Proposal and Contract functionality that works with Dynamics 2011 and Dynamics 365 and Salesforce

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Hi Team,
our company decided to migrate from Dynamics 2011 to Dynamics 365 with sales staff only. Colleges form Business Operation will continue to work on Dynamics 2011. Dynamics 365 is put on top of Dynamics 2011 to ensure a proper interface.
My plan is to implement a tool that guides user though the creation of a proposal in a structured way. If a prospect has agreed on the proposal I would like the user to create a contract out of that with the same details as in the proposal. I want to avoid that people need to submit content in a system that is already available.

Is there any multilingual tool in the market that supports the usage of Dynamics 2011 and 365? In best case it should work with saleforce.com as well as other departments toke the decision to work with SF.

Thanks in advance

Joern

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Radu Chiribelea 6,667 on at

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Hi Joern,

For this purpose, maybe you could consider the Business Process Flows : docs.microsoft.com/.../business-process-flows-overview

This is a visual process that guides the user through the steps needed to follow through the life cycle of a record.

With regards to the contract that inherits the details of the proposal, you could explore following options

1. create a 1 Proposal to N Contract relationship and use the mappings to get the field values from the proposal, when creating a new contract. Here is a description on how it works: msdn.microsoft.com/.../gg334512.aspx

- with this approach you will have to keep in mind some implementation details:

a. in order for the mappings to work the contract needs to be created from the context of the proposal record

b. if it isn't business required, you will need to implement some logic to restrict the creation of more than one contract record under the same proposal

2. Create a look-up on the contract and when creating the contract have some logic (javascript client side / plug-in server side ) that copies the data from the proposal on create

Hope you find this useful.

Regards,

Radu

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