World Vision New Zealand Customizations
About Client
World Vision New Zealand (WVNZ) is a Charitable Trust in New Zealand works for helping poor children in many countries across the world. They were using MS CRM since long with his own customized entities and system. WVNZ has contacted Aegis to provide solutions for their 4 main issues. They want Aegis to provide an easier and lightweight solution to fulfill their requirements regarding Rich User Interface and functionality.
Situation
WVNZ were facing non friendly Interface on MS CRM because of not having some specific kind of facility on CRM controls and also for lacking of proper messaging system. They were looking for a solution which includes to show dynamic and well designed Alerts, restrict field/control visibility with configuration and having more rich Grid control to display data with certain functionality. There mainly 4 specific requirements were,
- A requirement exists for an Alert functionality that should be available for them on any/most entities. The purpose of those alerts is to inform a CRM user of important information regarding the record they’re on. Those alerts would need to appear in the Notification area of the entity’s form. There should be 4 kind of Alerts which are Confirmation Alert, Informational Alert, Warning Alert and Error Alert.
- The requirement exists for a ‘rules engine’ to be crafted for World Vision New Zealand’s (WVNZ) CRM system. This rules engine will allow for non-developer staff (mostly IT staff and a few business super users) to create and configure rules that will execute on records in CRM, without the need for writing JavaScript or .Net code. The rules engine will function on a client side mode. Functionality Required to Show/Hide and Enable/Disable a field/control, section or tab, based on the value of another field which can be defined by user.
- The requirement exists to have the ability to edit fields represented by column values in a CRM Grid to be editable within the grid itself without having to open up the relevant record, Ability to grouping data in CRM Grid, Ability to show related records between two entities in CRM Grid as sub or nested grid.
- The requirement exists to have a Jscript based web resource control that will be used by users to search for products, to add it as Opportunity product and search for a child using new or existing criteria provided by that customer to choose new child for sponsorship. It should also include payment process in same HTML and Jscript solution as well.
Solutions
Created the custom Alert activity to display different kind of messages to users in any entity of Microsoft Dynamics CRM. It will insert a div tag into the form with various pre-defined options for severity of the messages (like Information, Critical, Warning, confirmation). User can configure to have these Alerts on any entity and can define his own message as well. Finally the Alert will be displayed like below when user opens that record.
We have created an entity, called CRM Rule which provides non-developers with an easy to use mechanism to define (Show/Hide and Enable/Disable a field) of any entity based on any value of other field. Once the user adds this Rule as per his need the rest of the things will be done by JavaScript functions to show/hide that field, section or Tab based on that Rule.
Aegis has provided necessary Grid functionality and Interface to WVNZ using customized JqGrid solutions for every need. Everything was configured using Jscript for JqGrid control and we achieved all the required utilities with it. Below are the customized JqGrid developed by us,
Editable Grid
Groping in Grid
Sub Grid
We have created web resources that will be used by users to Find, Add, Update and Delete available records in custom Grid control and also make a payment. The screenshots given below will brief you more about what we provided with our customized HTML form and using Jscript only. The user will have the facility to have custom Lookup search, add/update/delete record on Product and Opportunity product, Using controls to filter children as per customer's stored preferences or by using new preferences as well and to finally copy his preferred child to clipboard. It was a bit complex and lengthy process to achieve the desired goal but Aegis had developed the things which is faster in loading, with easy user Interface and including everything as per their need.
Technologies
Here are the technologies we used :
- Microsoft Dynamics CRM 2011.
- Java Script and JQuery.
- JqGrid
Conclusion
WVNZ staff was very happy with all these features which are developed by Aegis CRM team. We were get very much friendly with each other because of day to day meetings and communications. That Friendly environment had improved the development and we tried to provide best solution we could to their issues. On the whole the client was delighted with the skills of our Team and with the solutions we provided to them.
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