Dynamics CRM Barcode Plugin

  • Status Closed
  • Budget N/A
  • Total Bids 3

Project Description

This project involves the creation of a plugin for Microsoft Dynamics CRM 4.0 to provide various barcoding functions for updating fields and pulling records. You *must* have experience in developing specifically for this platform and you *must* have experience in developing for barcode devices, specifically Symbol bar code scanners.

The idea is this: We will create bar code labels with the GUID and if need be, the objecttypecode of an entity in CRM as well as some additional action flag to indicate what is to be done.

Feature 1) Pulling records.

If it is a Case/Incident, scanning it will first check the user's user role. If they belong to one or more administrative groups to be specificed, a window will pop up with the "edit" form for that entity.

If they belong to one or more technical groups to be specified, it will pull up that entity but go to a notetaking tab.

Feature 2) Department scanning.

On Case/Incidents, scanning a variation of the barcode above with some kind of flag on it will quietly update a picklist field for that ticket to indicate which department is currently responsible for the ticket. Example: the receiving department receives the ticket, scans the barcode and the current responsible group field gets set to "Receiving". When the technical group scans it, that value changes to "Technical" and so forth.

This project is to be designed flexibly and configurably so that group names can be configured without recompiling or any other major hassle. Language is not important as long as it is supported in CRM 4.0, but it will probably end up being [url removed, login to view] or C#. Further customizations of this software may be required in the future for additional pay.

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