Projects

Mindfire has rich experience in developing MS CRM applications. We at Mindfire has delivered various projects in this domain. We describe some of these project experiences below, and will be glad to share our expertise in detail with you.

To know more about our MS CRM expertise, feel free to visit our skills page:
http://www.mindfiresolutions.com/Microsoft-Dynamics-CRM-Consulting-Development.htm

  • MS-CRM Quote customisation
  • MS-CRM Adding multiple participants to an event web page
  • MS-CRM SharePoint and Yammer Integration
  • MS-CRM Tasks Management System
  • Legrand CRM Custom Development
  • MS-CRM Report Implementation
  • Entity Auto Update
  • 2011 CRM Marketing Campaign
  • MS-CRM 2011 Custom Poc Page
  • MS-CRM 2011 Quick Activity Form
  • MS-CRM 2011- Admin Tool
  • MS-CRM 2011- Quote Templates
  • MS-CRM 2011 -  Lead Management
  • MS-CRM 2011 - Dataview Configuration
  • MS-CRM 2011 - Contract-Amendment Management
  • MS-CRM 2011 - Solution Installer
  • MS-CRM 2011 - Lead Customization
  • MS-CRM 2011- Cleaner Service Management
  • MS-CRM 2011 Insurance Management Console
  • MS-CRM 2011-Financial Grid Control
  • MS-CRM 2011 Comparer Tool
  • MS CRM2011 Custom Reports
  • Automated Contract Document Creation Project
  • Project Management
  • MS Dynamics CRM--EPerformance
  • Dynamics CRM 2011- Plug-in Development
  • 3t (CRM)
  • MSDCRM Development work
  • MSD CRM Development
  • Custom Calendar
  • Call Tracking and Referral Tracking
  • Grant Management
  • Seminar and Event Registration
  • Dynamic Reassignment
  • Quote Product Grid
  • CRM 2011 Customization
  • Card Reader Application
  • INVOICE MANAGER APPLICATION
  • Project Management Application
  • CRM 4.0 Customization and Integration
  • Migration Utility
  • Dynamics CRM Customization - Processes and Dialogs
  • SMS Activities
  • Tracking\Training Sheet
  • Integration Utilities
  • Automated Conference Process Scheduling System
  • ISV Solution for Medical Tourism
  • Clinical Lab Order Processing System
  • Dynamics CRM Maintenance work
  • Comprehensive Dynamics CRM Implementation


MS-CRM Quote customisation

Client:
Marketing Agency
Industry:
Software Service
Technologies:
CRM 4.0, VS 2005

The work involved the - Customization of Produitdudevis (French version of Product Quote) entity there by adding new fields and formulas for tax calculation. The same level of customization was also done to the Product Order and Product Invoice entities. The ISV.Config file was also modified to add the menu option to generate Quote in Excel/PDF format as per the requirement.


ISV Implementation was done to generate the quote in an excel file thereby pulling the records from Quote and Product Quote entity and populate them to a pre-existing excel file. Also allowing the users to download the excel file from the server.


Similar Implementation was also done for export to Excel / PDF in the Order and Invoice entities.


A  Post Stage Async child pipeline plug-in was developed to transfer the data from/to the customized fields during Quote -> Order -> Invoice transformation.


MS-CRM Adding multiple participants to an event web page

Client:
NGO Organisation
Industry:
Service
Technologies:
CRM 4.0, SQL 2005, .NET 3.5, Ajax

The requirement was to build a custom web page to facilitate the addition of contacts to events. To speed up the data entry process the client had the requirement to add multiple participants to a dataset and then write multiple records to MS CRM in one batch.

The user will start by selecting the event to which they wish to add participants to from within MS CRM. If the event does not exist, then the user should have the option to create it. The user will then access the screen which will be an iframe under one of the tabs on the Trip/Event/Campaigns entity form. They can then start adding participants to the event. To do this, they will search for the contact, by first name, last name, mobile or email. The number of records matching the search criteria will get populated with a check box against each of them. The user can select specific records or all the records in one time and then add them to the event. There is also a duplicate check to ensure that the same record is not added twice to the system. The entire page was implemented with Ajax controls and that gave the user a smooth experience.


MS-CRM SharePoint and Yammer Integration

Client:
Heat & Biomass Specialist
Industry:
Renewable Energy
Technologies:
MS Dynamics CRM 4.0, ASP. Net 3.5(C#), Javascript

The requirement was to update the client's SharePoint site and yammer account with MS-CRM's account information.


Mainly work involved developing the custom workflow and doing custom implementation to achieve the requisite functionality. The following things were implemented as per the requirement of the project.


--Implemented a custom-work flow activity to create a share-point folder with the account name on the share-point server. This involved the invocation of a sharepoint web service to create the folder upon the successful creation of the account on the CRM side.


--Implemented a custom-work flow activity to create a yammer group with the account name on the yammer account. This is also invoked at the successful creation of the account on the CRM side.


--Implemented an I-Frame to be displayed on a tab of Account entity to populate all the documents from the Share-point Server. The Sharepoint web service was invoked from within the CRM to get this data pulled out from Sharepoint and then have it displayed on the CRM end.


--Implemented a menu button on the Account entity to create a share-point folder with the account name on the share-point server.


--Implemented a menu button on the Account entity to create a yammer group with the account name on the yammer account.


MS-CRM Tasks Management System

Client:
Heat & Biomass Specialist
Industry:
Renewable Energy
Technologies:
MS Dynamics CRM 4.0, ASP. Net 3.5(C#), Java script, SQL Server 2008

The requirement was to develop a website (optimized for blackberry/i-phones) for the engineers who do not have any access to the MS-Dynamics CRM Server to help them manage their tasks.The task is generated inside the CRM environment and then assigned to the Engineer user.An I-Frame was developed to populate the engineers name from an external DB that was displayed on the Tasks entity so that the originator of the tasks could allocate the tasks to the engineers.


Once the tasks is assigned to the engineer data it is saved to the external database, and the system sends an email to the engineers with the details of the tasks being assigned. The engineers can then log-in to the website (via computer/mobile) to see the task details and can update the tasks status accordingly on the website. So this involved customisation at the CRM entity level to populate the user data and then push data to the external database as well to populate them on the external website.


