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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Staging approach sugge...
Customer experience | Sales, Customer Insights,...
Suggested answer

Staging approach suggestion

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Posted on by d365learner 10
Hi
 
I am trying to find a proper approach for a scenario.
Here is the scenario: Enquiries come into the system from different geographies and each geography has its own processing logic. For example, an enquiry from Vietnam has a different contact matching logic compared to an enquiry from European countries. There is other processing logic that differs based on other parameters. 
I am also looking at storing the incoming records for a specified duration for auditing purposes.
 
I am looking at using staging pattern where all incoming records are stored in a custom entity. A scheduled process then processes records from the custom entity based on certain flags and parameters. I am stuck at identifying how and where the processing logic has to be added and invoked from within the scheduled process. The scheduled process could be a scheduled task on a windows server.
 
Can someone please point me in the right direction? 
  • Suggested answer
    Fubar Profile Picture
    Fubar 2,752 on at
    Staging approach suggestion
    Not sure why you would run it on a schedule, you could just trigger it on create of a record and not have the delay of waiting for the schedule.  For schedule use Power Automate Flow or Logic Apps, for triggering on create of record use Plugin, Workflow, or Power Automate Flow.
     
    Also, it is unclear how the enquiry is being made, is it via email, a portal form, someone manually creating a Case etc? how do you know what geography it is coming from? and what Dynamics 365 Customer Service components are you using? the answer these may influence the answer.
    e.g. you may have things available such as Queues configured for different incoming email addresses (i.e. email address for each geography tied to a queue for that geography), Case Routing Rules. 
  • Suggested answer
    PerezAguiar Profile Picture
    PerezAguiar on at
    Staging approach suggestion
    Hey
     
    Are we talking Dynamics 365 here? If that's the case, then you can have a custome entity (or Custom table) that stores all the data.  Then use PowerAutomate to trigger whenever records are added to this particular table, and based on the fields populated, perform the operation (insert records in another table, update fields, etc)
     
    However, you can also follow same logic for incoming emails/records in another entity.  For example: "Enquiries from Vietnam" could be a PowerAutomate that checks the Case table (or any other), and then perform the specific logic/steps that you intend to use.  Then, a second PowerAutomate "Enquiries from EU" can be created just for the correct purpose.  You can either use the "when a record is created/added" trigger (in case you want to process all records as they are created), or execute these automations on a specific schedule (every 5 mins, every 1 hr, etc)
     
    Regards,

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