Skip to content

Dynamics CRM example plugins demonstrating web page view and form fill integration, scheduled campaign activity distribution, and some handy utilities.

Notifications You must be signed in to change notification settings

Cloudrocket/XrmPlugins

Folders and files

NameName
Last commit message
Last commit date

Latest commit

 

History

7 Commits
 
 
 
 

Repository files navigation

XrmPlugins

Dynamics CRM example plugins demonstrating web page view and form fill integration and scheduled campaign activity distribution.
These examples use early binding and rely on some CRM custom entities and attributes.

  • DistributeCampaignActivityEmails adds scheduled marketing campaign email sending to Dynamics CRM. It maps an email template to a marketing list and sets the job up for a scheduled send.

  • ProcessWebFormFills gets a form from the web site, then creates/updates a Contact and Account, finds the campaign, creates an Opportunity, sends an email, and adds the Contact to a marketing list. This should probably be broken into child workflows.

  • ProcessWebPageViews gets a custom WebPageView entity from the website HttpRequest, and logs a page view and campaign activity, if any, to CRM for dashboard display and marketing analytics.

  • SetDayOfTheWeek sets the weekday as of Pacific Standard Time for email and web page view tracking dashboards and reports.

Once installed, these plugins can be used in regular workflows.

About

Dynamics CRM example plugins demonstrating web page view and form fill integration, scheduled campaign activity distribution, and some handy utilities.

Resources

Stars

Watchers

Forks

Releases

No releases published

Packages

No packages published

Languages