Codeunit 5330 CRM Integration Management in 24

App
Base Application
Namespace
Microsoft.Integration.Dataverse

Procedures, 137Events, 27

Versions171819202122232425262728latest

Source29

Procedures, 137

NameParametersReturnsAccessObsolete
IsCRMIntegrationEnabled()Booleanpublic-
IsCDSIntegrationEnabled()Booleanpublic-
IsIntegrationEnabled()Booleanpublic-
IsCRMSolutionInstalled()Booleanpublic-
SetCRMNAVConnectionUrl(Text[250])public-
UpdateMultipleNow(Variant)public-
UpdateOneNow(RecordId)public-
UpdateSkippedNow(var Record CRM Integration Record)public-
UpdateSkippedNow(var Record CRM Integration Record, Boolean)public-
UpdateAllSkippedNow()public-
CheckOrEnableCRMConnection()public-
CreateNewRecordsInCRM(Variant)public-
CreateNewRecordsFromCRM(Variant)public-
CreateNewRecordsFromSelectedCRMRecords(Variant)public-
MarkLocalDeletedAsSkipped()internal-
RepairBrokenCouplings()public-
RepairBrokenCouplings(Boolean)public-
RemoveCoupling(Integer, Integer)public-
RemoveCoupling(var RecordRef)public-
RemoveCoupling(Integer, var List)public-
RemoveCoupling(Integer, Integer, var List)public-
RemoveCoupling(var RecordRef, Boolean)internal-
RemoveCoupling(Integer, Integer, var List, Boolean)internal-
RemoveCoupling(RecordId)public-
RemoveCoupling(RecordId, Boolean)Booleaninternal-
RemoveCoupling(Integer, Integer, Guid)public-
RemoveCoupling(Integer, Integer, Guid, Boolean)Booleaninternal-
IsCRMTable(Integer)Booleanpublic-
EnqueueFullSyncJob(Code[20])Guidpublic-
CreateOrUpdateCRMAccountStatistics(Record Customer)public-
ShowCRMEntityFromRecordID(RecordId)public-
GetCRMEntityUrlFromRecordID(RecordId)Textpublic-
GetCRMEntityUrlFromCRMID(Integer, Guid)Textpublic-
OpenCoupledNavRecordPage(Guid, Text)Booleanpublic-
GetCRMEntityTypeName(Integer)Textpublic-
DefineCoupling(RecordId)Booleanpublic-
ManageCreateNewRecordFromCRM(Integer)public-
CreateNewContactFromCRM()public-
CreateNewCustomerFromCRM()public-
CreateNewVendorFromCRM()public-
ShowCustomerCRMOpportunities(Record Customer)public-
ShowCustomerCRMQuotes(Record Customer)public-
ShowCustomerCRMCases(Record Customer)public-
ResetIntTableMappingDefaultConfiguration(var Record Integration Table Mapping)public-
GetNoOfCRMOpportunities(Record Customer)Integerpublic-
GetNoOfCRMQuotes(Record Customer)Integerpublic-
GetNoOfCRMCases(Record Customer)Integerpublic-
HandleCRMRegisterServiceConnection(var Record Service Connection)public-
ClearState()public-
GetLastErrorMessage()Textpublic-
CheckConnectRequiredFields(Text, Text)public-
CheckModifyCRMConnectionURL(var Text[250])public-
GetOrganizationFromUrl(Text[250])Textpublic-
ConstructConnectionStringForSolutionImport(Text)Textpublic-
GetCommonNotificationID()Guidpublic-
GetSkippedNotificationID()Guidpublic-
SendResultNotification(Variant)Booleanpublic-
ShowLog(RecordId)public-
ShowSkippedRecords(Notification)public-
CoupleCRMEntity(RecordId, Guid, var Boolean, var Option)Booleanpublic-
InitializeProxyVersionList(var Record TempStack)public-
GetLastProxyVersionItem()Integerpublic-
ClearConnectionDisableReason(var Record CRM Connection Setup)public-
GetCRMDisabledErrorReasonNotificationId()Guidpublic-
IsWorkingConnection()Booleanpublic-
SendConnectionDisabledNotification(Text[250])public-
InitializeCRMSynchStatus()public-
HasUncoupledSelectedUsers(var Record CRM Systemuser)Booleanpublic-
RegisterAssistedSetup()public-
IsCRMIntegrationRecord(Integer)Booleanpublic-
GetDatabaseTableTriggerSetup(Integer, var Boolean, var Boolean, var Boolean, var Boolean)public-
OnDatabaseInsert(RecordRef)public-
OnDatabaseModify(RecordRef)public-
OnDatabaseRename(RecordRef, RecordRef)public-
AddIntegrationTableMapping(var Record Integration Table Mapping)public-
ImportCRMSolution(Text, Text, Text, Text, Text, Text, Integer, Boolean)Booleanpublic-
LinkMissingOptionDoc(Notification)publicPending 22.0
Unused method.
IsItemAvailabilityEnabled()Booleanpublic-
