Hello,

Data actions are used to retrieve specific attribute about a contact from a CRM database, such as Dynamics 365. For example, name, address, contact numbers, account number, account status..

There are native fields to Dynamics and custom fields. How we develop data actions that point to these custom fields and have information ?
For example, in the phone number section, there are Home phone, Business phone and mobile phone native fields. In case we have two other new fields, how the data action will point to these fields ?

Regards,
#ArchitectureandDesign
#Implementation
#Integrations

------------------------------
Charaf Eddine Chemlal
Dimension Data France
------------------------------

Start here: https://help.mypurecloud.com/articles/create-custom-action-integrations/

You're going to need a new entry in your output schema at a minimum, and for MS Dynamics CRM you'll need to add the field you're returning to your SELECT statement in the GET request.  You can copy one of the static actions to use it as a base for your custom action and just modify the parts that you need.  Once you think you're done, test the action to validate that it's returning the information all the way to your output schema using the built in test function in the UI.  Once you've validated the action is working correctly you can publish it and place it in a call flow (note that once you publish an action you cannot change a schema, so only publish when you're happy with it).

For more questions on data actions, I highly recommend reading all the content that pertains to your integration first.  There is a content list on the about page for each data action integration.  Here's the content list for MS Dynamics CRM Data Actions: https://help.mypurecloud.com/?p=151818

------------------------------
Richard Schott
Genesys - Employees
------------------------------

Original Message:
Sent: 04-18-2019 14:30
From: Charaf Eddine Chemlal
Subject: Call Data Action - Custom fields in Dynamics 365 CRM

Hello,

Data actions are used to retrieve specific attribute about a contact from a CRM database, such as Dynamics 365. For example, name, address, contact numbers, account number, account status..

There are native fields to Dynamics and custom fields. How we develop data actions that point to these custom fields and have information ?
For example, in the phone number section, there are Home phone, Business phone and mobile phone native fields. In case we have two other new fields, how the data action will point to these fields ?

Regards,
#ArchitectureandDesign
#Implementation
#Integrations

------------------------------
Charaf Eddine Chemlal
Dimension Data France
------------------------------

Appreciate your help @Richard Schott
​

------------------------------
Charaf Eddine Chemlal
Dimension Data France
------------------------------

Original Message:
Sent: 04-19-2019 08:49
From: Richard Schott
Subject: Call Data Action - Custom fields in Dynamics 365 CRM

Start here: https://help.mypurecloud.com/articles/create-custom-action-integrations/

You're going to need a new entry in your output schema at a minimum, and for MS Dynamics CRM you'll need to add the field you're returning to your SELECT statement in the GET request.  You can copy one of the static actions to use it as a base for your custom action and just modify the parts that you need.  Once you think you're done, test the action to validate that it's returning the information all the way to your output schema using the built in test function in the UI.  Once you've validated the action is working correctly you can publish it and place it in a call flow (note that once you publish an action you cannot change a schema, so only publish when you're happy with it).

For more questions on data actions, I highly recommend reading all the content that pertains to your integration first.  There is a content list on the about page for each data action integration.  Here's the content list for MS Dynamics CRM Data Actions: https://help.mypurecloud.com/?p=151818

------------------------------
Richard Schott
Genesys - Employees

Original Message:
Sent: 04-18-2019 14:30
From: Charaf Eddine Chemlal
Subject: Call Data Action - Custom fields in Dynamics 365 CRM

Hello,

Data actions are used to retrieve specific attribute about a contact from a CRM database, such as Dynamics 365. For example, name, address, contact numbers, account number, account status..

There are native fields to Dynamics and custom fields. How we develop data actions that point to these custom fields and have information ?
For example, in the phone number section, there are Home phone, Business phone and mobile phone native fields. In case we have two other new fields, how the data action will point to these fields ?

Regards,
#ArchitectureandDesign
#Implementation
#Integrations

------------------------------
Charaf Eddine Chemlal
Dimension Data France
------------------------------