Showing posts with label Social Crm. Show all posts
Showing posts with label Social Crm. Show all posts

Monday 10 June 2013

mscrm_facebook integration : Display Contact picture from Facebook in mscrm


http://blogs.msdn.com/b/crm/archive/2011/09/28/displaying-a-contact-s-facebook-picture-in-microsoft-dynamics-crm-2011.aspx

This Entire Integration is based on 0nly one URL and that is,
As you may Know, Each and Every User in Facebook has an Unique ID, Some change them into Alphabets called
“your Facebook URL” you can do this in Facebook Setting, and some leave as Numbers.
This User’s Facebook URL can be Generally fall in Users First and Last name, as follows
So, Most of the Organizations Collect First and Last name while creating a contact.
If you use
http://graph.facebook.com/userid/picture?type=large  //Large size picture
http://graph.facebook.com/userid/picture?type=small // Small size picture
http://graph.facebook.com/userid/picture?type=normal // Normal size Picture
the above url Displays users Profile Picture separately without any other user Information.
Now. we come to CRM,
Create a new CRM webresource javascript type and paste the following code.
function pp()
{
var profilepicture = Xrm.Page.getControl(“WebResource_profile”);
// ”WebResource_profile” Name of the other web resource which you place in the form to display the Picture. 
if (!profilepicture)
{
return;
}
//Get the first and lat name of the Contact
var fn = Xrm.Page.data.entity.attributes.get(“firstname”).getValue();
var ln = Xrm.Page.data.entity.attributes.get(“lastname”).getValue();
var fin = fn+ln; // Concatenate the First and last name without space.
var furl = ”http://graph.facebook.com/” + fn + “/picture?type=large”;
//Then set the finalized URL as the Source for the web-resource placed in the Form.
profilepicture.setSrc(furl);
}
The Above Code downloads the Large picture from contact’s Facebook account.
Now, Customize the Entity Form by adding a new webresource, with some common profile picture as default.
add the JavaScript webresource with any message you want, onload, OnSave or Onchange of the Form method.
you can also further redesign the code by inserting a new field for facebookID and pass the data directly in to URL, in this case the CRM user must know the contacts FacebookID to Display the Picture.
I do know that the resultant picture is not 100% accurate and not reliable.
But I hope this code can be further developed which might enable the CRM users to search the Contacts in facebook and Save the Desired Picture from the result.

Friday 7 June 2013

Twitter interface integration with mscrm 2011

In the sample below I will show you how to integrate Microsoft Dynamics CRM and Twitter on Account form. Below are the detailed steps:

* Save the below html code to an html file (Copy and paste into Notepad and then do a Save As)

<HTML><HEAD>
<META charset=utf-8></HEAD>
<BODY contentEditable=true>
<SCRIPT src="http://widgets.twimg.com/j/2/widget.js"></SCRIPT>

<SCRIPT>
var search = parent.document.forms[0].all.name.DataValue;
new TWTR.Widget({version: 2,type: 'profile',rpp: 10,interval: 2000,width: 630,height: 300,theme: { shell: { background: 'transparent', color: '#333' },tweets: { background: 'transparent', color: '#333', links: '#c10000' }
},
features: { scrollbar: false, loop: true, live: false, hashtags: true, timestamp: true, avatars: true, toptweets: true, behavior: 'default' }
}).render().setUser(search).start();
    </SCRIPT>

</BODY></HTML>

*Go to CRM, Settings, Customizations, Customize The System, Web Resources and Click the New button.
* Give the Web Resource a name and specify the type as a Web Page. Browse to the location where you saved your html file, select it and then press the save button.
* Customize the Account entity by going to Settings, Customizations, Customize the Solution, Entities, Leads, Form and add the Web Resource to the Main Form. Open up the Main Form, click the Insert tab and select the Web Resource that you just created.
* Save and Publish

You will now see a windows on the Account  form for the Twitter  interface. When you Can find top 10 Twits for this account 

