Is it possible to have an orderbutton on a serviceactivity where you can find
the order that belongs to the serviceactivity just by clicking on the
orderbutton?
This can make sense if the following part works (systemnumber):
> We have a customer who would like to have a systemnumber (the field can be
> hidden) on every activity they create. So if you make a follow up activity on
> the orginally activity the new activity will have the same number. Because of
> that they will be connected to eachother.
> So after a process is done you can follow the activityprocedure from A-Z.
> The ultimate would be if you also had offers, orders and other modules
> connected to the follow up actvivities that they also should be connected to
> the process.
> Does anyone have any suggestion how to solve this?
Unfortunately you will have to get into the Microsoft CRM SDK and develop a
set of (for CRM v3) Pre-Callouts or (for CRM v4) Plugins which will set the
autonumbers for Activities or Orders as you add them.
Usually this is just a case of an incremental number for each Activity or
Order added into the CRM system - however in your case you may need to use
the CRM Web Service to add the relevant logic to produce something similar to
the following example:
First Activity associated to an Order (5) is numbered 5-001, second activity
05-002. Then may extend this to that any Invoice created from Order 5 is
also labeled as Invoice 5, and any activities created regarding this Invoice
follow the same numbering format. (5-003 and so on)
Whilst this will involve developing a .NET module, it should not overly tax
a proficient developer. Like any development however, it is worth
considering whether the business requirement is required enough to justify
the investment.