Orchard is an open source Content Management System which is built on ASP.NET MVC platform. Microsoft Dynamics CRM can be integrated with Orchard, to create CRM web portals. Jim Wang created one such CRM Module for Orchard.
Introduction:
Dynamics CRM web portal is a front end application which is built as module in Orchard CMS. It supports Microsoft dynamics CRM 2011,2013 and 2015 (online and on premise).
One of our clients uses MS CRM 2013 Online and Exchange Online. The requirement is to convert a received Email into a case and then move that processed email to a specified folder. Though Dynamics CRM 2013 provides an out of the box solution for converting an Email to a Case, this client’s requirement warranted a custom solution.
The picture below shows the flow of events that are involved in achieving this requirement.
We’ve been working with Behat for one of our clients. It’s a wonderful technology that implements Behavior driven developmentΓö¼├í(BDD) to increase the understanding between the customer and the software developer implementing the solution. It applies a testing based approach to software development. At the very beginning of development, test cases (in a language called Gherkin) are written. A software is only considered complete if it meets and passes these test cases.
We’ll be writing a series of posts to share our knowledge, starting with basic description of some important concepts related to Gherkin and Behat. A sample test case written in Gherkin for Behat could look something like this-
CRM 2013 includes much awaited features which were being requested by the CRM users, which has made MS CRM more user friendly. Let us take dive into the new features included in this latest instance.
Editing on par with Desktop apps
Inline editing in a grid is a very common feature in desktop applications which made its way into web apps too. MS CRM introduced this feature in the sub-grids such as Opportunity Products, Quote Products.
Our first task, in the quest of mastering the Android platform involved calling an ASP.Net based web service from an Android phone, and passing it simple contact information data – Name, Email, and Address. Once the control reaches the web service, we write that data into a CSV file.
Doing this successfully would allow us to take the core of our processing away from Java/Android into C#.
To call a web service we’ll need to access the web service across the network, for which we’ll need PERMISSIONS to access the user’s internet, WI-FI and/or Data Connection. Add the following to our AndroidManifest.xml file,
Microsoft has upgraded all MS CRM 4 online instances to 2011 quite a while ago. Many users’ utilize custom solutions (ASPX etc.) which connect to the online instance and provide additional or advanced features. It is likely that all such solutions still use MS CRM SDK v 4.0. Although Microsoft and best practices dictate that all such code should be upgraded to MS CRM 2011 SDK, it is again likely that the time and cost involved could’ve prevented many.
This article is for all such users’ who could’ve experienced sudden trouble with WILD ticket retrieval. It also assumes that code similar to the attachment/below is used to get a WILD ticket.
At Osmosys we had all been pretty busy for the past few months, brimming with work and with very little time on our hands for anything else, so when Sravani sent out a mail saying that a one day trip to Ananthgiri was being planned, I was rather excited. This was going to be my very first outing with the whole team.
Team outings are not only a lot of fun, but they bring out a side of your peers that you generally don’t get to see in an official environment and we at Osmosys are a young, energetic bunch so when we let ourselves go, we can be a pretty awesome bunch to hang out with.
With Skype being integrated with MS CRM 2011 out of the box, it gives greater access to people/customers and changes the way we communicate with customers.
Skype Integration:
With Skype we can make calls straight from CRM without the need for a Phone Integration. Of course for this to work, Skype needs to be installed on the user’s machine and we should have the facility to call from Skype
MS SQL Server integration service (SSIS) is very widely used in data acquisition that subsequently goes through the ETL (Extract, Transform, and Load) process which makes the data available for immediate use or can be used by other sources as input. Many organizations get data from outside sources in common formats such as CSV or MS EXCEL and those files are dropped into a folder at regular intervals. Since it is humanely not possible to monitor the folder 24×7, it would be ideal to have a monitoring application that kicks into picture as soon as files are dropped into the folder and parses it, and logs any failures occurred during the process.
When we create a CRM Quote, the Total Tax of the quote is calculated as the sum of individual taxes of the respective Quote Products. i.e., Tax can only be declared for Quote Products. There could be situations where default tax % has to be set instead of asking the end user to enter the tax manually. Since MS CRM doesn’t provide a direct way of doing this, either of the options explained below can be adapted.
