Microsoft CRM Integration with IBM Lotus Notes Domino machinery dealership example
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Integrating Microsoft CRM with IBM Lotus Notes Domino: A Machinery Dealership Example
Introduction
IBM Lotus Notes with Domino email server is a long-standing document workflow management solution for large corporations, providing an essential audit trail for approval cycles and decision-making processes. On the other hand, Microsoft Business Solutions CRM offers a cost-effective way to automate sales processes. Surprisingly, many clients opt to integrate both systems?"MS CRM and Lotus Domino. This integration strategy often seeks to balance ERP platform risks while leveraging existing investments in Lotus licenses alongside deploying Microsoft CRM. Here, we explore an integration example from the European division of a well-known machinery dealership network.
Custom Lotus Database
In this example, the client had a custom database designed in the early 1990s. Dealerships were using various versions of Lotus Notes Domino, including 4.0, 6.0, and 6.5. With Lotus Notes Domino 6.0, users can utilize Java 2 agents, making it platform-independent (compatible with Microsoft Windows Server, IBM AS/400). To synchronize across dealerships, an upgrade to Lotus Notes Domino 6.0 was deemed necessary.
Domino Messaging
Traditionally, Lotus Domino served as the email server. Replacing it with Microsoft Exchange 2003 (a natural choice when adopting Microsoft CRM) was not feasible. With the Alba Spectrum Technologies MS CRM Lotus Notes Domino connector, email messaging could be switched to Lotus Domino seamlessly.
Syncing Lotus and MS CRM Events
IBM and Microsoft designed CRM and Lotus events differently. The project's second phase focused on synchronizing appointments, calendar events, and more between Lotus and MS CRM.
MS CRM ODBC Lookups to Lotus Database
In this phase, lookups from MS CRM Accounts to cases with custom fields and Lotus Notes would be implemented. This functionality, integrated into the MS CRM web interface as a web .NET application, would include machine serial numbers and warranty/service information. With MS CRM 3.0, you can deploy custom tables linked to MS CRM objects as one-to-many, enabling offline access via MS Outlook for sales personnel.
Conclusion
For assistance with MS CRM customization, implementation, and support, including MS CRM SDK data conversion, feel free to contact us at 866.528.0577 or 1.630.961.598, or email help@albaspectrum.com.
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