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Hi,
I have done some low level dynamics admin for a while now. But now I want to create some custom stuff.
I'm just wondering if what I'm thinking is possible and how to start approaching it.
I know how to edit existing forms, create new fields, etc.
But what I would like to do is create a new Entity.
Today we mostly use Opportunities and it works, we track our opportunities and then if we sell them or lose we close out the opportunity.
We sell services though, not products.
What I would like to do is when an Opportunity is closed as won I would like a new entity called "Engagement" to be created based on that opportunity. So some of the same fields would be used but also a number of new fields specific to the service solution. This would be maintained during the life of the engagement but then used as an archive of sorts after the engagement is over.
I have created a new entity called "Engagement" but I don't see how I can get some of the same fields from the opportunity (seems like I can only create new ones) and I'm not exactly sure how to link them, 1 opportunity to 1 engagement. Additionally some customers would have more than one opportunity and thus more than one engagement potentially. So I need to figure out how to do all that.
Any advice or guidance would be great.
Thanks,
Terry
Hi Terry,
If you have got the answer to your questions with the help of any above suggestions, please close the thread by marking the verified answer.
Thanks guys,
So I ended up recreating the fields I want then I have a workflow that runs when opportunity is marked as won that automatically created the engagement and inserts the values from the opportunity into the fields I need. This is working perfectly.
Thanks,
Terry
Hi Terry,
In addition to Ravi's answer-
What I understand you need to reuse Opportunity field in the Engagement entity? There is no field re-usability functionality in Dynamics CRM , what you can do you can create same field in the Engagement entity and relate the entity with Opportunity , in the relationship you can do the field mapping which you want.
blog.fullscope.com/save-time-entering-data-into-crm-by-mapping-fields-between-records
You can also create quick view form in the opportunity to populate opportunity data to Engagement entity. You don't need to create any field in the Engagement entity in that case.
www.websan.com/.../720-create-d365-quick-view-forms-in-3-easy-steps
Another option would be accessing data using WebAPI and populate in the Engagement field using Javascript .
Hi Terry,
You cannot reuse the field from one entity to another however you can create a new field with the same data type on the other entity. For example, you cannot reuse the Customer field from opportunity but you can create a new field on your engagement entity of type Customer.
Once you have same fields (i.e. fields with the same data type) on both the entity, you can then create a real time workflow which will create the engamenet entity record and copy the field values from opportunity. This should be straight forward.
You can refer below links on workflow:
crmbook.powerobjects.com/.../workflows
Hope this helps.
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