Comments on: Easily integrate Twitter search results about your clients in Microsoft CRM

By: Paul Martin

Paul Martin — Fri, 29 May 2009 20:38:53 +0000

We like to know what our customers are twittering so I added twitter search to the contact form by

1) adding a new attribute for twitteraccount
2) add the field to the form
3) add this code to the onchange of the twitteraccount field:
// Get the field that fired the event.
var oField = event.srcElement;

// Validate the field information.
if (typeof(oField) != “undefined” && oField != null && oField.DataValue != null)
{
// Remove any left @
var sTmp = oField.DataValue.replace(/@/g,”")

oField.DataValue = sTmp
}

//load twitter search
var CRM_FORM_TYPE_CREATE = 1;
var CRM_FORM_TYPE_UPDATE = 2;
switch (crmForm.FormType)
{
case CRM_FORM_TYPE_UPDATE:
crmForm.all.IFRAME_TwitterSearch.src=”http://search.twitter.com/search?q=@” + crmForm.all.adm_twitteraccount.DataValue;
break;
}
4) add this code to the form onload:
//load twitter search
var CRM_FORM_TYPE_CREATE = 1;
var CRM_FORM_TYPE_UPDATE = 2;
switch (crmForm.FormType)
{
case CRM_FORM_TYPE_UPDATE:
crmForm.all.IFRAME_TwitterSearch.src=”http://search.twitter.com/search?q=@” + crmForm.all.adm_twitteraccount.DataValue;
break;
}
5) save
6) publish

By: Portland Copywriter » Blog Archive » Ambient Awareness, Social Media and Customer Service

Mon, 20 Apr 2009 03:16:27 +0000

[...] did a little digging, and found this sweet little hack to hook up a Twitter account with a customer’s account in Microsoft Dynamics CRM. It seems like a no-brainer to integrate [...]

By: Christian

Christian — Tue, 14 Apr 2009 16:01:28 +0000

Great points… less load on the servers, the better. Thanks for your feedback!

By: Morten Dybdahl

Morten Dybdahl — Tue, 14 Apr 2009 12:16:20 +0000

I agree that this is powerfull, and is really interesting for business purpose.
And there are lots of powerfull knowledgebases that people could benefit from improving their customer relationships. Linkedin is another one, and there are probably more hype tools to come.
I usually avoid the iFrame in make it a drop-down menu or a button. So, that you easy can add on as much as you would like. Another issue is that if you do it on form load; you should launch on the tab click event, not to reduce performance.

By: Christian

Christian — Mon, 23 Mar 2009 20:39:13 +0000

Turns out Richard at dynamicscrmtrickbag.com also recently reviewed this topic. Check out his take here:
http://www.dynamicscrmtrickbag.com/?p=231

By: Christian

Christian — Mon, 23 Mar 2009 17:02:41 +0000

Just thought of another great way to leveraging Twitter as a Customer Service tool in Microsoft CRM.

If you are a manufacturer or service provider, why not add this function to your Products in Microsoft CRM? See the live twitter feed about your products in realtime. Find twitterers who are complaining about your product or service, and assist them to improve customer satisfaction. Finally, help spread the word when Twitterers love your product.

Good luck, and let me know what you think!