Legrand CRM Custom Development

Client:
Software Service Provider
Industry:
Marketing Research
Technologies:
VS 2010, VB.net , SQL 2008, FoxPro

We got an opportunity to work on an Australian CRM system called Legrand CRM. Legrand is an application based CRM solution that operates on a Microsoft SQL Server database.The requirement was to work on implementing an integrated outbound SMS functionality. Partnership was done with Burst SMS – an Australian SMS gateway firm to develop a custom branded version of their solution. The application we developed was to facilitate sending of SMS via this gateway based on CRM data.

The core application functions for finding CRM contacts and sending SMS messages to them reminding them on important appointments and meetings etc.The development will revolve around finding contacts in the CRM database to send an SMS to, merging individual contact details into a template (e.g. "Dear Steve…") then sending a call to the SMS gateway to send a SMS message. So the functionality involved general SMS and appointment based SMS.

Legrand CRM can run on both the SQL and as well as the FoxPro database. So the same functionality that was done on the application with SQL data base as the backend was repeated with the FoxPro database as well.


MS-CRM Report Implementation

Client:
Heat & Biomass Specialist
Industry:
Renewable Energy
Technologies:
MS Dynamics CRM 4.0, ASP. Net 3.5(C#), Javascript

The requirement here was to build various reports as part of the existing CRM 4.0 application that the client was having in place. These reports included the New Contacts added, Total Opportunities, Site Visits Undertaken, Feasibility Reports Prepared, Quotations Issued and Total Value etc. Basically the reports are categorized into 4 categories like Administrative Reports, Marketing Reports, Sales Reports & Service Reports.

Microsoft Dynamics CRM handles all the reports with Microsoft SQL Server Reporting Services (SRS), which is a separate application that we can install on a different server than SQL Server or the Microsoft Dynamics CRM Server if desired. Microsoft Dynamics CRM then connects to SRS by using the Reporting Services URL. The solutions that we suggested after analyzing the requirements was both out-of-box and custom reports.
 
The out-of the box reports are developed using the Report Wizard. This feature enables Users to build basic reports. The Report Wizard gives Users an easy-to-use interface for building reports. Additionally, the final reports are actually Microsoft SQL SRS reports, or .rdl files, that one can further manipulate using a more advanced editing tool such as Visual Studio.

The Custom reports are those where we need to write more complex reports and have a more flexible page layout and design. We need to use a tool such as Visual Studio to create and build our custom reports. These are such reports which we cannot build with report wizard.


Entity Auto Update

Client:
Software Service Provider
Industry:
Software Service Provider
Technologies:
MS-CRM 2011,Javascript

The client had a 1-to-many relationship between a custom entity called a Project and Service Activities.The requirement was to update a field on the Project entity that calculates the total time in hours that all resources are scheduled against it.This CRM implementation was an on-premise system.
The solution that we suggested was to implement a script on the load and save event to update the calculated total time of the project entity. This would update the calculated total time on the linked project by adding up all the linked service records that are linked to that project.

So a restendpoint implimentation using javascript  was done to retrieve the service activity time duration for each service activity record related to a single project record  and then the total hours gets calculated through jscript and updated


2011 CRM Marketing Campaign

Client:
IT service Provider
Industry:
Printing
Technologies:
Dynamics CRM 2011 On Line,PHP,SOAP,jQuery,JSONP

The specifications asked for implementing a landing page for the end user where they can trigger add/update events which subsequently needs to be updated in a Microsoft Dynamics CRM 2011 On Line site through a proxy server.

The request handler in proxy server has been  implemented in PHP where it receives the data from the front end and then updates them in MS CRM site by invoking the appropriate SOAP based APIs provided by MS Dynamics CRM 2011 On Line.JSONP support has also been added to the PHP processing page which helps in invoking Cross Domain Ajax calls from any other sites to add/update the events in CRM site.

In this case the landing page has been injected into a JSP page where on triggering of the events Ajax calls were made to the PHP request handler page located at a different server/domain. The PHP page would in turn communicate with the CRM Online  and update the respective records.
   
We have also implemented the code to log each and every SOAP requests along with the errors encountered by the application to have it as a failsafe mechanism.


MS-CRM 2011 Custom Poc Page

Client:
IT Service Provider
Industry:
IT
Technologies:
Microsoft Dynamics CRM 2011 IFD, ASP.Net, C#, VS2010

The project requirement was to build some custom POC pages that can be exposed to MS CRM users via an iFrame. The page will need to interact with ADFS[active directory federation services] to enforce the MS CRM security model and permit login to the CRM user for interacting with CRM data via the CRM web service.

The user can select the location and date which will populate the Reservation details thereby establishing relationship between different entities. Other features like Legend, footer summary, Sorting options etc are also availabe for making it user friendly. The SOAP endpoints were consumed for interacting with the CRM entities, attributes and relationships.


MS-CRM 2011 Quick Activity Form

Client:
IT Service Provider
Industry:
IT
Technologies:
Microsoft Dynamics CRM 2011 , OData endpoint, JScript, HTML, CRM2011 WebResources

The requirement was to allow users the ability to create activities from various CRM entities. Through this Add-on, the users have the ability to launch the add-on form from Account, Contact, Opportunity, Case, Lead and Activity forms and Views and then use it to quickly enter the activity information which will be used to record Closed activity or create new Follow-up Activity records.

The Add-on followed the standard CRM2011 style guideline and when the user launches the Quick Activity form, its default values and lookup functionality is dependent on from where they launch the form. A form was also developed which administered the default settings for the Add-on.


MS-CRM 2011- Admin Tool

Client:
IT Service Provider
Industry:
IT
Technologies:
VS2010, C#, CRM2011

The primary requirement was to build a standalone windows application that will be used by the CRM Administrator to perform various Administrative tasks. These broadly comprises of Renaming of entities, Modify Audit Settings, Create/Copy attributes etc. The Administrator used to do these tasks manually for most of its client while migrating from CRM4 to CRM2011. This tool allows the user to perform these administrative tasks automatically thus saving lots of time for the user. One of the salient feature of this tool is that it can establish connection to any of the CRM2011 deployment models (on-premise, IFD, Online) and also have the option to save the connection parameters so that the user do not need to re-enter it every time.


