Describe how to set up an automatic workflow in standalone server run Microsoft Dynamics CRM

Completed Posted 7 years ago Paid on delivery
Completed Paid on delivery

I would like to have a step-by-step description of how to set up a trigger within MS Dynamics that will listen to e.g. if the first invoice is made on a contact and then automatically trigger the call to a URL made up of parts of the new contact (name, phone, email etc) such that it will then also be inserted into another system automatically. If this would for some reason not work to do in the stand-alone server version of MS Dynamics CRM, then obviously the project can not be completed, but then I'd be happy to offer the first one to say it's impossible with an understandable reason why, and with a suggested work-around $30.

CRM Dynamics

Project ID: #10211304

About the project

8 proposals Remote project Active 7 years ago

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ERPians5

Everything in IT can be done :) I will explain to you how this can be done exactly. Regards, Kareem.

$25 USD in 1 day
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8 freelancers are bidding on average $88 for this job

hcy0212

Hi there, What you are trying to do with workflow is not possible. The reason is in order to know the first invoice on a contact, you will need to count the number of existing invoice when a new invoice creates. The More

$133 USD in 1 day
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cameronmyers

If you have multiple platforms communicating data your going to need to write an API

$400 USD in 30 days
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vipinjaiswal84

Experience Summary • Microsoft Dynamics CRM Developer with over 7+ years of experience in MS CRM implementation and customization. Thorough with designing and supporting business processes with focus in sales, marketi More

$32 USD in 1 day
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mudassarhassan

I have more than 6 years of Dynamics CRM implementation, customization and development experience and can provide the step by step training within 1 day

$30 USD in 1 day
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