UserCanRescheduleJob()Booleanpublic-
CreateNewRecordsInCRM(var Dictionary)public-
CreateNewRecordsFromCRM(var Dictionary)public-
CreateNewRecords(var Dictionary, var Dictionary)public-
MatchBasedCoupling(Integer)Booleanpublic-
MatchBasedCoupling(Integer, Boolean, Boolean, Boolean)Booleanpublic-
MatchBasedCoupling(var RecordRef)public-
RemoveCoupling(Integer, var List, Boolean)public-
EnqueueSyncJob(Record Integration Table Mapping, List, List, Integer, Boolean)Booleanpublic-
AddIntegrationTableMapping(var Record Integration Table Mapping, Boolean)public-
DisableNotification(Notification)public-
OpenIntegrationSynchronizationJobsFromNotification(Notification)public-
SetCoupledFlag(Record CRM Integration Record, Boolean)BooleanpublicPending 23.0
This functionality is replaced with flow fields Coupled to Dataverse.
SetCoupledFlag(Record CRM Integration Record, Boolean, Boolean)BooleanpublicPending 23.0
This functionality is replaced with flow fields Coupled to Dataverse.
FindCoupledToCRMField(var RecordRef, var FieldRef)Booleaninternal-
IsCurrencySymbolMappingEnabled()BooleanpublicPending 22.0
Feature CurrencySymbolMapping will be enabled by default in version 22.0.
GetCurrencySymbolMappingFeatureKey()Text[50]publicPending 22.0
Feature CurrencySymbolMapping will be enabled by default in version 22.0.
IsUnitGroupMappingEnabled()Booleanpublic-
UpdateMultipleNow(Variant, Boolean)public-
UpdateSkippedNow(var Record CRM Integration Record, var Record CRM Option Mapping)public-
UpdateSkippedNow(var Record CRM Integration Record, var Record CRM Option Mapping, Boolean)public-
CreateNewOptionsInCRM(Variant)public-
CreateNewOptionsInCRM(var Dictionary)public-
CreateNewRecordsFromSelectedCRMOptions(Variant)public-
EnqueueOptionSyncJobFromIntegrationTable(Record Integration Table Mapping, List, Integer, Boolean)Booleanpublic-
EnqueueOptionSyncJobToIntegrationTable(Record Integration Table Mapping, List, Integer, Boolean)Booleanpublic-
RemoveOptionMapping(var RecordRef)public-
CreateOptionMapping(RecordId, Integer, Text[250])public-
GetMappedCRMOptionId(RecordId, var Integer)Booleanpublic-
GetIntegrationTableMapping(var Record Integration Table Mapping, Integer)public-
DefineOptionMapping(RecordId)Booleanpublic-
ShowOptionLog(RecordId)public-
SetCoupledFlag(Record CRM Option Mapping, Boolean)BooleanpublicPending 23.0
This functionality is replaced with flow fields Coupled to Dataverse.
IsOptionMappingEnabled()BooleanpublicPending 22.0
Feature OptionMapping will be enabled by default in version 22.0.
GetOptionMappingFeatureKey()Text[50]publicPending 22.0
Feature OptionMapping will be enabled by default in version 22.0.
CheckSolutionVersionOutdated()Booleanpublic-
ReactivateJobForTable(Integer)internal-
EnableUnitGroupMapping()Guidpublic-
DisableUnitGroupMapping()public-
AdjustUnitGroupCRMConnectionSetup()public-
UpdateItemUnitGroup()public-
UpdateResourceUnitGroup()public-
CloneIntegrationFieldMapping(Code[20], Code[20])public-
InitializeCRMSynchStatus(var Record CRM Synch Status)internal-
IsIntegrationRecordChild(Integer)Booleanpublic-
RemoveCRMNAVConnectionUrl(Text[250])Booleaninternal-
GetIntegrationTableMapping(var Record Integration Table Mapping, RecordId)public-
AddExtraFieldMappings(Record Integration Table Mapping)internal-
IsFSSolutionInstalled()Booleaninternal-
GetCRMEntityUrlFromCRMID(Integer, Integer, Guid)Textpublic-
GetCRMEntityTypeName(Integer, Integer)Textpublic-
ClearFSState()publicPending 25.0
Field Service is moved to Field Service Integration app.
ImportFSSolution(Text, Text, Text, Text, Text, Text, Integer, Boolean)Booleaninternal-
IsSolutionOutdated(Text, Text[65])Booleanpublic-
ProcessConnectionFailures()public-
TestCRMConnection(var DotNet CrmHelper)Booleanpublic-
MultipleCompanyLearnMore(var Notification)public-
GetFieldServiceIntegrationAppSourceLink()Textpublic-
IsFieldServiceIntegrationAppInstalled()Booleanpublic-