MS-CRM 2011- Quote Templates

Client:
IT Service Provider
Industry:
Online Marketing
Technologies:
CRM2011

The requirement was to develop 3 new templates that can be used by the user while sending reports to their respective customers using the Mail merger functionality of MS-CRM.  All the 3 new templates were built against the Quote entities. The templates those were created are

1. SOW Template
2. Quote - Existing Customer
3. Quote Template

The templates were created taking into account the existing relationship between Quote, Contact and Quote Product entities so that data's can be pulled from these entities during the report generation.


MS-CRM 2011 -  Lead Management

Client:
IT Service Provider
Industry:
Services
Technologies:
CRM2011, VS2010, JScript, Webresources


The requirement was to develop a custom page on top of CRM for managing the leads. The page was required to be available from the following entities ribbon control.
-Account
-Contact
-Opportunity
-Lead
-Activities.

A completely separate settings form has been developed that will act as a flag to determine if the custom page will be available from each of the above entity. The lead management page allows the user to lookup the most recent Activity record for the current "Regarding" record as well as show the Actual End of the Activity.  If an Actual End date does not exist, then the Created On date of the Activity is shown on the interface. Through this interface, the user would also have the ability to close the associated activity. If the page is viewed from the lead entity then the user has the ability to qualify/ disqualify the lead with reasons. In this case the disqualified values gets populated from the status code field.


MS-CRM 2011 - Dataview Configuration

Client:
IT Service Provider
Industry:
Service
Technologies:
CRM2011, WebResource, oData

The requirement is to build an interface that will be available from the Configuration Section of the Solution file which will provide users the ability to create new and modify existing Data View definition files.
The interface will list all the existing Data View definitions that are available on that Server.
           • Users can select a definition, which will also allow the user to edit and save the values.
           • Users can create a new definition, which will open an empty configuration form and the user can fill up the interface for creating a new one.
           • Users can remove an existing Data View definition.
           • Users can copy a Data View definition, which will prompt the user for a Name, and copy the selected Data View definition to a new file using the specified name.

The definition configuration screen will be organized in separate major sections:
           • General Information
           • Results Query Information
           • Results Grid Information
           • Filter Panel Information
           • Summary Panel Information
The output will be a XML file that will be stored in Dynamics CRM2011 as a webresource.


MS-CRM 2011 - Contract-Amendment Management

Client:
IT Service Provider
Industry:
Manufacturing
Technologies:
CRM2011, WebResource, oData

The requirement is to allow for the creation of duplicate amendments for contracts under the sub-accounts of a parent account. When a contract amendment record is created, a check is performed to see if the current contract's account is a parent account. If it is a parent account and contracts exist under the sub-accounts, the user will be given the ability to select the additional contracts to apply this particular Amendment to. For this a custom logic was developed so that when any amendment record is updated, a check is performed to see if the Contract's  Account has any Sub-Accounts based on the Parent Customer field. If found, then a custom dialog is displayed which populates all the associated non-terminated contract details under the sub-accounts. The user can then select the contracts to apply the amendments.


MS-CRM 2011 - Solution Installer

Client:
IT Service Provider
Industry:
Service
Technologies:
CRM2011 , Asp.Net, C#,  JScript

The CRM Solution installer is a web application that automatically install or update solutions to a specified CRM implementation.  The solution uses a CRM system to retrieve/store information and connect to two CRM systems: the Source system and the Target system.  The Source system has all the information necessary to present the web pages and deliver the installation. This contains the inventory of solutions available for installation  The Target system which can be an Online or IFD setup is the CRM system where the solution will actually be installed.  Some custom entities were created to hold the Solution and installation information. A solution code is autogenerated for a solution that acts as the input to the system.


MS-CRM 2011 - Lead Customization

Client:
IT Service Provider
Industry:
Service
Technologies:
CRM2011, C#, jScript, HTML Webresource

The requirement here was to track and manage Leads from the business perspective. The following tasks were carried out to meet the requirements.
                        - Custom Attributes were added to the Lead entity and its functionalities were acheived using jscript.
                        - Relationship mapping with other entities.
                        - Ribbon Customization
                        - A Custom Lead Conversion form was developed through which the lead can be converted to Account/Contact/Opportunity entity. This was a replica of the in-built Conversion form with some added features.
                        - Workflow was built for the Email functionalities.
                        - A plugin was developed to be be run from the Task Scheduler for the Lead followup.


MS-CRM 2011- Cleaner Service Management

Client:
Software Development Service Provider
Industry:
Cleaning and Maintenence
Technologies:
MS Dynamics CRM 2011

This system manages the franchisee and the customers of an organization which is providing cleaning services. Accounting and Quality assurance are the focused areas of this package. Accounting module handles the contract details between the franchisees and the customers, managing the the contracts, upgrading downgrading the contracts, calculating the sales commissions of the sales persons, managing the promissory notes between the organization and the franchisees, managing franchisee cash inflow transactions along with the reports. Quality control handles all the functionality to ensure the quality of services provided by the franchisee to the customers, handling customer complaints, customer cleaner change requests, Special service agreements, Inspection, managing calling sheets etc.. It can handle multiple franchisee in multiple business unit locations.


MS-CRM 2011 Insurance Management Console

Client:
IT Service Provider
Industry:
Insurance
Technologies:
CRM2011, HTML, javascript, JQuery

The requirement was to build a set of utilities to be available within specific CRM2011 implementation for bulk processing, application configuration changes and other management functionalities.
To start with, a console page was developed with the same look n feel as that of the CRM Administration page and the different modules were made available from the console page. Following are the modules that were developed for the project.
- Solution Settings Module - Through this module, some of the settings values including metadata will get retrieved/saved to the CRM.
- Policies without Commissions Module - This module will list all the policy entity records that don't have any child records and the result will get populated in a scrollable grid which can be further exported to an excel/csv file.
- Commissions Renewal Module- This module will allow the user to select  date range which will further process the result set. It could be a long-running process depending upon the number of records. Asynchronous calls have been used to avoid IE interrupting the script. The status of each record is made available to the user.
- Create Sample Records Module - This allows the user to specify which records types they would like to be automatically populated. 


