Microsoft CRM implementation & customization: MS CRM Fax Gateway

With this small article we are continuing Microsoft Business Solutions CRM customization, development, modification, setup and implementation discussion.
Microsoft CRM at this moment doesnt have advanced fax automation you can register the fact of fax receiving or sending, but it is not sufficient for your daily work with your clients. User should be able to send and receive faxes in her/his work environment it is in MS CRM

Fax software automation market is very mature and we dont have to re-invite the bicycle here. All we have to do is integrate one of the reliable solutions into Microsoft CRM. Lets look at the technical aspects of the integration:

• Modification should be based on the standard event Fax Activity logic alteration. Standard CRM version allows in- or out-going fax info saving into SQL database. Alternative form should have additional parameters for fax delivering
• Immediately after the moment of fax saving into CRM database, Albaspectrum MS CRM Universal Fax Connector takes over the logic, more precisely its fax sending portion of the logic, realized as MS CRM Post-Callout, registered for Fax Activity addition and update. At the moment of new fax activity creation, our module considers attached documents as subject to be transferred to the addressee.
•  Depending on the fax application/extension you use, call parameters are transferred to the appropriate plug-in, which in turn communicates with fax application.
• Fax sending might be done through specialized systems or direct hardware control via MS FAX API.
• Initially we plan to support GFI FaxMaker and Captaris RightFax via their printing & integration system with email servers MS Exchange and Lotus Domino
• Documents, delivered or received through fax extension could be integrated into MS SharePoint via our proposed product Albaspectrum MS CRM Document Gateway. This allows you to revise and versionize document with automatic fax delivery to the addressees involved
• For incoming faxes we suggest capturing via special handlers on the MTA (MS Exchange or Lotus Domino) level their task is to take over fax transfer and saving it for the addressee in CRM and Fax Activity creation in MS CRM
• This approach provides seamless incoming and outgoing fax document workflow in MS CRM.

Happy programming, implementation, customization and modification! If you want us to do the job call use 1-630-961-5918, 1-866-528-0577! help@albaspectrum.com

Andrew Karasev is Lead Software Developer in Alba Spectrum Technologies USA nationwide Oracle, Navision, Microsoft CRM, Microsoft Great Plains customization company, serving Chicago, California, Arizona, Colorado, Texas, Georgia, Florida, New York, Canada, Australia, UK, Russia, Europe and internationally ( http://www.albaspectrum.com ), he is Oracle, Unix, Microsoft CRM SDK, Navision, C#, VB.Net, SQL developer.

PRONTO North America Introduces Fax

Thomas R. CutlerThe ability to fax or e-mail any PRONTO-Xi document or report directly to customers, suppliers, colleagues directly from the ERP (Enterprise Resource Planning) system dramatically improves productivity. According to Tom Verzi, Director of Marketing for the Minnesota-based ERP leader, FaxMail immediately drives cost savings with large reductions in communication and administration costs.

The PRONTO-Xi FaxMail solution, including a flexible document transmission management system, allows manufacturers and distributors the ability to monitor the status of every fax and e-mail sent. It becomes an indispensable tool for any manufacturing, distribution, service, or retail concern where fast, hassle-free communication is central to the business operation.

The Key Benefits of PRONTO-Xi FaxMail:

• Reduce Postage Costs
• Reduce Faxing costs
• Reduce Labor costs in folding, addressing, and posting documents
• Reduce time spend at the fax machine
• Highly professional-looking documents, incorporating logs and other layout elements
• Easy to sue as printing within PRONTO-Xi

A PRONTO-Xi user of FaxMail noted that it has eliminated the need for staff to mail out 1500 statements per month and approximately 200 invoices per day. This is has reduced postage costs significantly and saved at least five working days per moth in staff folding envelopes.

PRONTO North America, based in Eden Prairie, Minnesota, is the North American Master Distributor of PRONTO-Xi, a comprehensive software system allowing manufacturers, distributors, and retailers to effectively manage all phases of the supply chain. Far beyond just another Enterprise Resource Planning (ERP) System, PRONTO-Xis financial and distribution applications are unique and have provided maximum return on investment for a wide variety of organizations since 1976.

From PRONTO Planning to PRONTO Production; from PRONTO Forecasting Management to PRONTO Distribution Requirements Planning (DRP); from PRONTO Advanced Warehousing to PRONTO Quality Management System (QMS), the cross-section and breadth of integrated elements addressed by PRONTO-Xi is unmatched in the marketplace and justifies the companys natural leadership role as the best fully integrated business software solution for more than a quarter century. PRONTO North America is quickly emerging as the combined manufacturing, service, and distribution ERP leader.

Professional Marketing Firm reaching the Manufacturing Community Worldwide

PRONTO North America ERP Fax

Thomas R. Cutler

ERP FaxMail Reduces Postage Costs solution benefits manufacturers and distributors and becomes an indispensable tool for any manufacturing, distribution, service, or retail concern where fast, hassle-free communication is central to the business operation.

The ability to fax or e-mail any PRONTO-Xi document or report directly to customers, suppliers, colleagues directly from the ERP (Enterprise Resource Planning) system dramatically improves productivity. According to Tom Verzi, Director of Marketing for the Minnesota-based ERP leader, FaxMail immediately drives cost savings with large reductions in communication and administration costs.

The PRONTO-Xi FaxMail solution, including a flexible document transmission management system, allows manufacturers and distributors the ability to monitor the status of every fax and e-mail sent. It becomes an indispensable tool for any manufacturing, distribution, service, or retail concern where fast, hassle-free communication is central to the business operation.

The Key Benefits of PRONTO-Xi FaxMail:

• Reduce Postage Costs
• Reduce Faxing costs
• Reduce Labor costs in folding, addressing, and posting documents
• Reduce time spend at the fax machine
• Highly professional-looking documents, incorporating logs and other layout elements
• Easy to use as printing within PRONTO-Xi

A PRONTO-Xi user of FaxMail noted that it has eliminated the need for staff to mail out 1500 statements per month and approximately 200 invoices per day. This is has reduced postage costs significantly and saved at least five working days per moth in staff folding envelopes.

PRONTO North America, based in Eden Prairie, Minnesota, is the North American Master Distributor of PRONTO-Xi, a comprehensive software system allowing manufacturers, distributors, and retailers to effectively manage all phases of the supply chain. Far beyond just another Enterprise Resource Planning (ERP) System, PRONTO-Xis financial and distribution applications are unique and have provided maximum return on investment for a wide variety of organizations since 1976. From PRONTO Planning to PRONTO Production; from PRONTO Forecasting Management to PRONTO Distribution Requirements Planning (DRP); from PRONTO Advanced Warehousing to PRONTO Quality Management System (QMS), the cross-section and breadth of integrated elements addressed by PRONTO-Xi is unmatched in the marketplace and justifies the companys natural leadership role as the best fully integrated business software solution for more than a quarter century. PRONTO North America is quickly emerging as the combined manufacturing, service, and distribution ERP leader.

Pronto North America
www.prontoerp.com
Tom Verzi
952-942-5858

Professional Marketing Firm reaching the Manufacturing Community Worldwide