Create a Trigger and Journey: In your marketing automation platform, navigate to the section where you can create triggers and journeys. This process may vary depending on the platform you're using. Create a new trigger that defines the conditions under which a contact should enter the journey Create a journey that outlines the steps you want contacts to go through once they enter the journey. This could include sending emails, updating account records, or triggering other actions. Trigger the Journey with Plugin Code: Depending on the marketing automation platform you're using, you may have access to APIs or SDKs that allow you to trigger journeys programmatically. Use the appropriate API or SDK to trigger the journey when certain conditions are met in your application. This could be in response to user actions, system events, or any other triggers relevant to your use case. Typically, you would need to authenticate with the marketing automation platform's AP...
When we run this, we see in passing a variable into the first parameter(appName), it gives us several pieces of information, including the appId, displayName, uniqueName, url, webResourceId, webResourceName, welcomePageId and welcomePageName function appName() { var globalContext = Xrm.Utility.getGlobalContext(); globalContext.getCurrentAppProperties().then( function success(app) { console.log(app); }, function errorCallback() { console.log("Error"); }); } async function CheckAppNameForSpecificValue() { returnBoolVal = false; var globalContext = Xrm.Utility.getGlobalContext(); await globalContext.getCurrentAppName().then(function (appName) { if (appName.displayname.toLowerCase() == 'myappname') { returnBoolVal = true } }, function (error) { ...
Install the "Microsoft.Xrm.Data.PowerShell" module: Open PowerShell and import the module with the following command if it's not already imported: Install-Module Microsoft.Xrm.Data.PowerShell -Scope CurrentUser There is a small issue with the command you provided. The correct parameter name for setting the execution policy is "ExecutionPolicy," not "–ExecutionPolicy." Here's the correct version of the command: Set-ExecutionPolicy –ExecutionPolicy RemoteSigned –Scope CurrentUser The command you provided is used to set the security protocol used by .NET's ServicePointManager. Specifically, it sets the security protocol to TLS 1.2, which is a more secure version of the TLS (Transport Layer Security) protocol used for secure communications over a computer network. [System.Net.ServicePointManager]::SecurityProtocol = [System.Net.SecurityProtocolType]::Tls12 Define your CRM connection parameters: You'll need to gather some information to conne...
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