Microsoft Technology Licensing, LLC

Tobin James Zerba

Michael J McCormack

Nicholas James Thomson

Praveen Upadhyay

Sharad Bajaj

Wayne Carlyle Walsh Parker, Iii

Richard Lee Dickinson

Nirav Yogesh Shah

Derik Bjorn Stenerson

Shashi Ranjan

Indrojit Deb

Bharath Swaminathan

Mesganaw Anteneh

Zhi Jun Zhao

Tong Gao

Dan Grunspan

Ehud Pardo

Jianjun Wang

Daniel Dallala

Hao Zhou

Elizabeth Rose Steinke

Monisha Rochlani

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.

Integrating a web-based CRM system with a PIM client application

A task-based sub-application surfaces only controls that are needed to perform a task, from a plurality of different forms in a parent application. A sub-application system runs the sub-application by executing navigation logic and maintaining a separate navigation stack, so that the user can perform a task without the computer system needing to surface entire forms where only a small subset of the controls on those forms are needed to perform the task.

Authoring and running task-based flows within a computing system

The present invention describes the scheduling requirements if a business to an automatic scheduling system in a way which allows efficient automatic scheduling of appointments for resources of the business. In one embodiment, the scheduling system schedules the resources based not only on total capacity, but based on how many appointments can be initiated at a given time.

Resource-based capacity scheduling system

Growing community of inventors

Seattle, WA, United States of America

Tobin James Zerba