Using Color in PowerGrid to Improve User Experience and Productivity (Custom Grid on Dynamics365)

Using Color in PowerGrid to Improve User Experience and Productivity

PowerObjects PowerPack add-on, PowerGrid, enables users to consolidate their editing processes by selecting an entity and a pre-defined view from that entity, system or personal, and edit those records from the grid without needing to open each individual record.

One great feature of PowerGrid, is the ability to configure colors within the selected list view for an entity. This feature can be used to increase user readability and consequently boost productivity for users who use the system in their day-to-day work. Using the Express Configuration, a user or administrator can configure color-coding for certain criteria.

Below is an example list of tasks that are auto-generated for a specific case. The tasks are performed by different roles that manage the case. Each role is a different color with the past due tasks showing in red.

PowerGrid

You configure the color-coding directly within PowerGrid by using the Express Configuration.

PowerGrid

This configuration option is aimed at making the user’s work easier and more manageable by being easy on the eye and helping teams stay organized.

PowerGrid is a great add-on to extend the functionality of your CRM system. Start a free 30-day trial today!

 

 

 

What Is Microsoft Dynamics 365 ?

Microsoft Dynamics 365 combines two categories of solutions

 

Dynamics 365 CRM & ERP

Customer relationship management (CRM) is what you need for your daily business operations. Customer information databases and sales team tools, along with service and marketing automation tools are all parts of a standard CRM solution. Any tool meant for facilitating interactions with customers and growing sales falls into this category.

Enterprise resource management (ERP) solutions are tools that help you to keep track of financial data, along with powerful tools for accounting, field service tracking, and project resource management. ERP tools allow established businesses and larger organizations to manage extensive networks of resources and information in real time.

Dynamics 365 unifies your CRM and ERP business solutions

Dynamics 365 gives your team the tools to take in new clients efficiently, to maintain existing relationships, and to cut down on time wasted jumping between different platforms to find the right information to empower every member of your team.

Breaking ground with the Dynamics 365 Business

Made for small and medium sized businesses

Dynamics 365 Business Plan

The Dynamics 365Business Plan offers a focused CRM solution with financial tools at an affordable price. You get all the great functionality of the Dynamics 365 Financials, Sales, and CRM solutions that you need to keep your business running smoothly. Do you run a business that needs Dynamics 365 Field Services? With Dynamics 365 you’re not locked into a year-long billing cycle, as you are with traditional CRM solutions. That means that you can try out solutions you’re interested in with the flexibility of a monthly billing cycle.

*Until Spring 2017, the business plan gives you all the features of Dynamics 365 Sales and Customer service enterprise at a price model that fits the budget of a growing SMB.

Learn more about Dynamics 365 Pricing for SMB >

 

Setting your foundation with the Dynamics 365 Enterprise

Made for companies looking for advanced service solutions

The Enterprise Plan provides all of the most advanced business solutions Microsoft has to offer. With standard CRM software, full field service, and marketing tool integration, you can take any client or lead and draw all the available information from the start of that customer relationship to the most up-to-date software.

With all customer information available to you in one seamless experience you’ll be able to shorten down time among all your teams. Marketing can populate information about clients and provide a wide range of statistics, thus giving your sales team the focus to sell the right product to the right people without wasting time.

This plan lets you view and control your resources as you would with a traditional ERP solution, and it also gives you powerful CRM tools to keep your team up-to-date.

Dynamics 365 Sales aka the New Dynamics CRM Online

Your customers are increasingly educated about the products and services they need. Because they have nearly 57% of the decision-making process done before they ever talk to a provider, you need to cut down on the time your sales team spends getting the relevant info for the next deal.

This allows you to manage and prioritize your leads so you can push the right cases to your sales team. They will be able to view important details, such as the strength of your relationship with each customer and how they interact with you. Sales will be able to take this info and tailor their interactions to your customer base.

Your sales team’s job is to sell, not waste time dealing with a cumbersome service platform. Give them Dynamics 365 and they’ll have the tools to build meaningful profiles and real relationships with your customers.

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Dynamics 365 Field Service

A single bad experience can push a customer away from your brand, not only hurting your image but also creating the risk of losing that customer. That’s why it’s important to empower your team to be flexible at every step of the client’s relationship. Dynamics 365 Field Services give them the tools to control every aspect of that relationship.

Dynamics 365 Field Service Connectivity and Mobility

You’ll be able to schedule meetings manually or set up systems to do it automatically for your field agents and track them in real time as they go through their day. Have a client with an urgent case? You’ll be able to track down the closest field agent and get them to that client.

