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Microsoft Dynamics CRM (Archived)

how to fetch the records from a 3rd party application by Plugin and populate an html in CRM dynamics 2016 page ?

Posted on by 580

how to fetch the records from a 3rd  party application by Plugin and populate an html in CRM dynamics 2016 page ?

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  • MS CRM DYNAMICS Profile Picture
    MS CRM DYNAMICS 580 on at
    RE: how to fetch the records from a 3rd party application by Plugin and populate an html in CRM dynamics 2016 page ?

    Finally I got My solution

    1. Created a Action /Process which can be called from java script

    2. Action is calling custom work flow

    3. Custom Work flow is calling 3rd party applications and return data in string format .

    4. Action can pass input parameters and get the value as out put parameters

    5. Out put from the Action is used in HTML web resource .

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: how to fetch the records from a 3rd party application by Plugin and populate an html in CRM dynamics 2016 page ?

    Thanks, Alex. The steps you provided worked well for us.

  • Suggested answer
    M.Azwar Alam Profile Picture
    M.Azwar Alam on at
    RE: how to fetch the records from a 3rd party application by Plugin and populate an html in CRM dynamics 2016 page ?

    Hi try this:

    Write custom workflow activity for integration and use that custom WF activity in synchronous WF, save the return data in Text Field on Form and then display it in webresource. You need to put interval in JS untill you get the data in Text Field

    It is better to create an entity and save return record in that entity and show that sub grid of that entity. In that way you do not have to manage HTML webresource

    Mark answer as verified, if it works for you.

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: how to fetch the records from a 3rd party application by Plugin and populate an html in CRM dynamics 2016 page ?

    Create an on demand workflow. Run that workflow whenever there is a need. Get the data and save it in a field, use a webresource to display the html.

  • MS CRM DYNAMICS Profile Picture
    MS CRM DYNAMICS 580 on at
    RE: how to fetch the records from a 3rd party application by Plugin and populate an html in CRM dynamics 2016 page ?

    But "retrieve" plugin will fire in each retrieve  event in CRM which will cost more in performance .

  • Suggested answer
    ashlega Profile Picture
    ashlega 34,475 on at
    RE: how to fetch the records from a 3rd party application by Plugin and populate an html in CRM dynamics 2016 page ?

    Hi,

     you would probably need to do something along these lines:

    -Use post-"retrieve" plugin

    -In the plugin, fetch your data from another app

    -Put it into a multi-line field in the target entity (create a new entity field just for this, add it to the form, but make it hidden. Then use it in the plugin)

    -Then, on the CRM client side, add a web resource and use it to display the content of your hidden field

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