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CRM 4 Plug-In needed

$250-750 USD

Terminado
Publicado hace casi 13 años

$250-750 USD

Pagado a la entrega
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.
ID del proyecto: 1030166

Información sobre el proyecto

4 propuestas
Proyecto remoto
Activo hace 13 años

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Hi, Please check PMB for more details. Thanks, Rajesh
$750 USD en 5 días
4,8 (1 comentario)
3,9
3,9
4 freelancers están ofertando un promedio de $625 USD por este trabajo
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Hi, Microsoft CRM Certified Team here. Please see PMB. Thanks!
$750 USD en 7 días
5,0 (1 comentario)
3,9
3,9
Avatar del usuario
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 of my clients. I'm looking forward to hearing from you, Alejandro
$500 USD en 7 días
0,0 (0 comentarios)
0,0
0,0

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Bandera de UNITED STATES
Santa Rosa, United States
5,0
1
Miembro desde sept 12, 2010

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