Because Dynamics 365 Field Services integrates your inventory and agreements, your agent won’t be going in a meeting blind. You and your agents will see in real time whether they have the right parts and whether they’re covered under your agreements.

Dynamics 365 Field Service Resources Management

Dynamics 365 Customer Service

Dynamics 365 Customer Service is your agent’s portal to a 360-degree view of your client’s information. You’ll be able to empower agents with a unified service platform so they can know, quickly and efficiently, the  exact needs of every client.

Dynamics 365 Customer Support Center

When interacting with your customers, context is everything; it sets the foundation for a great service experience. Customer service unifies your knowledge base and lets you pick the relevant data to display to your agents, while also giving them an easy way to add and contribute information themselves.
As customer information comes in, you’ll be able to use powerful, interactive visual tools to analyze trends in customer behavior, your client interaction, and your marketing presence.

Seamless Integration between Dynamics 365 & Office 365

Dynamics 365 connects to and seamlessly integrates with all other Microsoft Office 365 software, cutting through downtime and the hassle of integration. It integrates with Excel, Word, Outlook and more to instantly provide your team with the most relevant data.

Dynamics 365 Integrations

Image credit : https://www.randgroup.com/software/dynamics-365/ 

 

Whether you’re in the office or out on a call, accessing Dynamics 365 from your mobile device is just as easy as using the desktop app. Dynamics 365 and most other 365 programs are available in both the iOS and Android app stores or they can simply be accessed through your web browser.

Dynamics represents the evolution of CRM and ERP: In the cloud, on demand, customizable and flexible.

Error: Could not load type ‘Xrm.XrmServiceContext’

Problem Introduction

It is very often to see this error, especially when you are developing a custom app/website connecting to CRM using Portal Extension method or Simplified Connection.

And actually, I learn it from mistake, I realized my mistake, small mistake that making my example not working.

So here is the step to resolve:

Have you followed this step?

https://msdn.microsoft.com/en-us/library/gg695790.aspx
When I say ‘have you’, are you really really comfortable to say yes? Have you really-really followed the instruction?
Well, if you think you ‘have’, it is not your fault, because I also did the same thing.
Now, I still face the error…What should I do?

1. Are you using the correct framework?

If you are using CRM 2015, then you should use .NET 4.5.2.
For CRM 2013, you should use .NET 4.5
And for CRM 4.0 is .NET 4.0

2. Try to check whether you have inserted the generated code

Please check again in your Project, have you inserted the generated code you generated from CrmSvcUtil?

3. Check again your web.config and ContextTypeName (in the ASPX) vs CRMScvUtil Parameters

This is very important, because this was the root of failure I did not realize before.
Here, you need to check first the CrmSvcUtil..
In fact..I generate this:

CrmSvcUtil Parameters

1
2
CrmSvcUtil.exe /codeCustomization:"Microsoft.Xrm.Client.CodeGeneration.CodeCustomization,Microsoft.Xrm.Client.CodeGeneration" /url:"https://aileenexample.api.crm5.dynamics.com/XRMServices/2011/Organization.svc" /out:"XrmContext.cs" /username:admin@aileenexample.onmicrosoft.com /password:passwordme /namespace:Xrm /serviceContextName:"XrmContext"
pause

You seem my parameter for serviceContextname is “XrmContext”, not the “XrmServiceContext”!!

While I check my web.config:

Web.Config

1
2
3
4
5
<microsoft.xrm.client>
    <contexts>
      <add name="Xrm" type="Xrm.XrmServiceContext, Xrm.CRM.2015.WebExample" />
    </contexts>
</microsoft.xrm.client>

And also I check my .ASPX code

1
<asp:LinqDataSource ID="Contacts" ContextTypeName="Xrm.XrmServiceContext" TableName="ContactSet" runat="server" />

Well, I use both in my code :

Xrm.XrmServiceContext

While, I generate the code using servicecontext parameter to this:

image

Of course, it wont be able to load the type.

Then, what I do is, I change my web.config and my ASPX from

Xrm.XrmServiceContext

to

Xrm.XrmContext

Or you can re-generate the file and change the the /serviceContextName param from

“XrmContext” to “XrmServiceContext”

It is common mistake and sometimes is hard to realize!

Tips: Since you can have many changes in your CRM Metadata, you might need to re-generate your generated code very often, then I recommend you to consider the batch execution approach.

See this for detail:

http://missdynamicscrm.blogspot.sg/2014/05/crm-sdk-smart-way-to-use-crmsvcutilexe.html

Hope this saves your day!

