Using Query D365 Data in Dialog
This article gives you an idea how to use “Query Dynamics 365 Data” step in designing Dialogs. Here is a video I have made for better understanding.
Concept
Dialogs use many steps to achieve a specific task. Sometimes we need to Query some entities data in steps so for this purpose we use the step called as “Query Dynamics 365 Data”.
Query Dynamics 365 Data Step is,
- A step in Dynamics 365 Process design
- Can be used in both Dialogs and Workflows.
- Used to fetch data from Dynamics 365 system
- We can present the Return result in prompt control
- Almost all records can be fetched using conditions
- Fetch conditions can be Dynamic using variables
- Can be Presented the result in Formatted way
- Example
- Product Name – Product Type
- Example
- Supports all functionality like Advance Find
- Option sets of type pick list or two option set used
Practical Scenario & Steps:
Write a Dialog Which will run against customer record and will prompt user to select a product of type tablet from Dynamics 365 system as per customer confirmation and create an opportunity with the product info for the customer.
STEPS
- Create a Dialog and Select Contact entity and type as Dialog
- Add Step “Query Dynamics 365 Data”
- Build Fetch XML Query and give condition name like “*tablet*”
- Replace the Variable if required
- Assign the default value of Response Text using the Result Value
- Assign Fields also when required
Please watch the video session to know the practical way of working with Query Dynamics 365 Data step in Dialog.
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