I need to insert and delete a lot of data in crm with web api. If I do it with a simple insert, it takes very long.
Is there another way to insert into the crm database?
Thanks
could use ExecuteMultipleRequest, create a collection of request (CreateRequest or UpdateRequest) add it to the ExectuteMultipleRequest and send it to Dynamics 365, there ir a limit of processing batches (200) to increase it could call to product support
As you are using Dynamics 365 Web api endpoint, use the batch operation approach to submit bulk request in a single request. Refer the below link for more details
Execute batch operations using the Web API
Related
Which entity does represent it? How to get data from it using WEB API?
I do not find any information about how to fetch data from 'Timeline' window on account and contact entities. Is it possible to query all necessary info using /api/data?
Timeline is not an entity and not expose via web api endpoint. It's a custom PCF control (maybe) and all about a placeholder for showing all activities, Notes, Posts for that particular record in chronological order. Btw, Timeline can be added to Dashboard also. Read more
You can pull all the activities, Notes (annotation), Post feed & display in the same fashion if you build a portal separately.
I am creating Flows in https://flow.microsoft.com,
I Don't know that How I can use or call these flow from my website. or how I can integrate it from my website.
What I want : I want to create these flow in my website and want users to select or create flows and then want to trigger these flow on some conditions.
So do I have to design this all in my website or I can integrate already created user flow in my website from
https://flow.microsoft.com
Is there any api to integrate it?
I want to integrate Dynamic 365 and sales force flows
I saw a thread Microsoft Flow integration But no answer here.
Please suggest what should I do to trigger flows from external websites.
Thanks
One option would be to select "HTTP Request" as the trigger, and pass in a JSON object to start a Flow. This would enable you to call it from an external website with whatever parameters you want.
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.
I am planning to use zoho crm for my business. On on side I have clients who pay my business, on other hand I have online customer to whom I assign work given to me by clients. So basically my business is kind a mediator.
Now I want to use zoho crm workflow automation like when lead is created signup mail should be sent. I want to increase lead score when client does particular activity. I want to use webform to capture leads.
My issue is that zoho crm gives very less number of APIs like 500 per user per day. Then how do I do capture leads directly into crm. How do I increase lead score.
How do you guys manage such scenarios ?
The API Calls per day day will depend of your subscription plan.
Standard: starts with 2000 calls per day
Professional: starts with 3000 per day
Enterprise: starts with 4000 per day
Reference link
In several cases this will be enough, however there are a little tricks for saving API calls like using the API V4 in which you can insert/update multiples records (100 per request).
Also, you can use the custom function (zoho deluge) in the CRM and set yours workflow rules like:
Each time a new lead is created with the status "Not contacted" then:
Send a welcome email
Create a case (zoho deluge)
Create a taks (zoho deluge)
etc.
The rate limit for zoho custom functions is not the same as zoho api calls. (Integration Tasks - 25000 Zoho API calls/day using deluge.) So you can use both of them.
Reference link
We have an web site and CRM. User fills form on a web page then we send this data into CRM as contact. Also Google analitycs gets more info about this user directly from web site. Is there any possible way to get data from Analitycs to combine it with CRM data?
If this is important: Bitrix24.com is used as CRM (installed on our server).
Thanks in advance.
You need this web-site: https://developers.google.com/apis-explorer/?hl=en#p/analytics/v3/analytics.data.mcf.get to construct API-request.
Set your CustomerID in filters field like this: mcf:adwordsCustomerIDPath=={customerID1}