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Export custom field encrypted RRS feed

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    I have a custom field that I have created in CRM 2016. Lets say it is "customer" and has the fields name, id#, DOB.

    1.) Is there a way to add a custom button to that field so that it will export the data, encrypted, to a server? I know that you can export data via excel, but I wanted to not locally download the excel or csv, but rather transfer it server side with the button click.

    Thanks,

    Jeremy

    Monday, April 4, 2016 6:45 PM

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    Hi Jeremy,

    You could do that with JS or a plugin that's handling some sort of flag set by a button for example. How would you like the connection to look?

    Regards

    Rickard Norström Developer CRM-Konsulterna
    http://www.crmkonsulterna.se
    Swedish Dynamics CRM Forum: http://www.crmforum.se
    My Blog: http://rickardnorstrom.blogspot.se

    Tuesday, April 5, 2016 7:46 AM
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    Hey there,

    So I have a field of values that I want to grab out of crm. These fields, after being inputted, would need to be sent to a separate server over an encrypted message. (SSN, ID, etc.) .... Any ideas? Also, I am not sure what software would be proper to use for sending the data encrypted. I am new to JS. Thanks.

    Second part to this is: Is there a way to just do this within CRM 2016 without coding this and sending the field information through a field property "event"? Also, is that encrypted?

    Jeremy

    Thursday, April 7, 2016 7:49 PM
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    Hi Jeremy,

    On the click of the button, you can invoke an action and pass the record Id. The action can then within Workflow code read the SSN, ID and other confidential data and process it as desired.

    So the flow would be to create an action that calls a workflow assembly. the workflow assembly does the job of reading the field values and then you can process it and send the data forward to the other system in the desired format. This way the data of the confidential fields are not being passed through script at all.

    HTH

    Sam

    Dynamics CRM MVP | Inogic | http://inogic.com/blog/ | news at inogic dot com

    If this post answers your question, please click "Mark As Answer" on the post and "Mark as Helpful"


    • Proposed as answer by Sam - Inogic Wednesday, April 13, 2016 8:52 AM
    • Edited by Sam - Inogic Wednesday, April 13, 2016 9:57 AM
    Wednesday, April 13, 2016 8:51 AM