About 10 months ago I was offered to customize MS Dynamic CRM for an educational institute. I had not any experience with any CRM software and even did not know what is all about. The employer offered me this project because I had skills (and still have) in .NET and as you may know, Dynamic CRM is developed in .NET.
I started searching and studying. Those days there were not such resources (now it is better) and there were only two or three books and some blogs and plus Microsoft community (MSDN). Blogs arr better than two others, although people at MSDN are very helpful, but I think it is not enough…
In that project I created a plugin to send SMS to customers, created a application to sync CRM with their web application (developed in php) and …. this project finished about 7 months ago.
After 9 months, I was offered a new CRM customization porject, in a company which sells Server and Network equipment and hardware. The deadline was so short and there were a lot of new things I had to learn. Main focus on this project was on creating a web service to be called by abas ERP software to send data to CRM, to be short I mean syncing. But aside from web service, there were some requirements that in first glance seemed easy. Actually they were not. I thought I could solve them without developing, but it appeared that for single a workflow I should write custom code!
The businesses owner wanted a funnel chart to show opportunities in three different stages. First problem was make the head developer understand how funnel chart works! (I did not know either at first) and second was implementing their custom stages of opportunities process.
For funnel chart to work, you should have field which shows stages, like “First”, “Second” and … As I read in examples, I had to initialize a filed called Phase Line to make it work with funnel chart. But our stages was not as easy as setting the field with “Save” or “Update” events of opportunity. They want to show opportunities with at least one won quote !!!!
So what did I do ?
I developed a custom workflow on quote deletion event to check it if causes new stages for opportunity and also developed a plugin for Win event of opportunity. This events update a custom option set field that is used in funnel char.