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New Sample added Power365CRM #78

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3dabb36
New sample added, Power365CRM
wilmeralcivar Feb 21, 2024
8eaca73
README
wilmeralcivar Feb 21, 2024
65a2874
rename folder
wilmeralcivar Mar 15, 2024
8b1c033
rename folder
wilmeralcivar Mar 15, 2024
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109 changes: 109 additions & 0 deletions samples/power-365-crm/README.md
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### Summary
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.

![](https://github.com/Power365initiatives/power365crm/raw/master/assets/Power365CRMSales.gif)

### Applies to

[Microsoft Power Apps](https://learn.microsoft.com/en-us/power-apps/)

[Model-Driven Power Apps](https://learn.microsoft.com/en-us/power-apps/maker/model-driven-apps/)

[Custom Pages](https://learn.microsoft.com/en-us/power-apps/maker/model-driven-apps/model-app-page-overview)

### Compatibility

> Don't worry about this section, we'll take care of it. Unless you really want to...

![Power Apps Source File Pack and Unpack Utility 0.20](https://img.shields.io/badge/Packing%20Tool-0.20-green.svg)
![Premium License](https://img.shields.io/badge/Premium%20License-Not%20Required-green.svg "Premium Power Apps license not required")
![Experimental Features](https://img.shields.io/badge/Experimental%20Features-No-green.svg "Does not rely on experimental features")
![On-Premises Connectors](https://img.shields.io/badge/On--Premises%20Connectors-No-green.svg "Does not use on-premise connectors")
![Custom Connectors](https://img.shields.io/badge/Custom%20Connectors-Not%20Required-green.svg "Does not use custom connectors")

### Authors

Solution|Author(s)
--------|---------
Power 365 CRM | [Nicolás Fernández](https://www.linkedin.com/in/nfernandezba/)
Power 365 CRM | [Ignacio Barrios](https://www.linkedin.com/in/ignaciobarriosantos/)
Power 365 CRM | [Wilmer Alcivar](https://www.linkedin.com/in/wilmeralcivar/) - [Github](https://github.com/walcivar)

### Version history

Version|Date|Comments
-------|----|--------
1.0|March 1, 2024|Initial release

### Data Sources

* Dataverse

### Data Model

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 |


<details>
<summary>Development</summary>

| Rank | Name |
|-----:|-----------|
|WebResources| opportunity, quote, enums, helpers, ribbon |
|Custom APIs| CloseOpportunity, CreateQuoteFromOpp, QualifyProspect |
|Plugins| OpportunityPostOp, OpportunityProductPostOp, QUoteProductPostOp |

</details>

### Minimal path to awesome

1. Download up-to-date release
2. Install Core solution with common components first
3. Install specific product solution
4. Set the user language to English


https://github.com/Power365initiatives/power365crm/releases

### Features
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.
1. Create a Prospect
2. Qualify a Prospect
3. Automatic record creation (Account, Contact and Opportunity) when qualify a Prospect
4. Automatic Quote creation including its quote products
5. Close Opportunity as Won or Lost

### Solution Componentes

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

### Prerequisites
None

### User manual
For more information on how to start using this solution, please visit the [Power365CRM Wiki](https://github.com/Power365initiatives/power365crm/wiki)

### Help
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](https://github.com/pnp/powerapps-samples/issues/new?assignees=&labels=Needs%3A+Triage+%3Amag%3A%2Ctype%3Abug-suspected&template=bug-report.yml&sample=YOURSAMPLENAME&authors=@YOURGITHUBUSERNAME&title=YOURSAMPLENAME%20-%20)

For questions regarding this sample, [create a new question](https://github.com/pnp/powerapps-samples/issues/new?assignees=&labels=Needs%3A+Triage+%3Amag%3A%2Ctype%3Abug-suspected&template=question.yml&sample=YOURSAMPLENAME&authors=@YOURGITHUBUSERNAME&title=YOURSAMPLENAME%20-%20)

Finally, if you have an idea for improvement, [make a suggestion](https://github.com/pnp/powerapps-samples/issues/new?assignees=&labels=Needs%3A+Triage+%3Amag%3A%2Ctype%3Abug-suspected&template=suggestion.yml&sample=YOURSAMPLENAME&authors=@YOURGITHUBUSERNAME&title=YOURSAMPLENAME%20-%20)

### Disclaimer

**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.**
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8 changes: 8 additions & 0 deletions samples/power-365-crm/sourcecode/Power365CRMCoreSolution/.gitignore
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# See https://help.github.com/articles/ignoring-files/ for more about ignoring files.

