The current article provides a step-by-step instruction on how to create a new HTTP method as a part of the Lasernet Connector configuration within Microsoft Dynamics 365 Customer Engagement.
The HTTP method is a link between Microsoft Dynamics 365 Customer Engagement and either Microsoft Dynamics 365 Finance and Operations or a logic app. This link is needed to activate a report generation within Microsoft Dynamics 365 Finance and Operations or a logic app.
1. Start by signing in to your Microsoft Dynamics 365 Customer Engagement system.
2. On the Sales menu, click the down-pointed arrow to show the navigation menu flyout, and then under the Settings flyout, click HTTP Methods in the Lasernet list.
As a result, you are redirected to the Active Lasernet HTTP Methods page. Follow the steps listed below to create a new HTTP method.
3. On the Active Lasernet HTTP Methods page, click the NEW button.
4. Fill in all the fields, as required. Once you are done, click the Save icon.
Refer to the table below to learn more about fields and possible values to be filled in on the General section of the page for creating a new Lasernet HTTP Method record.
|Name (required)||A descriptive name of the HTTP Method record you create.|
|Button text||A name of the button which is shown on the flyout menu.|
|Pass-through data||A name defined for a definite type of an action. It becomes then available and shown as raw output data in the logic app run history in the Azure portal when an HTTP request is received.|
|Multi select (required)||Available values: Yes and No. Yes enables a possibility to select multiple entities. No is selected by default.|
|HTTP URL (required)||An URL of the definite logic app. The URL is to be copied from the HTTP POST URL text box of the When an HTTP request is received block available in the Logic app designer in the Azure portal.|
|HTTP method (required)||It is POST meaning that data is sent.|
|Response action (required)||Available values: Open and None. None enables just sending data to Lasernet or a logic app. In that case, no preview is available because a connection is closed after sending the data. Open enables getting a response (PDF or status code message).|
|Data-in-body (required)||Available values: Yes and No. Yes enables presenting data in the response message body or as a query string (Request URL). No disables presenting data in the response message body or as a query string (Request URL).|
|Display errors (required)||Available values: Yes and No. Yes enables displaying a received error message. No disables displaying a received error message.|
|Success message||A text of the message shown for a use when the action succeeds.|
|No response success message||A text of the message shown for a use when a Response action is specified as Open, the action itself succeeds, and the response is empty.|
|Failure message||A text of the message shown for a use when the action fails.|
|Show progress indicator||Available values: Yes and No. Yes enables showing a progress indicator. No disables showing a progress indicator.|
|Image 16||An image shown for the button on the flyout menu.|
|Image 32||An image shown for the button on the flyout menu.|
|Modern image||An image shown for the button on the flyout menu (available for a new modern UI of the Microsoft Dynamics 365 Customer Engagement environment).|
|Owner (required)||A user ID who owns the record which is being created.|
As a result, a new HTTP method is listed on the Active Lasernet HTTP Methods page.
5. In the Active Lasernet HTTP Methods list, click a record of the HTTP method you have just added. You can see the HTTP method page opens for editing.
6. In the Lasernet Groups/HTTP Methods (HTTP Method) section, click a plus icon to add a group/HTTP Method record.
7. In the dialog displayed, enter a name in the corresponding text box as well as select a group. Once you are done, click the Save icon to save changes.
In addition, you can add a new HTTP Method record when adding a new group or editing the existing one. To this end, see step 11 in the Configuration | Lasernet Connector for Dynamics 365 CE | Add a new button to a new flyout article.