Resolver properties for MS Dynamics integration

This article includes examples to help you configure the properties of Citrix Assistant resolvers for each intent in MS Dynamics integration.

When you create an integration in the Microapps service, the Citrix Assistant resolvers are configured by default. You can modify these resolvers and you can also add new resolvers.

For more information, see Configure Citrix Assistant resolvers

Use the following examples to edit or add resolvers for MS Dynamics integration.

Intent CRM.Account.Lookup

The source table selected for this resolver is Account.

Sample queries:

  • show my accounts
  • show Dimitris test account

Data filter account lookup

Response values account lookup

Intent CRM.Account.Details

The source table selected for this resolver is Account.

Data filter account details

Response values account details

Intent CRM.Contact.Lookup

The source table selected for this resolver is Contact.

Sample queries:

  • show my contacts
  • show contacts for Dimitris test account

Data filter contact lookup

Data order contact lookup

Response values contact lookup

Intent CRM.Contact.Details

The source table selected for this resolver is Contact.

Data filter contact details

Response values contact details

Intent CRM.Lead.Lookup

The source table selected for this resolver is Lead.

Sample queries:

  • show all my leads
  • show new leads
  • show contacted leads
  • show leads from public relations
  • show leads for ACME

Data filter lead lookup

Data order lead lookup

Response values lead lookup

Intent CRM.Lead.Details

The source table selected for this resolver is Lead.

Sample queries:

  • show all my leads
  • show new leads
  • show contacted leads
  • show leads from public relations
  • show leads for ACME

Data filter lead details

Response values lead lookup

Intent CRM.Lead.Question.Source

The source table selected for this resolver is Lead.

Sample queries:

  • what is the source of the lead for ACME?

Data filter lead question source

Response values lead question source

Intent CRM.Lead.Question.Status

The source table selected for this resolver is Lead.

Sample queries:

  • what is the status of the lead for ACME?

Data filter lead question status

Response values lead question status

Intent CRM.Opportunity.Lookup

The source table selected for this resolver is Opportunity.

Sample queries:

  • show my opportunities
  • show my in progress opportunities

Data filter opportunity lookup

Data order opportunity lookup

Response values opportunity lookup

Intent CRM.Opportunity.Details

The source table selected for this resolver is Opportunity.

Sample queries:

  • show my opportunities
  • show my in progress opportunities

Data filter opportunity details

Response values opportunity details

Intent CRM.Opportunity.Question.Owner

The source table selected for this resolver is Opportunity.

Sample queries:

  • who is the owner of Great Opportunity?

Data filter opportunity question owner

Response values opportunity question owner

Intent CRM.Opportunity.Question.Stage

The source table selected for this resolver is Opportunity.

Sample queries:

  • what is the stage of Great Opportunity?

Data filter opportunity question stage

Response values opportunity question stage

Intent CRM.Opportunity.Question.Status

The source table selected for this resolver is Opportunity.

Sample queries:

  • what is the status of Great Opportunity?

Data filter opportunity question status

Response values opportunity question status