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使用 HTTPS 终结点管理商业市场潜在顾客Use an HTTPS endpoint to manage commercial marketplace leads

如果在合作伙伴中心内未明确支持你的客户关系管理 (CRM) 系统接收 Microsoft AppSource 和 Azure 市场潜在顾客,则你可以在 Power Automate 中使用 HTTPS 终结点处理这些潜在顾客。If your customer relationship management (CRM) system isn't explicitly supported in Partner Center to receive Microsoft AppSource and Azure Marketplace leads, you can use an HTTPS endpoint in Power Automate to handle these leads. 使用 HTTPS 终结点时,可以采用电子邮件通知形式向外发送商业市场潜在顾客,也可以将它们写入到 Power Automate 支持的 CRM 系统。With an HTTPS endpoint, commercial marketplace leads can be sent out as an email notification or they can be written to a CRM system supported by Power Automate.

本文介绍如何在 Power Automate 中创建新流,以生成将用于在合作伙伴中心配置潜在顾客的 HTTP POST URL。This article explains how to create a new flow in Power Automate to generate the HTTP POST URL that you'll use to configure leads in Partner Center. 它还包括使用 Postman 测试流的步骤。It also includes steps to test your flow with Postman.

备注

这些说明中使用的 Power Automate 连接器需要付费 Power Automate 订阅。The Power Automate connector used in these instructions requires a paid subscription to Power Automate. 配置此流之前,请确保考虑到这一点。Make sure you account for this before you configure this flow.

使用 Power Automate 创建流Create a flow by using Power Automate

  1. 打开 Power Automate 网页。Open the Power Automate webpage. 选择“登录”。Select Sign in. 如果还没有帐户,请选择“免费注册”以创建免费 Power Automate 帐户。If you don't already have an account, select Sign up free to create a free Power Automate account.

  2. 登录并在菜单上选择“我的流”。Sign in, and select My flows in the menu.

    登录“我的流”

  3. 在“+ 新建”下,选择“+ 即时云端流”。Under + New, select + Instant cloud flow.

    “我的流”+“自动 - 从空白开始”

  4. 命名你的流,然后在“选择触发此流的方式”下,选择“收到 HTTP 请求时”。Name your flow, and then under Choose how to trigger this flow, select When a HTTP request is received.

    生成自动化流窗口“跳过”按钮

  5. 单击流步骤以将它展开。Click the flow step to expand it.

    展开流步骤

  6. 使用以下方法之一配置“请求正文 JSON 架构”:Use one of the following methods to configure the Request Body JSON Schema:

    • 将 JSON 架构复制到“请求正文 JSON 架构”文本框中。Copy the JSON schema into the Request Body JSON Schema text box.
    • 选择“使用示例有效负载生成架构”。Select Use sample payload to generate schema. 在“输入或粘贴示例 JSON 有效负载”文本框中,粘贴 JSON 示例。In the Enter or paste a sample JSON payload text box, paste in the JSON example. 选择“完成”以创建架构。Select Done to create the schema.

    JSON 架构JSON schema

    {
      "$schema": "https://json-schema.org/draft-04/schema#",
      "definitions": {},
      "id": "http://example.com/example.json",
      "properties": {
        "ActionCode": {
          "id": "/properties/ActionCode",
          "type": "string"
        },
        "OfferTitle": {
          "id": "/properties/OfferTitle",
          "type": "string"
        },
        "LeadSource": {
          "id": "/properties/LeadSource",
          "type": "string"
        },
        "Description": {
          "id": "/properties/Description",
          "type": "string"
        },
        "UserDetails": {
          "id": "/properties/UserDetails",
          "properties": {
            "Company": {
              "id": "/properties/UserDetails/properties/Company",
              "type": "string"
            },
            "Country": {
              "id": "/properties/UserDetails/properties/Country",
              "type": "string"
            },
            "Email": {
              "id": "/properties/UserDetails/properties/Email",
              "type": "string"
            },
            "FirstName": {
              "id": "/properties/UserDetails/properties/FirstName",
              "type": "string"
            },
            "LastName": {
              "id": "/properties/UserDetails/properties/LastName",
              "type": "string"
            },
            "Phone": {
              "id": "/properties/UserDetails/properties/Phone",
              "type": "string"
            },
            "Title": {
              "id": "/properties/UserDetails/properties/Title",
              "type": "string"
            }
          },
          "type": "object"
        }
      },
      "type": "object"
    }
    

    JSON 示例JSON example

    {
      "UserDetails": {
        "FirstName": "Some",
        "LastName": "One",
        "Email": "someone@contoso.com",
        "Phone": "16175555555",
        "Country": "USA",
        "Company": "Contoso",
        "Title": "Esquire"
     },
      "LeadSource": "AzureMarketplace",
      "ActionCode": "INS",
      "OfferTitle": "Test Microsoft",
      "Description": "Test run through Power Automate"
    }
    

备注

此时在配置中,可以选择连接到 CRM 系统或者配置电子邮件通知。At this point in the configuration, you can select to either connect to a CRM system, or configure an email notification. 基于你的选择按照其余说明进行操作。Follow the remaining instructions based on your choice.

