Dynamics 365 CRM Portal E-commerce Quotation Request

In this blog, I will demo the capability of using the E-commerce quotation request possibility using jQuery Shopping Cart where the reference used from the following blog link.

To achieve this inside the CRM portal, we need to do some configuration inside Dynamics 365 Customer Engagement (D365 CE). Below steps, as mentioned below will help achieve this.
CRM Configuration:

1. In D365 CE, products Entity create a web file lookup and add the required image for the product.

• Create a web file lookup in Product entity

• Refer the webfile as image and add in the Product record.

1. Sample Web file record referred to the image
2. Create a new entity in Portal Quote. Using the D365 CE Quote entity will be difficult to achieve since it has a lot of configuration needs to be done, that is the reason we are using custom entity. Later using the Workflow/Plugin, we can able to request the Quote in CRM using the Product ID, Contact and Account Lookup.

• Following Fields are created in Portal Quote Entity

• Create a process to set the Portal Quote Name(Optional)

CRM Portal Configuration:

1. Download the Javascript(jquery.shop.js) from the Github. After downloading the javascript file. Create a web file in CRM and upload the javascript in notes. Javascript will be blocked in D365 CE and make the changes temporarily to allow the javascript files to upload in notes. In CRM Setting, remove .js to achieve this.

• Create a web file for javascript with the following configuration and upload in notes.

2. Create an entity form with Portal Quote Entity, refer to the following configuration.

• The configuration in Entity Form

• Associate Portal User in entity form
• Entity form metadata configuration

3.Create the following web template

Product Web Template – In this web template, it will populate the list of products from the price list item to get the price and using the webfile configured in the products it will display the Product.

Code:Product Page web template

Cart Web Template – Allow seeing the list of products, added to the quotation and also to helps to remove the products if not required.

Code:cart web template

Check out Web template – Will display the Final Products Quotation and helps to submit the Quotation. Allow the Create Quote entity form, will capture the JSON Value which will be stored as Product details added in the Quote.

Code:checkout web template

4. Associate the Page template with Web template, create the following Page template records in D365 CE.
5. create three web pages and associate the Page template.

6. Finally, add in the Primary Navigation to display the Product Page.

It will be displayed like this, after adding in the Primary Navigation.

Demo(screenshots):

Demo(video):

After submitting successfully, it will create a Portal Quote record in CRM, which will capture the Portal user details and JSON Value which will have the Product information.

Hope, this blog helps everyone and also gives the hint to implement the E-commerce in CRM Portal which is possible to make the big steps like integrating Payment gateway to use for the Orders and Invoice also.

Please take a note, it is just a concept and it is not a production ready solution.

Next blog, I will explain how to create an Actual Quote Record in CRM which will help the sales process in CRM using Portal Quote Record.