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Some guidance required... RRS feed

  • Question

  • I am looking to add a 'customisation' for want of a better word that will
    take an telephone number, locate a matching contact, and then to
    display (screen pop) this contact on the screen. The telephone number will be
    received at the user's workstation from a third party product. I am looking
    to write some kind of component that will deliver the above functionality.

    Having installed and read through much of the SDK I think I'm currently
    suffering from information overload :-( At this stage I am looking for some
    guidance as to where to start as I'm new to this product. I think a plugin
    might be the way to go but have read that you cannot interact with the user
    interface through a plugin?

    Any assistance very much appreciated.

    Steve
    Monday, November 3, 2008 2:36 PM

Answers

  • Hi Steve,

    You are able to configure MS CRM to search by default for contact numbers when you access the main contacts list.

    Alternately you will do the following:

    1. Create a custom aspx page which receives as a querystring value the phone number of the contact.
    2. Search MS CRM (search fetchxml) for contact GUIDS with those phone numbers.
    3a. If 1 record is returned, use server.transfer (or response.redirect) to forward to the contact in question.
    3b. If 0 or more than 1 record is returned, display the appropriate message (or datagrid with links)

    To find the URL to forward the user to, go to an existing contact > click F11 and copy the URL up to the GUID, e.g.

    http://myserver:5555/Contoso/sfa/conts/edit.aspx?id={4123FD6F-A793-DD11-9729-0010DERF464D}#

    Cheers,

    Karlo


    Monday, November 3, 2008 2:52 PM