I've built a custom web application (asp.net c#) that interfaces with the CRM SDK successfully, however I want to have a workflow within Microsoft CRM Online that generates an email to a customer with a custom URL + GUID of there record
Dear Name,
Please click here HREF = (http://example.com/confirm.aspx?id=GUID) to confirm your booking.
Does anyone know how this is achievable in Microsoft CRM Online?
Cheers,
Chris
you need to rely on the property PrimaryEntityId of IWorkflowContext object:
IWorkflowContext context = executionContext.GetExtension<IWorkflowContext>();
Guid recordId = context.PrimaryEntityId;
but to use the value inside the workflow you need to create a Custom Workflow Activity. Follow this link, it provides the code you need:
http://dynamicslollipops.blogspot.com/2011/10/mscrm-2011-workflow-assembly-get.html
Create a new workflow and add a step "Send Email"
Related
When create a connection using PluginRegistration, I was getting the error below.
'PluginAssembly' entity doesn't contain attribute with Name = 'packageid' and NameMapping = 'Platform'.
Can you offer a solution ? Thank you.enter image description here
Recently Plugin Registration Tool added new features and if the user used to connect has not a System Administrator role errors can happen.
I don't know if it is related to your case but I will check the roles first.
Also XrmToolBox has a Plugin Registration Tool (you can find it inside the Tool Library) you can try with this version and see if you can connect or not.
I need to have an office add-in component (https://dev.office.com/getting-started/addins ) to allow user to select a contact from the global address book to insert that contact email in the word document.
Any suggestions if this can be done with office add-ins? if yes how can it be done? or it must be VSTO?
An Office Add-in is simply a web app (that happens to run in the context of an Office host), so you can design it to do the types of things that a web app can do, including issuing requests against REST APIs. Regarding the scenario you've described, I'd view it as 3 distinct tasks:
Get contact info from AD.
Present list of contacts to user (so they can select one).
Insert email address of selected contact into document.
1- Getting contact info:
Re the specific scenario that you've described, I'd suggest that you investigate the feasibility of using either the Microsoft Graph API or the Azure Active Directory Graph API to get contact information from the GAL. Please note that, in general, using Microsoft Graph is recommended over using Azure AD Graph.
2- Presenting list of contacts to the User:
Regarding UI design, because your Office Add-in is simply a web app, you can present the list of contacts to the user in whatever manner that your web app supports.
3- Inserting text into the Word document:
Regarding inserting text into the document when the user selects a contact via the Add-in UI, you'll use the Word JavaScript API to do this. If you haven't used the Word JavaScript API before, I'd suggest that you start by doing the Word Add-in quickstart, which shows how to insert text at various points in a document. Then, for additional details about the API, see the Word JavaScript API reference docs. (Which API operation you use to insert text into the document will depend the specifics of your implementation. I'd suggest that you post a separate Stack Overflow question that describes specifically what you want to achieve re insertion of text into the document, if you need help with that when the time comes.)
I have added two custom button in my order entity.
Both are displaying in Web version of CRM 2013 but not displayed CRM Outlook 2010.
I have tried using Workbench 2013.
Can anyone have idea to display those buttons using Workbench?
I have figure this out but i am not sure what is the actual fix for this.
The things i have done :
1. Apply a display rule to one the group control, which contains OrGroup as following
NOTE : for some entity i am able to display buttons in outlook without
MiscellaneousPrivilegeRule
CrmOfflineAccessStateRule
2. Another rule is Enable rule as per following
3. Delete my Internet Explorer cache (used by the CRM Outlook Client)
4. Fix javascript errors, which might cause this issue using Microsoft Dynamics CRM 2013 Custom Code Validation Tool
5. Also check for any UI errors in Outlook.
To see buttons in Outlook they must have either an enabled and display rule applied that checks for either the Web or Outlook client and returns true accordingly for each. So in your case because you want the button to appear in both you must apply a rule that checks for each and returns true.
The RibbonWorkbench developer blog provides further information.
Please try:
1) Check for UI errors in Outlook: http://msdn.microsoft.com/en-us/library/bb608619.aspx
2) Make sure you have the CRM 2013 Outlook Client installed + the same/later rollup version as the CRM server.
3) Re-add the organization to the CRM Outlook Client
- Publish all customizations
- Remove the organization in Outlook
- Delete your Internet Explorer cache (used by the CRM Outlook Client).
- Re-add the organization to Outlook
4) If possible try with another computer that has a different Office version to test if the problem is related to the Outlook Client or to the ribbon customizations is CRM.
I have developed a custom report in Rally - and this needs to be integrated in the Sharepoint portal - how do I proceed doing this ( similar to the standard reports working in the API Kit and through Javascript on sharepoint) ?
Am using Sharepoint 2010 and 1.0 version of Rally
Raghu
As Nick says, there's nothing in the api that will help you here, but you might be able to get what you want "manually". The "shape" of the custom report endpoint url is:
https://rally1.rallydev.com/slm/analytics/reports/<id>/run?PROJECT=<project oid>
where <id> is the id of the report (which you can get by hovering over it in the Reports tab index) and <project id> is the id of the project from which to gather data.
ex:
https://rally1.rallydev.com/slm/analytics/reports/1001883/run?PROJECT=20383843
(don't bother trying that as is, those are dummy ids). You'll still need to use the appropriate LoginKey.
Custom reports created on Rally's Reports>Reports page do not have an equivalent to StandardReport component in legacy AppSDK1 or StandardReport in AppSDK2. In the absence of a similar wrapper for custom reports it is not possible to display them outside Rally the way Standard Reports can be displayed.
You may however write your own javascript custom app (using AppSDK1 or AppSDK2), build a deployment html file out of it and paste the html code to Sharepoint web part. This app will have to access Rally data you want to visualize in a grid, for example.
Also, both Standard Reports and custom reports on Reports>Reports page are generated by legacy analytic service. It does not support the new ApiKey. In the case of StandardReport you need to use old LoginKey.
i want to try doing this directly in SP2010 designer first. I have never worked with workflow before and haven't found anything that really helped me out online.
Flow:
I go into a global team site. I fill out a form (predefined form i created with specific controls) and click submit (form is validated for input).
Workflow kicks starts sending an email to a user who is defined to approve this workflow.
Once approval is obtained, the workflow completes and creates a Team Site from the information in the initial Form I filled out.
I am sure this is simple for anyone who has been developing workflows, but again this is my first and my first time using SP2010.
Any help starting this would greatly be appreciated. I haven't really found any good examples online for something like this.
We just completed a project exactly like this. We made a list with all the fields necessary to create a site. We attached a custom Approval workflow created in SharePoint Designer and a Workflow Event Receiver. When the Approval workflow finished, the WorkflowCompleted event checked that the workflow outcome was Approved, retrieved the List Item associated to the Task, and passed that List Item to our builder class.