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Maintain a web site with Crm RRS feed

  • Question

  • Hello, I am assigned to maintain and enhance my companies website using Crm4.0. I am new to crm and now studying side by side.Is there anything I need to know ot how can I maintain the site with crm.
    Thanks,
    Hanoi
    Friday, May 15, 2009 7:49 PM

Answers

  • That's pretty easy to do. Which CRM are you using? CRM live? CRM On premise? If CRM live, there's a way you can create the lead generation form and have data put into CRM for you.

    If on-premise, just build custom asp.net application and call the CRM web service to input the customer into CRM as lead, contact, account or what ever you like. Then create a workflow to send an email back to the custom.

    Also you can look into using one of the CRM Accelerators to do what you needed to do.

    There are couple books you can read for CRM 4.0 but I would recommend that you read the book from my friend Jim and Mike. http://blog.sonomapartners.com/2008/11/programming-microsoft-dynamics-crm-40-book-review.html.

    or

    you can Bing Microsoft CRM 4.0 Workflows and CRM accelerators.

    I hope this helps!


    Darren Liu | 刘嘉鸿 | MS CRM MVP | English Blog: http://msdynamicscrm-e.blogspot.com | Chinese Blog: http://liudarren.spaces.live.com
    Thursday, June 4, 2009 7:28 PM
    Moderator

All replies

  • Hi Hanio,

    The solution depends on what you would like to achieve with the web site. Do you need to only expose MS CRM data or would you also like the enable customers to insert data into MS CRM?

    You could also look at the accellerators as there is one for MS CRM which allows for management of cases as a start. I would recommend however starting with some of the samples in the SDK. Just familiarise yourself with being comfortable with connecting to the MS CRM web services and creating + retrieving data from MS CRM. Please also note there are some licensing issues with exposing MS CRM data to non-MS CRM users, so you might need to look into purchasing an external connector license.

    Also keep in mind that depending on your architecture, there might be issues with your web site if your MS CRM Server is offline. For example data that you previously might expose to the site would become unavailable.

    For the latest SDK go to http://www.microsoft.com/downloadS/details.aspx?FamilyID=82e632a7-faf9-41e0-8ec1-a2662aae9dfb&displaylang=en

    HiH,
    Karlo
    Karlo Swart - http://www.ver206.com
    Saturday, May 16, 2009 8:19 AM
  • Hi Karlo,
     So sorry I could'nt caught up .
    1. The data is inserted through their web site and no need to insert data into crm.
    2. The crm is to be used for top guys to track,e-mail and manage the website with crm on the side.
    if you know more please let me know.
    Thanks,
    Hanoi
    Thursday, June 4, 2009 5:00 PM
  • Hi Hanoi,

    You can build websites and pull contents from CRM if you stored all of the contents related to the website in CRM. You indicated you want to manage website, what are the things that you would like to manage?

    To do this, you will need to be familiar with the CRM SDK.
    Darren Liu | 刘嘉鸿 | MS CRM MVP | English Blog: http://msdynamicscrm-e.blogspot.com | Chinese Blog: http://liudarren.spaces.live.com
    Thursday, June 4, 2009 5:59 PM
    Moderator
  • The data is not stored om crm( the database people are still designing...). what they wanted is once the potential Cx enters all the information and hit the submit button(which is on the company website) then the data is going to the crm and contacting the assigned top guys....and the confirmed e-mail is sent back to the cx. I don't know how to do it but unfortunately I am the guy for it.
    Thanks for your prompt response!!!
    Just also let me know if any books or website which through info on this...
    Hanoi
    Thursday, June 4, 2009 6:25 PM
  • That's pretty easy to do. Which CRM are you using? CRM live? CRM On premise? If CRM live, there's a way you can create the lead generation form and have data put into CRM for you.

    If on-premise, just build custom asp.net application and call the CRM web service to input the customer into CRM as lead, contact, account or what ever you like. Then create a workflow to send an email back to the custom.

    Also you can look into using one of the CRM Accelerators to do what you needed to do.

    There are couple books you can read for CRM 4.0 but I would recommend that you read the book from my friend Jim and Mike. http://blog.sonomapartners.com/2008/11/programming-microsoft-dynamics-crm-40-book-review.html.

    or

    you can Bing Microsoft CRM 4.0 Workflows and CRM accelerators.

    I hope this helps!


    Darren Liu | 刘嘉鸿 | MS CRM MVP | English Blog: http://msdynamicscrm-e.blogspot.com | Chinese Blog: http://liudarren.spaces.live.com
    Thursday, June 4, 2009 7:28 PM
    Moderator
  • Thanks a lot Darren,
      Actually in our Company website there is an option for Cx who wanted to do business with us. When the cx clicks the Submit Button the Data that the Cx enters goes to Crm and then from Crm it should generate the E-mail first to the top guys of out Firm and then the e-mail saying
    "Your request has been recieved some one will blaaaa...." will have to be sent to the Cx
    1.What all things should I keep in mind ?
    2. Do you have a similar ex code?
    3. What are accelerators?
    Please bare with me since I am also in my baby steps with Crm

    Thanks,
    Hanoi
    Thursday, June 4, 2009 8:10 PM