Sample for Integration G2 To MSCRM

Theory

G2 support API(web service). We can call these API to use the workflow engine of G2.

Then, MSCRM is customizable by Javascript. So, I used Javascript to call API of G2.

Implement

1) Code the Javascript

Define a Function to call API of G2

Get data from the entity of MSCRM and save to variable

Spell a XML by entity data

Call the API of G2 by the URL of G2 and the XML

Save the Javascript file.

2) Customize the MSCRM

Open a Form(Example is a form of Quote)

Choose the customize tab

Click the “Form” Button

Click the “Form Properties” Button

In the “Form Properties” page, click add to add a web resource

Input a name and choose the Jscript type, click the “Text Editor” button

Copy the code of Javascript to the page and save.

Assign the event handler for the form

Publish the Customization