Microsoft CRM Architecture

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This section contains an overview of the architecture that composes Microsoft CRM 3.0. Built using Microsoft .NET–connected technologies, Microsoft CRM is easy to deploy, customize, and use, accessible from Microsoft Outlook, integrates with other business applications and scales as your business grows. Microsoft CRM consists of the following components:

  • Microsoft CRM 3.0 Server
  • Microsoft CRM 3.0 client for Microsoft Office Outlook
  • Microsoft CRM-Exchange E-Mail Router

Microsoft CRM 3.0 Server is built on technologies designed to work now and into the future, protecting business value and providing an integrated environment that can be extended across systems and platforms. The unified, flexible .NET architecture of the Microsoft CRM Server component combines with Microsoft Windows 2000 Server or Microsoft Windows Server 2003 and Active Directory, Microsoft SQL Server, Microsoft Exchange Server, and Microsoft BizTalk Server families to help ensure high performance, tight security, rich messaging functionality, and efficient, affordable customizations and integrations. Because it is built on .NET technologies, users can access Microsoft CRM server through a Web application running in Microsoft Internet Explorer and through an Outlook client. Microsoft CRM server offers tightly integrated sales, customer service, and marketing functionality.

Microsoft CRM 3.0 client for Outlook enables salespeople to access customer data through the Microsoft Outlook e-mail and messaging client. Working within the familiar Outlook environment, salespeople can manage Microsoft CRM tasks, e-mail, contacts, opportunities, and accounts; maintain all customer communications; track appointments; and access product details, competitive information, and sales literature. A salesperson can use the Microsoft CRM desktop client for Outlook to work online, and use the Microsoft CRM laptop client for Outlook to work offline. If a salesperson makes changes to data while working offline, for example, to update a quote for a customer, the new information will synchronize with the Microsoft CRM server the next time the salesperson is online.

Two Microsoft CRM clients for Outlook exist depending on their intended use:

  • Microsoft CRM 3.0 desktop client for Microsoft Office Outlook
  • Microsoft CRM 3.0 laptop client for Microsoft Office Outlook

The Microsoft CRM-Exchange E-mail Router (also called the Router) is a software component that provides an interface between the Microsoft CRM system and Microsoft Exchange 2000 Server or Microsoft Exchange Server 2003. E-mail comes into the Microsoft CRM system through this router, which is installed on your Exchange Server computer

In This Topic

Platform Architecture

Describes the architecture of the Microsoft CRM server platform.

Extensibility Architecture

Describes the extensibility architecture for Microsoft CRM.

Best Practices

Describes best practices for customizing Microsoft CRM.

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