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Recording Web Activities with Dynamics CRM

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When we are integrating websites with Microsoft Dynamics CRM we are frequently asked to put in place a facility to record key web site actions as activities with CRM. This blog post presents a simple model that is relatively simple to implement.

Create a new custom entity to record Web Activities in CRM

In Dynamics CRM create a new custom entity.  Ensure that you select the checkbox "Define as an activity entity".  This will ensure that the records will show up within the activity views.   It will also show in the Activity history for the related contact.  

web-activity-1

Add in the relevant fields and then define the supporting forms.  You may want to record page, document or action type information.     The activity can be associated with any record in CRM via the Regarding field e.g, a Contact. 

 

web-activity-2

Create a web service to create a Web Activity

This is where you will require some development expertise.   Using the Dynamics CRM API you can create a new web service that will create a new web activity in CRM.   This needs to pass in a means of setting the Regarding field.  This could be as simple as an email address for the contact.  If it is not possible to pass in the GUID of the Contact then the web service can attempt to lookup the Contact based on the email address.      Ensure that your web service supports all of the relevant fields and incorporates the relevant validation and logging. 

Integrate it into your website 

Wherever you want to log an activity your web site developer will need to integrate a call to the Create Web Activity web service.

Things to Consider

The above provides a simple model for recording key web activities in CRM.  You may wish to consider:

  • Web service security 
  • Resiliance of web service calls e.g. queued requests
  • Better website user to CRM contact integration

 


28 Oct 2013

About the Author

James CTwo is our blogging alter ego for the Dynamics CRM and Web experts here at C2. We have a passion for anything CRM, Web Design or Social Media. We love writing about it! Find us on YouTube & Twitter.

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