Friday, August 15, 2008

Integration with LaserApp

LaserApp is an application that assists in filling out forms. Typically these are forms that need information from a given person and he/she needs to sign the document. LaserApp helps save time by taking saved contact information and pushing it into their large repository of legal, financial, and other forms. Since LaserApp is keeping track of contacts and then pushing it's own contact data into the form wouldn't it be nice if you could use your CRM system to feed the forms provided by LaserApp.

We have bridged this gap at Dynamic Methods and will be participating in the LaserApp conference this upcoming week.


Basically from a high level standpoint, a button gets added to your contact form (or whatever form you would like) and when you press it, you are asked what form(s) you would like to push data to, click submit and you are then the system opens the new LaserApp file that gets created. Opening the file opens the LaserApp client which in turn loads the specified forms with the appropriate data.


Here are some screenshots:



David Fronk
Dynamic Methods Inc.

2 comments:

Regan said...

sounds interesting but would like to be able to see the screenshots... they're a bit small :-)

Dynamic Methods said...

Regan,

Sorry for the size of the screenshots. Here's a link to a PowerPoint presentation we used at the LaserApp conference last week. It should hopefully give you all of the information you need.

http://www.dynamicmethods.net/documents/MicrosoftCRM_LaserAppInt_DynamicMethods_short.zip

David Fronk
Dynamic Methods Inc.

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