Dynamics CRM for Boomerang

Source code checked in, #48188

_TFSSERVICE — Thu, 08 Jul 2010 20:15:13 GMT

Checked in by server upgrade

Updated Wiki: Home

LeePavlou — Fri, 23 Apr 2010 12:44:01 GMT

Project Description

This project provides a sms sending and receiving solution for Microsoft Dynamics CRM 4.0 by using the Boomerang SMS API.

The project consists of an SMS Router Service plus all the customisations required to get it working on any Microsoft Dynamics CRM Deployment.

Subscribe to the Releases RSS feedto keep up to date with the latest version of Dynamics CRM for Boomerang

Highlights

Multi Organisation Support and Deployment support: This solutions works in similar way to the CRM Email router, so one computer running this solution can support many organisations in different deployments (CRM Servers).

Active Directory and IFD authentication modes support: Dynamics CRM for Boomerang supports connection to Dynamics CRM Organisations either through Active Directory or IFD (Hosted CRM) modes.

Minimal customisations to your CRM: Dynamics CRM for Boomerang only requires one custom entity called SMS to manage the inbound and outbound SMS. This entity is safely and automatically deployed by the setup.

Workflow Examples: Dynamics CRM for Boomerang can optionally deploy some Workflow rules examples to help you get the most out of this solution.

Solution Components

The Dynamics CRM for Boomerang SMS solutions is composed of two main parts:

Management Application: Allows to provision the CRM custom SMS Entity, and optionally the demo workflow rules, on a Dynamics CRM v4.0 organisation and configure the connections to be used by the Boomerang Service.

Boomerang Service: Windows Service responsible for sending out the pending SMS from the configured entities, and to retrieve the responses sent by customers to store them into the associated CRM organisation.
Both components will be installed by running the setup files of Dynamics CRM for Boomerang.

Documentation & Videos

Boomerang Setup Video

Follow this link to watch a video about how to Setup Dynamics CRM for Boomerang. Please note that the url provided within the video is no longer valid. The correct url is: https://api.boomcomms.com/v1.2/soap12.svc

Boomerang Business Case Video

This video highlights the capabilities of the Boomerang for Dynamics CRM add-on to implement new ways of interaction with customers using Microsoft Dynamics CRM. The example workflows featured on the video are an optional component of the Boomerang provision (see Setup video for more information).
The video starts by creating a Service Activity for one contact, this kicks off a workflow process that waits until some hours before the appointment start time and sends an SMS reminder to a customer. This reminder SMS asks the customer to reply with an SMS to confirm or cancel his attendance. The workflows waits for his response, and when a response SMS is received the text is evaluated to determine whether to cancel the Service Activity.

Video: Dynamics CRM for Boomerang Service Activity example

Developer Documentation

We have included on the release a PDF file describing the components of the code as well as a help file with MSDN alike documentation. You can download it from the files included on the latest release.

You can also use the Discussions to ask questions and propose any enhancements.

Installation & Requirements

To install this solution you need a computer running Windows XP and higher or Windows Server 2003 and higher; with .Net Framework 3.0 installed.

Running the installer of Dynamics CRM for Boomerang will deploy the Management Application and the Boomerang Service on the machine. Once you complete the setup, you can use the Management Application to provision new Dynamics CRM 4.0 Organisations and also to modify the configuration for existing ones.

From a connectivity point of view, the only requirement for this solution to work is to have access to the Dynamics CRM 4.0 Server and to the Internet in order to reach the Boomerang API Service.

For detailed instructions on how to setup Dynamics CRM for Boomerang please watch the video Setup Dynamics CRM for Boomerang

How to get a Boomerang Account?

In order to send out SMS with this solution out of the box, you need to get a Boomerang Account. Please contact Boomerang http://www.boomcomms.com/ to get one.

