Custom Context Menu Option - Lookup in CRM - repost
$30-250 USD
Fechado
Publicado há mais de 10 anos
$30-250 USD
Pago na entrega
Within Outlook 2013 (running on Win8 OS) we want the ability to:
- highlight a word directly in an email (doubleclick),
- open context menu (right click)
- select a custom created search option from menu ("Lookup in CRM")
- MS Dynamics CRM 2011 automatically runs a search and loads results window of any matches
Ex: Email received in Outlook with the word "Samsung" written in the body. Directly from the email we want to be able to highlight and launch a CRM search results window of all our "Samsung" matched accounts on the spot for reference.
Right now to achieve the above we have to: manually highlight the search term from the email, copy it, move to CRM, load CRM Account List window, paste search term in search field, add "*" wildcard characters around the search term, run the search. This requirement happens dozens of times a day and needs to be streamlined.
We are looking for a solution to accomplish all of the above automatically from a simple right click menu option directly from the highlighted word while still in the Outlook email environment.
Hi
We are ERP, CRM, POS, Custom Software solution providing company. So we are really interested to deliver this project.
For more details please see your PM.
Regards
Business Development Manager.
FixFin Technologies.