In the last post, we created the connection for Dynamics 365 CE
Here we will create the integration solution that would consume that connection.
We will take the following simple scenario to understand the basics.
“Delete all the leads with Status = Disqualified”
Let us get started à
Login to Scribe Online
Go to Solution Tab and click on + to create a new solution of type Integration
The solution screen provides the option to define the trigger for the Solution, it could be either on demand or can be scheduled to run once or on recurring basis.
The interface for defining the recurrence
For our example, we are keeping it as on demand.
Next, we need to define the MAPS that holds the processing logic of our Solution. Click on the Create Integration Map option to create the map.
Inside the Map designer, click on Add Connection to add the connection that we created earlier to connect to our Dynamics 365 CE.
Here we have added our CRM Connection created earlier.
This adds the block for our CRM Connection for various operations that can be performed.
Here we will first add the Query block to retrieve all the leads in the state disqualified, followed by For Each Result block to loop through all the records and Delete block to delete those records.
Drag the Query Block, double click on it
Select Lead as Entity and click on Filter to define the filter condition i.e. statecode equals “Disqualified'”
Next drag For Each Result block below the Query lead block.
Followed by dragging the Delete block inside the For Each Result and double click it.
Specify lead as the entity and click on Matching Criteria tab
Specify leadid as the field to be used for delete and for Value click on the formula icon
Select the lead as the source and leadid as the field that we would be using from the source Query Block and click on Validate to verify the condition.
Close the Map dialog boxes back in our home pages’ Solutions tab, we will see the status as preparing.
Once prepared we can click on RUN to execute the solution. The execution history will show the details of the run.
After successful completion à
Back in CRM, we can see all the disqualified lead records deleted.
In the next posts, we will try covering other features of the Scribe Online with regards to Dynamics 365 CE
Hope it helps..