Microsoft CRM 3.0 Experiences

Wednesday, January 02, 2008

SMS Alerts to Salesmen regarding new CRM Opportunities

We wanted a direct way of alerting our salesmen that they had a new opportunity assigned to them on Microsoft CRM. They already receive email alerts but this hadn't been achieving a quick enough response rate.

Therefore we decided to create a utility whereby our telemarketers could alert the salesmen via a text message. This utility would need to be activated manually so that the telemarketer could decide if it was appropriate to send a text message or not.

We put a button on the Opportunity form as shown below:



Clicking this but brings up the following "Are you sure?" type window:


And the SMS gets sent.

The code behind the scenes basically does the following:

  1. Extracts the User ID of the owner of the Opportunity record.
  2. Looks up the Users mobile phone number on CRM.
  3. Generates an Email for TextMagic where the email address to sendto address is in the format ###########@textmagic.co.uk where ########### is the Users mobile phone number. The From address is an address we have registered with TectMagic. The emails content contains "Hi, Username, you have a new opportunity on CRM: CompanyName created CreatedByName".
  4. TextMagic takes the users mobile number from the To address and then sends the email bodytext to the user via SMS.


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