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Microsoft Dynamics CRM (Archived)

Modification of Fulfill Order form

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Dear community,

The original form to fulfill an order is not detailed enough for our needs and we want to add fields in it.

438303.Capture.PNG

However, we spent more than 2 hours yesterday looking everywhere in order to access the template.

Any hint would be appriecable.

Thanks in advance

Jerome

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  • Verified answer
    abhishek_255 Profile Picture
    1,614 on at

    Hi-

    You can't customize the default Fulfill Order form.

    You could accomplish the same through customization and custom code.

    A. Customize the order entity and add fields that you want to capture while fulfillment.

    B. Create a web resource (HTML)

    C. Customize the "Fulfill Order" command button and load the created web resource in window.

    D. HTML web resource will have text box(es) for the user input and two buttons to "fulfill" the order and "cancel" the operation.

    E. This Html's "fulfill" order button will have custom code that will save the user's input to order entity and then call the fulfill order action through web api or soap.

    msdn.microsoft.com/.../microsoft.crm.sdk.messages.fulfillsalesorderrequest.aspx

    Best Regards,

    Abhishek

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