In this section we will create 4 fields in Microsoft Dynamics to receive data updates:
- #1 : Forecast Status
- #2 : Percentage Complete
- #3 : Project link
- #4 : Predicted Completion Date
In Dynamics, open the "Advanced Settings", click "Customizations" and "Customize the System" to reach the power App portal for your Sales Application.
In the Power App portal search for the Opportunity Object
Expand this object and click on Columns :
#1 Click on the "+ New column" button at the top to create a new field with the following attributes
- Label: JF Forecast Status
- Data type : Single line of Text
- Format Text : Text
- Schema name: jf_forecast_status
- Maximum Character count : 25
#2 Repeat the process by clicking on the "+ New column" button at the top and create a new field with the following attributes
- Label: JF Percentage Complete
- Data type : Single line of Text
- Format Text : Text
- Schema name: jf_percentage_complete
- Maximum Character count : 18
Note that this value is stored as Text.
#3 Repeat the process by clicking on the "+ New column" button at the top and create a new field with the following attributes
- Label: JF Predicted Completion Date
- Data type : Date & Time
- Format Text : Date Only
- Schema name: jf_predicated_completion_date
- Maximum Character count : 256
NOTE:
We would recommend not to enable auditing on those fields and to make them Disabled are they are likely to be updated frequently...
Finally, you might notice that all those fields will be automatically prefixed with something like "new_" or a few random letters like "arc3h_". This is the publisher's prefix which you can define in Jointflows/Settings/Advanced
- Name: mscrm_customisation_prefix
- Type: Text
- Value: <as per what you see in your instance>
This final step is optional because if this is not defined in Jointflows, the integration will use the default prefix retrieved via API. If the default prefix wasn't used, it's safer to set it explicitly.