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I am looking at the possibility of implementing a services calendar in CRM for staff who make their bookings for fleet vehicles via a web form. They do not have access to CRM and so they must be able to fill out a web form (when they take a vehicle out and when they return the vehicle) which will -
a) show their vehicle booking on the services calendar
b) give them an error if the vehicle has already been booked out
I understand quite a bit of work would have to go into the development of this. I would love to be pointed in the right direction regarding the feasibility of adding services to the service calendar via a web form. Any help or advice is greatly appreciated.
This is a pretty complex task. If you find a third-party service or add-on, it may be a better solution. it will be hard to find one that will do exactly what you want but you may consider change a few requirements to see if there is something out there that do the job for you without coding.
If not, you will need to create a portal. a portal for Customers is simpler because you don't need to impersonate the current user. you just create one CRM user called CRM_Portal_user to write to CRM and give CRM_Portal_user a role to access only the entity it need to update.
Calendar code can be really complex. try to avoid visual features and provide the user a date selection. The calendar control that comes with ASP.NET is a bit limited. it pay looking for a good open source or preferably a third-party calendar component.
few links to check
Why I am thinking this should not be overly complex - I am sure missing something
1. Provide services (Inbound) with a couple of operations - Get Available Fleet by calendar day.
2. Update fleet booked by calendar day.
3. Cancel/re-schedule the fleet reservation.
Ensure access to the services is given to the right users.
User Interface can have its logic to show the info /provide the right access.
It will be simpler if you avoid using a calendar control to display available dates. It is not too complicated for someone that has done asp.net/MVC and knows the CRM SDK. but my tip is keep it simple
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