// how to Call action Using javascript function hanleWebLead() { var actionName = new_actioncallusingjs; //defien action input parameters var aactionParameters = { "topic" : $( "#topic" ).val(), "firstName" : $( "#firstName" ).val(), "lastName" : $( "#lastName" ).val() }; var actionResponse = activieCustomAction(actionName, aactionParameters); alert(actionResponse.newLeadUrl); } function activateCustomAction() { var Id = Xrm.Page.data.entity.getId().replace( '{' , '' ).replace( '}' , '' ); var serverURL = Xrm.Page.context.getClientUrl(); // pass the id as inpurt parameter var data = { ...
Append: When an entity has the lookup of another entity on its form. It is important that the user have the “Append” privilege on this entity so that it can set the values for the lookups on this entity. For eg: Contact has the lookup of Account on its form so here the user needs to have the “Append” privilege to be able to set the parent account. Append To: When an entity is available as a lookup on another entity form. It is important that the user have the “Append to” privilege on the entity that is referred to in the lookup so that it can set the values for the lookups of this entity on any other form. For eg: Account has the lookup of primary contact. So here the user needs to have the “Append To” privilege to be able to set the Primary Contact for the Account. Append and Append To basically deal with the entities that are parties to a 1:N relationship or N:1 relationship. This post is CRM security 101, but I get asked this question fairly often, so it seems t...
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...
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