Events, 27

KindNameParametersObsolete
Integration eventOnIsCDSIntegrationEnabled(var Boolean)-
Integration eventOnInitCDSConnection(var Text, var Boolean)-
Integration eventOnGetCDSIntegrationUserId(var Guid, var Boolean)-
Integration eventOnGetCDSServerAddress(var Text, var Boolean)-
Integration eventOnTestCDSConnection(var Boolean)-
Integration eventOnCloseCDSConnection(Text, var Boolean)-
Integration eventOnAfterCRMIntegrationEnabled()-
Integration eventOnBeforeOpenRecordCardPage(RecordId, var Boolean)-
Integration eventOnBeforeHandleCustomIntegrationTableMapping(var Boolean, Code[20])-
Integration eventOnIsCRMIntegrationRecord(Integer, var Boolean)-
Integration eventOnEnabledDatabaseTriggersSetup(Integer, var Boolean)-
Integration eventOnIsCurrencySymbolMappingEnabled(var Boolean)Pending 22.0
Feature CurrencySymbolMapping will be enabled by default in version 22.0.
Integration eventOnBeforeGetIntegrationTableMapping(var Record Integration Table Mapping, Integer)-
Integration eventOnBeforeSynchronyzeNowQuestion(var Integer, var Boolean)-
Integration eventOnIsOptionMappingEnabled(var Boolean)Pending 22.0
Feature OptionMapping will be enabled by default in version 22.0.
Integration eventOnGetTableIdFromCRMOption(RecordRef, var Integer)-
Integration eventOnIsCRMTable(Integer, var Boolean, var Boolean)-
Integration eventOnBeforeGetIntegrationTableMappingFromCRMRecord(var Record Integration Table Mapping, RecordRef)-
Integration eventOnIsIntegrationRecordChild(Integer, var Boolean, var Boolean)-
Integration eventOnBeforeOpenCoupledNavRecordPage(Guid, Text, var Boolean, var Boolean)-
Integration eventOnBeforeFindCoupledToCRMField(Integer, var Boolean)-
Integration eventOnBeforeGetIntegrationTableMappingWithRecordId(var Record Integration Table Mapping, RecordId, var Integer)-
Integration eventOnAfterGetIntegrationTableMappingFromCRMRecordBeforeFindRecord(var Record Integration Table Mapping, RecordRef)-
Integration eventOnAfterGetCRMEntityUrlFromCRMID(Text, Text, Integer, Guid, var Text, Integer)-
Integration eventOnGetIntegrationTableMappingFromCRMIDOnBeforeFindTableID(var Record Integration Table Mapping, var Integer, Guid, var Boolean)-
Integration eventOnAfterAddExtraFieldMappings(Code[20])-
Integration eventOnBeforeRescheduleJobQueueEntries(Integer, var Integer)-