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Initiate a search in CRM 4.0 from a custom URL RRS feed

  • Question

  • My phone system provides an interface for launching (automatically or manually on answering the phone) a URL that can automatically integrate any information from the caller ID.  I'd like to be able to use this feature to automatically launch a search in the CRM web interface (or even in the Outlook Client, if possible--but that's really a pipe dream) that can use the phone number or caller name to search for relevant CRM records and automatically display the results for the user answering the phone.  Anyone have any ideas how this can be done?

    Thanks,
    Benjamin Rutledge
    Wednesday, April 29, 2009 2:31 PM

Answers

  • Hi Benjamin,

    you have to create a custom ASP.NET-page with an appropriate underlying logic for searching all contacts (or accounts or leads).

    Best regards,
    Jürgen
    Jürgen Beck

    Dipl. Kfm./Wirtschaftsinformatik
    MVP, MCSD.NET, MCITP DBA, MCDBA, MCSE
    Microsoft Certified Business Management Solutions Professional
    Microsoft Certified CRM Developer
    Microsoft Certified Trainer

    ComBeck IT Services & Business Solutions
    Microsoft Gold Certified Partner
    Microsoft Small Business Specialist

    Developing & Supporting Business Applications from small business to big enterprises covering scores of sectors

    http://www.combeck.de
    Wednesday, April 29, 2009 2:34 PM
    Moderator
  • Hi Benjamin,

    this is a question of your custom SQL statement. Yes this is possible.

    Best regards,
    Jürgen
    Jürgen Beck

    Dipl. Kfm./Wirtschaftsinformatik
    MVP, MCSD.NET, MCITP DBA, MCDBA, MCSE
    Microsoft Certified Business Management Solutions Professional
    Microsoft Certified CRM Developer
    Microsoft Certified Trainer

    ComBeck IT Services & Business Solutions
    Microsoft Gold Certified Partner
    Microsoft Small Business Specialist

    Developing & Supporting Business Applications from small business to big enterprises covering scores of sectors

    http://www.combeck.de
    Wednesday, April 29, 2009 2:38 PM
    Moderator

All replies

  • Hi Benjamin,

    you have to create a custom ASP.NET-page with an appropriate underlying logic for searching all contacts (or accounts or leads).

    Best regards,
    Jürgen
    Jürgen Beck

    Dipl. Kfm./Wirtschaftsinformatik
    MVP, MCSD.NET, MCITP DBA, MCDBA, MCSE
    Microsoft Certified Business Management Solutions Professional
    Microsoft Certified CRM Developer
    Microsoft Certified Trainer

    ComBeck IT Services & Business Solutions
    Microsoft Gold Certified Partner
    Microsoft Small Business Specialist

    Developing & Supporting Business Applications from small business to big enterprises covering scores of sectors

    http://www.combeck.de
    Wednesday, April 29, 2009 2:34 PM
    Moderator
  • Is there a way to search all entities at once?
    Wednesday, April 29, 2009 2:37 PM
  • Hi Benjamin,

    this is a question of your custom SQL statement. Yes this is possible.

    Best regards,
    Jürgen
    Jürgen Beck

    Dipl. Kfm./Wirtschaftsinformatik
    MVP, MCSD.NET, MCITP DBA, MCDBA, MCSE
    Microsoft Certified Business Management Solutions Professional
    Microsoft Certified CRM Developer
    Microsoft Certified Trainer

    ComBeck IT Services & Business Solutions
    Microsoft Gold Certified Partner
    Microsoft Small Business Specialist

    Developing & Supporting Business Applications from small business to big enterprises covering scores of sectors

    http://www.combeck.de
    Wednesday, April 29, 2009 2:38 PM
    Moderator