Streamlining Partner Orders with Custom Dynamics 365 Plugin
Zelite Solutions addressed the challenges faced by a leading file management solutions provider by developing a custom plugin for Microsoft Dynamics 365 CRM (on-premises). This solution automated the generation of Certificates of Entitlement (CoE’s) with essential details encoded in barcodes, facilitating streamlined order fulfillment for partners.
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A leading US-based file management solutions company partnered with Zelite Solutions to develop a custom plugin for Microsoft Dynamics 365 CRM (on-premises). This case study details how the plugin addressed the client's specific needs for automating partner order fulfilment and CoE generation.
The client, partnered with an OEM, needed a system to automate CoE generation for partner orders. These CoEs should include:
- Order number (from Oracle system)
- PO number
- Serial number
- Software part number (in Code-128 barcode format)
Additionally, CoEs needed to be automatically emailed to the relevant regional business heads based on the order’s location.
Zelite Solutions developed a custom plugin for Dynamics 365 CRM to address these needs. The plugin functionality included:
Customized Order Entity:
The order entity was customized to capture the specific data required for CoE generation.
Custom CoE Entity:
A new custom entity was created to store CoE-related information.
One-to-Many Relationship:
A one-to-many relationship was established between the order entity and the custom CoE entity.
Global Word Template:
A global Word template was designed to format the CoE data, including the barcode.
Workflow Automation:
A custom workflow was created to:
- Attach the Word template to the CoE entity’s notes section.
- Trigger the plugin on saving the CoE entity.
Web Service Integration:
A web service was deployed to convert the Word template with barcodes into a PDF document. The workflow accessed this service for PDF generation.
JavaScript Integration:
JavaScript code was implemented to run on saving the CoE entity. This script triggered an email notification containing the generated PDF attachment to the relevant regional business head based on order location.
By implementing the custom plugin, the client achieved significant improvements:
- Streamlined Partner Order Fulfillment: Automated CoE generation eliminated manual tasks and expedited partner order processing.
- Automated CoE Generation and Routing: The plugin ensured automatic creation and delivery of CoEs with accurate data and barcodes.
- Improved Efficiency and Accuracy: Automation reduced manual errors and streamlined communication with regional teams.
The custom Dynamics 365 CRM plugin developed by Zelite Solutions effectively addressed the client's challenge of automating partner order fulfillment and CoE generation. This solution resulted in improved efficiency, accuracy, and a more streamlined process for managing partner orders.
