Hi,
Is it possible to send all the account data created in one "online dynamics 365 trial instance" to another "online dynamics 365 trial instance" by using custom work flow?
Data should flow on creation only, if it already exists in the target system, it should be updated on updation in the source system.
Apart from custom workflow, is it possible by any other way?
Thanks
Amit Kumar Rath
*This post is locked for comments
You get that error because some classes/methods you're trying to use are not allowed in SandBoxed environment.
My suggestion - you should go Azure Bus way or Azure Functions to reach your goal.
Good luck.
1 )Error I am getting:
----------------------
Unexpected exception from plug-in (Execute): IntersystemData.IntersystemData: System.Security.SecurityException: Request failed.
2 )Custom WorkFlow I am using:
-----------------------------------
protected override void Execute(CodeActivityContext executionContext)
{
ITracingService tracingService = executionContext.GetExtension<ITracingService>();
//Create the context
IWorkflowContext context = executionContext.GetExtension<IWorkflowContext>();
IOrganizationServiceFactory serviceFactory = executionContext.GetExtension<IOrganizationServiceFactory>();
IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);
AdminCrmService = serviceFactory.CreateOrganizationService(null);
try
{
--------------------------
----------------------
-----------------------
tracingService.Trace("Before successful Connection with the target system");
_targetorgservice = TargetInstanceConnection();
tracingService.Trace("Connection successful with the target system");
-------------------------
-------------------------
------------------------
}
}
//TargetInstanceConnection definition
private OrganizationServiceProxy TargetInstanceConnection()
{
OrganizationServiceProxy _service = null;
try
{
ClientCredentials cre = new ClientCredentials();
cre.UserName.UserName = "crmadmin@LTI0001.onmicrosoft.com";
cre.UserName.Password = "Welcome@123";
Uri serviceUri = new Uri("lti0001.crm8.dynamics.com/.../Organization.svc");
OrganizationServiceProxy proxy = new OrganizationServiceProxy(serviceUri, null, cre, null);
proxy.EnableProxyTypes();
_service = (OrganizationServiceProxy)proxy;
return _service;
}
catch (Exception ex)
{
throw ex;
}
}
I wrote a custom workflow which fires on creation, on change of all the fields, status change. It takes the account id as input argument. Then I tried to connect with the other trial instance by creating service proxy. My logic was if the account id does not exist in the target instance, then create it else update it.
Hi,
I tried the same but I am getting error with the privilege issue. I am trying to connect the other instance with the credentials of the system customizer and administrator. If you want, I can share the code also.
You can create a custom workflow activity and do it that way - you'll just need to create an additional connection to another CRM instance from your code(which, I think, is totally fine in the online environment as well)
Thanks for the input Andrew!!
Is it possible by any other way by using custom code e.g. plugin or console application?
No, CRM online instance wont communicate with each other directly.,
You need to write a custom logic /layer to get the data pass through.
The better way will be to use ConfigurationMigrationTool that comes along with SDK. The tool can transfer record from one instance to other instance.
Other option will be to use Scribe or SSIS.
Thanks,
Prateek
Hello,
I don't think you can do it using workflow. You should consider usage of Flow - flow.microsoft.com/en-us
Good luck.
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