Client is a leading India-based financial corporation, providing credit and portfolio services to Indian citizens
Client had an existing Customer Relationship Management system based on Microsoft Dynamics CRM 15
Client needed a robust, mobile application to enable mobile-to-lead functionality for its sales representatives. This application needed to be built for all leading platforms: Android, iOS, Blackberry and Windows.
MS Dynamics CRM 15
Eternus Solutions reviewed the client’s business requirements and its existing CRM implementation
The development team developed a mobile app based on HTML5/CSS3 for all leading platforms: Android, iOS, Windows and Blackberry that would capture the information about the lead being created
After providing the requisite details for creating a lead, once the user tried to save the details, a Web API application would be invoked. This Web API application developed on C# would consist of all the necessary API calls to CRM and take the configuration details required to communicate with the Microsoft Dynamics CRM from the mobile app itself for storing the lead information in the prescribed format.
Eternus Solutions team ensured that the leads were assigned to respective users (in this case Sales Managers) from within the mobile app. This was done through requisite configurations within the mobile app.
This mobile app was taken as a basic application and advanced functional modules were developed for adding accounts, contacts and other required custom entities from within the mobile app itself
Requirement analysis and synthesis along with the client team
Design and development of the mobile app on HTML5/CSS3
Design and development of Web API application using C#
Use of Onsen UI for mobile app development
Interface with MS Dynamics 15 for storing the lead records through the mobile app
Development on developer sandbox
Evaluate and cover requirements using out of the box features
SRS and design documents to start building any new components
Web API application for interaction between the mobile app and MS Dynamics CRM