Linkedin interface integration with mscrm 2011

In the sample below I will show you how to integrate Microsoft Dynamics CRM and LinkedIn. I found a post from Leon Tribe (an MVP for Microsoft Dynamics CRM) that explains it clearly for Microsoft Dynamics CRM 2011. Below are the detailed steps:

* Save the below html code to an html file (Copy and paste into Notepad and then do a Save As)

<html>
<head>
<script src="http://www.linkedin.com/companyInsider?script&useBorder=no" type="text/javascript"> </script>
</head>
<body>
<center>
<span id="getlinkedin"> </span>
</center>
<script type="text/javascript">
var parentForm = parent.frames.document.crmForm;
new LinkedIn.CompanyInsiderBox("getlinkedin",parentForm.all.companyname.DataValue);
</script>
</body>


*Go to CRM, Settings, Customizations, Customize The System, Web Resources and Click the New button.
* Give the Web Resource a name and specify the type as a Web Page. Browse to the location where you saved your html file, select it and then press the save button.
* Customize the lead entity by going to Settings, Customizations, Customize the Solution, Entities, Leads, Form and add the Web Resource to the Main Form. Open up the Main Form, click the Insert tab and select the Web Resource that you just created.
* Save and Publish

You will now see a windows on the Lead form for the LinkedIn interface. When you change the Lead record’s Company, the LinkedIn window is adjusted to show you who you know that works there and a link to show everyone else that works there that you may have access to.

Thursday 30 May 2013

Third Party Solutions to combine Microsoft CRM and Social Media


Some of the  Third party tools we explored.
1.       Social Integration for Microsoft CRM 2011 with Parrot

Ref Link: http://garethtuckercrm.com/2012/04/27/social-integration-for-microsoft-crm-2011-with-parrot/

Features:
Feature #1 is this consolidated view of your social networks inside your CRM system.  

Feature #2 is the ability to post to all of your social networks at the same time, from Microsoft CRM.   The post composer sits above the Timeline.  You can easily toggle which of your social networks you want your message to post to and you can see the number of characters remaining (constrained to the lowest limit of the networks selected):

Feature #3 is the ability to search LinkedIn, Facebook and Twitter’s feeds for keywords.  Search results appear in Tabs and you can have several on the go and can pin them for on-going reference:
Feature #4 with a click of a button you can create a new Lead, Case, Contact or Account in CRM based on a social media post.  


Licensing Cost:
Account Level             # of Users          Annual Price
Parakeet (Basic):         1-2 Users        Free
Cockatoo (Standard):   3-10Users    $599
King (Professional):    11-50 Users    $2599
Macaw (Enterprise):    51+ Users     $4599






2.       Vibe Social Networking for Microsoft Dynamics CRM by Sonama

Features:

Sonoma Partners created Vibe — an application driven by Microsoft Dynamics CRM data that enables users to see instant updates of the information they want to see, then comment and collaborate on it. Sales teams stay in the loop on key efforts from the marketing and customer service teams without having to click through multiple locations in Microsoft Dynamics CRM.

start with a collection of data feeds, specific to a user, team or other group. Users select the feeds they want to see, so they get the information most relevant to them. Posts to each feed are made automatically based on Microsoft Dynamics CRM data or manually as contributions from other users. The end result: An environment for communities and collaboration in your organization that helps drive user adoption of your Microsoft Dynamics CRM system
 New feed:
Users select the feeds to which they want to subscribe so they see the information most relevant to them. They also can opt to receive real-time notification of updates in Vibe, a daily or weekly e-mail report of their feeds, or access their updates from Vibe’s mobile client.

Updates are comments related to a feed, specific to a Microsoft Dynamics CRM user, business group or team. All feeds and entries are stored in Microsoft Dynamics CRM.

In addition to status updates and comments posted by users, you can configure automated updates with Microsoft Dynamics CRM’s workflow engine for milestones such as launching a marketing campaign, winning an opportunity, or resolving a case.
Licensing Cost:
Mentioned as Free









33.       Social Media Connector for CRM 2011 by iotap

Features:
OTAP’s Social Media Connector for Microsoft Dynamics CRM provides integration with popular social media community like LinkedIn and Facebook. Allowing your internal sales and marketing teams to collaborate against these communities ‘databases help your organization to develop an online presence and also be in touch with your customers/prospects.