Source code checked in, #39213

amoedo — Mon, 25 Jan 2010 13:28:10 GMT

Boomerang release 1.2 fixed #3644

Created Release: Dynamics CRM for Boomerang 1.2 (Jan 25, 2010)

amoedo — Mon, 25 Jan 2010 13:27:52 GMT

Boomerang for Dynamics CRM 1.2

1.2 Notes

FIX Fix for issue #3644Organisations not being deleted.
FIX Minor spelling corrections on the Management interface.

Users of previous released version 1.1 just need to uninstall the previous version and install the refresh setup. All the configuration will be preserved during the process. After the setup go the Management console and start the Boomeran Service.

Setup

The Dynamics CRM for Boomerang SMS solutions is composed of two main parts:

Management Application: Allows to provision the CRM customisations on a Dynamics CRM v4.0 organisation and configure the connections to be used by the Boomerang Service.
Boomerang Service: Windows Service responsible for sending out the pending SMS from the configured entities, and to retrieve the responses sent by customers to store them into the associated CRM organisation.

Running the Setup included on this release will deploy both components.

If you require detailed instructions please watch the video Setup Dynamics CRM for Boomerang

How to get a Boomerang Account

In order to send out SMS with this solution you need to get a Boomerang Account. Please contact Boomerang to get one http://www.boomcomms.com

Known Bugs

Not known bugs yet. If you discover one please use the Issue Tracker to let us know.

Boomerang Setup Video

Setup Dynamics CRM for Boomerang

Boomerang Business Case Video

This video highlights the capabilities of the Boomerang for Dynamics CRM add-on to implement new ways of interaction with customers using Microsoft Dynamics CRM. The example workflows featured on the video are an optional component of the Boomerang provision (see Setup video for more information).
The video starts by creating a Service Activity for one contact, this kicks off a workflow process that waits until some hours before the appointment start time and sends an SMS reminder to a customer. This reminder SMS asks the customer to reply with an SMS to confirm or cancel his attendance. The workflows waits for his response, and when a response SMS is received the text is evaluated to determine whether to cancel the Service Activity.

Video: Dynamics CRM for Boomerang Service Activity example

Released: Dynamics CRM for Boomerang 1.2 (Jan 25, 2010)

Mon, 25 Jan 2010 13:27:52 GMT

Boomerang for Dynamics CRM 1.2

Management Application: Allows to provision the CRM customisations on a Dynamics CRM v4.0 organisation and configure the connections to be used by the Boomerang Service.
Boomerang Service: Windows Service responsible for sending out the pending SMS from the configured entities, and to retrieve the responses sent by customers to store them into the associated CRM organisation.

Released: Dynamics CRM for Boomerang 1.2 (Jan 25, 2010)

Mon, 25 Jan 2010 13:27:52 GMT

Boomerang for Dynamics CRM 1.2

Management Application: Allows to provision the CRM customisations on a Dynamics CRM v4.0 organisation and configure the connections to be used by the Boomerang Service.
Boomerang Service: Windows Service responsible for sending out the pending SMS from the configured entities, and to retrieve the responses sent by customers to store them into the associated CRM organisation.

Created Issue: Organisations not being removed after deleting [3644]

amoedo — Mon, 25 Jan 2010 13:23:03 GMT

Select an organisation and click delete. Close the application. Open it again and the organisation is still there.

Updated Release: Dynamics CRM for Boomerang 1.1 (Refresh) (Jun 24, 2009)

tanere — Wed, 09 Sep 2009 08:42:52 GMT

Boomerang for Dynamics CRM 1.1 Refresh

1.1 Important Release Note Update
This release works with the v1.2 of the Boomerang API. The URL to the Boomerang Server is: https://api.boomcomms.com/v1.2/soap12.svc?wsdl

If you are upgrading from a previous installation of the Dynamics CRM for Boomerang, the configuration file is not removed as part of the uninstall/re-install process and the new version does not display the wizard to configure the software. Therefore the URL to the Boomerang Server needs to be checked and updated after the install process is complete.

