Dialogs multiple relationships RRS feed

  • Question

  • Hello

    I'm currently trying to use a dialog that creates an opportunity and collects preferences (entity) regarding the product that the potential customer is interested in purchasing, values such as make, model, area, budget.

    Based on these preferences the system then needs to search and relate appropriate product(s) (single entity type) to the opportunity.

    I'd hoped that the "query CRM data" step could used to search for products and then allow the relationship (many to many) to be created between product and opportunity.

    A prompt and response step with an Option Set (picklist) only allows the user to select a single product returned by the query and it doesn't seem possible to create the relationship between the opportunity and product.

    If any one has done anything similar using dialogs or using any other method I'd be very gratefully if you could point me in the right direction.

    If you have any questions please let me know.

    Thank you.


    Friday, June 27, 2014 7:16 AM