MS-CRM 2011-Financial Grid Control

Client:
IT Service Provider
Industry:
Financial Services
Technologies:
CRM2011, C#.Net, Silverlight, Javascript, JQuery

The requirement was to build a dynamic grid that will be placed on the dashboard with the following functionalities.
- Ability to Update Cells.
- Ability to ass and delete rows.
- Summary Options for field level aggregation and Calculations.
- Parameterized to re-use on similar entities.
A custom entity was developed to store the column information for populating the grid dynamically. Using some hidden attributes, metadata information were populated automatically to be used in the grid. The Grid control was developed to read the metadata information and dynamically place the respective controls on the grid. Using the web resource parameter, the ability to create multiple instances was achieved.


MS-CRM 2011 Comparer Tool

Client:
IT Service Provider
Industry:
IT
Technologies:
CRM2011, VS2010, C#

The Solution Compare Tool is a standalone tool that detects any changes made to a solutions in a customer's environment.  It starts by connecting to a CRM 2011 organization and parse through the solution file comparing the contents of the file with the current version that is installed. Finally it reports the list of items that were found modified in the current system. The user interface includes a Logic Screen, Solution Screen and Report Screen.

Login Screen : Allows the ability to connect to any CRM deployment and select the solution(.zip) file on the local machine.
Solution Screen : Check if the selected solution is installed or not and display the solution details.
Report Screen: Displays a grid with the display names, actual names, modification date, and resource type of all the items that have been modified

The core logic which is comparing the solution takes place in the report screen where the solutions are compared against the components like entity, Webresource, Security Roles etc and displays the results in the Grid.


MS CRM2011 Custom Reports

Client:
IT Service Provider
Industry:
Manufacturing
Technologies:
CRM2011, Business Intelligent Studio, SSRS, FetchXML

The requirement was to develop the following custom reports for the CRM system. The requirements were shared for the reports with the mockup of the layouts. The reports included specific business reports like the Checklist report, PO report ,Work Order reports, Equipment details report etc. FetchXML was used for generating the reports. This helped in making the reports compatible for any CRM deployments.


Automated Contract Document Creation Project

Client:
IT Service Provider
Industry:
Service Industry
Technologies:
CRM2011 Plugin, C#, JScript, JQuery, HTML, OpenXML

The requirement was to automate the process of document generation from a Microsoft Dynamics CRM organization. The process will retrieve information from a CRM organization and update a Microsoft Word document which will further gets converted to PDF to be saved inside a specific network folder.  For achieving this, a plugin was developed which monitored the CRM  for any new requests and execute the process by downloading the most recent document and update it thereby pulling the information from the CRM and convert it to a pdf format. OpenXML was used for the document manipulation process. To make the whole process user-friendly, custom HTML webresources were implemented and integrated to the CRM interface that would trigger the plugin and show the status of the results. Documents were also available for download once the process gets completed successfully. The configuration page were also available from the "Configuration" section of the Solution in CRM for storing the settings related to the process.


Project Management

Client:
IT Service Provider
Industry:
Professional Services
Technologies:
CRM2011, HTML, JScript, JQuery

The requirement was for a feature in the existing Project Management Module that would allow the user to shift the project dates by an offset.It could be shifted to the future or to the past. Since the project has relationships with other entities like Project Tasks , Milestones etc, so the user also wanted the ability to define what is shifted and what is not shifted. For this a Custom HTML was designed and integrated to be invoked from the Ribbon so that the user could decide on the days/months to be shifted and also define the entities that would be involeved in the process. On the completion of the process, the CRM form was also refreshed to reflect the new date.


MS Dynamics CRM--EPerformance

Client:
Internet Service Delivery solutions firm specializing in web-centric applications for electronic service delivery
Industry:
Software Service Provider
Technologies:
CRM2011, Silverlight, Webresource

The requirement was to build a dynamic grid that will be placed on the dashboard with the following functionalities.

- Ability to Update Cells
- Ability to ass and delete rows
- Summary Options for field level aggregation and Calculations
- Parameterized to re-use on similar entities

A custom entity was developed to store the column information for populating the grid dynamically. Using some hidden attributes, metadata information was populated automatically to be used in the grid. The Grid control was developed to read the metadata information and dynamically place the respective controls on the grid. Using the web resource parameter, the ability to create multiple instances was achieved.


Dynamics CRM 2011- Plug-in Development

Client:
Internet marketing and analytics consulting company
Industry:
Analytics
Technologies:
CRM2011, Plugins, Webresources

The requirement was to query the easy call tracker API and populate the caller source information on the Lead and Contact entity. To achieve this, a CRM Plugin was developed that interacted with the API to retrieve the information which was saved in a custom entity before being pulled to the Lead and Contact entity. This gives the user an ability to decide whether to save the information or not.

A separate Configuration settings module was also developed for storing the Account Token and caller id which was used for querying the Easy Call Tracker database.


3t (CRM)

Client:
Founded in 1982 and initially operating in the field of training, 3T diversified over time into product selling and I.T. solutions. Specifically, the company has specialized in the integration of appl
Industry:
IT Solutions Provider
Technologies:
CRM2011, WebResource

The entity has (amongst others) the following informations:
- Client: The client to invoice (lookup)
- Invoicing company: The company issuing the invoice lookup)
- Category: This is very important as these categories are grouped by type : 
  work / Expenses
- Sometimes the user does not want to invoice some clients if the amount is to
  small but the timesheet stay with the status to invoice)


MSDCRM Development work

Client:
Argentine IT services provider who creates solutions that meet the customer's need.
Industry:
IT Service Provider
Technologies:
CRM4.0, CRM 2011, ASP.Net, C#.Net, Java script

The requirement was to migrate the following components from a CRM 4.0 On-Premise to CRM 2011 On-Premise
- Entities
- Workflows
- Plugins
- Workflows
- I-Frames
- ISV.Config
- Custom Webservices

All the above components were individually analysed and were modified to make it compatible with the CRM 2011 version.


