I am using Dynamic CRM 2015. I would like to know if I can import a new list of Accounts & Contacts and overwrite the existing Accounts & Contacts list in Dynamic CRM 2015.
There is relational data of Accounts & Contacts in Lead, Opportunity & other Custom entities.
If I can overwrite the existing list of Accounts & Contacts, then what will happen to the relational data of Accounts & Contacts in Lead, Opportunity & other Custom entities?
No, but you can setup a bulk delete job based on a certain criteria. So you could setup a delete job for all account and contacts that were created before today, and then import your list.
Related
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.
So I have a Dynamics 365 solution with a portal. I have created a custom entity to hold records relating to events. What I need to do is provide a way for users to log into the portal and register their interest for these events i.e associate their contact record with the relevant event record.
I have seen that in CRM there is the option to associate the current user to an event when they create one through an insert entity form in the portal, but I can't figure out how to do it from a read-only entity form.
You have to use & configure Entity Form Metadata in entity form, so that the data can be pre-populated including current login portal user as contact in each record.
https://community.adxstudio.com/products/adxstudio-portals/documentation/configuration-guide/entity-form/entity-form-metadata/
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.
Is there a way for an Outlook add-in to store some data for each outlook user, then an Exchange admin can query this data for all users at once?
If I store the data into Item.UserPorperties or Folder.StorageItems, Exchange Admins will not have access to them. And I prefer not to use an external DB.
My goal is for Exchange Admin to run a script or an app that gets the custom data for each user. something like:
Email Tasks Completed Some Data
------- ---------------- ---------
x#x.com 5 25
I plan to use EWS Managed API or Exchange Management Shell to query the Data. I am just not sure where is the ideal place to store it from the Outlook Add-in.
One way is just use a central repository eg a public folder or a shared mailbox that all use have rights to create Items in and then just create/modify one item in the Folder/Mailbox for each user with your plugin. Then your Admin/App can just query all the Items in that Mailbox/Folder (this is way the Free/Busy information used to work via a shared public folder in Exchange)
Cheers
Glen
We have users in our company that have smart phones (Android/Windows Phone mix)and put their contacts in their Exchange account. It is a unified group of users that just need the phone numbers for each other (with a considerably high turnaround for employees in this position as well). I am looking to get a list of contact names/phone numbers to be automatically pushed to (and updated, if possible) their Exchange contact lists. Previously we have been logging in with their account into a computer, opening Outlook, then loading a csv with the contacts on there. The issue is how time consuming it is, given that amount of turnaround on those users. Thanks in advance!
To create a Contact in a users Mailbox you will need access to that contacts folder in that mailbox so you either need to create a Service Account and give that account rights to the folder via something like Add-MailboxFolderPermission or get the user to delegate the access themselves if they are sensitive to security changes or use EWS impersonation.
Once you have rights to the users Contacts folder then you could automate the process of the CSV import using EWS and Powershell here are a few sample scripts
https://gallery.technet.microsoft.com/scriptcenter/Using-Powershell-to-import-14bef4b8
http://blogs.technet.com/b/bill_long/archive/2010/04/23/importing-public-folder-contacts-from-a-csv-file.aspx
http://gsexdev.blogspot.com.au/2010/04/flexible-exchange-contact-creation.html
Cheers
Glen