Tuesday, July 31, 2012 4:52 AM
I'm customising my office CRM. I would like to customise an entity form like the diagram given below. I want to generate a quote using a template and it has to be generated by click of a button in the form.
My question is
1. How can i add a button in the form and ask it to perform quote generation function.
2. Is it possible for me to use existing office template for quote generation on CRM.
It would be very useful if you give the solution. Thanks in advance.
Tuesday, July 31, 2012 5:10 AM
If i go through your scenario , you would like to add button on form and then to Calculate your quote generation function.
Create a java script to perform quote generation function. and then call that function inside a button on your form...
To add a Button on your Form Use CRM 2011 Visual Ribbon Editor..
refer Bellow Link ...
- Edited by Parthiban.T Tuesday, July 31, 2012 5:10 AM
Tuesday, July 31, 2012 6:13 AM
Thank you Pathiban for your reply.
Tuesday, July 31, 2012 6:37 AM
Quote Generation works on Default Dialogue Process .. we cant edit System process .
But if you want to perform several action We have to work with web page dialogue.
we can create a web page Dialogue and we can make our customization according to your scenario ,
Refer Bellow Sample link for Java Script @ Calling a Dialogue On a Ribbon Button ...