1.1 Refresh Notes

FIX Fix for issue #1699 Responses being received multiple times

Users of previous released version 1.1 just need to uninstall the previous version and install the refresh setup. All the configuration will be preserved during the process. After the setup go the Management console and start the Boomeran Service.

1.1 Notes

Updated the API to use the Web Service URL.

Setup

The Dynamics CRM for Boomerang SMS solutions is composed of two main parts:

Management Application: Allows to provision the CRM customisations on a Dynamics CRM v4.0 organisation and configure the connections to be used by the Boomerang Service.
Boomerang Service: Windows Service responsible for sending out the pending SMS from the configured entities, and to retrieve the responses sent by customers to store them into the associated CRM organisation.

Released: Dynamics CRM for Boomerang 1.1 (Refresh) (Jun 24, 2009)

Wed, 09 Sep 2009 08:42:52 GMT

Boomerang for Dynamics CRM 1.1 Refresh

Management Application: Allows to provision the CRM customisations on a Dynamics CRM v4.0 organisation and configure the connections to be used by the Boomerang Service.
Boomerang Service: Windows Service responsible for sending out the pending SMS from the configured entities, and to retrieve the responses sent by customers to store them into the associated CRM organisation.

Source code checked in, #23666

tanere — Mon, 06 Jul 2009 12:27:23 GMT

Fixed minor spelling errors

Closed Issue: Responses being received multiple times.

amoedo — Thu, 02 Jul 2009 10:44:44 GMT

A bug on the SmsDataSource might cause an inbound SMS to not be marked as read; this will cause the reception of the same inbound SMS multiple times.
Additionally a new entry on the Windows Application Event Log will be recorded each time the service tries to process the inbound SMS. The log will state a User not Valid exception when trying to mark as read the SMS.
Comments:

Corrected on v1.1 Refresh

Updated Release: Dynamics CRM for Boomerang 1.1 (Refresh) (Jun 24, 2009)

amoedo — Thu, 02 Jul 2009 10:27:36 GMT

Boomerang for Dynamics CRM 1.1 Refresh

1.1 Refresh Notes

FIX Fix for issue #1699 Responses being received multiple times

Users of previous released version 1.1 just need to uninstall the previous version and install the refresh setup. All the configuration will be preserved during the process. After the setup go the Management console and start the Boomeran Service.

1.1 Notes

Updated the API to use the Web Service URL.

Setup

The Dynamics CRM for Boomerang SMS solutions is composed of two main parts:

Management Application: Allows to provision the CRM customisations on a Dynamics CRM v4.0 organisation and configure the connections to be used by the Boomerang Service.
Boomerang Service: Windows Service responsible for sending out the pending SMS from the configured entities, and to retrieve the responses sent by customers to store them into the associated CRM organisation.

Released: Dynamics CRM for Boomerang 1.1 (Refresh) (Jun 24, 2009)

Thu, 02 Jul 2009 10:27:36 GMT

Boomerang for Dynamics CRM 1.1 Refresh

Management Application: Allows to provision the CRM customisations on a Dynamics CRM v4.0 organisation and configure the connections to be used by the Boomerang Service.
Boomerang Service: Windows Service responsible for sending out the pending SMS from the configured entities, and to retrieve the responses sent by customers to store them into the associated CRM organisation.

Updated Wiki: Home

amoedo — Thu, 02 Jul 2009 10:15:14 GMT

Project Description

Highlights

Multi Organisation Support and Deployment support: This solutions works in similar way to the CRM Email router, so one computer running this solution can support many organisations in different deployments (CRM Servers).

Active Directory and IFD authentication modes support: Dynamics CRM for Boomerang supports connection to Dynamics CRM Organisations either through Active Directory or IFD (Hosted CRM) modes.

Minimal customisations to your CRM: Dynamics CRM for Boomerang only requires one custom entity called SMS to manage the inbound and outbound SMS. This entity is safely and automatically deployed by the setup.

