- Patent Title: Integrating a web-based CRM system with a PIM client application
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Application No.: US15164043Application Date: 2016-05-25
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Publication No.: US10223698B2Publication Date: 2019-03-05
- Inventor: Wayne Carlyle Walsh Parker, III , Michael J. McCormack , Tobin James Zerba , Praveen Upadhyay , Nicholas James Thomson , Sharad Bajaj
- Applicant: Microsoft Technology Licensing, LLC
- Applicant Address: US WA Redmond
- Assignee: Microsoft Technology Licensing, LLC
- Current Assignee: Microsoft Technology Licensing, LLC
- Current Assignee Address: US WA Redmond
- Agency: Workman Nydegger
- Main IPC: G06F17/00
- IPC: G06F17/00 ; G06Q30/00 ; G06Q10/10 ; G06Q30/02 ; G06F3/0481 ; G06F9/451

Abstract:
A customer relationship management (CRM) system utilizes a form definition, user interface (UI) definitions, and UI code to generate Web pages for interacting with CRM data. A CRM plug-in is configured to execute in conjunction with a personal information manager (PIM) client application and to utilize the same form definition, UI definitions, and UI code utilized by the CRM system to generate the Web-based CRM interface. The UI definitions are utilized to present UI controls for performing CRM-related functionality in the context of a UI generated by the PIM client application. The UI code utilized by the CRM system to implement Web-based UI controls can be utilized to implement the UI controls in the context of the PIM client application. The form definition utilized by the CRM system might be utilized to display CRM fields in the UI presented by the PIM client application.
Public/Granted literature
- US20160371700A1 Integrating a Web-based CRM System with a PIM Client Application Public/Granted day:2016-12-22
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