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Linking RMS to CRM ?

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Paul Austwick

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Oct 25, 2006, 7:41:06 AM10/25/06
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We run Microsoft CRM, is there an inexpensive way to link RMS with CRM ?

We would also like to link our back office accounts (Sage line 50) with Rms
is this possible or am I better of switching to another accounting program
such as small business Financials. (Anyone know when this will be available
in the uk ?)

Thank you for your help.
Paul


Jeff

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Oct 25, 2006, 5:38:24 PM10/25/06
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Paul,
 
There are a couple of companies that mention RMS and CRM in the same breath on the Solution Finder, but I don't know if they have anything.  http://www.microsoft.com/dynamics/solutionfinder.mspx
 
There was a hint that there _may_ be something in the 3.0 version in Q1 '08, but don't hold your breath.

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Paul Austwick

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Oct 26, 2006, 9:09:31 AM10/26/06
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Thanks Jeff,
I don't think I can hold my breathe that long anyway ! 
 
Could it be done via a "middle man" accounting program that both syncs with RMS and CRM (Isn't it about time all these programs store the customer records in one database usable by all programs wanting customer info)?.
 
Is there any reading material/information on the upcoming 2 version ?
 
- Paul
 
 
 

Jeff

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Oct 26, 2006, 5:50:07 PM10/26/06
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Paul,
 
It _might_ be possible.  Check with those vendors in the Solution Finder as they are all also mentioning the various MS accounting programs in the same breath too. Its the updating of the customer's info between programs that is the problem. 
 
It will be interesting to see how MSPOS 2007, Office Accounting 2007 (new name for Small Business Accounting 2006) and Outlook Small Business Manager 2007 work together coming in Q1 07.  Supposedly all three are integrated. Updates are pushed to each.
 
If that works, we will see the same integration of RMS in 3.0
 
 
Nothing on 2.0 yet.  Probably in Dec.  For whatever reason, this division of MS is very secretive about updates.

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rmsstore

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Oct 30, 2006, 1:57:02 PM10/30/06
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Hi Paul,

What levels of CRM integration are you looking for? We do have integration
to an 'extent'. We are Uk based and will be glad to help you out on this.
Please refer www.rmsstore.com for more information on us,

Thanks

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