连接到 CRM 系统Connect to a CRM system

  1. 选择“+新建步骤”。Select + New step.

  2. 通过在显示“搜索连接器和操作”的位置处进行搜索,来选择你所选的 CRM 系统。Choose the CRM system of your choice by searching for it where it says Search connectors and actions. 以下屏幕显示了“创建新记录(Common Data Service)”作为示例。The following screen shows Create a new record (Common Data Service) as an example.

    新建记录

  3. 在“操作”选项卡上选择该操作以创建新记录。Select the Actions tab with the action to create a new record.

    选择“创建新记录”

  4. 提供与 CRM 系统关联的组织名称。Provide the Organization Name associated with the CRM system. 从“实体名称”下拉列表中选择“潜在顾客”。 Select Leads from the Entity Name drop-down list.

    选择“潜在顾客”

  5. Power Automate 将显示一个用于提供潜在顾客信息的窗体。Power Automate shows a form for providing lead information. 可以通过选择添加动态内容来映射输入请求中的项。You can map items from the input request by choosing to add dynamic content. 以下屏幕显示了 OfferTitle 作为示例。The following screen shows OfferTitle as an example.

    添加动态内容

  6. 映射所需的字段,然后选择“保存”以保存你的流。Map the fields you want, and then select Save to save your flow. HTTP POST URL 已创建,可在“收到 HTTP 请求时”窗口中进行访问。An HTTP POST URL is created and is accessible in the When an HTTP request is received window. 使用复制控件复制此 URL,该控件位于 HTTP POST URL 右侧。Copy this URL by using the copy control, which is located to the right of the HTTP POST URL. 使用复制控件非常重要,这样便不会错过整个 URL 的任何部分。Using the copy control is important so that you don't miss any part of the entire URL. 保存此 URL,因为在发布门户中配置潜在顾客管理时需要用到它。Save this URL because you'll need it when you configure lead management in the publishing portal.

    收到 HTTP 请求时

设置电子邮件通知Set up email notification

  1. 现在已完成 JSON 架构,请选择“+ 新建步骤”。Now that you've finished the JSON schema, select + New step.

  2. 在“选择操作”下,选择“操作”。 Under Choose an action, select Actions.

  3. 在“操作”选项卡上,选择“发送电子邮件(Office 365 Outlook)” 。On the Actions tab, select Send an email (Office 365 Outlook).

    备注

    如果要使用其他电子邮件提供程序,请进行搜索并改为选择“发送电子邮件通知(邮件)”作为操作。If you want to use a different email provider, search for and select Send an email notification (Mail) as the action instead.

    添加电子邮件操作

  4. 在“发送电子邮件”窗口中配置以下必填字段:In the Send an email window, configure the following required fields:

    • 收件人:至少输入一个有效的电子邮件地址,潜在顾客将发送到该地址。To: Enter at least one valid email address where the leads will be sent.

    • 使用者:Power Automate 会提供用于添加动态内容的选项,例如以下屏幕中显示的 LeadSource。Subject: Power Automate gives you the option of adding dynamic content, like LeadSource shown in the following screen. 首先输入字段名称。Start by entering a field name. 然后从弹出窗口中选择动态内容选取列表。Then select the dynamic content pick list from the pop-up window.

      备注

      添加字段名称时,可以在每个名称后面加上一个冒号 (:),然后选择 Enter 以创建新行。When you add field names, you can follow each name with a colon (:) and then select Enter to create a new row. 添加了字段名称之后,随后可以从动态选取列表添加每个关联参数。After you have your field names added, you can then add each associated parameter from the dynamic pick list.

      使用动态内容添加电子邮件操作

    • 正文:从动态内容选取列表添加要包含在电子邮件正文中的信息。Body: From the dynamic content pick list, add the information you want in the body of the email. 例如,使用姓氏、名字、电子邮件和公司。For example, use LastName, FirstName, Email, and Company. 完成设置电子邮件通知后,该通知类似于以下屏幕中的示例。When you're finished setting up the email notification, it looks like the example in the following screen.

      电子邮件通知示例

  5. 选择“保存”以完成 Flow 设置。Select Save to finish your flow. HTTP POST URL 已创建,可在“收到 HTTP 请求时”窗口中进行访问。An HTTP POST URL is created and is accessible in the When an HTTP request is received window. 使用复制控件复制此 URL,该控件位于 HTTP POST URL 右侧。Copy this URL by using the copy control, which is located to the right of the HTTP POST URL. 使用此控件非常重要,这样便不会错过整个 URL 的任何部分。Using this control is important so that you don't miss any part of the entire URL. 保存此 URL,因为在发布门户中配置潜在顾客管理时需要用到它。Save this URL because you'll need it when you configure lead management in the publishing portal.

