Customizing CRM 2011

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שבת 24 מרץ 2012 11:12

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Hi

i am working on customizing the case from on crm 2011 for a call center that wants to use this solution.can i use the html web resource to add a form into the case from and save the contents in the database so that once that case is recalled all the saved contents on the form are retrieved. Also how accessible will the contents on the form be to other crm entities and views. i.e can i see the contents when i want to run reports and charts etc.

please help urgently needed

System integrator
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שבת 24 מרץ 2012 18:23

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Hi, from what I understand, you want to customize the case from to save all date into the database, and be able to retreive this data when you open the case.
To do so, you don't need to use web resource. Just customize the form by adding elements on the form (fields, tabs, ect.).

You can also access the content of cases from reports (use the report wizard available in Dynamics CRM to create record that retreive data from cases).

Good luck.
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יום שני 26 מרץ 2012 07:07

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hi danikahil

Thanks for your response but the case form attributes alone will not provide me the functionality i need and i can achive this with a custom HTML Form.But i dont think the contents of the form will be saved to the database.also can i create crm form fields on the fly based on the input of the user.for example if the user chooses a perticular option from an option set, a new text field will be created.

Thanks
System integrator
- הוצע כתשובה על-ידי danikahil יום שני 26 מרץ 2012 08:29
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יום שני 26 מרץ 2012 07:54

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Hi

I will suggest best approach is: You create all the attributes on Case entity. You can add 1:N or N:1 relationship to add custom relationships with other entities.

Depending on the user input, you can hide or show attributes on the form. This is more easy and structured way to handle information.
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יום שני 26 מרץ 2012 08:37

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Hi youngceaser,

Suggestion of CRMdevlpr is correct, however, if it really doesn't solve your problem then you can use a HTML form placed in the Case Form using iFrame.

Then you have 2 choices:
1. You can save the data from your HTML Form in a sepparate database so that you can access it later. (you can link the HTML Form data with the Case Form data with a CaseID).
2. You can access and retreive all the data of the HTML Form from the Case Form using Javascript to save those data in the CRM Case Attributes.

Good luck,
Dani
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