Microsoft Dynamics 365
Lemnisk is a registered app on the MSD365 App Marketplace. By using the app, you will be able to send data to Lemnisk if any of the entity value gets created or updated. For example, if a contact or lead gets created/updated/deleted at MSD365, it will trigger an API call in Lemnisk in real-time or batch (as per your configuration) and the corresponding value will be updated at Lemnisk.
How to enable API Configuration
Path: Config Tables > Lemnisk API Configuration
Select ‘+New’ call to action in the active Lemnisk API configuration view.
Provide value for the below-mentioned business required fields in the New Lemnisk API Configuration main form. You can get these values from Lemnisk Customer Success Manager.
Name
API URL
Delete API URL
X-API-Key
X-API-Passkey
Lemnisk user
Minimum fetch limit
Maximum fetch limit
Click ‘ACTIVATE’ to create the new Lemnisk API configuration.
Note
The following field value can be read and updated only by the system administrator.
x-API-key
x-API-passkey
Minimum fetch limit
Maximum fetch limit
How to enable queue and activities for core entities
Path: solution >default solution
Path: Objects >Tables
Select the entity for which queue must be enabled; select table “properties” call to action.
Path: Properties > advanced options
Enable the checkboxes ‘can be added to a queue and when rows are created or assigned, move them to the owner’s default queue’ and click ‘SAVE’. This action must be performed for Lemnisk core entities.
Enable the checkbox Creating a new activity and click ‘SAVE’. This action must be performed for all standard entities.
How to enable schedule configurations for core entities
Schedule Type: Real Time
Path: Config tables > Schedule configurations
Select ‘+New’ call to action in the Active schedule configuration’s view.
To provide value for the lookup field Lemnisk Entity, you can either:
- Type the entity name in the text box and select the matching result from the list.
- Click on the advanced lookup icon and choose the entity from the pop-up window.
Select the schedule type as real-time from the option set value and ‘SAVE’ the record.
Schedule Type: Batch
Go to the option set value field schedule type.
Choose Batch as the schedule type.
Choose Schedule Mode as Hours or Days
Provide value for the Schedule frequency and ‘SAVE’ the record.
How to reprocess the failed records
Path: Config Tables > Lemnisk Logs
Choose the records that failed and need to be reprocessed from the failure logs view.
Click on the Reprocess button.
Click OK in the Confirmation dialog box.
Note
If you have more than 50 records that failed to process, you need to split them into smaller batches. The system can only handle reprocessing up to 50 records at a time. This is to ensure the quality and efficiency of the reprocessing operation.
How to configure recurring delete job
Path: Power Apps > Admin center
https://admin.powerplatform.microsoft.com/home page will be displayed.
Path: Environments > Marketing or Sales
Click ‘Settings’ call to action in the listed environment.
Path: Data Management > Bulk Deletion
Click ‘New’ call to action in All Bulk Deletion System Jobs view, bulk deletion wizard will be displayed.
a. Click ‘Next’
6. To delete Lemnisk logs that are more than two months old, you need to specify the search criteria for the records. You can do this by setting the field values as follows:
a. Look for: Lemnisk Logs
b. Use saved View: All Lemnisk Logs
Filter condition
Activity status contains data.
Date Created older than 2 months.
To see the records that match your criteria, you can use the preview records option. This will show you a sample of the filtered data without applying the changes to the entire dataset.
Click ‘Next’ to specify the name of the bulk deletion system job, and scheduling and notification options.
Select the checkbox: Run this job after every 60 days.
Select the checkbox: Send an email to me when this job is finished. You may also inform other relevant users by choosing them from the user lookup view.
Click ‘Next’ to Review and Submit Recurrence bulk deletion details.
click on the ‘Submit’ button to start the recurring bulk deletion system job.
How to modify recurring bulk delete job
System View: Recurring Bulk Deletion System Jobs
Select the respective bulk delete job from the picklist and click ‘More Action.’
Choose ‘Modify Recurrence’ action from the dropdown.
You can modify the schedule for selected bulk deletion jobs by choosing the option Schedule recurrence.
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