    HTTP POST URL

测试Testing

可以使用 Postman 测试配置。You can test your configuration with Postman. 可在线下载适用于 Windows 的 Postman。An online download of Postman is available for Windows.

  1. 启动 Postman,然后选择“新建” > “请求”以设置测试工具。Start Postman, and select New > Request to set up your test tool.

    请求设置测试工具

  2. 填写“保存请求”窗体,然后保存到所创建的文件夹中。Fill in the Save Request form, and then save to the folder you created.

    “保存请求”窗体

  3. 从下拉列表中选择“POST”。Select POST from the drop-down list.

    测试我的流

  4. 将在 Power Automate 中创建的流中的 HTTP POST URL 粘贴到显示“输入请求 URL”的位置处。Paste the HTTP POST URL from the flow you created in Power Automate where it says Enter request URL.

    粘贴 HTTP POST URL

  5. 返回 Power AutomateGo back to Power Automate. 从 Power Automate 菜单栏转到“我的流”,找到为发送潜在顾客而创建的流。Find the flow you created to send leads by going to My Flows from the Power Automate menu bar. 选择流名称旁的省略号以查看更多选项,然后选择“编辑”。Select the ellipsis next to the flow name to see more options, and select Edit.

  6. 选择右上角的“测试”,选择“我将执行触发器操作”,然后选择“测试”"。Select Test in the upper-right corner, select I'll perform the trigger action, and then select Test. 你会在屏幕顶部看到表示测试已开始的指示。You'll see an indication at the top of the screen that the test has started.

    “我将执行触发器操作”选项

  7. 返回到 Postman 应用,然后选择“发送”。Go back to your Postman app, and select Send.

    “发送”按钮

  8. 返回到你的流并检查结果。Go back to your flow and check the result. 如果一切按预期运行,则你会看到一条消息,指示流已成功。If everything works as expected, you'll see a message that indicates the flow was successful.

    检查结果

  9. 你还应收到一封电子邮件。You should have also received an email. 检查你的电子邮件邮件箱。Check your email inbox.

    备注

    如果看不到来自测试的电子邮件,请检查垃圾邮件和垃圾文件夹。If you don't see an email from the test, check your spam and junk folders. 在下面的屏幕中,你只会注意到在配置电子邮件通知时添加的字段标签。In the following screen, you'll notice just the field labels you added when you configured the email notification. 如果这是你的产品/服务所生成的实际潜在顾客,则还会在正文和主题行中看到潜在顾客联系人的实际信息。If this were an actual lead generated from your offer, you would also see the actual information from the lead contact in the body and in the subject line.

    收到的电子邮件

将你的产品/服务配置为将潜在顾客发送到 HTTPS 终结点Configure your offer to send leads to the HTTPS endpoint

准备好在发布门户中为你的产品/服务配置潜在顾客管理信息后,执行以下步骤。When you're ready to configure the lead management information for your offer in the publishing portal, follow these steps.

  1. 登录到合作伙伴中心Sign in to Partner Center.

  2. 选择你的产品/服务,然后转到“产品/服务设置”选项卡。Select your offer, and go to the Offer setup tab.

  3. 在“潜在顾客”部分下,选择“连接” 。Under the Customer leads section, select Connect.

    潜在顾客

  4. 在“连接详细信息”弹出窗口中,为“潜在顾客目标”选择“HTTPS 终结点”。In the Connection details pop-up window, select HTTPS Endpoint for the Lead Destination. 将按照前面步骤创建的流中的 HTTP POST URL 粘贴到“HTTPS 终结点 URL”字段中。Paste the HTTP POST URL from the flow you created by following earlier steps into the HTTPS endpoint URL field. 连接详细信息联系人电子邮件Connection details Contact email

  5. 在“联系人电子邮件”下,为公司中应在收到新潜在顾客时收到电子邮件通知的人员输入电子邮件地址。Under Contact email, enter email addresses for people in your company who should receive email notifications when a new lead is received. 可以提供多个电子邮件,用分号分隔。You can provide multiple emails by separating them with a semicolon.

  6. 选择“确定”。Select OK.

要确保已成功连接到潜在顾客目标,请选择“验证”按钮。To make sure you have successfully connected to a lead destination, select the Validate button. 如果成功,则在潜在顾客目标中会出现测试潜在顾客。If successful, you'll have a test lead in the lead destination.

备注

必须先完成产品/服务的其余内容的配置并进行发布,然后才能接收产品/服务的潜在顾客。You must finish configuring the rest of the offer and publish it before you can receive leads for the offer.

生成潜在顾客时,Microsoft 会将潜在顾客发送到流中。When leads are generated, Microsoft sends leads to the flow. 潜在顾客会路由到所配置的 CRM 系统或电子邮件地址。The leads get routed to the CRM system or email address you configured.