In this blog, we will discuss the tool – Quick Search and Add Items developed by Intech System in Dynamic CRM.
The main purpose of this tool is to reduce complexity and longish standard procedure of adding the product, also it’s intention is to add a product dynamically based on the given criteria to search, so one can easily add the product from the displayed list.
It gives you a choice to select Entities and Attributes as per your requirement using “Configuration” and “Configuration Settings” entities as shown below:
As shown in the above screenshot there are drop downs to select the entity,
A user must select the Type of attribute which are: –
Based on the selected type user must select the attribute from the displayed dropdowns:
Also, a user must have to select fields as a “fields for view” which are necessary to create the line, this suggestion is also displayed in “Configuration” form as shown below,
Is Active (Two option set): – This field (In configuration settings) indicate that if it’s “Yes” then and only then this attribute is going to be used further,
This field (In configuration settings) indicate that if it’s “Yes” then and only then this attribute is going to be used further,
(In configuration) – If there were more than one records having the value of these fields as a “Yes” than it will consider the record which created recently.
For a reference, below screenshot of the configuration record for “Order” Entity is used to add product.
A product will be added in the “Product” section in respective form,
Now to search and add product click on button + Add Product, it will open a popup like shown below,
In the above screenshot, textboxes were created based on the “fields for filter” from the configuration entity.
If you’ve not entered any criteria than the following message will be popup “Please enter at least one criteria to search”.
An added product will be shown in the Product section with related data like below,
If you wish to opt for a tool/functionality for Dynamic CRM or Dynamic 365 which reduces your lengthy and tedious process of adding an item into product list, contact us at firstname.lastname@example.org
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