help in dynamics configuration/customization
$15-25 USD / hour
Basically, i need an expert in dynamics365 customization to help me learn how to do the following things:
1. How to show the filename uploaded next to the button below
The code for this button is below :
<html><head>
<style>
.button {
background-color: 00bfff;
border: none;
color: white;
text-align: center;
text-decoration: none;
display: inline-block;
font-size: 10px;
cursor: pointer;
border-radius: 6px;
background-color: #ff0054;
}
</style>
<script>
function Addattachment()
{
var entityETC=10007; //entity code
var entityID =[login to view URL]();//to read parent record ID
[login to view URL](3, entityID) ;
}
</script>
<meta charset="utf-8"><meta><style type="text/css">P { margin: 0; }</style><meta><style type="text/css">P { margin: 0; }</style><meta><style type="text/css">P { margin: 0; }</style><meta></head>
<body style="overflow-wrap: break-word; word-wrap: break-word;" onfocusout="[login to view URL]();">
<button class="button" onclick="Addattachment()">Attach</button>
</body></html>
2. Find a way to copy/share attachments uploaded on opportunity entity with CASE entity (created by a workflow on the opportunity) , without asking the user to click a link and go back to the originating opportunity.
3. Build action/workflow that can be called to move to a particular stage in “Lead to opportunity sales process” based on some conditions.
4. Show/hide sections using JS
5. Make a subgrid contains only the data related to the master entity, for example, on opportunity entity, I have a custom entity names (branches), and each opportunity may have different branches to be captured, when searching the branches-subgrid, I don’t want the user to see branches belonging to other opportunities.
6. Related to point#5, at certain stage, a CASE will be created out of the opportunity, I need to add a subgrid on CASE entity that contains the same branches on the originating opportunity.
7. I want to add a validation to disallow the user to advance to the next stage (on opportunity form) if 0 branches in the subgrid, at least one branch should be filled before advancing to the next stage.
8. I need to know how to configure a work flow to open 1 master ticket of type XYZ with N number of child tickets (child ticket info are available in a subgrid), and only if all child tickets are resolved successfully, then the master ticket will be marked a RESOLVED.
Project ID: #17119070