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Looking for customize CRM RRS feed

  • Question

  • Dear All,

    I have different concerns in CRM, I hope I got the positive reply from the community

    1) We are using CRM 2015 with SharePoint 2013 as document management. I need to know how can I lock the documents once opportunity will close. For example: If any sales person upload the document after closing it he will not do any change in the uploaded document.

    2) How can I hide the "Open Share Point" under CRM Document tabs > Document Location

    3) How can I add the File Control (Like Textbox control etc) under CRM form editing option (not with the SharePoint)

    4) How to add the workflow under the Opportunity Business flow process 
    Like unless until the document has been uploaded the next stage will not accessible

     5) I need to do customization how can I do it in Form Editor, JS and Visual studio please provide any step by step guide

    I hope I will get positive reply from your side

    Regards


    RB

    Wednesday, February 11, 2015 12:13 PM