Introduction | Create a CRM application with Radzen

In this tutorial you will learn how to create a complete application with Radzen. A running version of the app can be found here: https://crm.radzen.com/.

Specification

The application is a CRM (Customer Relationship Management) with the following features:

  • Support users of two roles - Sales Representative and Sales Manager.
  • Contact management - add, search and update contacts.
  • Opportunity management - create opportunities for existing contacts and change their status.
  • Task management - create and edit tasks (phone call, meeting etc.) associated with opportunities.
  • Display data-driven company performance metrics in a dashboard.

Requirements

To create the application you need:

  1. A working Radzen installation.
  2. A running Microsoft SQL Server instance (the free Express version will suffice).
  3. SQL Server Management Studio (or some other tool that supports database table design).
  4. Understanding of C# and Entity Framework core (to create the custom DB queries needed by the dashboard).

Implementation

The application relies on the following Radzen features:

Steps

The application is created in the following steps:

  1. Database Shows how to create the database, enable security and set up relationships.
  2. Customize security Allow the users to upload their picture and set their first and last name, assign page permissions.
  3. Customize CRUD pages Apply various visual customizations, implement contact search.
  4. Create dashboard Create a dashboard page that uses charts, data grids and cards to display some vital performance metrics. Query the database with custom code to get the required data.
  5. Finishing touches Customize the login screen, display the picture of the logged in user, customize the navigation menu.

If you are impatient you can check the final result in the Radzen Github repository.

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