I am very new to Dynamics and am wanting something which when a lead is created my workflow will create a contact. However I do not want duplicate contacts to be created. I read that duplication detection does not work in workflows and that I need to write a plugin. I am following this tutorial. I have created a EmailExists entity and referenced the Lead entity. What I need to do is get that Lead entity and then check whether or not a contact exists with that leads email address. I'm pretty much stuck on how to get the lead from my custom entity and then query the contactbase. Any suggestions or further reading would be greatly appreciated.
Thanks in advance
The link you reference is a workaround for the problem of not being able to register custom workflow activities in CRM Online. If you are using the On Premise version, you should be able to write custom workflow activities.
If you are already going to write a plugin, you don't need to follow the instructions in that link. You might as well just write a plugin that fires on Pre-Create of the Lead entity. It would go query Contacts for that email address, and if it finds one, it would throw an InvalidPluginExecutionException which will cancel the Create. No need for the "EmailExists" entity.
Here's a step-by-step guide on creating a simple plugin:
http://msdn.microsoft.com/en-us/library/gg695782.aspx
Related
I am trying to evaluate the possibility of creating a plugin for Parent/Child functionality in Wordpress user creation.
What we need to achieve is to allow a Parent to create a sub-user account for his children. This accounts will have limited access but that can be done later with other Wordpress plugins.
What does not exist right now or what I was unable to find, is a plugin which gives the possibility to an existent standard user, to create sub-accounts related to him.
I do not want anything particular except the association between the accounts. The main user should have the possibility of adding or removing his child accounts.
Do you think this is something that is ok to do? Does it open us to any hacking possibility or vulnerability or create problems in the future?
If not, what would be in your opinion the best way to proceed and do this? What would be the best, fastest and most secure flow of operations?
Looking forward to your opinions.
Thanks in advance.
Regards
I know this is an old post but here's an option for anyone searching for this in the future.
First, you need to register a new user role. When you register the role, you are free to assign any capability you want. In this case, give the new role the capability to add users.
Then you can create a one-to-many relationship between the new user role and the standard subscriber role. So the new user role can have many subscribers but a subscriber can only belong to one new user role.
This will do what you want. There are several plugins that can do this if you are not comfortable with coding which seems the case per the OP's question. You can try PODS which is free and available in the Wordpress Plugin Directory - https://wordpress.org/plugins/pods/.
I am using Dynamic CRM 2015 On-Premises and currently facing an issue related to Modified By field of account.
The issue is that whenever someone modifies or assign the account to another user, the Modified By field of the account shows "System".It should be showing the name of the person who modifies the account.
I have also checked the registered plugins,there is no code written that is responsible for this kind of functionality.
Any kind of help/suggestion will appreciated.
Have you checked workflows? You could also turn on auditing for the entity to see if any other fields are being changed which might give you a better clue as to where the change is coming from.
If you have plugins, make sure that they are running in the current user's context. Plugins can be set to run as specific users, mostly to allow elevated permissions.
You do this by editing the Plugin Step (screenshot below).
New to this site and the biz. I am trying to incorporate the Amazon API into my Wordpress site. When an ISBN # is typed into search box product info from Amazon database is populated. When I copy and paste an ISBN# from another source the search does not perform. Any suggestions appreciated.
Thanks
This isn't an AWS question and is probably more a jQuery/javascript question. Your database lookup is probably using jQuery .change() event listener to perform the query when the search box is changed. This doesn't work very well for direct pastes, and a solution for that can be found here:
stackoverflow: Catch paste input
However if you're using a pre-build wordpress site, chances are you have no direct control over how the search system works, in which case you either need to use something different or contact the original developer to ask for a fix.
I've been assigned to add some features to an existing newspaper. This newspaper is based on Wordpress. They want to add a subscription feature for subscribed users to receive email with the latest news and some other stuff.
They also want a coupon system, which I'm planning to implement using CouponPress (http://www.couponpress.com/) which is a separate Wordpress installation for coupons.
They want to keep the subscribers functionality completely separated from the main blog to avoid opening security holes for attackers to gain admin or editor roles and mess with the newspaper.
What do you recommend for this?
If I keep the subscription feature attached to the second blog, is there a plugin or something to automatically email the subscriptors of the second blog with latest entries, a daily or weekly? I want the second blog to look as part of the first one for users. Maybe replicating the user list somehow in the main blog, but avoiding sign in on it.
What do you think?
Thanks for your help
just throwing an idea for the subscription feature, if you do go the path of subscription to the other blog you can write some quick and dirty function to query the new or even an sql trigger to copy new user recordds to the other db (I don't know if mysql allows for inter db copy triggers)
but - I don't really know what'll you'll achieve that way. if the data isn't secure and sanitized someone could try to run an sql injection. and then copying the record to the other db would contaminate it either.
better use on of wordpress good security plugins, harden server access etc
EDIT
(But please read it all if you really wanna help :) )
Since I'm able to view all the profiles with the correct LDAP data (it's fetched when asked for, but never stored), an possible, albeit hackish solution, would be to display all the profiles as a table. Does anyone have an idea how that might be done ? Google hasn't help, understandably since most people never need to use such a feature.
EDIT
I've successfully used the LDAP Integration module to use LDAP authentication with Drupal. Now I'm trying to create an address book with information from LDAP. I've tried the following solution:
Changed the ldap_data.module, the part that states which fields can be mapped between ldap and drupal (e.g. mail => mail). This fails when I try to add more mappings. I believe this maps to the "users" table in drupal, but when I try to add a field to that table and map a LDAP attribute to it, nothing goes into the database. My plan was to then use Table Wizard with views to create the address book. Using Table Wizard and Views I was able to extract everything I wanted from the users table, but the problem of entering data into the table is still not solved.
If you have any ideas, any at all, I'd really appreciate it. I'm a beginner in drupal and LDAP altogether btw. I've already tried to google this to death over the last few days but nothing has helped me solve this problem.
The answer below helped me understand why this didn't work, but the problem is still unsolved.
The LDAP Data module is not intended to work with fields arbitrarily added to the users table. Instead, it works in conjunction with the core Profiles module and can map to its fields.