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On Demand Education Ltd - CRM Cookbook Recipe 14 - Web Planner Calendar


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On Demand Education Ltd - CRM Cookbook Recipe 14 - Web Planner Calendar

  1. 1. Siebel Cookbook<br />Recipe Fourteen<br />
  2. 2. The Recipe<br />Create an alternative Calendar UI for CRM On Demand<br />Drag and Drop<br />Mouse-based Resizing<br />Email Alerts when new Activities created<br />
  3. 3. The Ingredients<br />Microsoft Visual Studio<br />Oracle CRM On Demand<br />TMS Web Planner Control<br />
  4. 4. Preparation<br />Download the TMS Web Planner ASP .NET Control<br />Lightweight, rich UI <br />Compatible with many browsers, degrades well in older browsers<br />
  5. 5. Preparation 2<br />Get the WSDL for Activities from your CRM On Demand instance<br />
  6. 6. Preparation 3<br />Create a New Visual Web Developer Project with a blank ASPX page<br />Add a reference to the TMS Web Planner control to your Project<br />Draw the TMS Web Planner on your ASPX page<br />
  7. 7. Part One<br />In your Visual Studio Project create new code to access the QueryPageActivity Operation<br />
  8. 8. Part One<br />You could either write code to construct a simpler XML stream or just use XSLT to transform the XML Response <br />
  9. 9. Part One<br />Create code on the Event Inserted for Stateless Insert / Update a CRM On Demand Activity<br />Reminder – this is just a quick prototype don’t construct XML this way<br />
  10. 10. Part One<br />Add code on the Event Inserted to Email your user<br />Const ToAddress As String = ""<br />Dim mm As New MailMessage(FromAddress, UsersEmail.Text, "", "")<br />mm.Subject = “New Appoiintment Buddy”<br />mm.Body = Body.Text<br />mm.IsBodyHtml = True<br />
  11. 11. Part Two<br />In Visual Studio<br />Customize your TMS Web Planner show one Resource and Multiple Days<br />Change the colours etc to your liking<br />
  12. 12. Part Three<br />When the Web Page is Loaded<br />Query for Activities for your User<br />Covert the XML response into a simpler structure either with XSLT or in Code<br />
  13. 13. Part Four<br />In Visual Studio<br />Populate the TMS Web Planner with the XML Output from your Activity Web Service<br />Add Captions and Tooltips<br />
  14. 14. Part Seven<br />Extension possibilities<br />Implement Drag and Drop Editing<br />Add Event Moved Code to call Activity_Update Web Service<br />Add Multiple Users to your Calendar<br />Copy the Activity Web Service output into an SQL Database<br />Use SQL Database as the Data Source for the TMS Web Planner<br />Write Conflict Management routines and Synchronize your database with CRM On Demand on a timer<br />
  15. 15. Conclusion<br />We use Visual Studio to provide Web Pages that<br />Communicate with CRM On Demand <br />We create a Custom UI for Drag and Drop Calendars and Email Alerts<br />