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Dynamics 365 CommunityForums Customer experience | Sales, Customer Insights,... Leave request form in ...

Customer experience | Sales, Customer Insights,...

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Leave request form in Dynamic Crm and Approval

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Posted on by Shafdev

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Hello,

I have created simple form in Dynamic crm with few fields

First Name,Last Name , Vacation Start Date Vacation End Date, USer will come and fill out these fields, it is good until this point

from here i want have submit button, which submit to record to Manager , How can i create submit button on form?

Want to create separate security role for Manager who can view and Approve request , How can i create security role which can view and approve?

Please Help?

Thanks,

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Arun Vinoth 11,615 Moderator on at

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You can do this in many ways. This is a huge project & you need to learn CRM basics.

Search for Business process flow automation, Ribbon customizations, custom javascript rules, Status/status reason for managing record lifecycle & writing business logics in javascript/plugin/custom action and Security can be implemented by Teams, Manager hierarchy, BU + Security roles, owner/submitter/approver logic from user lookup - Dashboard/views for taking actions.

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