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Extension Software for Sage CRMâ„¢: CRM Setup Factory rev.5


CRM includes a "Component Manager" feature that can be used to "record" and "playback" most modifications made to the CRM system. This tool is handy for planned minor changes that can be done in isolation and recorded.
 

However, real-life often interferes with the scenarios that make component manager useful. Most often you need to make changes ad-hoc, to multiple areas of a CRM implementation, and it can be quite difficult to coordinate component manager recording sessions. Also, most often component manager components are CRM version specific, and do not incorporate any extension pages (ASP or otherwise) that are required to really deploy your component on an automated basis. This can be frustrating.

Don't fret! CRM Setup Factory solves all of these problems, and more! CRM setup factory can be run at ANY TIME during your customization project, and you can granularly select exactly what you want to incorporate into your very own "Setup Factory" for deployment to other CRM systems. CRM Setup Factory is a windows application installed on the developer's desktop.

Here's a brief comparison between CRM's component manager, and CRM Setup Factory:


 
 
CRM Component Manager 21CRM Setup Factory
Requires a "recording" session be started and maintained while customizing Run Setup Factory whenever you want, without pre-planning or managing sessions
Requires CRM 200 or CRM 100 with an Integration Server license No CRM licensing requirements
Incorporates most CRM customizations automatically Incorporates most CRM customizations automatically
Requires separate components for "new installation" and "Upgrades" Automatically senses the current state of the CRM implementation and installs appropriately. One Setup Factory will both install and upgrade.
Must be run manually by a user logged into CRM Can be directly incorporated into a complex (or not so complex) software installer such as InstallShield, Visual Studio's setup projects, or others for a 100% seamless, interactive installation
Generates "folders" and "files" that must be copied between servers Generates a single "CRMSetupFactory.exe" file that can be "played back" by double clicking
Is hard to customize and requires learning a new "script language" Uses 100% standard languages such as TSQL
Records everything you do, and plays back everything you do Allows you to granularly pick what you want to put into your Setup Factory, so if you don't want to transfer everything you did, just parts, you can easily do so.
Incorporates some ASP pages, if they are directly referenced by tabs in CRM Allows you to pick and choose any files, from anywhere within CRM for inclusion in your Setup Factory.
Is a good tool for migrating changes between CRM systems Is a GREAT tool for consultants to migrate customizations between CRM systems, but is also an extremely powerful tool for CRM Development Partners to use as a quick and easy way to deploy their extension products to CRM, seamlessly and efficiently as part of a larger software installation.

On this page you'll find links to numerous resources related to CRM Order Entry. We encourage you to review them, to take our online multimedia webinar (see the right hand corner above!), and then, when you're as excited about the product as we are, download a copy and obtain a 30 day trial license key!


Product Screen Captures

The CRM Setup Factory Component Summary Screen
The CRM Setup Factory CRM Connector Screen
The CRM Setup Factory Granular Entity Selection Screen
The CRM Setup Factory Merge Utility - allows you to "replace" items during installation for tailored installations
More granular selection of components to be incorporated into the Setup Factory
The CRM Setup Factory file inclusion screen. Choose the files you wish to include in your Setup Factory
The CRM Setup Factory file Coaching Captions screen. Choose the files you wish to include in your Setup Factory

Requirements

Sage CRM 5.7+

Reasons to Buy

  • Completely CRM Version Independent
  • Dramatically improves consultants ability to customize CRM
  • Drastically increases CRM Consultants speed of work
  • Easy to transfer customizations between CRM systems
  • Dramatically decreases possibilities of errors and ommissions
  • Provides the only available Visual Studio capable software deployment method
  • Allows you to Back up your customized CRM system

Who's using it?

  • CRM Consultants
  • CRM Developers
  • Power End Users

  • You can purchase CRM Order Entry from your local CRM Systems Software Partner. Alternately, contact us and we'll help you find the authorized reseller nearest you!

    Click here to here to contact us for more information.



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