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Validity coupons with remaining validity display
Project duration: 11 months
Brief description
As part of this project, the management and transparency of expiration-based coupons and campaigns within the CRM system were enhanced. The goal was to better map marketing and sales activities and provide a transparent overview of the status and usage of coupons. To achieve this, an existing interface was functionally extended to support so-called expiration-based coupons. This allows information on coupon billing history and the remaining validity period of coupons to be centrally displayed and tracked within the CRM system. As a result, sales and customer service employees gain a better overview of active campaigns and the current status of the associated coupons. Furthermore, the display of the remaining validity period of coupons was integrated into the corresponding processes and tickets, making relevant information directly available within the context of customer interactions.
Supplement
The technical implementation involved extending an existing REST API based on the .NET Framework 4.7.1 and developing a .NET Core 8 console application to process and provide the relevant data. The solution was integrated into the Microsoft Dynamics 365 Sales CRM system, thus supporting the efficient management and tracking of campaign-related coupon promotions.
Subject description
As part of this project, the management of expiration-based coupons in connection with marketing and sales campaigns was enhanced. The goal was to enable transparent tracking of coupons throughout their entire lifecycle and to provide sales and customer service staff with a better overview of active campaigns and their status. The solution allows for the management of coupons with defined expiration dates and displays the remaining validity period directly within the context of customer-related processes and tickets. This enables employees to see at any time how long a coupon is still valid and in what context it was used within a campaign. In addition, the display of the coupon billing history was integrated, ensuring that the use and redemption of coupons is transparently documented. This facilitates both the handling of customer inquiries and the evaluation and management of marketing activities.
IT project data
- Industries traffic / transport / logistics
- Specialist tasks campaign management, canvassing, Customer Relationship Management (CRM), customer segmentation
- DP tasks standard software expansion
- System environments Cloud Computing, standard software: CRM systems
- Procedure model agile software development
- Development and test tool .NET Core
- Standard software and BI Microsoft Dynamics 365, Microsoft Dynamics 365 Sales, Microsoft Dynamics CRM
- Middleware and frameworks RESTful Webservices
Project period10.01.2025 - 28.11.2025
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