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.
7 freelancere byder i gennemsnit $524 på dette job
hi we could do it perfectly with accuracy, please let us know if you want any clarification. if you want us to share our skill and previous work please initiate the chat..