 Search for Companies within Linked In or Facebook 
• Search for People within Linked In or Facebook 
• Add Companies
 • Add People 
• Link companies 
• Link People 
• Send Invites for events or webinars 
• Send newsletters

Licensing Cost:
                   Price:  

$349.00 

Test Links : no Trail version















4.       MS CRM 2011 Twitter Integration by CodePlex



Features:
MS CRM 2011 Twitter Integration : Display recent 10 twits related to customer in MS CRM 2011.

Pragmasys has built a HTML web resource which can be added to the account form in MS CRM. 
 
Only for Account  only


Licensing Cost:  Code plex solution for free




Test Links : Not tested












 

5.       LinkedIn for Microsoft Dynamics CRM by LinkedIn

 


Features:

  •       View a lead or contact and automatically see his or her LinkedIn profile and company profile on the same page.
  •   You can also search for your lead or contact, and once you've connected the lead or contact to a LinkedIn profile, the profile will be visible for all users in your environment.
  •        You can search for your lead or contact's company, and once you've connected the company to a LinkedIn company profile, the profile will be visible for all users in your environment.
  •       View an account or opportunity and automatically see the LinkedIn company profile on the same page.
  •        View an activity stream for each of your accounts and opportunities.
  •       Narrow down the activity stream to only show activity from contacts in your accounts.

Licensing Cost:

you will need to sign your team up for LinkedIn Sales Navigator or higher plan.

Features

Sales Basic

From INR 800 a month
Recommended for You

Sales Plus

From INR 1,900 a month

Sales Executive

From INR 3,500 a month


Yes
Yes

 

Sales Basic

From INR 800 a month
Recommended for You

Sales Plus

From INR 1,900 a month

Sales Executive

From INR 3,500 a month


Yes
Yes




how to combine Microsoft CRM and Social Media

how to combine Microsoft CRM and Social Media
Posted on 16/07/2010 by FrankvanDelden
Customer satisfaction is an integral part of company growth and success. Customer relationship management (CRM) systems offer businesses a way to keep current customers satisfied, as well as a way of finding new customers. Social Media can play a huge role in both these endeavors.
Many companies incorporate Microsoft CRM in order to manage and organize all the contact it has with both existing and prospective customers.
By combining social technology and Microsoft CRM a powerful tool arises..T he benefits of combining Microsoft CRM and Social Media are countless. Companies can use social media for providing better customer service to their already large customer base. By storing this information in Microsoft CRM, service and product quality can be improved.
Marketeer can use social media to reach more people and spread the word of their products and services. In the end, the main goals of both CRM and Social Media are providing better customer service and attracting new customer.
If you want to combine social media and Microsoft CRM, there are 2 principles:
1.      Interface. Data from social media will not be stored in the Microsoft CRM database. Microsoft CRM will only show the social media information.
2.     Integration. Using the Social Media platform API, data from the Social Media will be extracted and stored in Microsoft CRM.
Table below states some possibilities of bot principles. 

Interface
Integration
Data in CRM Database
No
Yes
Reporting on Social Media data
No
Yes
Workflows social media (status) updates
No
Yes
Complexity
Simple
Complex
Contact can update (own) contact information
No
Yes
3rd degree relations available
No
Yes

 Of course a hybrid solution is also a possibility.

How to integrate Facebook, LinkedIn, twitter with MSCRM 2011


How to integrate Facebook, LinkedIn, twitter with MSCRM 2011:
Ref Link:
Discussion on Social integration in MCRM

Third party solution for Social mscrm: Parrot

Third party solution for Social mscrm :Sonama _Linked in


Videos Giving some Info regarding Social MSCRM


Third party solution for Social mscrm: Pinpoint cost $349.00  


Yammer integration in MSCRM 2011

Intro about Yammer in MSCRM 2011:
Highlights:
What  is  Yammer  and  how  should  you  use  it
The quick answer is Yammer is social networking for your company, a bit like a Facebook and twitter for a company.   Only company domain users can access the company Yammer site.
Yammer is designed for private communication for members of an organisation/company

The purpose of Yammer is to enable and improve efficiency regarding company communication, collaboration, file sharing, knowledge sharing and team efficiency.








