Integration

Customer Relationship Management 6.7.2 > Install Guide > Overview > Integration

Integration

You can integrate the system with your QAD Enterprise Applications and Microsoft Exchange Server 2007 or 2010 to enhance its scope.

Integration with QAD Enterprise Applications

Various modules of your QAD Enterprise Applications can be integrated with QAD CRM through CIM, QXtend, database, and session triggers to provide efficient and fast online integration. QAD CRM supports integration with multiple domains of QAD Enterprise Applications.

For integration purposes the databases must run in multi-user mode and must always be available. The file server that holds QAD Enterprise Applications programs must include certain QAD CRM programs. Similarly, the file server that holds QAD CRM programs must contain certain QAD Enterprise Applications programs.

After configuring the applications you can enable and configure the integration as required. You can then perform the initial data transfer between the integrated systems.

Integration with Microsoft Exchange Server

By integrating the system with Microsoft Exchange Server 2007 or 2010 you can:

• Send e-mail messages from the system using the Microsoft Outlook client.

• Maintain references to e-mail messages stored in Microsoft Outlook in the system.

• Synchronize activity and contact details between the system and Microsoft Exchange Server.

• Synchronize data sent using e-mail messages between the stand-alone version and network version of the system.

For the integration you must install QAD AdminService, which communicates with Microsoft Exchange Server and its components for the integration. You must also install various components on the QAD CRM deployment server and the QAD CRM client and register custom forms in the Exchange organization library to enable integration with Exchange Server.