Dynamics 365 CRM Online - Create Plug-in and workflow for common search, get and update operation

$250-750 USD

Closed

Posted

almost 5 years ago

$250-750 USD

Paid on delivery

Seeking help from a Dynamics 365 CRM specialist, to create a simple/common plug-in java and corresponding workflow, which completes search-get-update function. Please contact me if you are the right fit. Below is an example for easy understanding of this common function: 1. Workflow calls plug-in. 2. Plug-in searches for a matching value from 'Partner address (Lead)' in 'Partner address (Groups)', and gets 'User 1 (Groups)' and 'User 2 (Groups)' from matching record. 3. Workflow updates 'User 1 (Groups)' > 'Assigner 1 (Groups)' + 'User 2 (Groups)' > 'Assigner 2 (Lead)'.

Java

Software Architecture

Dynamics

CRM

Project ID: 20346536

About the project

11 proposals

Remote project

Active 5 yrs ago

Looking to make some money?

Email address

Benefits of bidding on Freelancer

Set your budget and timeframe

Get paid for your work

Outline your proposal

It's free to sign up and bid on jobs

11 freelancers are bidding on average $577 USD for this job

@krajeshmenon

Hi there, Greetings of the day! So, if I understand your requirement correctly - you need a Worflow + Workflow Activity configured so that the worflow activity will search for a Partner Address (as in Lead), within Partner Address (as in Groups), and for the matching records get the User 1 (as in Groups) and User 2 (as in Groups). For a match found, the Assigner 1 (as in Groups), and Assigner 2 (as in Groups) from both User 1 (as in Groups) and User 2 (as in Groups) should be updated. Please help to let me know if my understanding is correct. Questions: 1. Partner Address (from Lead) to Partner Address (in Groups) - are these address fields; are the addresses to be matched? Please clarify the search criteria. 2. For the matching record, Assigner 1 and Assigner 2 should be updated - are these User / Team type field - what value should be assigned to these? I request your connect to discuss the above further. Thanks, Regards, Rajesh Menon

$675 USD in 4 days

4.9

(7 reviews)

6.3

@cdstechnology

Certified Dynamics CRM developer with 10+ years of experience. If you can give me access to system today I can finish tomorrow.

$777 USD in 2 days

5.0

(7 reviews)

6.3

@yaqubonnet

Greetings! Its Yaqub here, I am certified Dynamics CRM expert. Lets discuss this project in detail. Regards

$700 USD in 7 days

5.0

(23 reviews)

5.9

@qitsol

We can do this, we have done more than 70 projects in Dynamics crm /365. We are ready to start. Please accept.

$1,500 USD in 7 days

4.7

(33 reviews)

6.3

@MehmetGulden

Hi, I have 6 years experience with dynamics CRM. It is clear on my end, faster delivery possible if you share test environments. Please do not hesitate call me. Best regards

$250 USD in 3 days

0.0

(0 reviews)

0.0

@alissoncanto

This can be done with functional customization if you are willing and agree to use Flow and 0 code development. 1 day for creation and 1 for tests on your side + adjustments if necessary.

$500 USD in 2 days

0.0

(0 reviews)

0.0

@haidernaqwi

Dear, I have clearly read all your requirements and found out that I am highly competent for this job. let's discuss the project Best regards, Haider

$250 USD in 7 days

0.0

(0 reviews)

0.0

@Mitesh293

I am very much experience in dynamic 365 and all its modules, I had already worked with US job support, if you are looking for monthly based support then i am the besy sutable personal, Becoz i know all methodology and terminologies related to work and dynamic 365. Please chat with me i can do best for you. Mention budget is for 30day.

$666 USD in 30 days