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System Integrations
This section provides an overview of the different systems or applications that can be integrated with QAD CRM.
Integration with QAD Enterprise Applications
Certain modules within QAD CRM can be integrated with QAD Enterprise Applications. When these modules are integrated, you can synchronize data—for example, product information—in QAD CRM with the corresponding information in the QAD Enterprise Applications database.
Integration with QAD Enterprise Applications is switch-based; you can configure based on your requirements by specifying the modules you want to integrate. You can also control the data flow and other behavior.
The data synchronization is automatic. Qxtend, database and session triggers update the data, and fields of the integrated tables are mapped. For some modules, the system uses user-defined fields to store the QAD Enterprise Applications fields.
QAD CRM works with multiple QAD Enterprise Applications user interfaces. It can successfully integrate with CHUI and the .NET user interface.
For more details on integration with QAD Enterprise Applications, see Integration with QAD Enterprise Applications.
Microsoft Exchange Server
QAD CRM can be integrated with Microsoft Exchange Server 2007/2010. When integrated, you can store references to e-mail messages sent and received from Microsoft Exchange Server, as well as synchronize details of contact persons and activities between the two systems.
Microsoft Exchange Server integration is not a mandatory feature. Any outgoing mails can still be generated from CRM and sent via the Microsoft Outlook client.
So, for example, Marketing Campaigns with e-mail blast are still able to be generated.
The following functionalities are not available when you do not have Microsoft Exchange Integration:
Allowing inbound mails to be stored against a customer’s account.
Synchronizing CRM Activities with Microsoft Outlook. Activities can still be assigned and managed in QAD CRM.
Allowing Contacts from QAD CRM to be shared with Microsoft Outlook.
For details on Microsoft Exchange Server integration, see Microsoft Exchange Server Integration.