Scribe Online – Working with Upsert Block in Dynamics 365 CE

Continuing our previous posts on Scribe Online, let us look at the Upsert block for Dynamics 365 CRM Connector.

The way it works is à

The Upsert block will have a field called alternatekeyname where we need to provide the name of the alternate key as shown below.

In CRM à

Along with passing the value for the field(s) involved in the alternate key.

The way to achieve the same in Informatica Cloud

https://nishantrana.me/2018/05/18/using-alternate-key-to-upsertupdate-using-dynamics-365-for-sales-connector-of-infomatica-cloud/

Do check out this wonderful article that explains the usage of Upsert Block, Custome Update + Insert and Update/Insert block.

https://www.scribesoft.com/blog/2014/11/updateinsert/

Hope it helps..

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D365: Dynamics 365 Developer Toolkit for VS 2017

Ajit Patra

Dynamics 365 Developer toolkit for Visual Studio 2017 can be installed by following the below steps:

  1. Download Dynamics 365 Developer Toolkit for VS 2015 from here.
  2. Once it is downloaded, extract the content of it to a foldera
  3. Open the folder to which the content has been extracted and open the file “extension.vsixmanifest” in a notepad or text editor.b
  4. Change the version number number from 14.0 to 15.0 as highlighted below and save the file:l
  5. After changing, it looks like below:m
  6. Select all the content in the extracted folder (from Step 2 above) and zip ite
  7. Rename the file to a [unique name].vsix and save it. Click Yes on Rename pop up.f
  8. Double click on the vsix file created in the step above and click on Install.g
  9. It’ll show a warning for incompatibility with VS 2017. Click on Yes and Proceed.h
  10. Installation will be started for VS 2017.

View original post 40 more words

Scribe Online – Working with Hierarchical Data in Dynamics 365 CE

In the previous post, we saw how to create XML connection and using it as a source to create records in Dynamics 365 CE.

https://nishantrana.me/2019/01/11/scribe-online-xml-to-dynamics-365-ce/

In this post, we will see how to consume the hierarchical XML data as a source and create parent-child records in Dynamics 365 CE.

Suppose this is our source data with the following relationship

Contact à n Contract à n Asset à n Asset Line

As a first step we need to get the XSD for it, which we will use while defining the XML connection.

https://www.freeformatter.com/xsd-generator.html

Our XML connection

Similarly, add the CRM Connection.

This is how our final mapping will look like

For Query Contact Block (xml) à select Entity as Contact.

For the Include tab, we have selected all the child (tag) entities to be included.

For Create Contact (CRM) block we have mapped the first name and last name field

For For Each Child block select the relationship.

Followed by Create Contract block with following fields mapping.

Here we are setting the contact’s lookup in the contract entity using the Results from Contact Create steps.

Repeat the same steps for remaining child entities like Asset and Asset Line by selecting the relationship in for each child block and in the next create step setting the fields appropriately.

Validate and close the map and run the solution.

On successful run, we can see the records created in CRM

Hope it helps..

Gotcha! Does Library name really matter while registering event handler in Dynamics 365

Debajit's Dynamic CRM Blog

Registering an event handler for your form events or field events – Probably the most mundane stuffs that you would perform everyday if you a CRM consultant. But sometimes the simplest things have the greatest mysteries to unfold.

Now here I was in a training session emphasizing the importance of namespaces while you write your JavaScript files. And I was explaining how can putting the same method name in multiple files can actually lead to different event handler being called for your event instead of the desired event handler registered.

And then I get this question – “How is that possible? After all we specify the library name while specifying the event handler. Isn’t it?” Well the participants were pretty experienced in CRM and honestly I was also into split thought after I heard.

image

After all from the basic concept of the Javascript I know, the first function which matches…

View original post 311 more words

Scribe Online – XML to Dynamics 365 CE

Follow the earlier posts to create the Scribe Online trial and steps to create an integration solution.

Below is our sample XML file that holds the contact information that we want to create inside Dynamics 365 CE

For creating XML connection, we need the XSD file.

So let us generate the XSD file using the below tool

https://www.freeformatter.com/xsd-generator.html

The generated XSD –

Now install the XML Connector from the Marketplace.

Then create a new connection specifying the XML File and the XSD File.

Let us create the integration solution, go to Solution and click on create a new integration solution

Create a new integration map for the solution as shown below

Add the XML connection and the CRM Connection to the map and drag the Query block (XML Connection)

For Query Block select the contact entity.

The add the For Each Result block and insert the Create block (CRM) within it

For Create block, the select entity as Contact.

For the Fields tab, map the source fields to the target.

Click on ok to close the map editor and back in Solution, click on RUN to execute the solution.

After successful completion,

The success.xml created in the same folder where we had XML source file.

And also, we can see the records created in CRM.

In the next post, we will see how we can consume hierarchical XML data to create parent-child records in CRM.

Hope it helps..

Scribe Online: Working with Lookup block – Dynamics 365 CE

Let us continue with our previous post in which we created a solution to pull data from SQL On-Premise and create lead records in Dynamics 365.

Let us create a new table which will be our source here.

Table Name – Transaction

2 columns – ID and Brand.

Transaction and Brand have n -1 relationship i.e. Transaction record have a Brand lookup field in it.

The brand value will be used for two things here.

  • We’d set the Brand lookup field based on its text.
  • The brand record has another lookup field for the team, whose value we will pick and set it as owner for the current transaction record.

Login to https://app.scribesoft.com Scribe Online

Create a new solution and add a new integration map to it and add the SQL On-Premise Connection and CRM Connection to it and add the Query Block (SQL), For Each Result, Lookup and Create (CRM) to it as shown below.

Now let us set the properties for each of the blocks.

For Query Block, we have selected Transaction Table as Entity

For Lookup Block,

First, we have selected our custom entity Brand.

We want Brand Id and Fashion Team Brand lookup’s GUID from the Brand entity based on Brand name from our source transaction table.

For lookup criteria of Lookup Block select the Brand value of the Transaction source à

For Field List, we have selected Team GUID field and Brand GUID which will be used for creating the transaction record.

Now for the Create block.

We have selected the custom transaction header entity

For Fields, we have mapped Brand Id lookup field of Transaction Header with Brand GUID retrieved from Lookup.

And Owner Id field with Brand Team’s GUID and for OwnerIdType we have passed “Team” as a string value.

Now on running the integration, we can see 2 rows of the table processed.

Within CRM

We can see the Brand lookup set and also owner set to the team of the particular brand.

To see how to implement the same using KingswaySoft Dynamics 365 Integration Toolkit refer the below post

https://nishantrana.me/2018/05/22/using-lookup-transformation-and-cache-transformation-in-ssis-for-dynamics-365-using-kingswaysoft/

Hope it helps..