Hello I'm new to Dynamics, and I'm interested if there is a way to add a custom fields inside Invoices entity. I have seen that there is a way to create a new entity inside Sales, but I need to еxpand the Invoices entity in particular since the other fields in there are useful for me.
Creating a New Invoice
Yes, you can add custom fields inside any standard or custom entity in a Dynamics 365 / Power Apps instance.
This is the documentation link to check https://learn.microsoft.com/en-us/powerapps/maker/data-platform/create-edit-fields
Related
I've been using Bigcommerce's csv import to create and update simple products with c# and headless browser control. This is a relatively easy method as I can include custom fields, category names, images, GPS information, and all of the other fields that the csv import allows. Even so, my long term goal will be to move to the API. So far it appears that the API is very limited. For instance, instead of just including a category name with the new product, you have to include a category ID. As far as I can see, that would mean that for every new product I would have to create the categories for the product, then retrieve the category(s) id with an API call and lastly create the product. It appears that this is just the beginning. It appears that many of the fields that are easily included in the csv now have to be created and then attached to the product. Am I missing something?
After creating custom product page in Blueprint and adding an option set with over 30 different options, I figured that the scss/js won't be applied to another product even if they use the same custom template, due to the fact that the only way to target each option is by using its ID. The template becomes no longer valid for another product, since the JS is targeting IDs that don't exist for the new product. Did the regular API call with the idea of copy/pasting product option ids from one product to another, but unfortunately the product option IDs are read-only. Any ideas ??? Thank you in advance.
I've implemented subscriptions through ReCharge where users can select products and these are saved as line item properties for that product. This was the only solution I could think of with my limited time using Shopify.
Per this question, it seems like line item properties are read-only after checkout. If this is truly the case, is there any solution that enables having modifiable subscriptions where users can re-select products for that subscription product that I can implement?
I'm using Shipstation for the shipping piece if this matters at all.
How can I implement modifiable products (which are subscriptions) in Shopify?
You can't. Well, technically you can but it is not easily done. Since you indicated that you're looking for official answers, I've contacted Shopify via email for you and I've been discussed this with Brad Leclerc, where he said:
That is indeed the case with line item properties being read-only after checkout, so it would need to be reconstructed for the new order. There's no super quick/easy to do that without some custom development to automate the process. If you end up wanting to do that, I'm sure a developer from http://experts.shopify.com could set something like that up.
You have two choices, either hire someone from experts.shopify.com to help or build your own marketing script from scratch.
Proof of email: http://i.imgur.com/OeM5gSm.png
I'd do this with meta fields on the customer.
meta fields can be used on the subscription product template to make it sensitive to the state of the customer's subscription (new or existing)
Use a order web hook to detect when a new subscription product has been purchased and then update the customer meta fields (e.g. subscription level and start and end dates).
use a periodic task in your supporting private app to:
prompt user before subscription becomes due to update their payment details or cancel the subscription
create and bill new orders for each subscription period
I am not familiar with Shopify, nor Revcharge, but according to the references, couldn't you simply customize the product page in shopify?
https://docs.shopify.com/manual/configuration/store-customization/page-specific/product-page/get-customization-information-for-products
According RevCharge, you should use a Shopify product template anyway..
http://recharge.helpscoutdocs.com/article/91-recharge-integration-guide
Im using dynamics CRM 2011.
I took a look at the entity called contact.
This entity has a fullname primary field that is automatically populated.
This field is not visible to the crm user when creating a new contact.
I was wondering how do I achieve the same with custom entities?
Do I use workflow to update the primary key field and hide the field from the crm users?
Thanks
That would be one (and the easiest) way to do it, stick a workflow on the create and update of the relevant fields - though users would have to wait a couple of minutes to see the change.
Other options could be a plugin if you want the field to be updated synchronously, or you could use JavaScript to show the field before the record is saved.
You could use the a AutoNumber Plugin here, there is one on CodePlex (I havent used it myself): http://crm2011autonumber.codeplex.com/
I tried to post this on the SDN forums (SAP forums) with very very very little help...seems like anytime I post an SAP topic no one can help :(. So I decided to post on stackoverflow and can only hope there must be some SAP CRM gurus on here...
Here was the origional link I posted on the SAP Forums, so maybe the little help I did get on the sap forums someone can follow along by clicking the link:
http://forums.sdn.sap.com/thread.jspa?threadID=1802454&start=0&tstart=0
And here is the description:
We are running SAP CRM 7.0. We are using the opportunity module as well as "Create Follow Up" (Sales Order / Quotation) so that you have a one to many relationship (1 opportunity may contain many sales orders). I have 2 custom fields inside the Sales Cycle (Quotation) module "Actual Sales Order Value" and "Current Points".
What I am trying to do is take these 2 custom fields and add them to the assignment block called "Linked Transactions" in the Opportunities module. But when I look at all the available fields for this assignment block these 2 custom fields are nt available.
I do not see any way of adding these 2 fields to this assignment block. The only thing I see is "Create NEw Field". But I do not want to create a new field I just want to reference 2 fields from the Sales Cycle module inside of this assignment block.
Does anyone knowif it is possible to add 2 custom created fields that are i the Sales cycle module to add them to the opportunities assignment block that is called linked transactions ?
Thanks,
Jon
I finally got this. I had to use the GENIL_MODEL_BROWSER to see the relationships between these components. The assignment block was the component BTDOCFLOW so I had to enhance this and the view and the context node.
Then in the folder attributes for this context node i had to add a new attribute (right click add). I used the GENIL_MODEL_BROWSER to start at the BTOrder relationship to get to BTOrderHeader to finally get to BTAdminH. I then referenced these fields and generated getter / setter methods. In the get method I had to change my code a bit to start at BTOrder component.
Reference this link for more information: http://forums.sdn.sap.com/thread.jspa?threadID=1875030&tstart=0