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.
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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.
Is it possible to upload attachments/files in the activity mobile forms (tasks, appointments etc) in Dynamics CRM?
Update:
The app in question is old version of Dynamics 365 for mobile app, which is retired now and modern UCI mobile app has better functionality.
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You have to first create the activity record (task/appointment) before attaching files in Notes or attachment section, since they are child records and can be associated to parent activity record once the parent is created.
In other words, quick create or OOB create forms cannot furnish your requirement.
Alternately, you have to develop a custom HTML form where you can collect all the information and files, and then creating CRM records (both parent and child) on your own using CRM web api deep insert at one shot.
Read my SO answer
This is how UCI mobile App Notes section will look like:
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.
I have an assignment which manages some custom entities of dynamics365 sales application. Is it possible to create a separate web application which resides in dynamics365 sales portal?
The web portal will have 5 to 6 menus and various forms with edit update delete, paging, sorting, searching. All the operations will be done in custom entities of the dynamics365.
Too broad. Possible.
for web application - Need to do custom development using metadata messages in SDK. Can host it separately.
https://msdn.microsoft.com/en-us/library/gg509014.aspx
Inside crm portal - this is not a typical requirement inside portal solution, so am doubtful. But still Asp.net page template is not available like adx in 365 yet.
https://readyxrmblog.wordpress.com/2017/03/14/liquid-markup-in-dynamics-365-portals-part-1-hello-world/
Other possibilities:
If we want to go with custom code inside webform: similar discussion
My wild guess - May be you can go with navigation link for your web app from portal.
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.