Base On Microsoft CRM And WorkFlow Business Management System Design And Implement

There is a large asset management company in China, since the commercializing transformation, new business continued to expand, the quantity and scale of the project is rapidly growing, but the project operation, project approval, late management and customer management still in manual state, an urgent need to establish the corresponding business management system and related supporting standards, to achieve the target of "information sharing, customer and project sharing".The primary works in this thesis are presented as follows:(1) To achieve the above business management needs, combined with the financial industry characteristics, consider the system requirements of stability, security, flexibility, scalability, and maintainability, take B/S architecture as a design principle, plan the framework design of business management system, design the system functional modules, card a variety of business processes.(2) Business Management System main function modules include customer management, project management and systems management. The customer management mainly includes the customer information and other related information management. project management including project management, scheme management, investment management, late management, project end management, statistics inquiry, etc. System management mainly includes permission configuration, process Settings, documentation management etc.Using C# development language and Microsoft Sql Server database, design database structure and features page, to achieve the above functional development.(3) Based on Microsoft SharePoint workflow engine, to achieve the process management system which isolates workflow data and business data, you can use form-based interface, quickly customize business processes, improve the efficiency of development, to meet the rapidly changing requirements of business processes.(4) Using Microsoft CRM platform framework to develop features page, ensure system stability and security, can be quickly realize all kinds of business forms related operations, improve development efficiency, adapt to the rapidly changing new business.This thesis introduces the design and implementation of a business management system which is based on Microsoft CRM and Workflow, this system satisfy the needs of project operation, check and approval, late management and customer management in the asset management company. In addition, for the business changing financial enterprises, In the premise of ensuring the security and stability, under the unified system framework, they can achieve expansion and adjustment at the smaller the expense, to meet the needs of business development, for other financial business enterprise management system design, has certain model significance.