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I want to track visits to a specific Portal page. And I want this log to be stored as an entity in CRM so I can use it for other CRM purposes.
I was wondering if I can start an on demand workflow from javascript within the Portal to perform this task. Or maybe someone has a better idea...
Thanks a lot!
Elowy.
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You can use "custom plugin code" approach in the post above by Andrew Butenko.
Alternatively you can see this article - blogs.msdn.microsoft.com/.../enhanced-dynamics-365-knowledgebase-usage-analytics-with-azure-application-insights-and-power-bi for advanced technique of gathering portal activity data and use it even inside Dynamics.
Its all based on your scenario and needs, but in general case storing all visits to CRM is not the best idea. Its better to run some scheduled task to import some combined date from a different source (like app insights) on daily/hourly basis.
Hello,
Alternatively you can use following approach - uds.systems/.../how-to-run-custom-code-in-dynamics-365-portal
Hi,
You can call workflow using JavaScript, please follow this article.
crmhub.blogspot.com/.../execute-workflow-using-java-script-MS-Dynamic-CRM.html
You can use OData Feed only for querying you can't use it for entity creation from portal.
Nice! But will this work for updates on entities a well? Or just for GET calls?
you can do it easily using entity lists odata in portals. Refer this:
arpitmscrmhunt.blogspot.com/.../adxstudio-portal-how-to-use-odata.html
Thanks, Saad.
But I think you need the Xrm framework to perform Odata calls from javascript. And as far as I know the framework is not availble in the Portal.
You can use Odata calls to update your crm entity on Dynamics Portal.
No, I don't think you can do that.
Thanks Mahender.
And is it possible to hide the entity form and 'push' the button from javascript? Otherwise I still need some user interaction to start the workflow.
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