Sample for Integration G2 To MSCRM

时间:2022-06-20 07:05:00

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

Sample for Integration G2 To MSCRM

Get data from the entity of MSCRM and save to variable

Sample for Integration G2 To MSCRM

Spell a XML by entity data

Sample for Integration G2 To MSCRM

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

Sample for Integration G2 To MSCRM

Save the Javascript file.

2) Customize the MSCRM

Open a Form(Example is a form of Quote)

Sample for Integration G2 To MSCRM

Choose the customize tab

Sample for Integration G2 To MSCRM

Click the “Form” Button

Sample for Integration G2 To MSCRM

Click the “Form Properties” Button

Sample for Integration G2 To MSCRM

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

Sample for Integration G2 To MSCRM

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

Sample for Integration G2 To MSCRM

Copy the code of Javascript to the page and save.

Sample for Integration G2 To MSCRM

Assign the event handler for the form

Sample for Integration G2 To MSCRM

Publish the Customization

Sample for Integration G2 To MSCRM