Thanks!

Modify the Delete (Dustbin icon) Button in the CRM Subgrid

Modify the Delete (Dustbin icon) Button in the CRM Subgrid

Overview

Sometimes we need to modify the Delete button in the CRM Subgrid, example:

1. For preventing users to perform the delete button (but you dont want to just disable it)

2. Call another function or call custom function that needs client site programming (We can do plugin onDelete or onAssociate, but in case you want to show it in the client site)

3. To do impersonation

The Code

function modifyRibbon() 

function deleteSubgridRecord() 

function modifySubgridDeleteButtonEventHandler(subgridName, functionToCall, passGridControl)  //no need since I replaced by the previous line
            if (selectedControl.get_id() != subgridName) 
            else 
                else 
            }
        }
    }
    catch (e) 
}

Result

*After clicking the ‘Delete’ button

image

Note: This method is overwriting the CRM functions and it works for CRM 2013, for CRM 2015/2016, this function [Mscrm.GridCommandActions.deleteRecords] might have been changed, so need to find out the current function name based on your CRM Version. And again, it means it is unsupported Smile

Thanks!

Utilize Custom Action to Help Filtering The Lookup View in CRM Form

Utilize Custom Action to Help Filtering The Lookup View in CRM Form

Overview

Sometimes in our project, we have requirement to filter lookup based on some conditions and it can be achieved using addCustomView or addCustomFilter function.

And sometimes it is just not too easy to do it in Javascript or the complex fetch xml, so in my blog I just want to share another method to get the filtered result same as you wanted, that is using Javascript + Custom Action!

Detail

Following my previous post: http://missdynamicscrm.blogspot.sg/2014/08/crm-2013-using-addcustomfilter-to-get-filtered-lookup-field-based-on-linked-entity.html

So, considering you have this filter:

To get the result as per expected, you can use Custom Action.

Steps:

1. You need to create a custom action that give you output, either STRING or ENTITYCOLLECTION

2. Inside the custom action code, if you want to return string, you can use comma delimited concept, or using | as delimiter, or you can just return the Final XML Filter already.

If you use EntityCollection, you might need to parse it again.

3. Then create a javascript that can call the Custom Action, you can use this method for easy way:
http://www.magnetismsolutions.com/blog/paulnieuwelaar/2015/08/12/Call-Action-in-CRM-2015-Easily-from-JavaScript-Library

4. Then you get the result as parameter, you can just set it to the filter = “the Result” (if you use Final XML Filter as the Output) or you parse the GUID if you use the comma or | delimited concept, or if you use EntityCollection then you need to parse it back.

5. See the result

Basically, you just need to get this result:

Either you just easily using String as output or other method it is up to u.

But the point here is we can use Custom Action for solving complex filtering and remember that we can use impersonation also to get the data you want if it is related to the other entities as well, imagine if we also need to have multiple entities involved then it might be easier if we use Custom Action as we just replace the DLL if there is any other changes using Plugin Registration Tool.

Hope this helps!

Thanks,
Aileen

ADXStudio – Dynamics 365 Blog

ADXStudio – Dynamics 365 Blog

Recently, I faced a challenging and interesting task of implementing Signature Pad in Dynamics CRM Portal/ADXStudio. This blog demonstrates how to implement the HTML5 Signature Pad in CRM Portal/ADXStudio.

It is possible?

Yes, with some tricks, it is possible. Please follow the steps below to achieve it.

Signature Pad Reference

Please use the below link for the example and GitHub code which used as reference to embed the Signature Pad in CRM Portal.

Github Source code link

Signature Pad example link

Steps to Follow

Step 1: In Dynamics CRM, create a new entity, name it as “Signature”, and create the following fields:

Information form in Signature Pad entity (CRM):

Step 2: Create a new entity form record referring “Signature” entity and Respective Information form related to “Signature” entity in Dynamics CRM:

Step 3: By default, .js file is blocked in CRM attachments. For information on how to upload a JavaScript as web file in Dynamics CRM, please refer to the below blog which explains how to upload .js file in CRM Notes.

Dynamics 365 portals: JavaScript as Web Files

After enabling the .js file in CRM:

  1. Create a new web file in CRM.

Create a new web file and use the following configuration for “signature_pad.js” web file record.

Download the JavaScript from this GitHub link and upload the JavaScript file in CRM Notes related to “signature_pad.js” web file record:

  1. Again, create a new web file record in CRM and use the following configuration for “app.js” web file record.

Download the JavaScript from the GitHub link and upload the JavaScript file in CRM Notes related to ““app.js”.

