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different account profile for CRM 2011

Question
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Hi, I need to create different profiles depending upon the type of customer. So I have created say Customer, Partner, Vendor profile. ie. I created a custom forms.
Customer Type --> default information Form
Vendor Type --> Vendor Form
Partner Type --> Partner Form
so when a user create a new Account, they can choose one of the forms, say Vendor Information and he can fill in the vendor information. Is it possible to assign default value for relationship Type field - for each of these form?
ie. for Vendor Information form, the default value for the relationship should be "Vendor". I would also make it read-only. I have set dependent picklist value based on relationship Type field.
Is it possible to access different Account Forms from Site Map. By default, we can see Companies and Contacts under the Workplace or Sales.
Instead of companies, is it possible to display like this -
Custom ---> this will show the customer form
Partner --> this will bring up the partner screen. (in stead of default account screen).
Vendor
Contact --
Wednesday, July 18, 2012 7:16 PM
Answers
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Hi
I can point you to a direction.
- first you need to get the id of the form
you can do that by opening the form in customization mode and have a look at the address bar. You are press f12 to see the address bar if it is not visible.
- Now customize the site map. it can be done using a tool like http://blogs.msdn.com/b/crm/archive/2012/02/06/microsoft-dynamics-crm-sitemap-editor-walkthrough.aspx
- Now in the url section you need to add the url with the form id
https://crm5org01a03.crm5.dynamics.com/main.aspx?etc=1&extraqs=formId%3dB053A39A-041A-4356-ACEF-DDF00182762B&pagetype=entityrecord
etc=1 mean account. it is a entitytype code. you can simply type account if you want.
Also have a look at addressable form
http://msdn.microsoft.com/en-us/library/gg328483.aspx
If you find this post helpful then please "Vote as Helpful" and "Mark As Answer". Amreek Singh Senior CRM Consultant CDC Praxa Sydney, Australia http://mscrmshop.blogspot.com http://crm2011usersettings.codeplex.com
- Proposed as answer by Amreek Singh Thursday, July 19, 2012 12:50 AM
- Marked as answer by CRM elite Friday, July 20, 2012 12:59 PM
- Edited by Amreek Singh Saturday, July 21, 2012 8:05 AM
Thursday, July 19, 2012 12:49 AM
All replies
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Hi
I can point you to a direction.
- first you need to get the id of the form
you can do that by opening the form in customization mode and have a look at the address bar. You are press f12 to see the address bar if it is not visible.
- Now customize the site map. it can be done using a tool like http://blogs.msdn.com/b/crm/archive/2012/02/06/microsoft-dynamics-crm-sitemap-editor-walkthrough.aspx
- Now in the url section you need to add the url with the form id
https://crm5org01a03.crm5.dynamics.com/main.aspx?etc=1&extraqs=formId%3dB053A39A-041A-4356-ACEF-DDF00182762B&pagetype=entityrecord
etc=1 mean account. it is a entitytype code. you can simply type account if you want.
Also have a look at addressable form
http://msdn.microsoft.com/en-us/library/gg328483.aspx
If you find this post helpful then please "Vote as Helpful" and "Mark As Answer". Amreek Singh Senior CRM Consultant CDC Praxa Sydney, Australia http://mscrmshop.blogspot.com http://crm2011usersettings.codeplex.com
- Proposed as answer by Amreek Singh Thursday, July 19, 2012 12:50 AM
- Marked as answer by CRM elite Friday, July 20, 2012 12:59 PM
- Edited by Amreek Singh Saturday, July 21, 2012 8:05 AM
Thursday, July 19, 2012 12:49 AM -
thanks Amreek. this is helpful. Let me try thisThursday, July 19, 2012 1:45 PM