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    We are upgrading to 2015 and I want to be able to view the products and the product properties selected on the proposal form via a web resource; sort of a snap shot of everything selected without having to open line by line. How does one go about that?
    Friday, May 22, 2015 2:08 PM

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    Yes, you can do this.  The web resource can take the ID of the current record, and you would then do a query or queries to the REST service for related records and properties.  Start with some sample code of how to build a REST query, I would recommend that you use this tool...it will save you a TON of time.

    https://crmrestbuilder.codeplex.com/ 

    Then look at how to pass information to your web resource

    https://msdn.microsoft.com/en-us/library/gg328034.aspx

    From there you will have to build a HTML table with your results to display on the form.

    Good luck!


    Friday, May 22, 2015 3:28 PM