Here are some screenshots and the source code for a web based portal into the MSCRM service module.
Please note that all postings and code samples on this site are provided "AS IS" with no warranties, and confers no rights. Use of any included script or code samples are subject to the terms specified at http://www.microsoft.com/info/cpyright.htmClick here for the source code.
The portal is an ASP.NET application accessed over the web, and the user enters a valid account name. Note you do not need a password, the field is there only for a more "realistic" appearance of the form.
Once the account is validated, the application GUI appears with the first
view being the current cases the user has open in the MSCRM system.
The user can navigate to any of the 3 areas in the application by clicking the
buttons at the top of the GUI. The GUI also shows the currently logged on user.
The user can also click any case, and then click the "Show Case Notes" button to see the notes associated with the case.
The user can also type a new note, click "Add new case note", and a new note will be added to the case in MSCRM.
The next screens show the new note added to the case.
If the user clicks "New Case", they can open a new case in MSCRM.
Note that the 3 drop-downs are loaded with data from the MSCRM system.
So the user can enter information in the fields on the form, and click "Open Case", the case is created in MSCRM.
The user can next view and update their profile.
The user can make changes to their profile, and click "Click here to update your profile"
The changes will show up in MSCRM.
Last, the customer clicks the "Logout" button and the application resets.
