Creating Opportunity,Quote for Limited CAL users throguh API


  • I have a scenario where user is having Limited CAL. i.e. cannot create Opportunity, Quote, Order from CRM web client.

    I want to provide the ability to create Opportunity through API.

    Is there any solution like collect the required data from HTML/Silver light UI and have a plug-in to create the opportunity record by executing plug-in in context of Full CAL user?

    Please suggest the various approaches.



    sábado, 25 de fevereiro de 2012 09:15

Todas as Respostas

  • This won´t work with a limited CAL through API. But why not work with Acitivity Feeds for example. You can create AFs for accounts and contacts. Use a process to transform one of these posts to create an opportunity for a customer. As owner you should use a user with full access CAL (e.g. inside sales user).

    Carsten Groth Microsoft Certified Technology Specialist

    sábado, 25 de fevereiro de 2012 09:27
  • A user with Limited CAL is not allowed to deal with the "sales" records such as Opportunities and Quotes, through any means.

    They can create and update Accounts, Contacts, Cases, Leads, and Activities via CRM clients or API, and can create and update any custom entities as well, but only via API.

    For users to "interact with" CRM data of these types in any way, they need a full licence

    Hope this helps. Adam Vero, MCT

    sábado, 25 de fevereiro de 2012 12:35
  • @Carsten That's  a pretty grey area - they create an activity feed post which in turn triggers the creation of an opportunity. Net effect, the user caused the creation of the Opp, so I would be very careful here. It is perfectly OK for them to read opportunities and follow them or post activity feed updates to them.

    Also, since they won't be allowed to update the opportunity it does seem a very limited scenario. If it is even kosher to cause the creation of the record as you describe, they can't update it, so they can't really use it. Likewise quotes, orders, etc - all off limits.

    The whole point of limited user CALs being less expensive is that they cannot do everything in the main areas of S&M which is the core of many implementations but for some customers, especially in very bespoke xRM situations they don't need [all] their users to be able to use all the lovely built-in functionality around these entities. So they have the option to not use all these features and basically roll their own solution, at a reduced price for the CALs.

    Hope this helps. Adam Vero, MCT

    sábado, 25 de fevereiro de 2012 12:43