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CRM 4 Plug-In needed

This site doesnt allow the use of the word c o n t a c t so I've modified accordinly.

We need a custom plug-in developed for CRM 4.0 as follows:

We get emails from a vendor that contain (K)ontact/Order information in an XML file. One email/XML file per Order. We need a plug-in created that can parse that xml info and create a new (K)ontact (or update an existing (K)ontact), and then perform a (K)ontact assignement given some rules. the flow is as follows:

email received in CRM Queue (email router functioning now)

plug-in fires via a workflow when new Queue item is received

XML file attachment is parsed, and the fields are used to as follows:

If (K)ontact Not exist then

ADD:

create a new (K)ontact and add a Note Entry with info from the XML file

Assign (K)ontact based on round robin selection of users who belong to the "WTN Team"

Create new Appointment Activity for (K)ontact created with a due date of Now() + 5 mintues

Else If (K)ontact Exists then

UPDATE:

Update existing (K)ontact and add a new Note Entry with info from the XML file

Create new Appointment Activity for (K)ontact with a due date of Now() + 5 mintues

The Contents of the XML file attachment to the email that is sent are as follows:

<Customer>

<CustomerNo>1001516</CustomerNo>

<CustomerEmail></CustomerEmail>

<CustomerFirst>MERLE</CustomerFirst>

<CustomerLast>LASHEY</CustomerLast>

<CustomerPhone>###-###-####</CustomerPhone>

</Customer>

<Order>

<OrderDate>April 19, 2011<OrderDate>

<OrderTotal>$[url removed, login to view]<OrderTotal>

</Order>

More information:

The format of the XML file remains consistent for every email received.

There is only one Parent Customer, and all new (K)ontacts will be added to that parent Customer

the key fields are CRM's "Parent Customer" and XML file <Customer No>

If it is found that (K)ontact/<Customer No.> already exists under the parent customer, then it is an UPDATE (K)ontact function, else it is an ADD (K)ontact function.

Appointment Activity Info:

The Subject of the Appointment Activity will be "NEW WTN Order: <OrderTotal> from <CustomerFirst> <CustomerLast>"

Appointment Category: WTN

Start Time: Now() + 5 minutes

End Time: Now() + 10 minutes

Owner = (K)ontact owner

Email Object:

Change new_EmailState = Processed (change from value of 1/Unprocessed to value of 2/Processed)

That's it.

Kỹ năng: CRM

Xem thêm: workflow one, key selection, customer workflow, k emails, email router, custom crm, category object, router allow, word add date, crm order, activity workflow, change owner crm 2011, update crm, key information modified, word format change, file emails based subject, need custom crm, email xml format, parent exist, crm 2011 start workflow, crm 2011 change owner, crm entry, needed developed, xml order entry, allow contents

Về Bên Thuê:
( 1 nhận xét ) Santa Rosa, United States

Mã Dự Án: #1030166

Đã trao cho:

krajeshmenon

Hi, Please check PMB for more details. Thanks, Rajesh

$750 USD trong 5 ngày
(1 Đánh Giá)
3.9

4 freelancer đang chào giá trung bình $625 cho công việc này

thecrmsolutions

Hi, Microsoft CRM Certified Team here. Please see PMB. Thanks!

$750 USD trong 7 ngày
(1 Đánh Giá)
3.9
mtccrm1

MTC is a Microsoft Partner headquartered in California. We have our own facility in India with our own managed employees of Certified Microsoft CRM engineers. We happen to be close to MSID and happen to have outsource Thêm

$500 USD trong 5 ngày
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0.0
Ale1981

Hi, I have more than 4 years of Microsoft Dynamics experience, I'm Microsoft CRM Certified (MB2-631,MB2-632 and MB2-633) and also have the experience of making a very similar plug-in (custom Workflow activity) for one Thêm

$500 USD trong 7 ngày
(0 Đánh Giá)
0.0