# msbuild output directories
/bin
/obj

# MSBuild Binary and Structured Log
*.binlog
54 changes: 54 additions & 0 deletions samples/power-365-crm/sourcecode/Power365CRMCoreSolution/Power365CRMCoreSolution.cdsproj
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<?xml version="1.0" encoding="utf-8"?>
<Project ToolsVersion="15.0" DefaultTargets="Build" xmlns="http://schemas.microsoft.com/developer/msbuild/2003">
<PropertyGroup>
<PowerAppsTargetsPath>$(MSBuildExtensionsPath)\Microsoft\VisualStudio\v$(VisualStudioVersion)\PowerApps</PowerAppsTargetsPath>
</PropertyGroup>

<Import Project="$(MSBuildExtensionsPath)\$(MSBuildToolsVersion)\Microsoft.Common.props" />
<Import Project="$(PowerAppsTargetsPath)\Microsoft.PowerApps.VisualStudio.Solution.props" Condition="Exists('$(PowerAppsTargetsPath)\Microsoft.PowerApps.VisualStudio.Solution.props')" />

<PropertyGroup>
<ProjectGuid>2f0d2f94-a2d3-41de-bb77-0e7f3cee3271</ProjectGuid>
<TargetFrameworkVersion>v4.6.2</TargetFrameworkVersion>
<!--Remove TargetFramework when this is available in 16.1-->
<TargetFramework>net462</TargetFramework>
<RestoreProjectStyle>PackageReference</RestoreProjectStyle>
<SolutionRootPath>src</SolutionRootPath>
</PropertyGroup>

<!--
Solution Packager overrides, un-comment to use: SolutionPackagerType (Managed, Unmanaged, Both)
Solution Localization Control, if you want to enabled localization of your solution, un-comment SolutionPackageEnableLocalization and set the value to true. - Requires use of -loc flag on Solution Clone or Sync
-->
<!--
<PropertyGroup>
<SolutionPackageType>Managed</SolutionPackageType>
<SolutionPackageEnableLocalization>false</SolutionPackageEnableLocalization>
</PropertyGroup>
-->

<ItemGroup>
<PackageReference Include="Microsoft.PowerApps.MSBuild.Solution" Version="1.*" />
<PackageReference Include="Microsoft.NETFramework.ReferenceAssemblies" Version="1.0.0" PrivateAssets="All" />
</ItemGroup>

<ItemGroup>
<ExcludeDirectories Include="$(MSBuildThisFileDirectory)\.gitignore" />
<ExcludeDirectories Include="$(MSBuildThisFileDirectory)\bin\**" />
<ExcludeDirectories Include="$(MSBuildThisFileDirectory)\obj\**" />
<ExcludeDirectories Include="$(MSBuildThisFileDirectory)\*.cdsproj" />
<ExcludeDirectories Include="$(MSBuildThisFileDirectory)\*.cdsproj.user" />
<ExcludeDirectories Include="$(MSBuildThisFileDirectory)\*.sln" />
</ItemGroup>

<ItemGroup>
<None Include="$(MSBuildThisFileDirectory)\**" Exclude="@(ExcludeDirectories)" />
<Content Include="$(SolutionPackageZipFilePath)">
<CopyToOutputDirectory>PreserveNewest</CopyToOutputDirectory>
</Content>
</ItemGroup>

<Import Project="$(MSBuildToolsPath)\Microsoft.Common.targets" />
<Import Project="$(PowerAppsTargetsPath)\Microsoft.PowerApps.VisualStudio.Solution.targets" Condition="Exists('$(PowerAppsTargetsPath)\Microsoft.PowerApps.VisualStudio.Solution.targets')" />

