I am looking to add a 'customisation' for want of a better word that will take an telephone number, locate a matching contact, and then to display (screen pop) this contact on the screen. The telephone number will be received at the user's workstation from a third party product. I am looking to write some kind of component that will deliver the above functionality.
Having installed and read through much of the SDK I think I'm currently suffering from information overload :-( At this stage I am looking for some guidance as to where to start as I'm new to this product. I think a plugin might be the way to go but have read that you cannot interact with the user interface through a plugin?
You are able to configure MS CRM to search by default for contact numbers when you access the main contacts list.
Alternately you will do the following:
1. Create a custom aspx page which receives as a querystring value the phone number of the contact. 2. Search MS CRM (search fetchxml) for contact GUIDS with those phone numbers. 3a. If 1 record is returned, use server.transfer (or response.redirect) to forward to the contact in question. 3b. If 0 or more than 1 record is returned, display the appropriate message (or datagrid with links)
To find the URL to forward the user to, go to an existing contact > click F11 and copy the URL up to the GUID, e.g.