Workflow Examples: Dynamics CRM for Boomerang can optionally deploy some Workflow rules examples to help you get the most out of this solution.

Solution Components

Documentation & Videos

Boomerang Setup Video

Follow this link to watch a video about how to Setup Dynamics CRM for Boomerang

Boomerang Business Case Video

This video highlights the capabilities of the Boomerang for Dynamics CRM add-on to implement new ways of interaction with customers using Microsoft Dynamics CRM. The example workflows featured on the video are an optional component of the Boomerang provision (see Setup video for more information).
The video starts by creating a Service Activity for one contact, this kicks off a workflow process that waits until some hours before the appointment start time and sends an SMS reminder to a customer. This reminder SMS asks the customer to reply with an SMS to confirm or cancel his attendance. The workflows waits for his response, and when a response SMS is received the text is evaluated to determine whether to cancel the Service Activity.

Video: Dynamics CRM for Boomerang Service Activity example

Developer Documentation

We have included on the release a PDF file describing the components of the code as well as a help file with MSDN alike documentation. You can download it from the files included on the latest release.

You can also use the Discussions to ask questions and propose any enhancements.

Installation & Requirements

Updated Wiki: Home

amoedo — Thu, 02 Jul 2009 10:14:31 GMT

Project Description

This project provides a sms sending and receiving solution for Microsoft Dynamics CRM 4.0 by using the Boomerang SMS API.

The project consists of an SMS Router Service plus all the customisations required to get it working on any Microsoft Dynamics CRM Deployment.

Subscribe to the Releases RSS feedto keep up to date with the latest version of Dynamics CRM for Boomerang

Highlights

Multi Organisation Support and Deployment support: This solutions works in similar way to the CRM Email router, so one computer running this solution can support many organisations in different deployments (CRM Servers).

Active Directory and IFD authentication modes support: Dynamics CRM for Boomerang supports connection to Dynamics CRM Organisations either through Active Directory or IFD (Hosted CRM) modes.

Minimal customisations to your CRM: Dynamics CRM for Boomerang only requires one custom entity called SMS to manage the inbound and outbound SMS. This entity is safely and automatically deployed by the setup.

Workflow Examples: Dynamics CRM for Boomerang can optionally deploy some Workflow rules examples to help you get the most out of this solution.

Solution Components

Documentation & Videos

Installation & Requirements

Created Issue: Responses being received multiple times.

amoedo — Thu, 02 Jul 2009 09:52:03 GMT

Source code checked in, #23536

amoedo — Thu, 02 Jul 2009 09:43:55 GMT

Critical BUG Correction on Marking Responses as Read.

Created Release: Dynamics CRM for Boomerang 1.1 (Jun 24, 2009)

tanere — Wed, 24 Jun 2009 16:44:45 GMT

Boomerang for Dynamics CRM 1.1 Stable

Notes

Updated the API to use the Web Service URL.
First stable release of Dynamics CRM for Boomerang SMS solution.

Setup

The Dynamics CRM for Boomerang SMS solutions is composed of two main parts:

Management Application: Allows to provision the CRM customisations on a Dynamics CRM v4.0 organisation and configure the connections to be used by the Boomerang Service.
Boomerang Service: Windows Service responsible for sending out the pending SMS from the configured entities, and to retrieve the responses sent by customers to store them into the associated CRM organisation.

Released: Dynamics CRM for Boomerang 1.1 (Jun 24, 2009)

Wed, 24 Jun 2009 16:44:45 GMT

Boomerang for Dynamics CRM 1.1 Stable

Management Application: Allows to provision the CRM customisations on a Dynamics CRM v4.0 organisation and configure the connections to be used by the Boomerang Service.
Boomerang Service: Windows Service responsible for sending out the pending SMS from the configured entities, and to retrieve the responses sent by customers to store them into the associated CRM organisation.

Source code checked in, #22950

tanere — Wed, 24 Jun 2009 16:28:13 GMT