</Project>
82 changes: 82 additions & 0 deletions samples/power-365-crm/sourcecode/Power365CRMCoreSolution/src/Entities/Account/Entity.xml
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<?xml version="1.0" encoding="utf-8"?>
<Entity xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">
<Name LocalizedName="Account" OriginalName="">Account</Name>
<EntityInfo>
<entity Name="Account">
<attributes>
<attribute PhysicalName="Name">
<Type>nvarchar</Type>
<Name>name</Name>
<LogicalName>name</LogicalName>
<RequiredLevel>required</RequiredLevel>
<DisplayMask>ActivityRegardingName|ActivityPointerRegardingName|PrimaryName|ValidForAdvancedFind|ValidForForm|ValidForGrid|RequiredForForm|RequiredForGrid</DisplayMask>
<ImeMode>active</ImeMode>
<ValidForUpdateApi>1</ValidForUpdateApi>
<ValidForReadApi>1</ValidForReadApi>
<ValidForCreateApi>1</ValidForCreateApi>
<IsCustomField>0</IsCustomField>
<IsAuditEnabled>1</IsAuditEnabled>
<IsSecured>0</IsSecured>
<IntroducedVersion>5.0.0.0</IntroducedVersion>
<SourceType>0</SourceType>
<IsGlobalFilterEnabled>0</IsGlobalFilterEnabled>
<IsSortableEnabled>1</IsSortableEnabled>
<IsDataSourceSecret>0</IsDataSourceSecret>
<AutoNumberFormat></AutoNumberFormat>
<IsSearchable>1</IsSearchable>
<IsFilterable>0</IsFilterable>
<IsRetrievable>1</IsRetrievable>
<IsLocalizable>0</IsLocalizable>
<Format>text</Format>
<MaxLength>100</MaxLength>
<Length>600</Length>
<displaynames>
<displayname description="Account Name" languagecode="1033" />
</displaynames>
<Descriptions>
<Description description="Type the company or business name." languagecode="1033" />
</Descriptions>
</attribute>
<attribute PhysicalName="p365i_PriceList">
<Type>lookup</Type>
<Name>p365i_pricelist</Name>
<LogicalName>p365i_pricelist</LogicalName>
<RequiredLevel>none</RequiredLevel>
<DisplayMask>ValidForAdvancedFind|ValidForForm|ValidForGrid</DisplayMask>
<ValidForUpdateApi>1</ValidForUpdateApi>
<ValidForReadApi>1</ValidForReadApi>
<ValidForCreateApi>1</ValidForCreateApi>
<IsCustomField>1</IsCustomField>
<IsAuditEnabled>0</IsAuditEnabled>
<IsSecured>0</IsSecured>
<IntroducedVersion>1.0.0.0</IntroducedVersion>
<IsCustomizable>1</IsCustomizable>
<IsRenameable>1</IsRenameable>
<CanModifySearchSettings>1</CanModifySearchSettings>
<CanModifyRequirementLevelSettings>1</CanModifyRequirementLevelSettings>
<CanModifyAdditionalSettings>1</CanModifyAdditionalSettings>
<SourceType>0</SourceType>
<IsGlobalFilterEnabled>0</IsGlobalFilterEnabled>
<IsSortableEnabled>0</IsSortableEnabled>
<CanModifyGlobalFilterSettings>1</CanModifyGlobalFilterSettings>
<CanModifyIsSortableSettings>1</CanModifyIsSortableSettings>
<IsDataSourceSecret>0</IsDataSourceSecret>
<AutoNumberFormat></AutoNumberFormat>
<IsSearchable>0</IsSearchable>
<IsFilterable>0</IsFilterable>
<IsRetrievable>0</IsRetrievable>
<IsLocalizable>0</IsLocalizable>
<LookupStyle>single</LookupStyle>
<LookupTypes />
<displaynames>
<displayname description="Price List" languagecode="1033" />
</displaynames>
<Descriptions>
<Description description="" languagecode="1033" />
</Descriptions>
</attribute>
</attributes>
</entity>
</EntityInfo>
<RibbonDiffXml />
</Entity>
14 changes: 14 additions & 0 deletions samples/power-365-crm/sourcecode/Power365CRMCoreSolution/src/Entities/Account/RibbonDiff.xml
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<?xml version="1.0" encoding="utf-8"?>
<RibbonDiffXml xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">
<CustomActions />
<Templates>
<RibbonTemplates Id="Mscrm.Templates"></RibbonTemplates>
</Templates>
<CommandDefinitions />
<RuleDefinitions>
<TabDisplayRules />
<DisplayRules />
<EnableRules />
</RuleDefinitions>
<LocLabels />
</RibbonDiffXml>
110 changes: 110 additions & 0 deletions samples/power-365-crm/sourcecode/Power365CRMCoreSolution/src/Entities/Contact/Entity.xml
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<?xml version="1.0" encoding="utf-8"?>
<Entity xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">
