I am working with Dynamics CRM 2011 on premise. I wanted to find out how we can open a particular contact using a URL by using a phone number.
The URL looks like this:
server/organization/main.aspx?etc=2&id=%7b203C4B46-5822-E211-B26E-000C295CF877%7d&pagetype=entityrecord
I wanted to know how this ID is created and whether using the search field like phone number this ID can be found/called.
I found a similar question posted to the Microsoft Dynamics CRM community forum. There was a useful response from a Microsoft CRM support engineer. I'll quote it below.
https://community.dynamics.com/crm/f/117/t/87837
In order to open a specific record in CRM you must provide the unique
identifier for that record type.
So for account records it would be accountId. You would not be able to
build a URL for an account edit form that provides some other value
for some other attribute and have it open a specific record.
The Microsoft Dynamics CRM SDK provides a section specifically for how
to open records by building a URL.
http://msdn.microsoft.com/en-us/library/gg328483.aspx
How you get to a specific record in CRM depends upon in what context
you are accessing CRM data.
If you are in the web client, you could use Advanced Find to look for
Accounts and add a filter condition to search for records with a
specific telephone number.
If you need to open a CRM account directly by only knowing the
telephone number for an account, again you would need to leverage the
CRM SDK.
You could create an HTML web resource and in the query string for the
HTML web resource provide the data to identify the account (in your
case some telephone number). On the HTML page you could have some
onload javascript that calls into the OrganizationData.svc ODATA
service and query for accounts based on the criteria you have provided
on the query string, then you could build up the URL for the account
(since now you have access to the accountId) and redirect from your
HTML web resource to the URL for the account.
The ID is assigned by CRM at creation. You will need to search for the ID first using web service methods (specifically a RetrieveMultiple), then you can just build up the url.
This thread has an example of doing this in CRM 4: Retrieving a single Guid in CRM 4.0.
Then you will just need to build a version using the CRM 2011 SDK (though you could use the CRM 4 methods as they are still supported).
Resources:
Build Queries with QueryExpression
Related
We're applaime - developing an AI driven product which will help job seekers to manage more effectively the job application process.
The product will enable Linkedin oauth authentication after which it is expected to retieve the current user's basic profile.
Hence we would like to apply for this permission (r_basicprofile). How can we get this process in motion?
Thanks.
Trying to fetch the basic profile via an API. Need permission for that.
This page describes how to get access to the various APIs: https://learn.microsoft.com/en-us/linkedin/shared/authentication/getting-access.
I am a payment processing site for several different companies. I currently use Cybersource and it allows me to pass transactions under separate company credentials so payments are processed to the correct company.
With PayPal, I am trying to find which API I should use so that I can do an Express Checkout payment and pass different usernames and signatures for different companies. So far NVP seems like one that would work but I am using VS2015 with ASP.Net (VB).
The SDK for PayPalCoreSDK.Dll uses a Configuration.cs file to store credentials. I don't know how to provide each company's credentials "on the fly".
Any suggestions? Thanks!
PayPal provides option to use 3rd party API permission. Your system will do the API call and you will include the email address of other companies in subject field to receive the payment.
https://developer.paypal.com/docs/classic/admin/third-party/
we're looking at integrating our in house (simple) CRM system with Exchange. I have worked with OWA in the past for email readers (so we can read emails in a mailbox and then process the contents if they have a set keyword and reference). I have not tried working with calendars though.
I have created .ics files and mailed them to the user for creating calendar entries before, but that is not idea. What we would like it to be able to add an entry to a users calendar. We would also like to update the OWA calendar entry if the details change in CRM. Lastly ( and I feel most unlikely) is update the CRM appointment if the OWA appointment changes. there are additional field and follow ups we have from an appointment int he CRM system so we do need a record in CRM.
is this possible?
can anyone point me at some documentation please?
i'm currently using https://exchangeserver/ews/exchange.asmx for the email reader.
we're
For Office 365, you can create/modify/delete/read calendar information that shows up in OWA, using Office 365 Calendar REST APIs. See here for getting started for .NET development.
