[英]Dynamics CRM Managed Solution Add Customer Set Parameters
I'm creating a solution which will be released as a managed solution for Dynamics CRM Online. 我正在创建一个解决方案,该解决方案将作为Dynamics CRM Online的托管解决方案发布。 However, the customer will need to put information in when installing the managed solution to allow interaction with outside services. 但是,客户在安装托管解决方案时将需要输入信息,以允许与外部服务进行交互。 For example, when you install the LinkedIn solution, you need to add your log in information to allow the CRM to access your LinkedIn account. 例如,在安装LinkedIn解决方案时,您需要添加登录信息以使CRM可以访问您的LinkedIn帐户。
How do I add these parameters to the a solution, and then allow the customer to update them if they change? 如何将这些参数添加到解决方案中,然后让客户在更改后对其进行更新?
Cheers 干杯
Edit: To add to my query and following the answer below. 编辑:添加到我的查询,并按照下面的答案。 To make sure the process is correct in my head. 为了确保这个过程正确无误。
Option 1. I will create a custom entity for storing key/value, or username/password combination. 选项1.我将创建一个自定义实体,用于存储键/值或用户名/密码组合。 I would then create a customisation page for the solution using html web resource, which when submitted, javascript would create a single record to hold those values. 然后,我将使用html网络资源为解决方案创建一个自定义页面,当提交该页面时,javascript将创建一条记录来保存这些值。
I then need to link every record that needs the values stored in the custom record - I'm not sure how this would be done without editing a workflow after the storage record has been created, to link each normal record to the storage one. 然后,我需要链接需要将自定义记录中存储的值的每个记录-我不确定在创建存储记录后不编辑工作流程如何将每个正常记录链接到存储记录。
Option 2. Create an xml web resource that stores the values. 选项2.创建一个存储值的xml Web资源。 Create the html/javascript resources to update this using the configuration page. 创建html / javascript资源以使用配置页进行更新。 I can then use a javascript function to obtain that data when the custom entity is created, perhaps to populate hidden fields for storage and use behind the scenes. 然后,可以在创建自定义实体时使用javascript函数获取该数据,也许可以填充隐藏字段以供存储和在后台使用。 I can't find any tutorials on getting started with using xml in this way - can you point me in the right direction? 我找不到以这种方式开始使用xml的任何教程-您能为我指明正确的方向吗?
I typically create a "Configuration" entity that has Name/Value attributes. 我通常创建一个具有名称/值属性的“配置”实体。 This is also useful when you have Dev/Test/Prod environments that require different configs (eg URLs, credentials, etc). 当您具有需要不同配置(例如URL,凭据等)的Dev / Test / Prod环境时,这也很有用。
Another approach is to using Plug-in configurations or Web Resources to store that type of information. 另一种方法是使用插件配置或Web资源来存储该类型的信息。 The Plug-in configuration is pretty straightforward if you can have the customer use the Plug-in Registration tool to modify the value. 如果您可以让客户使用“插件注册”工具来修改值,则插件配置非常简单。
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