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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>$111.77<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.

It appears that the XML info didnt translate in the posting. See the attached file.

A slight Change in the logic:

If (K)ontact Not exist then
ADD:
create a new (K)ontact and add a Note Entry with info from the XML file
If OrderTotal > $250 (*note, this should be configurable) then
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
Assign (K)ontact to Administrator
Else If (K)ontact Exists then
UPDATE:
Update existing (K)ontact and add a new Note Entry with info from the XML file
If OrderTotal > $100 (*note, this should be configurable) then
Create new Appointment Activity for (K)ontact with a due date of Now() + 5 mintues

Compétences : CRM

Voir plus : workflow one, key selection, customer workflow, parsed, parse email, 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, change owner team crm 2011, parse word xml, parent exist, assignement, crm 2011 start workflow

Concernant l'employeur :
( 1 commentaire ) Santa Rosa, United States

N° du projet : #1030166

Décerné à :

krajeshmenon

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

750 $ USD en 5 jours
(1 Commentaire)
3.9

4 freelance ont fait une offre moyenne de 625 $ pour ce travail

thecrmsolutions

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

750 $ USD en 7 jours
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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 Plus

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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 Plus

500 $ USD en 7 jours
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