Søge efter og åbne poster i en indgående samtale
I dette selvstudium demonstrerer vi, hvordan du kan søge efter og åbne poster i Dynamics 365 i indgående opkald med Dynamics 365 Channel Integration Framework API'er.
Eksemplet dækker fire scenarier:
Kundens kontaktnummer matcher én post i Dynamics 365. Posten hentes ved hjælp af searchAndOpenRecords API.
Kundens kontaktnummer matcher flere registreringer af samme enhedstype i Dynamics 365. Posterne hentes ved hjælp af searchAndOpenRecords API.
Kundens kontaktnummer matcher flere registreringer af flere enhedstyper i Dynamics 365. Kontoenhedens og Kontaktenhedens registreringer søges efter kontaktnummeret på det indgående opkald, og derefter vises søgeresultaterne på konsollen.
Kundens kontaktnummer matcher ikke nogen post i Dynamics 365, så vi søger og åbner tomme resultater og opretter derefter en ny post for kunden ved hjælp af createRecord API.
Forudsætninger
- Visual Studio 2017.
- Der kræves et gyldigt Microsoft Azure-abonnement for at udgive eksempelappen til Azure.
Vigtigt
Denne vejledning er en fortsættelse af Kom godt i gang med at bygge en simpel kommunikationswidget. Hvis du endnu ikke har oprettet en simpel Hello World! widget, der kan hostes på Dynamics 365 Channel Integration Framework, foreslår vi, at du læser det først.
Opbygge widget
Åbn den grundlæggende widget, som du har oprettet ved hjælp af trinene nævnt i Kom godt i gang med at bygge en simpel kommunikationswidget i Visual Studio 2017.
Åbn
Index.cshtml-filen, og erstat koden i filen med koden nedenfor.
<!DOCTYPE html>
<style>
.button {
background-color: #4FAFCD;
border: none;
color: white;
padding: 15px 32px;
text-align: center;
text-decoration: none;
display: inline-block;
font-size: 16px;
margin: 4px 2px;
cursor: pointer;
height: 55px;
width: 200px;
font-size: 12px;
}
</style>
<html>
<body>
<br /><br />
<!--Replace <ORG-URL> in the script tag below with the URL of your Dynamics 365 instance -->
<script type="text/javascript" src="<ORG-URL>/webresources/Widget/msdyn_ciLibrary.js" data-crmurl="<ORG-URL>" data-cifid="CIFMainLibrary">
</script>
<script>
function singlematch() {
// The customer phone number matches one contact in Dynamics 365
var contactno = "555-5555"; // The contact number to be searched
var entityname = "account"; // Entity type whose records are to be searched
Microsoft.CIFramework.searchAndOpenRecords(entityname, "?$select=name,telephone1&$filter=telephone1 eq '" + `${contactno}` + "'" + "&$search=" + `${contactno}`, false).then(
function success(result) {
res = JSON.parse(result);
// Display the name and telephone number of the retrieved contact on the console
console.log(`Record values: Name: ${res[0].name}, Telephone number: ${res[0].telephone1}`);
},
function (error) {
console.log(error.message);
}
);
}
function multiplematchsingletype() {
// More than one contacts are matched with same phone number
// Search and show search results on console
var contactno = "555-5555"; // The contact number to be searched
var entityname = "account"; // Entity type whose records are to be searched
Microsoft.CIFramework.searchAndOpenRecords(entityname, "?$select=name,telephone1&$filter=telephone1 eq '" + `${contactno}` + "'" + "&$search=" + `${contactno}`, false).then(
function success(result) {
res = JSON.parse(result);
count = Object.keys(res).length;
// Print all the retrieved records on the console
while (count >= 1) {
console.log(`Record values: Name: ${res[count - 1].name}, Telephone number: ${res[count - 1].telephone1}`);
count = count - 1;
}
},
function (error) {
console.log(error.message);
}
);
}
function multiplematchmultipletype() {
// More than one records are matched with the same phone number. These records belong to different entity types
// Search and show search results on console
var contactno = "555-5555"; // The contact number to be searched
// Set the value of searchOnly parameter to True if you only want to get results of the search as a promise result and not open the record or search page. More information: https://learn.microsoft.com/dynamics365/customer-engagement/developer/channel-integration-framework/reference/microsoft-ciframework/searchandopenrecords#parameters.
