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Saturday, June 19, 2010

Lotus Notes Domino and Microsoft Integration of CRM

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Lotus Notes Domino and Microsoft Integration of CRM
Well, even if the combination might look very unusual, we see the coexistence of two systems, especially in large corporations, non-profit organizations. Technically Lotus Notes Domino has parallel structure, including Domino email server. Lotus extremely flexible and you can program yourself or buy a CRM CRM for Lotus, but Microsoft CRM has Microsoft SQL Server database and very simple Sales automation module. Let's look at the reasons for integration and scenario. Ensure that any specific cases that require custom programming, tuning and support.

o Why Lotus & MS CRM? There are several reasons to combine the two. First - Lotus Domino has a very long history and market presence in more than 15 years old. Companies may have a business system built on Lotus Notes Domino platform and are not desirable or even feasible from the viewpoint of complexity to that phase. The second reason is the possibility of IT strategy to balance the multiple platforms in order to avoid over-dependence on a single vendor (like Microsoft). Maybe there are also licensing issues - if the company has several hundred licensed Lotus - did not want to lose them and pay for the 200 users of CRM Microsoft. In this case maybe MS CRM solutions for Sales department and all other departments should remain at Lotus

  • Lotus Domino as a message to MS CRM. No need to program a custom piece, just use the MS of CRM - Lotus Domino connector, supported by Alba Spectrum Technologies. Has advanced facilities, versus the standard MS CRM Exchange connector. Instead of using a GUID in email headers, scan Contacts, Accounts, Leads email for matching.

  •  Lotus Workflow. Workflow is possible in Lotus and MS CRM. In the Lotus, but the most advanced workflow. You can use Lotus Workflow and then after completion of transfer of control to Microsoft CRM. This is typical Microsoft CRM SDK (MS CRM programs) and Lotus Java programming from the Lotus Agent. Lotus workflow can work with integration to / Accounting ERP your application, such as Microsoft Great Plains, Navision, Axapta, however this is outside the scope of this article.

Lotus o / CRM Activity Synchronization. One of the requirements is the synchronization of Microsoft's popular CRM Activities: Appointment, Phone Call, Fax, etc with Lotus TOTOs. This will allow users to work on the same project share the Lotus and MS CRM data space.


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