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Customer Relationship Management (CRM) Activity - Microsoft Unified Communications Managed API 1.0 Sample

Brief Description
This sample illustrates using an intelligent bot to send an alert that is triggered by a workflow activity.

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Quick Details
File Name:CRMActivity.msi
Version:1.0
Date Published:9/10/2008
Language:English
Download Size:628 KB
Estimated Download Time: 2 min 56K

Overview

In the scenario for this sample, an order management application records new sales leads. If a new sales lead exceeds a predetermined dollar amount, the intelligent bot automatically reports this news via instant messaging to a specified manager. The bot also provides the manager with a menu of options for handling the sales lead. If the manager is unavailable, the bot queues the message until the manager becomes available.

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System Requirements

  • Supported Operating Systems: Windows Server 2003; Windows Vista; Windows XP Service Pack 2

  • Microsoft .NET Framework 3.0 or higher

  • Microsoft Visual Studio 2005 development system

  • Visual Studio 2005 Extensions for Windows Workflow Foundation

  • Unified Communications Managed API 1.0 SDK

  • Access to your environment's Domain Controller and Active Directory Domain Services

  • This download works with the following Office programs:
    • Microsoft Office Communications Server 2007

    • Microsoft Office Communicator 2007

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Instructions

To install this download

  1. Download the file by clicking the Download button (above) and saving the file to your hard disk.

  2. Double-click the downloaded program file on your hard disk to begin installation.

  3. Follow the instructions on the screen to complete the installation.


To uninstall this download

  1. On the Start menu, point to Settings and then click Control Panel.

  2. Double-click Add/Remove Programs.

  3. In the list of currently installed programs, select Windows Workflow Unified Communications Sample Activity for Microsoft Dynamics CRM 4.0 and then click Remove or Add/Remove. If a dialog box appears, follow the instructions to remove the program.

  4. Click Yes or OK to confirm that you want to remove the program.

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