Tag: 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.