Microsoft Dynamics CRM – Agriculture – Custom Development – Success Story

Client Overview

  • Client is a US-based, global food-processing and commodities-trading corporation, transforming crops such as corn, oilseeds, wheat and cocoa into food, feed, and agriculturally derived fuels and chemicals

Business Challenge

  • Client wanted the entities (leads, contacts and accounts)to be displayed over a Bing Map for easy view of entities

  • Client needed entity redirection from the push-pins on the Bing map to respective records within the CRM system, for easy access to data

  • Additionally, client needed to see the saturation of these entities in the form of a heat map to be able to gauge specific performance indicators for these entities

  • Furthermore, client wanted to enable routing facility for these entity records

Technical Requirements

  • MS Dynamics CRM 13

  • HTML 5

  • JavaScript

  • Bing API

Solution Strategy

  • Eternus Solutions reviewed the client’s business requirements and its existing CRM implementation on MS Dynamics

  • The team developed functionality with the help of Bing Map API to show the saturation of all entities (leads, accounts and contacts) on a global map, in the form of push-pins. As a result, all the records for these three entities were displayed on the map.

  • Routing: The push-pins were configured to give directions to a particular entity record

  • Click to redirect functionality: The Eternus Solutions team configured and developed the push-pins to enable redirection to respective record in the CRM system, upon clicking on the entity within the Bing map. This enabled the user to save time otherwise spent in traversing back and forth to the CRM system and Bing map.

  • This entire functionality was developed using HTML5 as against Silverlight owing to the limitations of Silverlight when it came to device compatibility and because of limitations of display within Outlook

Solution Components

  • Requirement analysis and synthesis along with client team

  • Design and development of the functionality using HTML5, JavaScript and Bing API

  • HTML5 was used for UI

  • Bing Map API was used for location tracking and determination

  • JavaScript was used for plotting push-pins and entity redirection

Development Methodology

  • Development on developer sandbox

  • Evaluate and cover requirements using out of the box features

  • SRS and design documents to start building any new components

  • Microsoft recommended best practices for all custom development

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