MSD CRM Development

Client:
Meteor Electrical is built on years of industry-leading experience and commits to supplying only goods of the highest quality at market beating prices.
Industry:
Online Electrical Wholesaler
Technologies:
CRM 2011 Online, .Net, C#, SQL

Followings are some of the tasks those were carried out in this project:

- Created Data Maps to import Contacts, Accounts, Activities, Address from the sales logix DB to CRM 2011.
- Development of windows services to sync the Quote/Orders/Invoice, Products, Contacts , Accounts from Sage DB to CRM 2011.
- Customization of various entities including Contact, Account, Quote, Order, Invoice etc.
- Plugin development for Record Clonning.
- Custom aspx development to push the Account, Contact record from the CRM 2011 to external DB (Sales Logix and Sage).
- Development of webresource to display the completed activities on the Account entity.


Custom Calendar

Industry:
Financial Service Provider
Technologies:
CRM2011  Workflow, JScript, JQuery, HTML

A calendar was developed in CRM 2011 that displays all the booked/available time slots of the sales rep so that the new appointments can be created for the customers in the available time slots.  Color codes were given for the available/booked time slots so that it will be easier for the operator to create an appointment on the fly within the calendar interface.

Calendar is shown with day view for only the working hours I.e from 8.00 am to 6.00 pm with the ability to make the Saturday on or off. The calendar gets invoked from a custom ribbon button on the campaign entity form. Associated sales person with their Booked/Available time slots are populated on the Calendar. The operator can create/edit appointments on the fly thereby right clicking on the time slots.

Total booked Appointment and the total number of booked appointments by sales person for the Campaign are displayed at the bottom of the calendar. Ability to make the sales person not available on the calendar if the sales person is on Leave. Ability for different working hours for Saturday.

Developed a master scheduling report so that the customers can have the picture of available appointment slots. The report was developed with the campaign name, date, space where customers filled there details and choose 2 or 3 there preferred available appointment slots.


Call Tracking and Referral Tracking

Industry:
Financial Service Provider
Technologies:
CRM2011, Plugins, C#, SSRS, JScript

Customization of various entities including Contact, Account, Contract, Campaign etc. Plugin development for daily emails , automation of the business flow,  and for some calculations.

Development of custom SSRS reports including some business reports like new account overview report , policy audit report, tax audit reports, annuity audit report, appointment report, campaign calculation report with chart functionality embedded to it. FetchXml was used to generate the report.

Call Tracking and Management Module - This module allow the user to store the caller information (auto-populate the info if caller is existing account) and queries at the time of taking calls and it automatically creates tasks for who the call is for. Also developed a call report to track the call record with ability to filter the record by date range, call types, subject and city and charts for call as per status reasons and call as per subject and call type to have the most effective tacking.

Referral Tacking Module allow users to store the referral information like referral type, referred by, prospect type, dates, gifts and outcomes. Also some workflows were developed for the approval to approve the referral and tasks for the sales team to follow up with the referral. Custom reports were also built for this with ability to filter the record by date range and have a clear-cut visibility of the referral coming on.


Grant Management

Client:
Software Service
Industry:
Marketing
Technologies:
Microsoft Dynamics CRM 2011, Plugins, WebResources, workflows, silverlight

Organizations apply for grants and submit their budgets from SharePoint. The grants, organizations are entities in CRM. The submitted budgets are processed in CRM. The members(Organizations) then submit their expenses against the budgets those are submitted from SharePoint.

For processing the applications and budgets from SharePoint a web service was created which was hosted in IIS and the service was used from SharePoint in order to do the CRUD operation with CRM. An editable Silverlight grid was developed in order to create/update/delete the line items of the budget for various categories. A similar Silverlight grid was also developed to be invoked from the SharePoint.

In order to achieve this, had to create some web services which will fetch data from CRM. Another editable Silverlight grid was developed. In order to update the spending amounts for each line items for each month. For submitting the invoices from SharePoint by members another custom entity was developed and in order to process the expenses against the line items plugins were developed.

A package entity was created to roll up all the invoices amount for a month under a grant. Two reports were developed in order to show the line items for the invoices and the invoices for the packages. Various plugins were developed in order to automate the change of status, calculation of amounts and ratio calculations.


Seminar and Event Registration

Client:
Software Service
Industry:
Non-Profit Organization
Technologies:
Microsoft Dynamics CRM 2011, Plugins, WebResources, workflows

This project is to manage event and seminar details held on different places. Entities included in this project were Account, Contact, Event(custom), Package, Payments etc. Many reports are also developed. Users can create a member(contact), organizations(account) and events. Can add  advertises, sponsorship details, exhibit details, meal package, registration package to the events.

For event registration custom entity is used in which when an event is selected, its related packages will be populated in the custom  grid allowing to select multiple packages for the registration. Adding advertises, sponsorship, exhibitor to an organizations. This functionality is achieved by a custom entity.

Registration payment, seminar payment and member payment were done by different payment entities. Plugins written to calculate the payments. Auto numbering for almost all entity is done in this project. Campaign entity is used as seminar in this project. One seminar can have multiple sessions. A member can register for a seminar. Seminar payment is handled by another payment entity.


Dynamic Reassignment

Client:
Software Service
Industry:
Marketing
Technologies:
Microsoft Dynamics CRM 2011, Plugins, WebResources, workflows

This project is to assign values in multiple entities after a date passes. In an entity called Reassignment multiple sections were developed which was shown based on the value selected in the Entity dropdown which was achieved through javascript. There were other dropdowns which were used to select which attributes need to be changed in the target entity. Based on the attributes selected, fields were made enabled/disabled to make changes in the target entity. A custom html grid was also developed which filters  out records from the entity selected based on the filter condition selected by the user. A combination of system and custom workflow was developed which will wait until the date after which the changes are to be done in the target entity.


