I like to create a registration form and not only store part of it in Zoho CRM but also I like to save the data in my MySQl database on my server.
for example in the registration form the user should enter a username and password. I like to put this in the database, but the name etc. should be in Zoho CRM.
How can I do it? I thought maybe with Curl or so. Is that right?
Thanks.
The better and easy way to post Form data to two different servers is to use a Zoho Creator Form. Zoho Creator offers a deluge task that push data to Zoho CRM and there exists a postUrl task to push data to any HTTP server. Refer to the below links for details.
https://forums.zoho.com/topic/push-data-to-zoho-crm
https://www.zoho.com/creator/help/script/post-url.html
Related
I am using Zoho's .Net API to access some email information such as emails and folders.
During development i've been using my personal zoho account (i created a zoho app under client console).
However, now that i've switched over to my customer's configurations (client id & client secret). But still, after requesting for authorization, the account details are still my own!
I assumed the account details would be of my customer's. And therefore, the email and folders details that I request via the API are all related to my account.
Am i misunderstanding how the Zoho API is supposed to work? Or is what im observing what is expected?
I don't know if you get the idea from the tittle but here's the explanation. Im a newbie on magento so not so familiar with the whole complex structure it has.
I added another form on the login and register page, so that the users can register and authenticate themselves using the form i added, say it reads data from some external device. I'm all done with the option of registering the user, also the data retrieving and matching when authenticating.
But when it comes to authenticate the user, how do i get Magento2 to recognize him/her as a Customer? I need to add the recognizing part, where after authenticating the user is given Customer permission even though their data is saved on a complete new table of the database and isn't the same data provided as the usual form of registering and authenticating.
I'm building an employee self service portal via Dynamics 365, and when I use the lookup field to display my name in a form other employee names are displayed too:
I've been fiddling with the security roles for a while now and still cant seem to get it to display a single employee name.
I'm also planning to do it a different way by filling up the employee name based on the username on the upper right.
How do you guys suggest I go about this?
First things first. Portals won't use any CRM Security role concepts as it's for CRM users. Portal is built on top of Contact entity. Contact is Portal user & Web role will control his/her access.
You have to Entity Form Metadata to populate the fields per your need. The contact lookup can be filled in by current login Portal user this way. Even you can implement something like manage/restrict the Contacts only from your parent Account in that lookup easily.
We use the IdentityServer3 as our central authentication provider. Now I have a general question about the IdenityServer in an enterprise environment. I try to explain it with the following example:
If a user was successfully authenticated, he get a token from the provider. The token includes the unique ID of the user.
The authenticated user send a request to a WebApi, to create a new item (e.g a new product).
The WebApi extract the unique ID from the token and creates the new product in the database. Additionally the new product was linked with the unique user ID (e.g as creationUserId).
An other user send a request to the WebApi to get all available products.
The WebApi create a database query to retrieve all products. Additionally the WebApi wants to convert the creationUserId of each product to the correlating username. But that is not possible, because username is stored in the identity database which is an other database one than the application database (e.g for the products). Are there some best practices to solve this requirement?
Many thanks for your help!
Regards
Thank you for your answers. I see only one way to realize my requirements:
--> I store the username with the userId in the application database, because a API for translating is to slow.
I am integrating MS Dynamics CRM online with my ASP.Net MVC application. I am creating a synchronization process between both. I'm stuck at the point where
I need to check if user has entered valid CRM credentials ie. server address, domain, username and password etc. I am not sure which class is to use for that?
I want to create multiple entities of same type in a single go in CRM online from my Application. Currently I am using ServiceProxy's Create() method to do so . How can I create , for instance, 10 contacts in a single request ?
Is there any way to send list of objects to CRM server and create
them there?
To check I believe the easiest way is just execute call for example of WhoAmI message. If it would not throw an exception - that will mean that credentials are correct.
You should look at ExecuteMultiple message.