How Work 365 affects your existing CRM customizations

Modified on Mon, Feb 3 at 2:23 PM

Important: Work 365 solution does not modify any existing Forms/Views or Fields within any System Entity

Work 365 does however introduce new Forms/Views & Fields to various System Entities which are required by the solution

The below table lists out the various SYSTEM ENTITIES which are affected by the Work 365 solution

Work 365 Core Solution

Form Customizations

System Entity	Description
Account	Custom Fields: Yes Custom Form: Yes
Invoice	Custom Fields: Yes Custom Form: Yes Custom Views: Yes
Invoice Line	Custom Fields: Yes Custom Form: Yes
Opportunity Line	Custom Fields: Yes Custom Form: Yes
Order	Custom Fields: Yes Custom Form: Yes Custom Views: Yes
Order Line	Custom Fields: Yes Custom Form: Yes
Price List	Custom Fields: Yes Custom Form: Yes
Product	Custom Fields: Yes Custom Form: Yes Custom Views: Yes
Product Association	Custom Fields: Yes Custom Form: Yes Custom Views: Yes
Quote Line	Custom Fields: Yes Custom Form: Yes

Plugins/Workflows (Business Logic)

System Entity	Description
Account	On Demand Workflow: Yes Workflow on Update Event: Yes
Invoice	Plugin on Create Event: Yes Plugin on Update Event: Yes Plugin on Delete Event: Yes On Demand Workflow: Yes
Invoice Line	Plugin on Create Event: Yes Plugin on Update Event: Yes
Order Line	Plugin on Create Event: Yes
Quote Line	Plugin on Create Event: Yes

Work 365 Portal Solution

System Entity	Description
Account	Custom Form: Yes
Contact	Custom Form: Yes Custom Views: Yes
Invitation	Custom Views: Yes Custom Fields: Yes
Invoice	Custom Form: Yes Custom Views: Yes
Invoice Line	Custom Fields: Yes Custom Views: Yes
Product	Custom Fields: Yes Custom Form: Yes Custom Views: Yes
Web Role	Custom Views: Yes