Sample: How to make a Birthday Bot that post to Micosoft Teams using B1 Print and Delivery

In this sample, we will show you how to post birthday wishes to Microsoft Teams from B1 Print and Delivery.

What you need:

• B1 Usability Package 2019.04 or higher
• A B1 Usability Package License
• A B1 Print and Delivery License
• A Microsoft Teams account (you need to be owner/admin of the Channel you set it up in)
  • An incoming Webhook connector (See this video on how to make one)
• An empty dummy crystal report

Step by Step Setup:

1. Go to Administration > Add-ons > B1 Usability Package > Module Configuration > B1 Print and Delivery > Mass Delivery Configuration
   • Create the following Custom Configuration
   • 
   • SQL for Copy/Paste
     DECLARE @Month INT = (SELECT MONTH(GETDATE()));
     DECLARE @Day INT = (SELECT DAY(GETDATE()))
     SELECT T0.empId FROM OHEM T0
     WHERE T0.Active = 'Y'
     AND ISNULL(T0.termDate,'30001231') > GETDATE()
     AND MONTH(T0.birthDate) = @Month
     AND DAY(T0.birthDate) = @Day
2. Go to Administration > Add-ons > B1 Usability Package > Module Configuration > B1 Print and Delivery > Crystal Report Definition
   • Create the following configuration (the path to the Crystal report need to be to your empty Crystal Report)
   • 
3. Go to Administration > Add-ons > B1 Usability Package > Module Configuration > B1 Print and Delivery > Report Action
   • Create a new Report action of type "HTTP Trigger"
   • 
     • In name write "Birthday Bot"
     • In URL enter the URL of you Microsoft Teams Webhook
     • Set template to "Microsoft Teams"
     • Leave Subject blank (not used in this sample)
     • Enter the following message 
       

       SQL(
       SELECT
       CASE WHEN T1.Name IS NULL THEN
       CASE T0.sex
       WHEN 'M' THEN 'Today is '+T0.firstName+' '+T0.lastName+'''s birthday! Help him have a great day.'
       WHEN 'F' THEN 'Today is '+T0.firstName+' '+T0.lastName+'''s birthday! Help her have a great day.'
       ELSE 'Today is '+T0.firstName+' '+T0.lastName+'''s birthday!'
       END
       ELSE
       CASE T0.sex
       WHEN 'M' THEN 'Today is '+T0.firstName+' '+T0.lastName+' from '+T1.Name+'''s birthday! Help him have a great day.'
       WHEN 'F' THEN 'Today is '+T0.firstName+' '+T0.lastName+' from '+T1.Name+'''s birthday! Help her have a great day.'
       ELSE 'Today is '+T0.firstName+' '+T0.lastName+' from '+T1.Name+'''s birthday!'
       END
       END AS 'BirthdayText'
       FROM OHEM T0
       LEFT JOIN OCRY T1 ON T0.workCountr = T1.Code
       WHERE T0.empID = DocKey@
       )

       <img src="https://www.boyum-it.com/PostBirthdayWishesToMicrosoftTeams/Cupcakes.png"/>

       
       
       • You can tweak the SQL as you please and use another image if you please
4. Go to Administration > Add-ons > B1 Usability Package > Module Configuration > B1 Print and Delivery > Report Configuration
   • 
     • Give the configuration a description
     • Choose Category "Custom"
     • Choose Birthday Bot as type (aka the Mass Deliver Configuration you created in step 1)
     • Choose the Dummy Crystal Report you created in step 2 as Crystal Report
     • Choose the Report Action you created in step 3 as Report Action for "Email"
5. It is now possible to test the feature using Mass Delivery (Given that you set up an employee to have their birthday on the day you set it up)
   • 
6. Go to Administration > Add-ons > B1 Usability Package > Module Configuration > B1 Print and Delivery > Schedules
   • Set the feature to run on a schedule (in my case I've set it up to send out via the Server component every day at 8 o clock)
   •