Sales Order Customization

Hello.

I have a pretty complex need of a custom sales order screen. I intend
to develop a Web Application for Sales Order with a Single form to
enter Header as well as Products.
I can Add this Web Application to the ISV Tab and I can generate a CRM
Order from my WebApp using CRM SDK.

Couple of Questions:
1. When the User Clicks on the New Order Button or Picks up an existing
Order, Is there a way to Default the Tab to my Custom Tab instead of
the CRM Information Tab?

2. How can i remove mandatory field constraints like Price List in
Sales Order? Is it possible?

3. Is it Possible to Embed Pictures/Logos in CRM Emails? If not, any
Add-on which supports this?

Thanks,
Ruf

MattNC
Sat Mar 12 23:21:02 CST 2005

Well, questions 1 and 2 are beyond me. I'm not aware of any "supported" way
to do those two things. As for embedding pictures in emails, you can copy and
paste any image that is on the public internet into an email template in CRM.

Matt Wittemann
http://icu-mscrm.blogspot.com


"ruf" wrote:

> Hello.
>
> I have a pretty complex need of a custom sales order screen. I intend
> to develop a Web Application for Sales Order with a Single form to
> enter Header as well as Products.
> I can Add this Web Application to the ISV Tab and I can generate a CRM
> Order from my WebApp using CRM SDK.
>
> Couple of Questions:
> 1. When the User Clicks on the New Order Button or Picks up an existing
> Order, Is there a way to Default the Tab to my Custom Tab instead of
> the CRM Information Tab?
>
> 2. How can i remove mandatory field constraints like Price List in
> Sales Order? Is it possible?
>
> 3. Is it Possible to Embed Pictures/Logos in CRM Emails? If not, any
> Add-on which supports this?
>
> Thanks,
> Ruf
>
>

mchristl
Mon Mar 14 09:26:54 CST 2005

------=_NextPart_0001_574A053C
Content-Type: text/plain
Content-Transfer-Encoding: 7bit

Hi Ruf,

Thanks a lot for the post.

1. You might want to post this question in the Dev Newsgroup as they have
more experience with this.

2. You cannot remove mandatory fields in most cases. This is because some
of these fields are used to make calculations behind the scenes, so to
remove these would cause an error later.

3. Here is an article that explains how to add graphics to an email
template. I hope that this helps you out.

The following requirements must be met to include a graphic in a template:?
Microsoft CRM e-mail templates are Hypertext Markup Language-based and
browser-based. The graphic must be created in a standard file format so
that a standard Web browser can display the graphic.
? Graphics are not embedded or attached. A link that points to the actual
location of the graphic is put in the file.
? The graphic must be located on a Web site that the e-mail recipient can
access. For example, the graphic file cannot be located on a local file
system.
To add a graphic to an e-mail template: 1. On the Microsoft CRM home page,
click Settings, click Template Manager, and then click E-mail Templates.
2. On the Actions bar, click New E-mail Template.
3. Select a template type, and then click OK.
4. Complete the details of the e-mail template.
5. Use Microsoft Internet Explorer to open the Web page or the Web site
folder that contains the graphic. Typically, all graphics for a Web site
are located in one folder. Links to the graphics in this folder are then
put in the Web files.
6. Copy the graphic, and then paste the graphic into the e-mail template.
Although the graphic appears, only the link to the graphic has been put in
the e-mail template.
7. Save the e-mail template, and then test it by sending an e-mail message
that uses the e-mail template.

Mike Christl

This posting is provided "AS IS" with no warranties, and confers no rights.
You assume all risk for your use. © 2005 Microsoft Corporation. All rights
reserved.
------=_NextPart_0001_574A053C
Content-Type: text/x-rtf
Content-Transfer-Encoding: 7bit

{\rtf1\ansi\ansicpg1252\deff0\deflang1033{\fonttbl{\f0\fnil\fprq2\fcharset0 MS Sans Serif;}}
\viewkind4\uc1\pard\f0\fs20 Hi Ruf,
\par
\par Thanks a lot for the post.
\par
\par 1. You might want to post this question in the Dev Newsgroup as they have more experience with this.
\par
\par 2. You cannot remove mandatory fields in most cases. This is because some of these fields are used to make calculations behind the scenes, so to remove these would cause an error later.
\par
\par 3. Here is an article that explains how to add graphics to an email template. I hope that this helps you out.
\par
\par The following requirements must be met to include a graphic in a template:\bullet Microsoft CRM e-mail templates are Hypertext Markup Language-based and browser-based. The graphic must be created in a standard file format so that a standard Web browser can display the graphic.
\par \bullet Graphics are not embedded or attached. A link that points to the actual location of the graphic is put in the file.
\par \bullet The graphic must be located on a Web site that the e-mail recipient can access. For example, the graphic file cannot be located on a local file system.
\par To add a graphic to an e-mail template: 1. On the Microsoft CRM home page, click Settings, click Template Manager, and then click E-mail Templates.
\par 2. On the Actions bar, click New E-mail Template.
\par 3. Select a template type, and then click OK.
\par 4. Complete the details of the e-mail template.
\par 5. Use Microsoft Internet Explorer to open the Web page or the Web site folder that contains the graphic. Typically, all graphics for a Web site are located in one folder. Links to the graphics in this folder are then put in the Web files.
\par 6. Copy the graphic, and then paste the graphic into the e-mail template. Although the graphic appears, only the link to the graphic has been put in the e-mail template.
\par 7. Save the e-mail template, and then test it by sending an e-mail message that uses the e-mail template.
\par
\par Mike Christl
\par
\par This posting is provided "AS IS" with no warranties, and confers no rights.
\par You assume all risk for your use. \'a9 2005 Microsoft Corporation. All rights
\par reserved.
\par
\par }
------=_NextPart_0001_574A053C--

ruf
Tue Mar 15 01:19:35 CST 2005

Thanks for the help. I appreciate it. for #2, is there any way where i
can hide the field from the UI and somehow specify default values for
it to work without any significant manual intervention?

Thanks,
Ruf

mchristl
Thu Mar 17 12:05:41 CST 2005

------=_NextPart_0001_674E76AD
Content-Type: text/plain
Content-Transfer-Encoding: 7bit

Hi Ruf,

There is no supported way to hide the fields.

Mike Christl

This posting is provided "AS IS" with no warranties, and confers no rights.
You assume all risk for your use. © 2005 Microsoft Corporation. All rights
reserved.
------=_NextPart_0001_674E76AD
Content-Type: text/x-rtf
Content-Transfer-Encoding: 7bit

{\rtf1\ansi\ansicpg1252\deff0\deflang1033{\fonttbl{\f0\fnil\fprq2\fcharset0 MS Sans Serif;}}
\viewkind4\uc1\pard\f0\fs20 Hi Ruf,
\par
\par There is no supported way to hide the fields.
\par
\par Mike Christl
\par
\par This posting is provided "AS IS" with no warranties, and confers no rights.
\par You assume all risk for your use. \'a9 2005 Microsoft Corporation. All rights
\par reserved.
\par
\par }
------=_NextPart_0001_674E76AD--

ruf
Fri Mar 18 12:20:04 CST 2005

What about unsupported ways?

Thanks,
Ruf