Here's the situation (fictionalized, but it's essentially what we need to do):
We always ask our clients all the fruit they've ever tried, and whether they liked the fruit, can't recall, or didn't like it. Then we'll send them some fruit that we hope they'll like based on their responses (first we'd send something they said they liked, but if that's not an option then we'd decide to send them a fruit they haven't tried, or if one of the "can't recalls" was leaning towards they liked it, we might send them that fruit).
We'd like to automate this process in Dynamics. First, we'll need to store all the data about the fruits they've tried. Then, I think we'll need to use a custom workflow or plugin to query the old information and then create a list of "recommended fruits."
Here are my thoughts so far:
0)Create an "All fruits" entity which lists all known fruits
1)Create a "Past Fruit" entity, and then create a single record for each past fruit and whether they liked it or not (look up fields to contact and all fruits entities)
2) Create a "Fruit Recommendations" entity
3) Create a plugin that runs off a ribbon button in the Contact entity. Whenever the button is pressed, the plugin will create a new record in the Fruit Recommendations entity for that contact.
4) The plug in looks at all past fruit associated with the client, and map over all fruits that were liked onto a single record in the Fruit Recommendations entity. Also, the plugin will look into the "all fruits" entity to generate additional recommendations, or the main recommendations if the contact hadn't tried fruit or found one they liked.
Any thoughts or insights on a better way to do this? Any thoughts or comments would be greatly appreciated.
