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Integrate the web with Microsoft Dynamics CRM

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Why Integrate the Web with CRM?

Through integration with the web on desktop and mobile platforms, there is potential for organisations to increase the touch points with customers and to:

  • Personalise the web experience to the interests of the customer
  • Increase sales conversion rates
  • Improve customer service via online Case/Ticket Management
  • Encourage client self service, reducing back office administration effort
  • Gain market research / intelligence
  • Enhance the knowledge value within their CRM by capturing key actions online e.g. client logs in, client downloads a document, client completes a survey etc.

Technical ApproachMicrosoft Partner Network

For the technical audience our approach for integration is based on a proven and secure model:

  • We look to deploy a secure architecture with all CRM communication going via web proxy service on the DMZ. There is no direct access to CRM web services and the complete CRM solution can be deployed in the LAN. The proxy web service will be locked down and will only provide access to the relevant parts of the CRM solution that need to be exposed. The proxy will also be locked down only to allow traffic from the web application server.
  • Reliability of the connection between the web server and CRM server is not guaranteed so we frequently deploy strategies to store information locally on the website with synchronisation happening once the CRM services are available.
  • Proven track record - we have a proven track record of deploying integrated web solutions with Microsoft Dynamics CRM and many other CRM solutions. If it has an API we can integrate with it and in some cases even when there is no API.
  • Microsoft technology stack (.net/SQL) - We are a Microsoft certified partner and our solutions are designed to get the most from the Microsoft technology stack.

About the Author

James CTwo is our blogging alter ego for the Dynamics CRM and Web experts here at C2. We have a passion for anything CRM, Web Design or Social Media. We love writing about it! Find us on YouTube & Twitter.

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