thank you MH,
Yes, that is exactly what I need to do, if it helps, the email result can be sent via XML and the form can be accessed via a web service.
Thanks
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CRM 4.0 Web Service
Greetings,
I am looking at the possibility of using CRM 4.0.
Please can you outline the possible solutions for the following problems.
We have an online form. It is possible to expose the results of this form via a web service as well as being able to form the results within an email as xml.
Which is the best method for CRM 4.0 and please outline the starting points.
The objective is to add a contact direct from the webform or at least queue it as pending.
Any help appreciated. Thank you. J
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Answers
Hi,
So you need to create your form as you normally wouold with text boxes for names, addresses, phone numbers etc. When the user clicks the submit button you need to take these values and using the CRM Web Service create a new Contact and assign these values to the corresponding fields in the CRM Contact then use the create method of the CRM Web Service to create the contact. You need to consider that some of the values might be picklists in CRM so you need to make sure that you have the same name/value pairs as CRM for your picklists or use the CRM Meta Service to populate the picklists on youor web form initially. This will add the contact. In order to send the email you can use the methods and objects in the System.Net.Mail namespace.
Cheers,
MH
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by: Biffster007Posted on 2008-03-17 at 15:19:23ID: 21146704
Hi,m
Do you mean you want to create your own web form where a user can enter details which will in turn create a Contact in CRM and also create an email saying whether the Contact was created or not??
Cheers,
MH