Quote Product Grid

Client:
Software Service
Industry:
Marketing
Technologies:
Microsoft Dynamics CRM 2011, Plugins, WebResources, Workflows

This project is to add products to a quote not only from the default pricelist but also from different pricelists. A custom Silverlight grid was implemented with a drop-down for pricelists. On selecting a pricelist from the drop-down the associated products were populated in the grid. The products could be selected from the grid and added to the quote as quote products.


CRM 2011 Customization

Industry:
IT Service
Technologies:
CRM 2011 

In Dynamics CRM 2011, we customized the opportunity, Account, Contact, Quote, Invoice entity to create some additional fields.

We also implemented the tooltip functionality for the above entities and implemented a probability calculator on the opportunity entity. We changed the UI for Dynamics CRM 2011 interface. And added a Ribbon Button 'Mark Complete' on the case entity and implement its functionality.


Card Reader Application

Client:
Business acumen to bring comprehensive solutions
Industry:
Software Service
Technologies:
CRM2011, .Net 4.0

The application lays dormant until a card is swiped across the magnetic stripe reader. It runs as a service that starts up where this application is installed.

Once the card is swiped, the application pulls out information in the driver's license card and searches for the record entries in the CRM server for contacts available based upon different search criteria. Based upon the availability of the matched records one can opt to edit the records or create new contact with the information from the card which is swiped.

The users can access up to 3 different CRM servers that will be configure in a web.config file to store the three different servers URL's while allowing the user to select what server to use by right clicking on the tray icon and selecting the server they use.


INVOICE MANAGER APPLICATION

Client:
Business acumen to bring comprehensive solutions
Industry:
Software Service
Technologies:
CRM2011, .Net 4.0

This telerik interface provides user with available work order items, expenses and credits available to an invoice record. This page is embeded into an iFrame. The top tabs cycle through the available work order items, expenses and credits for the related account using the default view to model the view in the Telerik control.

This telerik implementation has drag and drop enabled grids that provide the user with the available work order items, expenses and credits to be associated/ not associated with the current invoice record.


Project Management Application

Client:
Business acumen to bring comprehensive solutions
Industry:
Software Service
Technologies:
CRM2011, .Net 4.0

We developed plugins to calculate Currency and Integer totals for a project management solution that calculates the following items:

1. Actual Units
2. Actual Revenue
3. Estimated Units
4. Estimated Revenue
5. Total Expenses
6. Total Contractor Expenses

These plugins also adjusted the totals depending on:
1. New entities
2. Entity updates
3. Entity deletions/disabled


CRM 4.0 Customization and Integration

Client:
Heat & Biomass Specialist
Industry:
Renewable Energy
Technologies:
MS Dynamics CRM 4.0, ASP. Net 3.5(C#), Javascript, Sharepoint 

The requirement was to update the client's SharePoint site and yammer account with MS-CRM's account information.

Mainly work involved developing the custom workflow and doing custom implementation to achieve the requisite functionality. The following things were implemented as per the requirement of the project.

Implemented a custom-work flow activity to create a share-point folder with the account name on the share-point server. This involved the invocation of a SharePoint web service to create the folder upon the successful creation of the account on the CRM side.

Implemented a custom-work flow activity to create a yammer group with the account name on the yammer account. This is also invoked at the successful creation of the account on the CRM side.

Implemented an I-Frame to be displayed on a tab of Account entity to populate all the documents from the Share-point Server. The SharePoint web service was invoked from within the CRM to get this data pulled out from SharePoint and then have it displayed on the CRM end.

Implemented a menu button on the Account entity to create a share-point folder with the account name on the share-point server.

Implemented a menu button on the Account entity to create a yammer group with the account name on the yammer account.


Migration Utility

Industry:
University
Technologies:
CRM Online, C#, JScript

The primary requirement is to develop a migration utility that uploads the customers from a csv/xls file to the CRM. Logic was developed to update the records if they exists. The utility has a login screen that checks the privileges of the user and processes the records accordingly. A setting section was developed so that the user can later change the mapping info if any fields are added later. The migration status of each record was logged into a txt file that the user can later verify. For Security purposes, the credentials were encrypted and were stored in the config file so that the users can not read them.

There were also other customization requirements that the team had to develop which includes the development of letters and mail merge templates that needs to be sent from the system. Other requirements included the creation, customization activities and extensions of metadata model. Here the team worked on creating the custom activities thereby establishing relationship with other entities in the system. Some of the functionalities were achieved through custom scripting and for some other requirements custom plugins were developed.


Dynamics CRM Customization - Processes and Dialogs

Client:
IT Service provider
Industry:
IT
Technologies:
CRM 2011, C#, JavaScript

The client employed a number of Workflows within CRM to create activities, primarily running on the Lead and Contact entities. These Activities are all created at the same time by the Workflow. The problem occurs when the Activities which have been created are no longer required. For instance, when a Lead is qualified, any outstanding Activities created by the Workflow become redundant as contact has already been made with the Lead. Also when the user wanted to create an additional Customer Contact record and to copy any Conditions recorded on the Lead to the Customer and to the Opportunity during the lead qualification process. It will also set a field on the Decision Maker and Customer records to indicate their role(s). Various scenarios needs to be considered like what should happen when a Lead is qualified to a Contact record but no Opportunity is created as part of the Lead qualification process and what should happen when a Lead is qualified to a Contact record and an Opportunity is created as part of the Lead qualification process.

Moreover, a CRM Dialog is  also implemented to facilitate the creation of the Customer record when only a Decision Maker (or ´Decision Maker & Customer') record exists. The Dialog  records the basic information required to create a Contact record. Additional information such as Conditions were added after the Customer Contact record is created. The Dialog  provided the option to create an Opportunity record at the same time as the Customer Contact record is created.

Apart from this. a custom button was added to the main Contact ribbon to create an Opportunity from a Contact record with a ´Contact Role' of ´Decision Maker & Customer' or ´Customer'.  The visibility of the custom button was depended with the contact role. The button used JavaScript to create the Opportunity record, populate the Opportunity with the Primary Condition and additional Conditions from the Customer record and open the newly created Opportunity record (as the standard ´Add New Opportunity' button does. The button was called ´New Opportunity' and reused the existing Microsoft icons. It was located in a new section to the right of the existing sections called ´Sales'.


