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CRM Form Customisation

הצעה לתשובה CRM Form Customisation

  • terça-feira, 8 de maio de 2012 11:46
     
     
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    We run a computer repair shop that has extensive IT retail facilities. We would like to customise our CRM 4.0 solution to permit the booking in of computer repairs. However unlike Sharepoint Designer we cannot a comparative Designer facility for CRM 4.0. Does such a thing exist that would allow us to easily and visually customise the service forms for our purposes?
     

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  • terça-feira, 8 de maio de 2012 12:28
     
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    CRM does have a form designer but this only allows you to add/move on the form. CRM does not have anything like the sharepoint designer to change the appearance of the form. If moving the fields is sufficient then you can use the CRM 4 forms otherwise you will have to create your own form in Visual Studio for example using aspx, this does support a full visual editor. But in this case you will have to create the integration between your form and CRM.

    Microsoft has published several solution accelerators which contain a set of functionality. You may want to have a look at the eService accelerator (for CRM 4.0) or the customer portal solution (crm 2011 http://pinpoint.microsoft.com/en-us/applications/customer-portal-for-microsoft-dynamics-crm-2011-12884910826 )

    Patrick Verbeeten
    www.patrickverbeeten.com
    www.wavextend.com

    • Sugerido como Resposta RuneDaub terça-feira, 8 de maio de 2012 12:31
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  • quarta-feira, 9 de maio de 2012 11:45
     
     
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    We have also been developing a custom Microsoft Access dBase to handle Computer Repairs (Booking, Diagnostics, Repair and Pick Up). Is it possible to import the custom forms created originally in Microsoft Access into Dynamics CRM 4 as a series of Custom Entities that link directly into the Contact Details parts of the CRM?

    Would this work instead?

    If, however, these forms were instead replicated using VisualStudio as *.aspx how would we then integrate them into DynamicsCRM 4 as a custom entity for access and integration?