I have a project that I'm working on and could use some help.
Basic idea is to create case in dynamics 365 CRM with data that customer submits trough form on my website. I did some research and found that i can use clickDimension or workflow. Butt this assignment is for my class and i need to do some coding. So my question would be where can i start or better what solution can I do with my code. Should I parse form submission to JSON and then pass it to CRM or just use CRM API and connect it with form. I'm open to any suggestions and if someone can help me and give me a few guidelines on what should I do. My coding knowledge is little limited so don't be hard on me if my first two solutions sounded stupid.
Thank you all :)
As mentioned your desired assignment is to do some coding,
I will do as follow
From submit on your website, Fire code (plugin,c#,java,python)
From your code, connect to Dynamics 365 (crm) webapi
Once you are connected you can easily create case in Dynmics 365 (crm)
If case creation is sucees or failure you can return
Dataverse API
Applicaiton user for Dynamics 365 webapi
Applicaiton user for Dynamics 365 webapi
Applicaiton user for Dynamics 365 webapi
If your website is WordPress based, you can use a plugin from AlexaCRM. Otherwise, if you can send an email from your website to CRM with required details, you can use the Email to Case functionality to automatically create case from emails.
Related
I'm trying to know if MS Dynamics can be included into an iFrame. We would like to integrate within a call center desktop MS Dynamics, and this would require that we can place MS Dynamics into an iframe. I have done a search, but I can only seem to find iframes within MS dynamics but not the other way around. In addition, MS Dynamics does not seem to provide developer accounts to test for free.
If anyone knows the answer I would really appreciate.
thanks,
No you cannot add Dynamics 365 (crm) as Iframe in your website. This is not allowed from Microsoft. This is basically due to cross scripting and authentication.
To solve your purpose you can use portals. Portals act as website and it will leverage/build on dynamics data (dataverse)
Look at this thread which mentions somewhat similar topic
I know how to Load a JScript to interact with a field or a form within "Form Properties". However, how do I load a Script or code to process server side?
Writing server side code with Microsoft Dynamics 365
We have two choices for adding server side code into the application,
plugins or custom workflow activities (CWA). These are developed using
assemblies from the 365 SDK. Almost every event – create, update,
assign, and many more – that occurs in 365 starts an event pipeline.
These events can be subscribed to by plugins or workflows. The
workflows can be used to execute CWAs. The plugin or CWA can then be
used edit or change the execution of the event, or perform an entirely
new action.
Depending on the complexity of the code, it may be possible to re-write it as a CRM Business Rule
https://learn.microsoft.com/en-us/dynamics365/customer-engagement/customize/create-business-rules-recommendations-apply-logic-form
You can create business rules and recommendations to apply form logic
without writing JavaScript code or creating plug-ins. Business rules
provide a simple interface to implement and maintain fast-changing and
commonly used rules. They can be applied to Main and Quick Create
forms, and they work in PowerApps apps, Dynamics 365 web apps,
Dynamics 365 for tablets, and Dynamics 365 for Outlook (online or
offline mode).
By combining conditions and actions, you can do any of the following
with business rules:
Set field values
Clear field values
Set field requirement levels
Show or hide fields
Enable or disable fields
Validate data and show error messages
Create business recommendations based on business intelligence.
Is it possible to do a Web Hook subscribe with Dynamics CRM?
Eg: Have an external application, which should be able to push changes into DynamicsCRM (like, update of a record), when the external application undergoes a change.
Is it possible to use WebSockets in Dynamics CRM?
Can I force my CRM server to cause a change in the CRM UI, to maybe, show an alert message / redirect the form?
Thanks in advance!
Reposted from https://community.dynamics.com/crm/f/117/t/282877
No. CRM can make Web Hook requests out, but cannot accept Web Hook requests. You'd need something like an Azure function with a Web Hook binding in the middle where the external application makes a request to the function and the function makes a request to CRM.
No. If you are using CRM on-premises you could build something custom but this isn't built into the platform.
how can I create a workflow in Dynamics CRM Online that creates the envelope, add the recipients and then show the DocuSign web resource so the user can choose the document to use in the envelope and apply any available templates, and then click send?
I am sure it will need to be a custom workflow, not 100% sure how to show the DocuSign frame after the envelope creation. Can I use the existing web resource available after the DS solution installation, or would I need to create my own?
See the DocuSign for Microsoft Dynamics guide here
See DocuSign Custom Activities on page 21.
I want to do CRUD operations through HTML page without adding that page in Dynamics CRM's webresource.
Using C# we can connect with dynamics crm and can do get/add/edit/delete operations using CRM's dlls but I don't know the way of doing same from html page which is independent from CRM's webresource.
Can anybody please suggest me that is this possible or not and if yes then the way if there is any.
You can perform CRUD operations on Dynamics CRM 2016 and above using the Web API.
You mention that your application will be independent of CRM, thus it will be on a separate domain. You will therefore need to register CRM in Azure and query the Web API with CORS.
Here is a good example from Microsoft demonstrating how to use ADAL to connect an application with Dynamics CRM.