Yammer in MSCRM 2011:
Highlights:
A handful of features trickled out for CRM Online after the December Update or Polaris release.  Both the iPad Sales Experience and now an integration with Yammer were released in what we’re calling “Polaris Plus”.  These two new features, along with the  Polaris release, are available for CRM Online only.  These components should be available for On Premise deployments when Orion is released later in 2013.
First off, you must have a Yammer Enterprise account to be able to enable the Yammer integration with CRM.  I can see this requirement going away in the future, but for now, the Enterprise account needs to be obtained first which comes with a $3 per user per month price tag.

Another important thing to note is that if you enable the Yammer integration, then Activity Feeds for user posts go away.  Activity Feeds are still used for system posts, but for user posts, Yammer will replace the Activity Feeds that used to display.  Also, once you enable Yammer, you cannot disable it and go back to using Activity Feeds for user posts.  Therefore, be absolutely sure you want to update your organization to integrate with Yammer before you do so.

One limitation is that there currently is no migration plan to move the old Activity Feed User Posts to Yammer User Posts.  User posts in Activity Feeds will still be in the CRM database, but will not display in the CRM UI.
When individual users hit a Yammer page for the first time in CRM, they’ll be prompted to log in.  The Yammer email address used to log in must match their CRM User’s email address

 Some of the features that you can perform with Yammer within CRM are:
·         Like and reply to messages
·         See where the message was created from
·         Click on the thread to view within Yammer.com
·         Preview docs, download docs, and even add comments to certain documents (such as Word) that other users will see when they preview the document.
·         Follow / Unfollow specific records (e.g., Opportunities) from CRM – This will automatically follow and unfollow the record in Yammer
·         Post to specific Yammer Groups or Users
·         Mention Users in posts using @






Highlights:
Activity  feed  vs   Yammer
Feature
CRM 2011 Activity Feed
Yammer
Social Networking
Users are CRM 2011 users. Can mention a user to get them into a conversation. Can create a conversation thread. Personalization is available using picture upload feature.
Yammer provides User profiles, and a searchable member directory. The Org Chart gives you a peek at the company structure. Gamification is in play, with recognition badges for employees and leaderboard stats for thing like replies and liked messages. Users can create Polls, organize Events and ask question over the network. For conversations that are confidential, Private Messages enable a private dialog with one of more coworkers.
Team Collaboration
There is no concept of teams or groups for the Activity Feed itself. Access to records in the feed is controlled by CRM security. Activity feeds are at the organization level.
Groups can be leveraged to collaborate on files in the context of projects, get feedback and track versions. The concept of Pages is used to display team goals, compile notes, and draft documents together online. Broadcast announcements to your group, see popular files or Pages and enable sharing between related groups.
Content Collaboration
Cannot share files or attach files in a conversation. CRM records can be mentioned. No search available as of UR9.
Files, Versioning and Pages help teams work together seamlessly. In addition, one of the great features is a full text search, which provides categorized results immediately as search terms are entered. Files can be emailed directly from the team workspace.
Mobile Access
Access to Activity Feeds through CRM Mobile app
Yammer has native apps for the following:
iPhone and iPad
Windows Phone
Andriod phone and tablet
Blackberry

In addition, there is a windows desktop application available.
External Integration
Possible using SDK - need to write code to use the CRM webservice.
Yammer is tightly intergrated with multiple productivity applications. Dynamics CRM is one of them, with updates on accounts, opportunities, campaigns, leads, and more funneled to the Ticker. These records are then surfaced in Universal Search results.
There is a whole bunch of them listed here, from Sharepoint to TripIt.





 Availability of Yammer For IFD :


Highlights:  Yammer is Online only at the moment













Configuration of Yammer in Online :



Highlights:  step by step Installation