I require the same functionality in the Partner Portal as in Dynamics CRM. In Dynamics CRM, when a user close an Opportunity as Lost, a dialog appears to fill in the Description why the opportunity is lost. I need a similar Dialog on the Partner Portal when the Opportunity is Closes as Lost
Screenshot below is from the Dynamics CRM site:
We have to develop a custom form and mimic this functionality on our own, as this is CRM functionality, and not available in portals.
Similar discussion in Dynamics community forum:
When you close an opportunity within CRM, you only see the Opportunity
close dialog.
The opportunity close form is not used for any CRUD operation, it is
also tricky to pass opportunity id as it gets modified during the
process.
I'd recommend using a new custom form which updates the required
attributes of opportunity Entity and maybe use a Workflow to close the
opportunity on submit of this form.
Related
I am a novice Dynamics 365 CRM (online) administrator for a small business that offers Technical Support to our Customers. We want to transition from our old ticket system to Dynamics 365's Cases and I have been working to customize it for our needs. One area I am having difficulty with is Activities related to Cases I am following.
Using United Interface, is there a way I can display any Activities that other users have added to the Cases I am following?
Thank you
You might want to look into creating a Dashboard with a Timeline component.
And here's some additional info about the Timeline control:
https://learn.microsoft.com/en-us/dynamics365/customer-service/customer-service-hub-user-guide-timeline-overview
I would like to have inside a form, the Activity panel of a related record, in particular for being able to create and modify the appointments of a lead that is related to the current record. I haven't found an out-of-the-box possibility to do this (for example a quick view form), or an external addon. But I want to try to ask: is it possible, or I need to develop a web resource, if this is worth it?
I have a project that I'm working on and could use some help.
Basic idea is to create case in dynamics 365 CRM with data that customer submits trough form on my website. I did some research and found that i can use clickDimension or workflow. Butt this assignment is for my class and i need to do some coding. So my question would be where can i start or better what solution can I do with my code. Should I parse form submission to JSON and then pass it to CRM or just use CRM API and connect it with form. I'm open to any suggestions and if someone can help me and give me a few guidelines on what should I do. My coding knowledge is little limited so don't be hard on me if my first two solutions sounded stupid.
Thank you all :)
As mentioned your desired assignment is to do some coding,
I will do as follow
From submit on your website, Fire code (plugin,c#,java,python)
From your code, connect to Dynamics 365 (crm) webapi
Once you are connected you can easily create case in Dynmics 365 (crm)
If case creation is sucees or failure you can return
Dataverse API
Applicaiton user for Dynamics 365 webapi
Applicaiton user for Dynamics 365 webapi
Applicaiton user for Dynamics 365 webapi
If your website is WordPress based, you can use a plugin from AlexaCRM. Otherwise, if you can send an email from your website to CRM with required details, you can use the Email to Case functionality to automatically create case from emails.
I need to create a new Opportunity from the Dynamics CRM Partner Portal via a custom button. The company sells software with a server that holds license details from each customer. On the Customer page I have a link that links to a new page that shows the license details for the Customer (fetched from the License Server via REST). I now need to use this licence details and create a new Opportunity for the Customer via the Portal.
The above image is the OOB Customer entity form with an added link to view licence.
From the next image an Opportunity should be created with Opportunity Products as specified on the page. A01, A03 etc.
I am using MS Dynamics v8.2
Adding my 2 cents,
I think you cannot directly call Post calls as of now to CRM API.
Link stating same.
If you can tweak your process slightly a bit.
create a form or something and on save of record, fire workflow in crm which can be custom workflow and that custom workflow will take care of creating/updating opportunity with products.
Here is an article giving some Idea.
I want to use or get 2nd level related entity's data in Dynamics CRM 2013 workflow process but 2nd level related entity is not available
Best approach is to write a custom workflow activity to do this.
http://msdn.microsoft.com/en-gb/library/gg334455.aspx
If this is not something you can do, the alternative is to use a third party custom workflow activity that will give you what you need.
For example : http://workflowfieldlookup.codeplex.com/
Bear in mind that if you are using CRM online, some custom workflow activities may not work in the CRM online sandbox.