Case Study for Development of Software Application to Sync MS Exchange with CRM in real time.
Customer is one of the world’s leading providers of technology systems to the media industry. It has a 35-year track record of continuous innovation and a passionate commitment to quality, its solutions are powering more than 800 of the most prestigious, demanding and forward-thinking media companies around the world.
CRM our customer Sells to Newspaper Industry includes a Sales Module which tracks appointments, events & customer contacts in Oracle/SQLServer Database. They already had a solution to Sync individual Appointments in Outlook.
Their earlier solution was not automated & fails to work in Citirix Environment. They wanted something which requires no Human Interference & runs in background as a service.
Customer has 200 + Seats and runs the CRM software under Citrix Environment. CRM uses Oracle 10g & they have Exchange Server 2007.
Server based synchronization between database and Exchange that enables the Exchange accounts and the CRM Calendar entries to be in sync. The users will then access their information from any platform being Outlook, PDA’s and Web Browsers.
The conceptual solution is made by having an Outlook user created in Exchange which has the ability to read and write into people’s calendars. This user is created for the only purpose of being the ‘sync master’. The application will then interact with an Outlook application, being logged in as this user, and thereby have access to the necessary calendars.
Microsoft Sync framework is used and deployed as window service to allow synchronization between Outlook and CRM.
The end solution is Automatic & runs in background with ability to handle conflicts. This ensure that every CRM has his calendar & address book in Sync with CRM.
Robust Logging with varied Log levels ensure troubleshoot any issue.
Following Technologies were involved in Design & Development of Project