I want to create a new account record while syncing outlook contacts to D365.
Example: In outlook, I have a contact with following details.
( Name: Cathon Cook, Account: Alphen House, Mail:cook#gmail.com)
When I go and import this contact to D365 from outlook, the only contact is creating. That is fine but I want to create an account (with a name: Alphen House) If the Account/Organization with that contact does not exist in the account record.
You can do this with a plugin - register it to run on the create of the contact record, check to see if the matching account exists, and create the account if it does not.
Create a workflow against the contact entity.
You can then add a step to check if the contact's account field has a value then create an account record.
Related
Im trying to make some API calls for Zoho, like Email API.
But i am not able to make a valid request due to not knowing my Account Id.
Note that i know my User Id which i can find from my profile section in Zoho.
How can I find my Account Id?
Notes:
I tried calling this API, but getting an error.
http://mail.zoho.com/api/accounts
The error I get:
{"data":{"errorCode":"INVALID_TICKET","moreInfo":"Invalid ticket"},"status":{"code":400,"description":"Invalid Input"}}
Thanks!
Zoho's documentation explanation of account id:
"Each user might have more than just one account associated with their Zoho Mail account. They might have added several POP accounts that can be accessed from the Zoho Mail interface. Each account that you associate with a Zoho account will have a separate Account ID. You'll need the account ID while passing several user and account related API requests. The account ID for each account associated with a Zoho account can be retrieved using the Organization User Details API. You will need the OrgID to fetch the User account details using this API."
And the organization user details api mentioned is this
https://www.zoho.com/mail/help/api/get-org-users-details.html
And here you can see you get the account id
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I am logged in MixPanel in one client's organization, with my personal professional email.
I want to create another one, with the same email, but I can't find anywhere how to do so, any clue ?
Thanks !
Not sure if this is the official way, but this is what I did and it worked:
Sign out from Mixpanel in your web browser
Register a new account using another email address
Create your new organization during account setup
Add yourself as a user to the newly added organization (use your primary email address)
If you are using Gmail, you can use email alias in step 2 - if your email is your_name#gmail.com, use your_name+whatever#gmail.com. Any message sent to the alias will go to your inbox.
When you log in to Mixpanel using your primary email address again, you will notice that you have access to both the old and the new organization.
I am working on a custom entity on dynamic 365. This entity is manipulated on Dynamic 365 Portal using web forms. Whenever I am creating a record in the entity, it is showing "System" in out of the box "Created By"column. Can anybody tell me what is the reason behind it?
As explained above, the owner of a record in CRM is a lookup field to systemuser entity.
The portal user is actually a contact, therefor can not be assigned as record owner.
Owner, createdby, modifiedby = CRM Login user = systemuser Entity. It can be licensed user, application user (service account), or SYSTEM (only used by CRM product).
Portal Login user = contact Entity (sometimes Lead).
Records (OOB or custom entity) created in portal will be impersonated by product using SYSTEM user while creating in CRM DB. Because contact cannot be an owner or createdby. This is the reason.
You may customize to have another custom attribute called new_createdby_portaland use Entity Form Metadata mapping to capture this field from portal side without code.
As I understand, we can access records created by Portal users and their respective Entity Permissions apply for them. However, I wanted those users to be able to even access records which were created by CRM users within Dynamics 365 (and not records created from Portal by a Portal user which is assigned to System)
Is this possible? If yes, how can I achieve that?
Thanks in advance!
It does not matter who created the record, what matters is if that user has access to it. It would not make much sense to show only records that were created by the portal users - how would you then handle something like Customer Service (on one end users use portal, but on the other they are using CRM, bot are creating records).
So basically I'm not sure how aware are you of the configuration of permissions, but let's say that you configured that a Contact (which is a portal user) has access to all records "Cases" that are referencing this contact (this is simply configuration in Entity Permission record). If yes then contact will see records created by him and all other cases that are referencing him as a contact, so if you as a CRM user will create a Case for a Contact, this Contact will see the case.
I created a workflow . My workflow sends e-mails to users who has salesperson security role. But I have big problem. After I export and import customizations in different company users of old company are shown on the e-mail template. How can I create a worflow which sends e-mail to users who has selected security role.
Regards,
Erdogan Uslu
The workflow editor isn't that powerful. You can't select a bunch of users with certain attributes and apply an action to them. You'll have to create a custom workflow activity. Run as the admin user to retrieve the list of users with a certain role. Base it off the SDk article Retrieve the Roles for a User
You would need to reverse this expression, so to speak. Add a condition expression on the role link, to match on the role name. Then you would remove the condition expression from the system user link. Make the role link a child of the system user link (right now the systemuser is a child of the role link). Change qe.EntityName to "systemuser".
You'll then need to create an e-mail. See SDK articles on sending e-mail and creating workflow activities. Hope this helps.
Using a security role like that is quite a weak mechanism for grouping users. CRM has the concept of a Team. Can't you create a Team, then send your email to the team?