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Case creation from Web form RRS feed

  • Question

  • HI All,

    I would like to automatically open a support case in CRM from web portal if the contact is recognized if not, send it to queue.  Can we achieve this through eservice accelerator?

    Please let me know how to achieve this requirement

    Regards,

    VP

    Monday, August 30, 2010 5:30 PM

Answers

  • eService let's a customer log onto a web site and log a case against their account. The accelerator is open source so you can use it as platform for your specific requirements. I'd also look at the original event accelerator for additional code samples.

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog

    http://leontribe.blogspot.com/ 
    or hear me tweet @leontribe


    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    Tuesday, August 31, 2010 6:51 AM
  • Yes, you can definately do this using eService accelerator..current eService accelerator works only based on contact in CRM so only contacts in your CRM system can use this web site..

    you can customize eService web site to have new aspx page and on this page you need to put all case related field and contact email address..and make this page accessible to all..

    now any user can access this custom aspx page and then they can enter the relevant support details and

    you should have code in aspx.cs (code file) which will  have code to create case if contact exists (use email address for matching) or send this to queue if contact is not in  the system..

    HTH...

     

     


    MayankP My Blog My twitter
    Tuesday, August 31, 2010 10:51 AM

All replies

  • eService let's a customer log onto a web site and log a case against their account. The accelerator is open source so you can use it as platform for your specific requirements. I'd also look at the original event accelerator for additional code samples.

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog

    http://leontribe.blogspot.com/ 
    or hear me tweet @leontribe


    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    Tuesday, August 31, 2010 6:51 AM
  • Hi,

     

    If you want to create a support case and assign it to the queue automatically, you may also consider using the CRM Queue Manager (http://crmqueuemanager.codeplex.com/). Your customers can then send an email to your support queue without even having to go to a page. Of course, if you want them to go to a webpage, you may also use the eService that would create a case for you or a custom page that after filling the form would send an email to your email enabled queue.

     

    I hope that helps,

    Kuba


    -- Kuba Skałbania, Netwise
    Tuesday, August 31, 2010 9:26 AM
  • Yes, you can definately do this using eService accelerator..current eService accelerator works only based on contact in CRM so only contacts in your CRM system can use this web site..

    you can customize eService web site to have new aspx page and on this page you need to put all case related field and contact email address..and make this page accessible to all..

    now any user can access this custom aspx page and then they can enter the relevant support details and

    you should have code in aspx.cs (code file) which will  have code to create case if contact exists (use email address for matching) or send this to queue if contact is not in  the system..

    HTH...

     

     


    MayankP My Blog My twitter
    Tuesday, August 31, 2010 10:51 AM