does not have to trigger data transfer). BizTalk provides support to ensure that the systems remain synchronized at all times.

Overview

Project period01.08.2008 - 18.02.2009

Have we sparked your interest?

Portrait Herr Knudsen, Mann im Anzug

Ole Knudsen

Key Account Manager

Jetzt Kontakt aufnehmen

Zum Umgang mit den hier erhobenen Daten informieren wir in unserer Datenschutzerklärung.

Contact now

We provide information on the handling of the data collected here in our privacy policy.

Download file

We provide information on the handling of the data collected here in our privacy policy.