Microsoft.CIFramework.searchAndOpenRecords("contact", "?$select=fullname,telephone1&$filter=telephone1 eq '" + `${contactno}` + "'" + "&$search=" + `${contactno}`, true).then(
function success(result) {
res = JSON.parse(result);
count = Object.keys(res).length;
// Print all the retrieved records on the console
while (count >= 1)
{
console.log(`Contact entity record values: Name: ${res[count - 1].fullname}, Telephone number: ${res[count-1].telephone1}`);
count = count - 1;
}
}, function (error) {
console.log(error.message);
});
Microsoft.CIFramework.searchAndOpenRecords("account", "?$select=name,telephone1&$filter=telephone1 eq '" + `${contactno}` + "'" + "&$search=" + `${contactno}`, true).then(
function success(result) {
res = JSON.parse(result);
count = Object.keys(res).length;
// Print all the retrieved records on the console
while (count >= 1)
{
console.log(`Contact entity record values: Name: ${res[count - 1].name}, Telephone number: ${res[count - 1].telephone1}`);
count = count - 1;
}
}, function (error) {
console.log(error.message);
});
}
function nomatch() {
// Search and show empty search results
// Create new contact based on the details of the incoming call
// Associate new contact to session
var contactno = "000040000025"; // The contact number to be searched
var callername = "Contoso Ltd.";
Microsoft.CIFramework.searchAndOpenRecords("account", "?$select=name,telephone1&$filter=telephone1 eq '" + `${contactno}` + "'" + "&$search=" + `${contactno}`, false).then(
function success(result) {
res = JSON.parse(result);
console.log(res);
// Check if the JSON response returned by the request is empty
if (Object.keys(res).length == 0) {
console.log("No records with contact number as " + contactno);
console.log("Creating a new Account record");
// Creating new Account record
var entityLogicalName = "account";
var data = {
"name": callername,
"telephone1": contactno
}
var jsondata = JSON.stringify(data);
// use createRecord API to create a new entity record
Microsoft.CIFramework.createRecord(entityLogicalName, jsondata).then(
function success(result) {
res = JSON.parse(result);
// Print the AccountID of the created Account record on the console
console.log("Account record created with ID: " + res.id);
})
}
else {
console.log(`Record values: Name: ${res[0].name}, Telephone number: ${res[0].telephone1}`);
}
},
function (error) {
console.log(error.message);
}
);
}
</script>
<button class="button" type="button" onclick="singlematch()">One matching record</button><br /><br />
<!-- singlematch() method is invoked when you click on "One matching record" button. This returns the record which has the same phone number as the number of the incoming call -->
<button class="button" type="button" onclick="multiplematchsingletype()">More than one matching records of same type</button><br /><br />
<!-- multiplematchsingletype() method is invoked when you click on "More than one matching records of same type" button. This returns the all records of one particular entity type, which have the same phone number as the number of the incoming call -->
<button class="button" type="button" onclick="multiplematchmultipletype()">More than one matching records of different types</button><br /><br />
<!-- multiplematchmultipletype() method is invoked when you click on "More than one matching records of different types" button. This returns the all records of mutliple entity types, which have the same phone number as the number of the incoming call -->
<button class="button" type="button" onclick="nomatch()">No match</button><br /><br />
<!-- nomatch() method is invoked when you click on "No match" button. If there is no existing record with the same phone number as the number of the incoming call, it uses the details of the incoming call to create a new record -->
</body>
</html>
Udgiv og konfigurer widgetten
Følg trinene nævnt i Udgiv og konfigurer widgetten for at udgive widgetten. Den offentliggjorte widget skulle se sådan ud:
Se også
Bygge en simpel kommunikations-widget
Prøvekode på softphone-integration
Ofte stillede spørgsmål
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