On Demand Education Ltd CRM Cookbook 15 - SMS in CRM On Demand

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To accompany CRM Cookbook 15 on www.ondemand-education.com/cookbook - SMS integration in CRM On Demand

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On Demand Education Ltd CRM Cookbook 15 - SMS in CRM On Demand

  1. 1. CRM Cookbook<br />Recipe Fifteen<br />
  2. 2. The Recipe<br />Deliver SMS messages to customers concerning their Service Requests directly from CRM On Demand<br />
  3. 3. The Ingredients<br />Microsoft Visual Studio<br />Oracle CRM On Demand<br />txtLocal SMS Service <br />
  4. 4. Preparation<br />Go to http://txtlocal.co.uk/ and sign up for a Free account<br />Ten Free SMS and Two MMS<br />Published and multi-platform API (VB, Java, Ruby etc)<br />Get your UserName, Password and Sender Code<br />
  5. 5. Preparation 2<br />Create a Simple Web Page in Visual Studio<br />Receives two URL variables<br />“telnum” – will be the phone number from CRM On Demand<br />“srnum” – will be the Service Request Number<br />
  6. 6. Preparation 3<br />90% of the work is already done for you in the examples available online <br />http://www.txtlocal.co.uk/developers/docs/<br />All you need is to capture Request.QueryString<br />Place the telnum in a label on your form<br />Place the srnum in the text box on your form<br />
  7. 7. Part One<br />Open the Web Page<br />Test with your own mobile number and any number as SR Number<br />
  8. 8. Part Two<br />In CRM On Demand create a Web Applet for the Service Request Detail Page<br />Add two references to CRM On Demand Fields – Phone and SR Number<br />
  9. 9. Part Three<br />Enjoy your SMS functionality direct from CRM On Demand<br />
  10. 10. Conclusion<br />We use txtLocal and Visual Studio to create a simple page to send SMS messages<br />We create a Web Applet to provide the number and the SR Number from CRM On Demand<br />

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