CRM Forum » Microsoft Dynamics CRM

Generate Leads/Accounts/Cases from a public website?

(5 posts)

  1. UG Bot

    admin
    Joined: Jul '08
    Posts: 2,034

    Newsgroup subject: Generate Leads/Accounts/Cases from a public website?
    Archived from: microsoft.public.crm
    Author: JSalmans

    My employer asked me to investigate using a public .Net website to help generate information to be used in CRM. Specifically, he'd like our website to have webforms that, when filled out and submitted, would generate leads, accounts, or cases depending on what our needs are (I suspect generating leads would suffice for now).

    Can anyone point me in the right direction on how to accomplish this? I've found it difficult to find information online concerning this.

    We're currently using CRM 3.0 although I'd be interested to know what differences would be involved in doing this in CRM 4.0, if any at all. Also, I suspect my employer would like to keep the CRM server on the local intranet and not publically facing the web.

    Thanks in advance,
    JSalmans

    Posted 2 years ago #

  2. UG Bot

    admin
    Joined: Jul '08
    Posts: 2,034

    Newsgroup subject: Re: Generate Leads/Accounts/Cases from a public website?
    Archived from: microsoft.public.crm
    Author: Dejan Dular

    The best way is to use CRM web services. In this case there is almost difference between version 3.0 and 4.0.

    --
    Dejan Dular

    Posted 2 years ago #

  3. UG Bot

    admin
    Joined: Jul '08
    Posts: 2,034

    Newsgroup subject: Re: Generate Leads/Accounts/Cases from a public website?
    Archived from: microsoft.public.crm
    Author: Amol Gholap

    Hi JSalmans,

    You need to use MS CRM webservice to add\update\delete entities in CRM. Answer to your question - MS CRM 4.0 support muliple organization on single deployment so you need to use discovery service to get instance of CrmSdk webservice however in case of CRM 3.0 we could directly use CrmSdk service after adding the web reference. You could refer the Sdk for both the version from microsoft website and find samples over there.

    Thanks,
    Amol Gholap

    Posted 2 years ago #

  4. UG Bot

    admin
    Joined: Jul '08
    Posts: 2,034

    Newsgroup subject: Re: Generate Leads/Accounts/Cases from a public website?
    Archived from: microsoft.public.crm
    Author: JSalmans

    Thanks for the information! I'm digging into it now on the SDK site and it is very interesting and appears to actually be fairly easy to accomplish.

    From what I've read so far I did have a few more questions:

    1) Assuming the website is accessing the web service to do this, what happens if the CRM server gets bogged down and falls behind?
    Will the web service queue the incoming commands until the server catches up so no data is lost?

    2) Again, assuming the website is accessing the CRM server through the web service, is the External Connector License required for this?

    3) If we set up custom web parts on our client's sharepoint sites on their internal networks, is it possible to use this same web service from the web part? Is the External Connector License required for this use?

    Just wanting to find out what all this can do and what the limitations are.

    Thanks again,
    JSalmans

    Posted 2 years ago #

  5. UG Bot

    admin
    Joined: Jul '08
    Posts: 2,034

    Newsgroup subject: Re: Generate Leads/Accounts/Cases from a public website?
    Archived from: microsoft.public.crm
    Author: Michael Hoehne

    1) It does not queue anything.
    2) Yes.
    3) Yes.

    You may go for a simple alternative: don't access the CRM server from your web application. Instead, write an email to a well known email address inside your organization, containing the data entered by the web user.
    Create a service or standalone program running in your company that checks the mailbox for new email and inserts these records into CRM.

    Benefits: You have a simple queue (email), don't need the external connector license and don't need to expose your CRM server in the Internet.

    --
    Michael Höhne, Microsoft Dynamics CRM MVP
    CRM Blog: http://www.stunnware.com/?area=blog

    Posted 2 years ago #

RSS feed for this topic

Reply

You must log in to post.