CRM 2011 to Lync Integration – Part 2

Zhen Yuwang, 06 February 2012

These days I am still working on the project that integrates Dynamic CRM 2011 with Lync 2010. I developed a prototype with several UI forms for settings. It can also be tested with sample data.

I set a NotifyIcon for this project. Override the original OnClosing method to hide for Main window. User can show setting form or exit project from notify Icon.

Next, the Main window has 3 tabs. One is for user options; one is for connection and configuration settings, and the last one contains “About” information.

In the “Settings” tab, user can set up their parameters for Dynamic CRM 2011 and Lync 2010. For example, the URL of home page for CRM, the sign-in account for Lync and so on.

After all settings done, user can connect to their CRM and Launch Lync application in this tab.

In the “Options” tabs, users have several choices of how this project is running. For instance, if users make an outgoing call, which type of record, “Contact” or “Account”, should we search? Which fields (Business, home, mobile…) of phone number should we search in? There are also similar options for incoming call. And if no record found, which new form should we show, “Lead”, “Contact” or “Account”?

So if users make a call in Lync, if this phone number exists in users’ CRM record, a new “Phone Call” activity page will pop up with prefilled fields for “Sender”, “Recipient”, “Phone Number”, “Direction” and “Regarding”.

All of these make our communication and work easy. I will continue to develop this project and explain more with the progress of this integration project.