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
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
MS Dynamics CRM 13
HTML 5
JavaScript
Bing API
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
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 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