Sample for Integration G2 To MSCRM

Theory

G2 support API(web service). We can call these API to use the workflow engine of G2.

Then, MSCRM is customizable by Javascript. So, I used Javascript to call API of G2.

Implement

1) Code the Javascript

Define a Function to call API of G2

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Get data from the entity of MSCRM and save to variable

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Spell a XML by entity data

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Call the API of G2 by the URL of G2 and the XML

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Save the Javascript file.

2) Customize the MSCRM

Open a Form(Example is a form of Quote)

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Choose the customize tab

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Click the “Form” Button

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Click the “Form Properties” Button

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In the “Form Properties” page, click add to add a web resource

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Input a name and choose the Jscript type, click the “Text Editor” button

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Copy the code of Javascript to the page and save.

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Assign the event handler for the form

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Publish the Customization

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posted on 2012-02-10 00:17  Forrestlyu  阅读(208)  评论(0编辑  收藏  举报