locked
CRM Online and Shopping Cart RRS feed

  • Question

  • I have a Microsoft Dynamics CRM Online client looking to integrate shopping cart functionality.  They take orders over the web and send invoices with their existing system.  What possibilities are there for integrating eCommerce with Microsoft Dynamics CRM Online?
    Boolean1
    • Moved by Xiaopeng Wu Tuesday, March 8, 2011 10:39 PM Forum consolidation (From:CRM Online)
    Saturday, May 30, 2009 5:03 PM

Answers

All replies

  • I would check the following two options for integrating with Microsoft CRM online:

    1. 3rd Party Integration Tool such as Scribe Software Insight:
    http://www.scribesoftware.com/microsoft-dynamics-crm.asp

    2. Custom build your integration via Microsoft CRM SDK:
    http://msdn.microsoft.com/en-us/library/bb928212.aspx


    http://www.workopia.com/Links.htm

    • Marked as answer by Jim Glass Jr Tuesday, June 2, 2009 4:23 PM
    Sunday, May 31, 2009 11:58 PM
    Moderator
  • Hi,

    My experience shows that custom integration using CRM SDK will be the best option for shopping cart functionality but you will have challenges because of Microsoft CRM online version.  It works great with on premises version.
    MS CRM MVP :: uMar Khan :: Microsoft CRM Consultant (Blog :: http://umarkhan.wordpress.com)
    Monday, June 1, 2009 11:05 PM
    Moderator
  • uMar, can you elaborate on the challenges you've faced?  I'm not trying to imply you haven't faced any, but the team would be particularly interested in which ones are blocking key scenarios for our partners and customers.  Also, we might be able to suggest design patterns or workarounds if there's really a functionality gap.  Thanks!

    --Matt
    Friday, June 19, 2009 12:08 AM
    Moderator
  • I am in a similar boat.

    I would like to be able to automatically import new client information into the CRM after they register on our website. Can this be done via email?
    Wednesday, September 23, 2009 1:17 AM
  • Hi Alex,

    It should be easy enought to import Contacts into CRM.

    Are you talking about CRM Online?  There's built-in functionality; I think it's called Internet Marketing for CRM Online.  And that can be setup with little or no technical programming.

    Regards,


    Boolean1
    Wednesday, September 23, 2009 1:22 AM
  • Hi thanks for those comments. I have setup the internet leads but am looking for more custom functionality.

    For example:

    We have a website that takes online registrations (includes a credit card step) and once approved, it inserts the client into the database. It would be great if as well, we could automatically insert that new client contact info into the CRM. Can this be done automatically with an automatic email generated from our website that is then received by the CRM in a way that automatically inserts them as a new record?

    Any suggestions would be great.

    Thanks.
    Tuesday, September 29, 2009 1:23 AM
  • Yes, Hi Alex Joseph,

    This is done all the time.  A web site form can be integrated with CRM through the CRM web service.  New Leads / Contacts can be created, or existing Accounts / Contacts can be updated, etc.

    Please feel free to contact me offline if you would like consulting help to accomplish this: Boolean1@verizon.net

    Thanks,
    Boolean1
    Tuesday, September 29, 2009 4:38 AM
  • Alex I have integrated shopping cart with dynamics crm. The integration automatically creates opportunity/order and contact if the contact does not already exist and if it does attaches the order to the existing contact. if you interested in a demo let me know. I can configure the solution to your requirements if you are interested.
    Thursday, January 7, 2010 12:37 AM
  • Alex,

    You should take a look at the web to crm form service our company has produced - Web2CRM

    This product works flawlessly with CRM Online. You can create a form for any type of entity in your CRM system - custom, customizable or system.

    Our designer is a true visual drag and drop using Silverlight 3.0. Absolutley no code is required on your websever or CRM system to make it work.

    Best Regards,


    Jerry http://www.crminnovation.com
    Monday, January 25, 2010 3:13 PM
  • Hi, guys. If you are looking for a web store implementation for MS CRM, then perhaps WaveAccess OnlineShop will make you happy.

    It's a web store integrated with Microsoft CRM and among its features are:

    • All Products, Orders, Invoices and customer Accounts are stored in CRM:

    • Order Wizard and Catalog for products ordering;

    • PayPal integration — payments with credit cards or with PayPal accounts are supported;

    • Shopping Cart;

    • Customer registration, private account and order history.

    • Live Chat Assistance — a powerful feature that is built in OnlineShop and allows you

    to communicate with customers and help them make a purchase.

    • Path tracking — the full history of the steps, actions and choices made by the customer

    is automatically saved and stored in MS CRM.

    For more information, refer to http://wave-access.com/Public_en/online_shop.aspx

    OR http://waveaccessllc.blogspot.com/

    Monday, April 19, 2010 2:45 PM
  • And Adxstudio (www.adxstudio.com) also has a shopping cart experience for CRM, including CRM Online.  Not only that, but they have full CMS-based portals and are the ones that brought us the latest portal framework and xRM portal extensions that have just been released by Microsoft.

    Shan McArthur

    Friday, May 21, 2010 3:23 AM
    Moderator