<Name LocalizedName="Contact" OriginalName="">Contact</Name>
<EntityInfo>
<entity Name="Contact">
<attributes>
<attribute PhysicalName="FirstName">
<Type>nvarchar</Type>
<Name>firstname</Name>
<LogicalName>firstname</LogicalName>
<RequiredLevel>recommended</RequiredLevel>
<DisplayMask>ValidForAdvancedFind|ValidForForm|ValidForGrid|RequiredForForm</DisplayMask>
<ImeMode>active</ImeMode>
<ValidForUpdateApi>1</ValidForUpdateApi>
<ValidForReadApi>1</ValidForReadApi>
<ValidForCreateApi>1</ValidForCreateApi>
<IsCustomField>0</IsCustomField>
<IsAuditEnabled>1</IsAuditEnabled>
<IsSecured>0</IsSecured>
<IntroducedVersion>5.0.0.0</IntroducedVersion>
<SourceType>0</SourceType>
<IsGlobalFilterEnabled>0</IsGlobalFilterEnabled>
<IsSortableEnabled>0</IsSortableEnabled>
<IsDataSourceSecret>0</IsDataSourceSecret>
<AutoNumberFormat></AutoNumberFormat>
<IsSearchable>1</IsSearchable>
<IsFilterable>0</IsFilterable>
<IsRetrievable>0</IsRetrievable>
<IsLocalizable>0</IsLocalizable>
<Format>text</Format>
<MaxLength>50</MaxLength>
<Length>300</Length>
<displaynames>
<displayname description="First Name" languagecode="1033" />
</displaynames>
<Descriptions>
<Description description="Type the contact's first name to make sure the contact is addressed correctly in sales calls, email, and marketing campaigns." languagecode="1033" />
</Descriptions>
</attribute>
<attribute PhysicalName="FullName">
<Type>nvarchar</Type>
<Name>fullname</Name>
<LogicalName>fullname</LogicalName>
<RequiredLevel>none</RequiredLevel>
<DisplayMask>ActivityRegardingName|ActivityPointerRegardingName|PrimaryName|ValidForAdvancedFind|ValidForForm|ValidForGrid|RequiredForGrid</DisplayMask>
<ImeMode>active</ImeMode>
<ValidForUpdateApi>0</ValidForUpdateApi>
<ValidForReadApi>1</ValidForReadApi>
<ValidForCreateApi>0</ValidForCreateApi>
<IsCustomField>0</IsCustomField>
<IsAuditEnabled>1</IsAuditEnabled>
<IsSecured>0</IsSecured>
<IntroducedVersion>5.0.0.0</IntroducedVersion>
<SourceType>0</SourceType>
<IsGlobalFilterEnabled>0</IsGlobalFilterEnabled>
<IsSortableEnabled>1</IsSortableEnabled>
<IsDataSourceSecret>0</IsDataSourceSecret>
<AutoNumberFormat></AutoNumberFormat>
<IsSearchable>1</IsSearchable>
<IsFilterable>0</IsFilterable>
<IsRetrievable>1</IsRetrievable>
<IsLocalizable>0</IsLocalizable>
<Format>text</Format>
<MaxLength>300</MaxLength>
<Length>600</Length>
<displaynames>
<displayname description="Full Name" languagecode="1033" />
</displaynames>
<Descriptions>
<Description description="Combines and shows the contact's first and last names so that the full name can be displayed in views and reports." languagecode="1033" />
</Descriptions>
</attribute>
<attribute PhysicalName="LastName">
<Type>nvarchar</Type>
<Name>lastname</Name>
<LogicalName>lastname</LogicalName>
<RequiredLevel>required</RequiredLevel>
<DisplayMask>ValidForAdvancedFind|ValidForForm|ValidForGrid|RequiredForForm</DisplayMask>
<ImeMode>active</ImeMode>
<ValidForUpdateApi>1</ValidForUpdateApi>
<ValidForReadApi>1</ValidForReadApi>
<ValidForCreateApi>1</ValidForCreateApi>
<IsCustomField>0</IsCustomField>
<IsAuditEnabled>1</IsAuditEnabled>
<IsSecured>0</IsSecured>
<IntroducedVersion>5.0.0.0</IntroducedVersion>
<SourceType>0</SourceType>
<IsGlobalFilterEnabled>0</IsGlobalFilterEnabled>
<IsSortableEnabled>0</IsSortableEnabled>
<IsDataSourceSecret>0</IsDataSourceSecret>
<AutoNumberFormat></AutoNumberFormat>
<IsSearchable>1</IsSearchable>
<IsFilterable>0</IsFilterable>
<IsRetrievable>0</IsRetrievable>
<IsLocalizable>0</IsLocalizable>
<Format>text</Format>
<MaxLength>50</MaxLength>
<Length>300</Length>
<displaynames>
<displayname description="Last Name" languagecode="1033" />
</displaynames>
<Descriptions>
<Description description="Type the contact's last name to make sure the contact is addressed correctly in sales calls, email, and marketing campaigns." languagecode="1033" />
</Descriptions>
</attribute>
</attributes>
</entity>
</EntityInfo>
<RibbonDiffXml />
</Entity>
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