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.
Related
I am a novice Dynamics 365 CRM (online) administrator for a small business that offers Technical Support to our Customers. We want to transition from our old ticket system to Dynamics 365's Cases and I have been working to customize it for our needs. One area I am having difficulty with is Activities related to Cases I am following.
Using United Interface, is there a way I can display any Activities that other users have added to the Cases I am following?
Thank you
You might want to look into creating a Dashboard with a Timeline component.
And here's some additional info about the Timeline control:
https://learn.microsoft.com/en-us/dynamics365/customer-service/customer-service-hub-user-guide-timeline-overview
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.
I am building an integration system using Logic Apps connector to get details of updated records in Dynamics.
I only want to take action when certain fields have changed.
My problem is that the output from the connector shows all the fields after the record is updated.
I'd like to know which fields have changed so my Logic App can decide whether or not to take action.
Does anybody have any ideas? I was thinking of triggering the logic app via HTTP POST and post from inside a custom workflow activity when certain fields change but I wanted to hear if anyone has a better solution first using just the Logic App with Dynamics connector.
Logic app connector for Dynamics 365 exposing triggers which has record level checkpoints like create/update/delete but does not have field level filtering granularity.
Probably your decision is correct by going with Custom WF activity or a Plugin that triggers on filtering attributes of your choice, then invoking Logic app within Plugin/WF using HTTP POST.
Replacement Dataverse connector has ability to trigger based on specific changed fields using following options:
Select columns - filteringattributes - string: Enter a comma-separated list of column unique names. The flow triggers if any of them are
modified
Filter rows - filterexpression - string: Odata expression to limit rows that can trigger the flow, eg. statecode eq 0
Note: [As of 2022-Nov] The new connector is not yet available for LogicApps.
"Microsoft Dataverse (legacy) connector will be supported by Microsoft until the Microsoft Dataverse connector supports Logic Apps."
The new connector is available in PowerApps - the experience was 99% identical, difference appears to be a different billing/organizational model than Azure Logic Apps.
In Microsoft Dynamics CRM, I know the requirements when to use the plugin, workflows and custom workflows, but I cannot come across those cases or situations when I can use the actions or custom actions.
Can anybody suggest me real time requirement when to use the action?
If possible, please demonstrate an "action" with an example.
Thanks,
Actions are really a supported way to create a custom request, that performs a custom action (or more likely, set of actions) and returns a custom response. I'd say the most likely use case is if you have an external system that needs to perform a set of actions in CRM. Let's say the external system handles phone calls, and needs to create an account, and a phone call record. The custom action could accept the phone number and a couple other fields and then generate the Account, Phone Call, and associate the phone call to the account all in one SOAP request.
One simple use is when you need to execute some server side code from JavaScript by clicking a button in the ribbon OR any where in the client side(not on an entity delete, update, create etc.... messages.) , then you need to create an Action.
e.g if you have to implement some logic and you feel it would be very complex Or not possible on client side (JavaScript), then you should just create an action, implement your logic in that action(server side) and call that action in JavaScript.
For more Info Actions
I've just discovered that you can make custom forms in Outlook 2013. Now, we currently use two calendar apps, one which is very specific to our business needs and the other is Outlook 2013 (Office365). We currently sync some events, but not all, since the extra events don't have any place in Outlook as they'd be missing a tonne of relevant data, or it just wouldn't be readable.
Is it possible to "embed" this data in the content of a custom form, then read this using VBScript/some other method? If we could do this, then it would make the readability of the bespoke events in our business calendar a lot easier. I cannot find anything on this online (probably because I don't know exactly what to search for). I do not need the outlook version to update the business calendar.
For example, data might look like this
{"primaryGroup":"01-XUA-AL","eventName":"Customer Request 192"}
Outlook custom forms is a relatively old technology. I'd recommend using the Outlook form regions for customizing the UI. See Creating Outlook Form Regions for more information.
You may embed a custom information into user properties. They are preserved if the corresponding properties are defined on the recipient Inbox. See Changes to custom properties in Outlook for more information.