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.
Related
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.
Context: this is for an ISV that sells extended Lead information. we have created web resources ( HTML , javascript) etc that will fetch the data from our REST API and render it in our HTML. I want to put a tab on the lead details page to render this data. Our mangaged solution was working for the class "web" interface version but now our users prefer to use the Sales Hub app.
My understanding is that the sales hub app is itself a managed solution. So I am wondering if it is possible to customize the pages on this app.
when I had posted this question , I did not know much about dynamics 365. after some trial and error, I have found that when a custom solution includes a entity form .e.g contacts form and has customization for the form, that customization will appear in the sales hub app.
Is it possible to create a new site map in Dynamics CRM? Alternatively do you have to update an existing site map to add additional navigation nodes?
In versions before Dynamics 365 it was not possible to create a new sitemap (or have multiple sitemaps per one organization of CRM) - you would have to modify existing sitemap byt editing XML schema or using some tool like XrmToolBox.
This is possible now in Dynamics 365. You simply create your App (Customizations -> Customize The System -> Choose Apps on the left and add New). Now, once you give your app a name, you can specify unique SiteMap (and edit it using built in SiteMap editor) for this App, entities that can be visible for this App etc. so basically you can create a separate CRM experience for Sales users and Service users, for example.
how can I create a workflow in Dynamics CRM Online that creates the envelope, add the recipients and then show the DocuSign web resource so the user can choose the document to use in the envelope and apply any available templates, and then click send?
I am sure it will need to be a custom workflow, not 100% sure how to show the DocuSign frame after the envelope creation. Can I use the existing web resource available after the DS solution installation, or would I need to create my own?
See the DocuSign for Microsoft Dynamics guide here
See DocuSign Custom Activities on page 21.
I'm new to Magento platform & I want to build a customized customer registration page for a company through which employees of that particular company only can register in my online store with their company email.
So far I'm able to add the custom fields on the registration page by doing some addition in Magento core files. Instead of playing with core files I want to do this by overriding the base classes of Magento. Can someone tell me how can I do this & how can I validate my customer email in a registration page?
Example: I have created an online store for a company called "abc" & the employees of the company can only register to my online store with their company email. Say john is an employee of company "abc" & his company/professional email is "john#abc.com". Here john can only register to my store with the help of his professional email.
How can i do this?
I'm using a 1.5.1.0 version of Magento.
There is a detailed tutorial regarding this please visit
http://www.magentocommerce.com/wiki/5_-_modules_and_development/customers_and_accounts/registration_fields
This will help you almost in every specific need you asked above. If still got question just ask again :)