Hi i am new to MSCRM and i got the following requirement and its urgent please help me with code.and steps.
1.Create a web page to get the following fields from user – id, name, age, occupation, fullname
integrate with crm and
2.Provide a button save. On clicking save it should find the id in CRM. If the id exists, then should update the values in corresponding CRM record
Else create with the entered values.
Regards.
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Hi
You may want to consult Tenfold for HTML web Page Integration. Tenfold is a great CTI solution that offers integration over 150 more CRM and phone systems. It's easy to set up and will only take a few minutes. They also support MS Dynamics integration. You can check out their integrations list here www.tenfold.com/.../dynamics
Hello,
Here is article that describes functionality you mentioned - www.neudesic.com/.../crm-portal-technical-example
Good luck
Hi Sai,
Is this web page hosted inside CRM or is it a different website altogether?
If it is a different website then you need to develop a SPA. Step can be followed from here:
https://msdn.microsoft.com/en-us/library/mt595797.aspx
CRM expose webAPI so you can simply do a GET on systemuser entity and it will provide you the result. Something like this:
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function retrieveSystemuser(error, token) {
// Handle ADAL Errors.
if (error || !token) {
errorMessage.textContent = 'ADAL error occurred: ' + error;
return;
}
var req = new XMLHttpRequest()
req.open("GET", encodeURI(organizationURI + "/api/data/v8.0/systemusers?$select=domainname,fullname"), true);
//Set Bearer token
req.setRequestHeader("Authorization", "Bearer " + token);
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.setRequestHeader("OData-MaxVersion", "4.0");
req.setRequestHeader("OData-Version", "4.0");
req.onreadystatechange = function () {
if (this.readyState == 4 /* complete */) {
req.onreadystatechange = null;
if (this.status == 200) {
var accounts = JSON.parse(this.response).value;
renderAccounts(accounts);
}
else {
var error = JSON.parse(this.response).error;
console.log(error.message);
errorMessage.textContent = error.message;
}
}
};
req.send();
}
For the second requirement, you just need to check if the above query gave any output or not, if not then you need to do a POST message to create the record.
However, please note the creating user in CRM is not simple. There are various mandatory field like business unit, domainname, primaryemailaddress etc that you need to provide. Also, user will be created as inactive because active user require licrense provisioning from Azure.
Are you sure that the user record in 'systemuser' entity or are you referring to contact?
Thanks,
PS
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