Microsoft CRM implementation and customization: MS CRM Fax Gateway

With this small article we are continuing Microsoft Business Solutions CRM customization, development, modification, installation and implementation of the discussion.

Microsoft CRM at this moment does not have advanced fax automation - you can record the fact of receiving or sending faxes, but not enough for your daily work with clients. The user must be able to send and receive faxes in her / his work environment - is in MS CRM

Fax automation software market is very mature and there is no need to re-invite the bicycle here. All we do is - integrate one of the reliable solutions into Microsoft CRM. We see the technical aspects of integration:

or amendment must be based on standard logic alteration Fax activity event. Standard CRM version allows in or out-going fax info saving into SQL database. Alternate Form should have additional parameters for fax delivery

or immediately after the moment of fax saving into CRM database, Albaspectrum MS CRM Universal Fax Connector takes over 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 time of the creation of new fax activity, our module considers attached documents as subject to transfer to the recipient.

second or fax application / extension you use, call parameters are passed to the appropriate plug-in, which in turn communicates with fax application.

Faxing or might be done through specialized hardware control systems or directly via MS FAX API.

Initially we intend to support or GFI FAXmaker and Captaris RightFax via their printing and system integration with mail servers MS Exchange and Lotus Domino

Documents, or delivered or received via fax extension could be integrated into MS SharePoint via our proposed document Gateway product Albaspectrum MS CRM. This allows you to review and document delivery versionize faxes automatically to recipients involved

o For incoming faxes we suggest capturing via special handlers on the MTA (MS Exchange or Lotus Domino) level - their job is to take over the fax and saving for the recipient in CRM and Fax Activity creation in MS CRM

or This approach provides seamless incoming and outgoing flow of work of the fax document 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 ...