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Word add-in connected to RayNet CRM

A Microsoft Word add-in for inserting images from RayNet CRM

AI-generated illustrative visualization, project under NDA

AI visualization, not a real screenshot

About the project

The client runs trade fairs and keeps all customer records in RayNet CRM. Manually looking up a customer and inserting their images into fair materials in Word was slow and error-prone. I built a Word add-in with an intuitive interface that identifies the current customer with a single click and pulls their images from RayNet CRM into pre-defined spots in the document template. The client is bound by an NDA, so this case study includes no screenshots or identifying details.

Project information

Client
Trade fair organizer (under NDA)
Platform
Desktop application
Status
Completed
Development time
5 weeks
Year
2023

Technologies used

Check out the stack I used for this project

Frontend
Office.jsReactTypeScript
Backend
C#.NETRayNet CRM API

Key features

One-click customer identification

Automatic insertion of images from RayNet CRM into the template

Insertion into pre-defined spots in the document

Intuitive interface right inside Microsoft Word

Challenges

  1. 01

    Working with the Word object model and document templates

  2. 02

    Reliable connection to the RayNet CRM API

  3. 03

    Simple enough for users without a technical background

  4. 04

    Precise placement of images across different template types

Solutions

  1. 01

    A Word add-in with its own toolbar panel

  2. 02

    Connection to RayNet CRM through its API

  3. 03

    Markers in the template defining the exact position for each image

  4. 04

    A simple one-button interface for the whole process

Results

  • Fair materials come together an order of magnitude faster

  • No more manually searching for and copying customer images

  • Fewer errors when preparing fair materials

  • Staff don't need to know RayNet CRM to prepare materials

Development timeline

From analysis to deployment - how the project evolved

  1. 1 week

    Analysis and design

    Mapping the materials-preparation process, designing templates and the API connection

  2. 3 weeks

    Add-in development

    Word add-in, RayNet CRM connection, inserting images into the template

  3. 1 week

    Testing and rollout

    Testing with real templates, rollout to users

Have a similar project?

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