update a field with static value in CRM using the emailid from websiteform.

  • Resolved ranjithkmr268

    (@ranjithkmr268)


    5 years, 10 months ago

    I used a Dynamics form in website which has only emailid field for user input. If user submit a form then it should update the another field with fixed value of a matched record in CRM. The record will be matched based on emailid from website form with the value in CRM. If the user emailid doesnot match with any of the record in CRM then it should throw an error in website form. How can we achieve this?

    • This topic was modified 5 years, 10 months ago by ranjithkmr268.
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  • Plugin Author alexacrm

    (@alexacrm)

    Hi @ranjithkmr268

    you have two possible solutions:

    1. Add your logic in php using the toolkit that is part of the plugin. We handle the connection, caching, and logging so you can just use global ASDK() object to access Dynamics 365, query the entities, and update the records as required.
    2. Accept the submission into a Dynamics 365 entity, either existing, or created specifically to process these submissions. Once the record is in Dynamics 365, you can use real-time workflow to execute your business logic of locating and updating required records. (Real-time would be required if you want to throw the errors back to the submitter).

    Which solution you choose is totally dependant on the set of skills available.

    HTH
    George

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