Microsoft Dynamics 365 integrates with the ByBox applications to allow your users to work with ByBox products. ByBox provides a network of secure locations for delivery and collection of packages

Before you begin

  • ByBox representative should provide you with the following:
    • ByBox tenant and admin account is created
    • ByBox Webservice API Key
    • MS Dynamics entity solution package in zip format
  • MS Dynamics 365
    • Instance of MS Dynamics 365 with Field Service Module needs to be setup

Install ByBox Integration

  1. Go to dynamics.microsoft.com and login with the given credentials.
  2. Go to Advance Settings > Settings.
  3. Select Solutions under Customization.
  4. Select on Import solution and proceed to upload the file.
  5. Upload the solution package in zip format and select Next.
  6. Select Next and go through the steps
  7. Select on Import to import customizations and wait for the operation to complete.
  8. Select on Publish All Customizations in the last step.

  9. Under Dynamics 365, Select on Field Service and this should open the installed Dynamics 365 ByBox Solution.

Configure ByBox Integration

  1. Once you the solution package is installed, run the Plugin Registration .exe tool in Windows.
  2. Register the assembly ByBox.Plugins.dll from the application code within Debug folder and load it. Complete the registration for it A list of ByBox Plugin Assemblies appears.
  3. CreateProductByBox Plugin Registration.
    • Right Select on CreateProductByBox Plugin, and register new step, and enter the message as Create.
      • Primary Entity name should be product.
      • Secondary Entity should be none.
      • Event Pipeline Stage of execution should be PostOperation.
    • Right Select on CreateProductByBox Plugin, and register new step, and enter the message as Update.
      • Primary Entity name should be product.
      • Secondary Entity should be none.
      • Event Pipeline Stage of execution should be PostOperation.
  4. AssignSKUToDoor Plugin Registration
    • Right Select on AssignSKUToDoor Plugin, and register new step, and enter the message as Associate.
      • Primary Entity name should be blank.
      • Secondary Entity should be blank.
      • Event Pipeline Stage of execution should be PostOperation.
    • Right Select on AssignSKUToDoor Plugin and refresh the screen.
  5. SyncedByBoxResource Plugin Registration.
    • Right Select on SyncedByBoxResource Plugin, and register new step, and enter the message as Create.
      • Primary Entity name should be bookableresourcebooking.
      • Secondary Entity should be blank.
      • Event Pipeline Stage of execution should be PostOperation.
    • Right Select on SyncedByBoxResource Plugin, and register new step, and enter the message as Update.
      • Primary Entity name should be bookableresourcebooking.
      • Secondary Entity should be noneEvent Pipeline Stage of execution should be PostOperation.
    • Right Select on SyncedByBoxResource Plugin and refresh the screen.
  6. SyncLocationByBox Plugin Registration
  7. Right Select on SyncLocationByBox Plugin, and register new step, and enter the message as Create.
      1. Primary Entity name should be bybox_locationsyncprocesstrigger.
      2. Secondary Entity should be blank.
      3. Event Pipeline Stage of execution should be PostOperation.
    • Right Select on SyncLocationByBox Plugin, and register new step, and enter the message as Update.
      • Primary Entity name should be bybox_locationsyncprocesstrigger.
      • Secondary Entity should be none.
      • Event Pipeline Stage of execution should be PostOperation.
    • Right Select on SyncLocationByBox Plugin, and refresh the screen.
  8. SyncUserByBox Plugin Registration.
    • Right Select on SyncUserByBox Plugin, and register new step, and enter the message as Create.
      • Primary Entity name should be systemuser.
      • Secondary Entity should be blank.
      • Event Pipeline Stage of execution should be PostOperation.
    • Right Select on SyncUserByBox Plugin, and register new step, and enter the message as Update.
      • Primary Entity name should be systemuser.
      • Secondary Entity should be none.
      • Event Pipeline Stage of execution should be PostOperation.
    • Right Select on SyncUserByBox Plugin and refresh the screen.
  9. Refresh ByBox Plugins and close the plugin registration tool.
    The plug-in registration is complete.