SMS Activities

Industry:
Software Services
Technologies:
CRM 2011, C#, jScript, jQuery, HTML

It's a base solution to import on top of which other solutions can be developed to use it's feature. This solution can send one or more sms using sms gateway. Red Oxygen SMS Gateway API has been used to send SMS. In SMS entity form custom Send, Resend ribbon buttons has been added to send SMS.

While creating sms, one can select account, contact, lead, case and their associated contact number will be filled in mobile number field. One can enter and send the SMS and create the record. If sms is sent successful the status will get set to Completed but if it failed then it would have a failed status and a note will be added with the error code for details. One can resend the sms using the Resend button. The same process will follow with resend. Also there is an on-demand process to send all sms at once.


Tracking\Training Sheet

Industry:

Technologies:

It's a web-resource to map working days, leave records, travel days, advance payment, temporary marker against employee records along x-axis and calendar days along y-axis. Multiple filters has been applied on employee records like division, employee, country, region, grade, product category, engineer experience, employee joining date, employee retirement date. All filters have multiple select feature and searching option. Filtered employee will be shown on tracking sheet with fixed header and fixed employee column. Year, month, date will be shown on fixed header. Calendar control is there to change date easily. Also at bottom months tab is there to navigate to any month easily. Background color effect has been added to know record type with symbol.

On mapped records, context menu has been added to add/edit any type of record. Also record type can be changed to any other type. Each month's carry over, swag total, invoice total will shown on sheet for each employee with calculation. Also these can be manually controlled by user. On add/edit a popup will appear with selected date range, employee in look-up, record type(working, leave, travel, advance payment, temporary marker) etc. On save these records will be reflected on sheet directly. Also there is option to refresh a row and go to full screen mode. Full screen mode is working in all major browsers like Firefox, Chrome, Safari, Safari, IE 9 and above.

One can select multiple cells by clicking Shift + click option is there to select multiple cells easily. Also we can deselect by using Ctrl + click. While add/edit overlapping of records has been checked. On hovering over record it show record details in tooltip.

There are also options to export tracking sheet to excel directly from context menu. Also we can export by choosing an month. We can generate pdf reports of sheet.

Training Sheet is a web-resource to map training records against employee records along x-axis and training category, training course along y-axis. Multiple filters has been applied on employee records like employee joining date, employee retirement date. Filtered employee will be shown on training sheet with fixed header and fixed employee column. Training category, training course will be shown on fixed header. Training category and course are in vertical writing mode. Background color effect has been added to know which training records and completed, in progress and not started by employee.

On mapped records, context menu has been added to add/edit/remove training record. On edit a popup will appear with selected training category, training course, employee in look-up. On save these records will be reflected on sheet directly. Also there is option to refresh a row and go to full screen mode. Full screen mode is working in all major browsers like Firefox, Chrome, Safari, Safari, IE 9 and above.

On hovering over employee it will show employee details in tooltip. On click it will open employee crm form. On hovering over training record it will show training record details in tooltip.

There are also options to export training sheet to excel directly from context menu. We can generate pdf reports of sheet.


Integration Utilities

Industry:
Contact Lens
Technologies:
MS Dynamics CRM Online, C#, SQL Server

Customer Service integration: The utility queries the customer and its related tables present inside a SQL database to import the data to the 'Customer Service Call' activity present inside the CRM. 'Customer Service Call' is a custom activity. The utility queries only the current week records from the SQL database and then perform the InsertUpdate operation to the CRM. Update operation is performed if the SQL record exists in the CRM. This is determined through the new_erpaccountnumber field. After the InsertUpdate operation, the utility change the status of the custom activity as Completed. A workflow was also developed that sends notification email to owner of the activity when a record gets created.

Consultation Integration: The utility queries the specific table present inside the Consultation database to import the data to the 'Consultation Call' activity present inside the CRM. 'Consultation Call' is a custom activity. The utility queries only the current week records from the SQL database and then perform the InsertUpdate operation to the CRM. Update operation is performed if the SQL record exists in the CRM. This is determined through the new_erpaccountnumber field. After the InsertUpdate operation, the utility change the status of the custom activity as Completed. A workflow was also developed that sends notification email on the create of a consultation call record.

Accounts and Contact Integration: The utility has basically two parts. First  part  is performing  import of account from  SQL database to CRM.Second part is performing  import of contact from SQL database to CRM. First  part of  utility queries the customer  table present inside the SQL database to import the customer to the 'Account' entity present inside the CRM.  The utility queries only the current day records from the SQL database and then perform the InsertUpdate operation to  account entity in the CRM. Update operation is performed if the SQL record exists in the CRM. This is determined through the new_erpaccountnumber field. Second part of  utility queries the customer  and custcnt  table present inside the SQL database to import the Contacts to the 'Contacts' entity present inside the CRM.  The utility queries only the current day records from the SQL database and then perform the InsertUpdate operation to contact entity in  the CRM. Update operation is performed if the SQL record exists in the CRM. This is determined through the new_erpaccountnumber field.  Contacts are linked to Customer with custnum field.

FIT Data Integration: The utility queries the orderdtl,orderhed and customer table present inside the SQL database to import the data to the 'FirstFitsInfo' entity  present inside the CRM. 'FirstFitsInfo' is a custom entity. The utility queries all records from the SQL database and then perform the InsertUpdate operation to the CRM. Update operation is performed if the SQL record exists in the CRM. This is determined through the new_accountid,new_erpaccountid,new_orderdate,new_orderline and new_shortchar10 field.

Once all records are inserted/Updated in CRM.All  active accounts  present in CRM are fetched.After that for each account, FirstFitInfo records are retrieved from CRM only for current year.The FirstFitInfo records related with  each account are inserted/Updated in hidden fields on  individual account entity.Update operation is performed if the FirstFitInfo record exists in the CRM for the  particular account else new  FirstFitInfo record is get created. CRM's webresource components were developed for displaying these datapoints on the Account entity form.

