locked
Getting Web Form Order into CRM 4.0 RRS feed

  • Question

  • Is there an easy way to create contact, inquiry, order, order product records from a single web form?

    Currently the web form data is e-mailed to a Call Center where they enter the information into their custom application which then uses the CRM Web Services to create each of the records one at a time: Contact, Inquiry, Order, Order Products(s).

    What we'd like to find is a way to send the "order" from the web form and have each of the fields mapped to the fields in CRM. I've seen a few components/products that claim to do this. But they all seem to only create a lead or contact record. So is there a way to create all these records at once? Or do we need to write the code on the web form to use the CRM Web Services to create each record one at a time?

    Thanks

    Kevin

    Monday, August 22, 2011 10:56 PM

Answers

  • Hi kushko,

    You need to write your own web page to inject data to CRM according to your business process. CRM SDK supports creation of all 4 entities at a time using custom code.

    Hope this helps,


    Ayaz Ahmad CRM Architect | http://ayazahmad.wordpress.com
    Monday, August 22, 2011 11:46 PM
    Moderator

All replies