pushing webform info from ms dynamics to open solar
Budget: £250 – £750 GBP
We are looking to create a webform which goes into microsoft dynamics and then this info is pushed into open solar..
Currently we go from airtable to open solar shown below and wanted to get an idea on cost for doing this from dynamics to open solar.
"address": config.Addressfirstline,
"assigned_role": config.OSassignedRoleURL, This is the URL of the OS user its being assigned to using the user ID in OS. I guess this could be done via a formula field in the CRM uing IF statements? deffo worth asking about this.
"custom_project_info_1":config.ProjectOverviewpageURL, Won't be needed anymore
"custom_project_info_3":config.HSUrl, Not sure how this can be generated within the CRM to send over to OS to give link.
"custom_project_info_4":config.HSID, Not sure how this can be generated within the CRM to send over to OS to give link.
"custom_project_info_5":config.ATID, NA (Maybe)
"locality": config.Nearestplace, This is generated from the w3w. I guess can use a droptodwn to trigger an automation in Make/Zpaier
"lat": config.RoofLat, This is generated from the w3w. Not sure how this can be generated within the CRM do they have a button feature so we can verify the w3w format then send it out to W3W so they can send back the data?
"lon": config.RoofLong, This is generated from the w3w. Not sure how this can be generated within the CRM do they have a button feature so we can verify the w3w format then send it out to W3W so they can send back the data?
"notes": config.OSnotesimport, See below fields that are concatenated into the notes field from AT
CONCATENATE("| Roof type:",{Roof Type}," | Roof covering:",{Roof covering}," | Duration Grouping:",{Duration Groups}, (This is created using logic in airtable not sure if this field is used and wanted in the team not sure of the CRM's formula fields capabilities to re create this) | Roof Loc link:",{Installation Map location Link} (This is created using logic in airtable not sure if this field is used and wanted in the team not sure of the CRM's formula fields capabilities to re create this)," | annual consumption:",{Annual Consumption (kWh)}," | Client inquiry notes:",{Client Inquiry Notes})
"country_iso2": config.Country,
"contacts_new": [{
"first_name": config.EnquiryFirstName,
"family_name": config.EnquirySecondName,
"email": config.Email,
"phone": config.ClientContact,
Currently we go from airtable to open solar shown below and wanted to get an idea on cost for doing this from dynamics to open solar.
"address": config.Addressfirstline,
"assigned_role": config.OSassignedRoleURL, This is the URL of the OS user its being assigned to using the user ID in OS. I guess this could be done via a formula field in the CRM uing IF statements? deffo worth asking about this.
"custom_project_info_1":config.ProjectOverviewpageURL, Won't be needed anymore
"custom_project_info_3":config.HSUrl, Not sure how this can be generated within the CRM to send over to OS to give link.
"custom_project_info_4":config.HSID, Not sure how this can be generated within the CRM to send over to OS to give link.
"custom_project_info_5":config.ATID, NA (Maybe)
"locality": config.Nearestplace, This is generated from the w3w. I guess can use a droptodwn to trigger an automation in Make/Zpaier
"lat": config.RoofLat, This is generated from the w3w. Not sure how this can be generated within the CRM do they have a button feature so we can verify the w3w format then send it out to W3W so they can send back the data?
"lon": config.RoofLong, This is generated from the w3w. Not sure how this can be generated within the CRM do they have a button feature so we can verify the w3w format then send it out to W3W so they can send back the data?
"notes": config.OSnotesimport, See below fields that are concatenated into the notes field from AT
CONCATENATE("| Roof type:",{Roof Type}," | Roof covering:",{Roof covering}," | Duration Grouping:",{Duration Groups}, (This is created using logic in airtable not sure if this field is used and wanted in the team not sure of the CRM's formula fields capabilities to re create this) | Roof Loc link:",{Installation Map location Link} (This is created using logic in airtable not sure if this field is used and wanted in the team not sure of the CRM's formula fields capabilities to re create this)," | annual consumption:",{Annual Consumption (kWh)}," | Client inquiry notes:",{Client Inquiry Notes})
"country_iso2": config.Country,
"contacts_new": [{
"first_name": config.EnquiryFirstName,
"family_name": config.EnquirySecondName,
"email": config.Email,
"phone": config.ClientContact,