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Online Users and Instant Messaging with them RRS feed

  • General discussion

  • Hi

    I want to just discuss the question here to chalk out the possible ways of achieving this. Will start working over it after Eid holidays here.

    Is there a possibility in MS CRM for tracking online users and instant messaging with them?

    I think I have to incorporate this functionality via a custom aspx page exposing all online users and running IM application. Is it? But I don't know how could it be achieved. Please suggest me your expert opinions.

    Regards,

     

     


    Paradise lies at the feet of thy mother. - Prophet Mohammed (PBUH)
    • Changed type Khadim Ali Tuesday, November 16, 2010 12:45 PM
    Tuesday, November 16, 2010 12:45 PM

All replies

  • Well there is the communicator presence IM functionality but outside of that I have been toying with the idea of using a dialog for this. The idea would be something like the prompt would display the value of an attribute holding the conversation. As a person types in a response, this gets added to the attribute. The other person, refreshes the looping dialog manually and sees the response and so on.

    Leon Tribe

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

    http://leontribe.blogspot.com/ 
    or hear me tweet http://www.twitter.com/leontribe


    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    Tuesday, November 16, 2010 1:02 PM
  • Hi Leon,

    What type of communicator is present inside CRM and how to access it?


    Paradise lies at the feet of thy mother. - Prophet Mohammed (PBUH)
    • Edited by Khadim Ali Tuesday, November 16, 2010 1:19 PM typo
    Tuesday, November 16, 2010 1:19 PM
  • The little coloured circle you see next to users and contacts is the presence indicator for Office Communicator. If you are running Live IM I'm pretty sure you can click the coloured ball and start up an IM session, although it is a feature I don't really use much.

    It talks about it here:

    http://blogs.msdn.com/b/crm/archive/2008/05/29/tracking-instant-message-conversations-in-microsoft-dynamics-crm.aspx

    http://blogs.msdn.com/b/dynamicscrmonline/archive/2009/04/28/using-ocs-with-dynamics-crm-online.aspx

    Leon Tribe


    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    Tuesday, November 16, 2010 2:28 PM
  • The presence indicators only work with Office Communications Server or Lync as it is now known. If you have an OCS server and use Office Communicator you will see the presence of your collegues with CRM by the circle next to their name as Leon describes.

    If you use OCS / Lync you can configure something called Public IM Federation which will allow OCS / Lync users to IM AOL and Live Messenger contacts. I do believe that you can also federate with Yahoo and there are ways to get it working with Google's IM system and ICQ but extra servers are required. If you federate with these public IM systems when a user is signed into Office Communicator you will see presence of contacts if they are signed into an IM client (AOL / Live) and you will be able to chat with them.

    The set up of OCS / Lync is not straight forward but is a great tool if you get it working.

    http://blogs.msdn.com/b/lezamax/archive/2008/01/11/crm-4-0-presence.aspx

    HTH


    David Hodgson
    Add me on Twitter and LinkedIn
    www.infinitygroup.co.uk
    Tuesday, November 16, 2010 4:41 PM
  • Thank you so much David and Leon.

    I will install the trail and will work with OCS after holidays here.

    Regards,

     

     


    Paradise lies at the feet of thy mother. - Prophet Mohammed (PBUH)
    Thursday, November 18, 2010 12:34 PM
  • Well, I am here again after having discussion with higher management.

    The conclusion is that the client doesn't want to purchase OCS and do not want to allow users to log in messengers allowing chat or data transfer outside the organization (thus eliminating the chance of using Live messenger).

    Now what could be the best possible alternate for providing online user status and chat with them. Please provide your expert suggestion.

    P.S.: Isn't thier any third party add-in tool [that costs relatively lower then OCS, ofcourse :)], like this one. (http://www.wave-access.com/Public_en/online_help_faq.aspx ). This is just a software seeking help from CRM expert, I think.

     


    Paradise lies at the feet of thy mother. - Prophet Mohammed (PBUH)
    • Edited by Khadim Ali Thursday, November 25, 2010 1:36 PM adding P.S.
    Thursday, November 25, 2010 12:17 PM
  • Hi all,

    I am thinking for if I can do something like this.

    1. Integrate an ASP.NET chat application in CRM via IFrame.
    2. When user opens the page containing that application, it automatically will show him as sing-in using his CRM user name.
    3. When any user clicks on the user name it will open a new window to initiate chat between them.

    Is it or something like that possible?

    Regards,

    Ali


    Paradise lies at the feet of thy mother. - Prophet Mohammed (PBUH)
    Friday, November 26, 2010 6:20 AM