Need information on how to use Customer Relationship Management workflow
I'm currently evaluating Customer Relationship Management(CRM) products and
have more of a general question on integration with MS CRM.Currently, we
already have a Account/Contact Administration Screen, which will do quite
a bit more than MS CRM, including Dropdowns or State and other countries
as well as client side validation to keep our data consistent, so I would
rather use that page and then do what I need to do to populate the MS CRM
with the information.
I guess my question is: Is that possible? I see some information on how to
use CRM workflow to populate other DB's, but not really a suppoted way to
change the Account Creation and Contact Creation Page to point to mine
instead of MSCRM.
If this is an easy question, please forgive my ignorance. I am extremely
new to MS CRM and need to make sure the software fit into my client's needs.
Yes this is possible. I am currently implementing a very similar solution
as you described in your post. When I need to redirect a call from a MSCRM
page to one of my pages I use an HttpModule. The basic steps are,
1. Create an HttpModule and add it to the MSCRM web.config file.
2. In that module you will want to check what page is being requested.
3. Based on the page you can redirect or transfer the user to your own page.
This could also be done using an HttpHandler.
If you need more details or possibly some sample code let me know.