Microsoft Dynamics CRM – Real Estate – Custom Development – Success Story

Client Overview

  • Client is a US-based premium real estate provider for luxury residential complexes, condominiums and other high-end residential options

Business Challenge

  • 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.

Technical Requirements

  • MS Dynamics CRM 15

  • C#.NET

  • HTML5

  • CSS3

  • Bootstrap

  • jQuery

  • Onsen UI

  • Web API

Solution Strategy

  • 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 tries 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

Solution Components

  • 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 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

  • Web API application for interaction between the mobile app and MS Dynamics CRM

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