Dynamics CRM 2013 Calculation Fields & Custom Entity Rollup

We have a new instance on Dynamics CRM Online through Office 365. We have two objectives that need to be completed:

1. Rollup Activities - We created an Entity call Projects. We need the project activities (phone calls, to do's, appointments, custom activities) to rollup to the Account the project is related to (parent account). It is important that the activities show in the parent Account Social Pane (Activity Feed) within the activities tab of the feed, NOT with a "post" in the post tab.

2. Custom Field Calculations - We need fields that auto populate from calculations within the opportunity, quote and maybe order entities (unsure at this point). Our opportunities/quotes all utilize 3 products.

- Single Engagement

- 2nd Year

- 3rd Year

All our quotes show two options our customers can chose from. A single engagement option or a 3 year engagement option. We need to add two fields to the opportunity/quote. Single Engagement Fee and a 3 Year Engagement Fee.

The 3 Year Engagement fee is the average of all three products. ((Single engagement + 2nd year + 3rd year) / 3).

Time is very important and must be able to be completed within a few days of award.

Evner: Java, Javascript, MySQL, PHP, Software Arkitektur

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Om arbejdsgiveren:
( 0 bedømmelser ) Nepal

Projekt ID: #5990667

7 freelancere byder i gennemsnit $524 på dette job


Hello, Please start communication to discuss. You will be able to directly communicate with our technical expert. We have extensive experience and provide you full time CRM resources for a fraction of the costs Flere

$257 USD in 7 dage
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$692 USD in 10 dage
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$473 USD in 7 dage
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Dear Sir, We are having many development experience in Java and MySQL,You can see some example software project screen shots which we have done as ppt. I have uploaded them for you. We have experience in various techn Flere

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$666 USD in 5 dage
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$250 USD in 6 dage
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Hi, My Name is Subhani from JSON Consulting we are IT Consulting and Development firm located in India. Our Core area of experience in Development on Microsoft products like Dynamics CRM and SharePoint. Our expert pro Flere

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