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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
- Industries pharmaceutical industry
- Specialist tasks Customer Relationship Management (CRM), field staff, sales support, Workflow-Management
- DV tasks customised software new development
- System environment Client/Server, standard software: CRM systems
- Procedure model PTA project manual
- Databases MS SQL Server
- Development/ test tools MS Visual Studio
- Operating systems Windows 2000, Windows XP
- Standard software Clarify, Microsoft Dynamics CRM
Project period01.08.2008 - 18.02.2009
Contact
PTA GmbH Head Office
Weberstraße 2-4
D-68165 Mannheim
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