NET$ Data Integration: The utility queries the customer, invched and invcdtl  table present inside the mfgsys80 database to import the data to the 'Net Sales' entity  present inside the CRM. 'Net Sales' is a custom entity. The utility queries current year  records from the SQL database and then perform the InsertUpdate operation to the CRM. Update operation is performed if the SQL record exists in the CRM. This is determined through the new_accountid,new_erpaccountnumber,new_lens, new_year,new_month field. Once all records are inserted/Updated in CRM.All  active accounts  present in CRM are fetched.After that for each account, Net Sales records are retrieved from CRM only for current year.The Net Sales records related with  each account are inserted/Updated in hidden fields on  individual account entity.Update operation is performed if the Net Sales record exists in the CRM for the  particular account else new  Net Sales record is get created. CRM's webresource components were developed for displaying these datapoints on the Account entity form.


Automated Conference Process Scheduling System

Client:
Privately owned Wealth Advisor
Industry:
Wealth management and investment banking services
Technologies:
Dynamics CRM Online, C#, Java script, HTML, jQuery

Designed and developed an automated conference process scheduling system using Dynamics CRM 2011, which would help plan and conduct all conferences and follow-up with leads/businesses accordingly for future interactions.

The following implementations were done in order to achieve the client's requirements:

- Leads were imported to the CRM by using Import Wizard of the CRM. The data maps were created and used for importing the leads
- Workflows were developed to create and assign tasks when the lead fields are updated. Plugins were developed to format fields like phone etc.
- Guest information and connections were established by the system workflow
- Workflows were developed for welcome/sorry emails to the leads after the initial investigations are over
- Reminder Emails to the leads were also sent through the workflow
- Reminder Tasks and Emails for the session were created and assigned to the sales assistant, Sales Rep, Wholesaler through the workflow
- Custom Check Out page was developed to track the response of the leads after the session
- Workflows were designed in conjunction with the checkout page to create appointments and tasks for the lead follow up
- Workflows were developed to send remainder emails to the lead for the appointment
- Workflows were designed to create contact after the appointment is completed
- Connections from the lead were also transferred to the contacts through a plugin
- Response from the lead was tracked on the activities and depending upon the response, house hold account and opportunities are created through workflows
- Contacts were associated with the house hold account through the Plugins


ISV Solution for Medical Tourism

Client:
Business and Technology Consulting Firm
Industry:
Information Technology
Technologies:
MS Dynamics CRM Online, C#

Designed and developed an ISV Solution for the purpose of Medical Tourism.

The following customizations were made to achieve it:

- Creation of custom entities to track the Providers, Facilities, Physicians, Employer, Hotel, Airline, Medical Insurance etc.
- Customized the system Lead entities for the Prospect Patient Information
- Customized the system Opportunity entity for Appointment Coordination
- Customized the system Contact entity for Patient Profile
- Developed various workflows to trigger generic tasks to the sales rep, medical appointment reminders, emails etc.
- Developed various plugins to facilitate some core logic
- Developed few custom web-resource for configuring settings


Clinical Lab Order Processing System

Client:
Software Services Provider to Medication Management companies
Industry:
Healthcare
Technologies:
Dynamics CRM Online, C#, HTML, JavaScript, JQuery, SSRS

The client who provides pharmacogenetic testing and clinical decision support tools that lower the risk of adverse drug events and thereby improve patient outcomes, wanted to speed up their order process using Dynamics CRM.

As per their requirement, each order can contain similar multiple kit/sample records which they were creating individually and this used to be time consuming. In order to resolve this issue, custom web-resource were developed that facilitate the staff to create multiple kit/sample records with a single entry. Apart from this there were various other requirements which were fulfilled using plugins, workflows, reports etc.

Another aspect to this project was the performance which was evaluated using various performance matrix. The CRM system was migrated from 4.0 version to 2011 as a result of which the old endpoints were used. The team had to re-write all the components using the new endpoints thereby making it fully compatible with the new versions.


Dynamics CRM Maintenance work

Client:
Software services provider
Industry:
Information Technology
Technologies:
Dynamics CRM Online, C#, HTML, JavaScript, JQuery, SSRS

Was part of a maintenance project wherein the major requirement from the client side was to maintain and enhance the dynamics CRM systems of its various Customers. Some of the tasks that we had performed are as follows:

- Migration of CRM from 4.0 version to 2011 version
- Up-gradation of CRM 2011 scripts to 2013 version
- Quickbooks integration
- Up-gradation of plugin and custom workflows codes  to the new version
- Development of Data Migration utilities in order to facilitate the migration of data from external source to CRM and vice versa
- Reports development
- Testing and bug fixes


Comprehensive Dynamics CRM Implementation

Client:
Air cleaning equipment provider
Industry:
Consumer Durable
Technologies:
Dynamics CRM Online, C#, HTML, JavaScript, JQuery, SSRS

The client deals with products like air purifiers, water heaters etc and wanted to manage their entire process in Dynamics CRM. Prior to CRM, they were using different multiple systems for managing their needs and wanted all the below mentioned functionality to be managed through a single system.

- Lead generation
- Customer conversion
- Order processing
- Invoice generation
- Ticket management
- Driver Schedules
- Commission calculation

All the above requirements were analysed deeply to identify the scope of work. Following tasks were carried out for achieving it:

- Data maps were created in the CRM for migrating the records from the old systems
- New entities were created and system entities were modified
- User and Roles were created and appropriate permission and access levels were given for the Security
- Plugins were developed for facilitating some of the functionalities which can not be fulfilled through the out-of-the box functionality
- Workflows were designed for the flow of data
- Webresources were developed for custom pages wherever necessary
- Reports were developed using the report wizard and SSRS wherever necessary.


News & Updates

  • January 17

    DDM IT Quiz, Inspired by Mindfire, is Spreading its Wings!

  • December 16

    Santa in a different Avatar- International vacations gifted to All Mindfireans!

Let us Connect!

Related Pages

  • Our Dynamics CRM Expertise

Awards and Achievements

Red Herringcolor DeloitteFast50 DB ZInnov1   Nascome  DB Stpi

This site uses cookies. We respect your privacy.copyright (c) Mindfire Solutions 2007-2018. Login