Power 365 CRM is a community solution based on Microsoft Dataverse low-code and pro-code. In this release v1.0 you will be able to manage your entire sales process from Prosect to Quote. This will include management of opportunities during the sales process and autonomous opportunity amount calculation.
Don't worry about this section, we'll take care of it. Unless you really want to...
| Solution | Author(s) |
|---|---|
| Power 365 CRM | Nicolás Fernández |
| Power 365 CRM | Ignacio Barrios |
| Power 365 CRM | Wilmer Alcivar - Github |
| Version | Date | Comments |
|---|---|---|
| 1.0 | March 1, 2024 | Initial release |
- Dataverse
Objects present in the solution:
| Type | Tables |
|---|---|
| Common | Account, Contact, Currency |
| Core | List Item, Price List, Product, Sales Unit |
| Sales | Lead, Opportunity, Opportunity Product, Quote, Quote Product, Account Plan, Action Plan, Opportunity Closure |
Development
| Rank | Name |
|---|---|
| WebResources | opportunity, quote, enums, helpers, ribbon |
| Custom APIs | CloseOpportunity, CreateQuoteFromOpp, QualifyProspect |
| Plugins | OpportunityPostOp, OpportunityProductPostOp, QUoteProductPostOp |
- Download up-to-date release
- Install Core solution with common components first
- Install specific product solution
- Set the user language to English
https://github.com/Power365initiatives/power365crm/releases
In this release v1.0 you will be able to manage your entire sales process from Prosect to Quote. This will include management of opportunities during the sales process and autonomous opportunity amount calculation.
- Create a Prospect
- Qualify a Prospect
- Automatic record creation (Account, Contact and Opportunity) when qualify a Prospect
- Automatic Quote creation including its quote products
- Close Opportunity as Won or Lost
| Solution | Components |
|---|---|
| Power365CRMCore | 6 tables, 6 web resources |
| Power365CRMSales | 1 Model Driven App (Sales Center), 2 Custom Pages, 3 Custom APIs, 1 Plugin assembly, 18 tables, 8 web resources |
None
For more information on how to start using this solution, please visit the Power365CRM Wiki
Note: don't worry about this section, we'll update the links.
We do not support samples, but this community is always willing to help, and we want to improve these samples. We use GitHub to track issues, which makes it easy for community members to volunteer their time and help resolve issues.
If you encounter any issues while using this sample, you can create a new issue
For questions regarding this sample, create a new question
Finally, if you have an idea for improvement, make a suggestion
THIS CODE IS PROVIDED AS IS WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING ANY IMPLIED WARRANTIES OF FITNESS FOR A PARTICULAR PURPOSE, MERCHANTABILITY, OR NON-INFRINGEMENT.