Create Actions on the Page for managing Coupling and Synchronization

This is the Eighth post in the series. If you want to go to previous post click here.

From the series of steps this post is dedicated to Step-7:

As a Seventh Step we will Create Actions on the Page for managing Coupling and Synchronization created in previous post.

On page 50120 Prospects created in previous post

Add Variables:

var
   CRMIntegrationManagement: Codeunit "CRM Integration Management";
   CRMCouplingManagement: Codeunit "CRM Coupling Management";
   CDSIntegrationEnabled: Boolean;
   CDSIsCoupledToRecord: Boolean;

Add Triggers:

trigger OnOpenPage()
begin
    CDSIntegrationEnabled := CRMIntegrationManagement.IsCDSIntegrationEnabled();
end;

trigger OnAfterGetCurrRecord()
begin
    if CDSIntegrationEnabled then
        CDSIsCoupledToRecord := CRMCouplingManagement.IsRecordCoupledToCRM(Rec.RecordId);
end;

Add Actions:

    Actions
    {
        area(Processing)
        {
            group(ActionGroupCDS)
            {
                Caption = 'Dataverse';
                Visible = CDSIntegrationEnabled;

                action(CDSGotoProspect)
                {
                    Caption = 'Prospect';
                    Image = CoupledCustomer;
                    ToolTip = 'Open the coupled Dataverse Prospect.';
                    ApplicationArea = All;

                    trigger OnAction()
                    var
                        CRMIntegrationManagement: Codeunit "CRM Integration Management";
                    begin
                        CRMIntegrationManagement.ShowCRMEntityFromRecordID(Rec.RecordId);
                    end;
                }
                action(CDSSynchronizeNow)
                {
                    Caption = 'Synchronize';
                    ApplicationArea = All;
                    Visible = true;
                    Image = Refresh;
                    Enabled = CDSIsCoupledToRecord;
                    ToolTip = 'Send or get updated data to or from Microsoft Dataverse.';

                    trigger OnAction()
                    var
                        CRMIntegrationManagement: Codeunit "CRM Integration Management";
                    begin
                        CRMIntegrationManagement.UpdateOneNow(Rec.RecordId);
                    end;
                }
                action(ShowLog)
                {
                    Caption = 'Synchronization Log';
                    ApplicationArea = All;
                    Visible = true;
                    Image = Log;
                    ToolTip = 'View integration synchronization jobs for the Prospect table.';

                    trigger OnAction()
                    var
                        CRMIntegrationManagement: Codeunit "CRM Integration Management";
                    begin
                        CRMIntegrationManagement.ShowLog(Rec.RecordId);
                    end;
                }
                group(Coupling)
                {
                    Caption = 'Coupling';
                    Image = LinkAccount;
                    ToolTip = 'Create, change, or delete a coupling between the Business Central record and a Microsoft Dataverse row.';

                    action(ManageCDSCoupling)
                    {
                        Caption = 'Set Up Coupling';
                        ApplicationArea = All;
                        Visible = true;
                        Image = LinkAccount;
                        ToolTip = 'Create or modify the coupling to a Microsoft Dataverse Prospect.';

                        trigger OnAction()
                        var
                            CRMIntegrationManagement: Codeunit "CRM Integration Management";
                        begin
                            CRMIntegrationManagement.DefineCoupling(Rec.RecordId);
                        end;
                    }
                    action(DeleteCDSCoupling)
                    {
                        Caption = 'Delete Coupling';
                        ApplicationArea = All;
                        Visible = true;
                        Image = UnLinkAccount;
                        Enabled = CDSIsCoupledToRecord;
                        ToolTip = 'Delete the coupling to a Microsoft Dataverse Prospect.';

                        trigger OnAction()
                        var
                            CRMCouplingManagement: Codeunit "CRM Coupling Management";
                        begin
                            CRMCouplingManagement.RemoveCoupling(Rec.RecordId);
                        end;
                    }
                }
            }
        }
    }

On page 50122 “CDS Prospect List” created above

Add Variables:

var
    CurrentlyCoupledCDSProspect: Record "CDS cr95d_Prospects";

Add Trigger:

trigger OnInit()
begin
    Codeunit.Run(Codeunit::"CRM Integration Management");
end;

Add Procedure:

procedure SetCurrentlyCoupledCDSProspect(CDSProspect: Record "CDS cr95d_Prospects")
begin
    CurrentlyCoupledCDSProspect := CDSProspect;
end;

Add Action:

Actions
    {
        area(processing)
        {
            action(CreateFromCDS)
            {
                ApplicationArea = All;
                Caption = 'Create in Business Central';
                Promoted = true;
                PromotedCategory = Process;
                ToolTip = 'Generate the table from the coupled Microsoft Dataverse Prospect.';

                trigger OnAction()
                var
                    CDSProspect: Record "CDS cr95d_Prospects";
                    CRMIntegrationManagement: Codeunit "CRM Integration Management";
                begin
                    CurrPage.SetSelectionFilter(CDSProspect);
                    CRMIntegrationManagement.CreateNewRecordsFromCRM(CDSProspect);
                end;
            }
        }
    }

Now you are good to proceed with Next Step.

You can jump to Next Step from here.