I have an Azure Logic App that is triggered upon a sales/purchase order record being updated in Dynamics 365 (online).
I grab all the sales order fields and then I grab all the sales order line fields and I send them to a Web API app as JSON parameters. Now I need product fields for each sales order line.
I currently send the sales order and sales order lines as separate parameters. I would like to combine the sales order, sales order lines and products into one JSON payload.
I'm having difficulty figuring out how to pull in the product for each sales order line and then combining it all into one JSON payload.
How would I do this?
I've been investigating but so far no luck.
Related
I have a list of opportunity product lines associated to opportunities that I want to pass to a field within the opportunity table so users can see this within the opportunity table view. The products in the opportunity lines are Number of learners. For projecting onboarding numbers for the month I want to add one field to my opportunity entity.
Total number of learners
This field would be populated by the total quantity of all "learners" products in the opportunity product lines.
I have tried a roll up field, but I can't seem to get it to sum up the quantity of products to appear within the new field created in the opportunity entity.
What features of Dynamics CRM could help me achieve this? MS workflow?
Rollup
Product Line
Rollup field on Form
rollup field should solve your req.
If that does not solve your problem, Then you can create Power autome/ cloud flow.
If not you can create Plugin
If not Javascript.
But my best bet or choice would be rollup and then cloud flow.
When I listing the Zoho Books sales order via Zoho Books API, The line_items of the sales order is not returning.
Is there any way to get the line items along with the sales order list via API?
Otherwise, I have to request each sales order to get the line items of that order.
when you fetch the list of sales orders then in response line items detail not be there. you need to fetch individual sales order then you will get all details.
I am retrieving transactions via the Connect API v2, however, none of the returned records include order_id, customer_id, or cardholder_name.
All of this data is linked and viewable within the dashboard.
Am I missing something?
order_id - This field would only be filled if you used the CreateOrder endpoint and passed that order to the Charge endpoint for an itemized e-commerce transaction. It would not be there if you created an order in the Point of Sale.
customer_id - This is only filled in if the merchant (or app/site) explicitly attached a customer to the transaction. Some transactions get associated to automatically created customers that you don't have the data for, if you don't explicitly create the customer.
cardholder_name - You would only see this if the customer paid with Card on File. If you look at the data model in the documentation The cardholder name. This value is present only if this object represents a customer's card on file.
I have a business requirement that execs are really wanting to see. In our lead and email templates we have a few of our products listed. The products themselves are pretty stable but the prices are of course subject to change.
I'm OK with hard coding the product name into email but I was hoping the price could be a slug that get's resolved.
We only have one price list so nothing to worry about there.
I see no way to get access to the product and or price list entities through the data field values dialog.
So my thought was to create the 2-4 fields in the lead and opportunity entities. Then create a background workflow that takes the price from the price list and sets those fields.
Then when an email is generated I can access those hidden fields as they will be available through the lead or opportunity entity.
Any thoughts, concerns, better approaches?
Unfortunately CRM's email template system is not capable of what you describe out of the box. As you have discovered it will only permit you to insert placeholders from, or assocated with, the primary entity. It won't let you insert fields from other entities. What you suggest as a workaround is possible but it's not an ideal solution as you'll have these 2-4 redundant fields on each record type that contain duplicated data from the price list.
If you have any experience with creating custom workflow activities using the SDK then the best solution here is to create a custom activity that accepts either an draft Email or Email template as a input parameter, instantiates the email if required, loads the price list data, and performs your own custom placeholder replacements.
I've done this on a few projects in order to pass multiple entity records into the template, or to insert complex tables into emails by loading data from relationships. See the screenshots below for an example of how I've configured the email template and dialog process to pass both an 'Account' and 'User' record into the email template.
My Organization wants to Email (automatically means system itself generate the invoice mail) Invoices to their Customers 25th of every Month with the number of products(LINE ITEMS Means Invoice products) in The INVOICE. For Having Line items in the invoive form I've made some customization and add "grid" Which now shows the line items information means you get information that how many products this invoice actually is..
For this I've made an e-mail tempelete For the Entity invoice .But Problem is that the grids fields are not there in the the tempelete "Insert\delete" option .
I research alot and made all possible attempts To mail(AUTOMATICALLY) the invoice with all the line items in it
There is no way to easily accomplish what you wish to do. You can't create custom workflow activities in crm online so your only real option is to create some type of external program that does the work. Templates will only handle part of the problem and not the invoice line items at all.