If you need to support on-premises Exchange as well, you can use our older SOAP API - Exchange Web Services. This is what you are calling at present for your email reader. Best way to call EWS for .NET is using EWS Managed API (GitHub, Reference). You can also take a look at code samples for EWS Managed API to learn about accessing calendar.
From my understanding of the regular WSO2 API Manager product I could create multiple synapse-configurations and register them as (global or api specific) sequences by placing them in the proper directory.
I would then utilize the Sequence configuration capabilites on the "Manage screen" to apply different sequences to the request and response payloads of the backend.
I read the documentation at https://docs.wso2.com/display/APICloud/Key+Concepts#KeyConcepts-Sequences as it is not possible to add more but I wanted to ask specifically.
Is it at all possible to do this type of manipulation in the current version of public API cloud?
I have talked with the relevant teams and this is how you can add a sequence in the API Cloud. Although I mentioned about adding a sequence via the Gateway's carbon console (and said it was broken), WSO2 API Manager product is not a position to make it working (this is a known limitation). If I explain the reason in simple terms, to support it they will need to ship a lot of mediator UIs which will make the product similar to the WSO2 ESB. Following is what you can do.
Use WSO2 Developer Studio to create the sequence you want.https://docs.wso2.com/display/DVS371/Creating+ESB+Artifacts#CreatingESBArtifacts-Workingwithsequences
Go to API Gateway at https://gateway.api.cloud.wso2.com/carbon
You need to login to the gateway. Username is email#tenantDomain. If your email abc#gmail.com and tenant domain (or the organisation key is xyz) you need to give abc.gmail.com#xyz as the username (note the # in the email being replaced with a DOT). Go to "Manage" in the top level menu of API Cloud and you will be able to figure out your organisation key.
Go to Resources -> Browse menu and navigate to /_system/governance/apimgt/customsequences/ registry path. Upload your sequence to in, out or fault folders based on your requirement. This will be then available when you create APIs via the API Publisher.
Yes, it is possible. You have to follow the below steps.
Go to API Gateway at https://gateway.api.cloud.wso2.com/carbon
You need to login to the gateway. Username is email#tenantDomain. If your email abc#gmail.com and tenant domain (or the organisation key is xyz) you need to give abc.gmail.com#xyz as the username (note the # in the email being replaced with a DOT). Go to "Manage" in the top level menu of API Cloud and you will be able to figure out your organisation key.
After login, you can go to sequence menu and add a sequence. I tried these steps just now and realised there is a broken page at add sequence. We are in the process of fixing it. Will keep you updated.
Difference of API Cloud and API Manager standalone version is, you have to store the sequence in the registry for it to be available at the API Publishing time.
We'll be adding a doc on this at the following location soon.
https://docs.wso2.com/display/APICloud/About+WSO2+API+Cloud#AboutWSO2APICloud-CommonAPICloudusecases
I'm trying to determine if there is a Yahoo API that I can use to create authentication based on membership in a Yahoo Group for a non-Yahoo website writte in ASP.NET. Basically, if a person is a member of a particular group, then they would be able to Login to this website.
Our club has an existing Yahoo site, but we'd like to disconnect from Yahoo while retaining the emailing capability that it offers, and I'd like to keep the number of places to be members of to a minimum. So if a person signs up for the Yahoo group, I'd like them automatically be able to login to the non-Yahoo site without any other steps.
You can check this PHP code for an example: http://drupal.org/project/yahoo_bbauth
And this example:
http://upcoming.yahoo.com/services/api/group.getMyGroups.php
I'm not experienced with it, but there is a webservice interface you can query with Yahoo's own query language YQL (http://developer.yahoo.com/yql/).
Maybe you could verify the login data against the table yahoo.identity.
open source - does a Yahoogroups api exist? - Stack Overflow
Based on this post from Oct 2009 there is no Yahoo! Groups API yet and if there will be one it'll be listed on the YUI developer page
This index page of YDN Documentation Yahoo! Developer Network - Developer Documentation indicates there is no Yahoo! Groups API at this time still.