One of the projects I am involved with at work was evaluating Microsoft CRM (MSCRM).
Out of the box, it comes as a pretty well fully featured CRM application, but it is also hugely customizable. I downloaded the SDK from here and had a quick play.
Within 20 – 30 minutes I had a quick extension / customisation working – it is a simple webpage allowing customers to register their own details and when submitted, that customer is automatically added to MSCRM.
It was incredibly simple to get working, just :-
- Create a new web project
- Add a web reference to MsCrmSdk
-
Add some textboxes and a submit button and on the ‘submit click’ event just :-
- Create a new CrmService object
- Set the URL for it and provide credentials if necessary
- Create a new contact object
- Populate it with the data from the textboxes
- Call ‘Create’ on the CrmService object passing the contact object as a parameter
You’re done…
Below is some sample code – it only picks up a few details about the contact, but should be fairly easy to enhance … Enjoy
using System;
using System.Data;
using System.Configuration;
using System.Web;
using System.Web.Security;
using System.Web.UI;
using System.Web.UI.WebControls;
using System.Web.UI.WebControls.WebParts;
using System.Web.UI.HtmlControls;
using MsCrmSdk;
public partial class _Default : System.Web.UI.Page
{
protected void Page_Load(object sender, EventArgs e)
{
btnInsert.Click += new EventHandler(btnInsert_Click);
}
void btnInsert_Click(object sender, EventArgs e)
{
string salutation = txtSalutation.Text;
string firstName = txtFirstName.Text;
string lastName = txtLastName.Text;
string emailAddress = txtEmailAddress.Text;
CrmService svc = new CrmService();
svc.Url = “http://10.10.121.226:5555/mscrmservices/2006/crmservice.asmx”;
svc.Credentials = new System.Net.NetworkCredential(“kenh”, “Exchange1”, “kennet”);
contact newContact = new contact();
newContact.salutation = salutation;
newContact.firstname = firstName;
newContact.lastname = lastName;
newContact.emailaddress1 = emailAddress;
Guid guidResult = svc.Create(newContact);
txtSalutation.Text = “”;
txtFirstName.Text = “”;
txtLastName.Text = guidResult.ToString();
}
}