  1. Create new web file record in CRM and use the following configuration for “signature-pad.css” web file record.

Upload the following CSS in notes attachment. I have slightly modified the code from GitHub by removing the background in CSS.

CSS Code:

.m-signature-pad 

.m-signature-pad:before, .m-signature-pad:after 

.m-signature-pad:after 

.m-signature-pad--body 

.m-signature-pad--body
  canvas 

.m-signature-pad--footer 

.m-signature-pad--footer
  .description 

.m-signature-pad--footer
  .left, .right 

.m-signature-pad--footer
  .left 

.m-signature-pad--footer
  .right 

@media screen and (max-width: 1024px) 
  #github 
}

@media screen and (min-device-width: 768px) and (max-device-width: 1024px) 
}

@media screen and (max-height: 320px) 
  .m-signature-pad--footer 
  .m-signature-pad--footer
    .description 
}

Save the CSS as “signature-pad.css” and upload in CRM Notes attachment:

Step 4: Create a new web template record in CRM and use the following configuration.

Use the below liquid template to paste in the Source Field in “Create Signature Web Template” record.

Liquid Template Code:

Click on this link to open liquid template code.

Step 5: Create a new Page Template Record in CRM and use the following configuration as mentioned below. Also, refer “Create Signature Web Template” Record.

Step 6: Create a new web page record in CRM and use the following configuration. Also, refer “Create Signature Page Template” record.

Step 7: Create a new metadata column in “Create Signature Entity Form” which is used to display the “success message” once the Signature Pad captured successfully.

Use the following code in Label:

Step 8: Finally, it will display like this in CRM Portal:

Signature Pad Gif Demo:

In my next blog, I will explain how to display the signature in CRM and how to display the signature in SSRS report.

The post Signature Pad in CRM Portal/ADXStudio appeared first on Dynamics 365 Blog.

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Dynamics 365 and SharePoint integration – Sharepoint folder naming issue in CRM-Sharepoint OOB integration when Primary attribute is more than 128 characters

Sharepoint folder naming issue in CRM-Sharepoint OOB integration when Primary attribute is more than 128 characters

CRM-Sharepoint integration – This topic has certainly lost the steam by now and anybody working in dynamics over the last 7-8 years have tried it out so many times. Done and dusted topic, isn’t it?

But just when I think I know it all, Dynamics surprises me with some hidden nuances and my today’s post is on it.

So here I was, setting up the mundane CRM-Sharepoint OOB integration and directly set-it up in client’s production environment. OOB feature, no testing required. But suddenly one issue reported by customer – “My two records in account are sharing the same folder in Sharepoint”.

But how is that possible? A little bit of digging and this is what I found out.

In Dynamics CRM – Sharepoint integration, the folder gets formed in the format – Primary Attribute Field value_. So if for an account record, it would be _.

Now let’s play around with the Account Name.

This is below account name I have given for one record.

“the quick brown fox jumps over the lazy dog. the quick brown fox jumps over the lazy dog. the quick brown fox jumps over the lazy dog. the quick brown fox jumps over the lazy dog.”

Below is the name for other account record.

“the quick brown fox jumps over the lazy dog. the quick brown fox jumps over the lazy dog. the quick brown fox jumps over the lazy dog. lorem ipsum dolor sit amet.”. Notice the part in bold I have changed from the previous account.

Now, let’s go and see the folder created for the first account record.

image

There is no guid in the folder name. The reason is in OOB integration, folder name limit is always 128 characters. So if primary attribute name length is more than 128 characters, it would be trimmed to 128 characters and then the folder name is formed. So first lesson learnt,the Guid is not mandatory in the folder naming in Sharepoint for CRM-Sharepoint OOB integration.

Now it’s obvious that this is a potential root-case of problems. I also uploaded one document for this record and as you can see from the screenshot.

Lets go ahead and see the folder created for record 2.

image

As you can see from the above screenshot, the folder name for record 2 is also mapped to the folder for record 1. This is because the first 128 characters for both the account records are same. Hence the same folder got created. And as you can see, although I have not uploaded any file in record 2, still the file uploaded in record 1 is visible here.

This can be a potential problem.

Hope this helps!

Debajit Dutta

Field Service – Dynamics 365 Blog

Field Service – Dynamics 365 Blog

This blog provides an overview of the Inventory Management in Dynamics 365.

For utilizing this feature in Dynamics 365 you would need to configure below items.

1. Configure and set up customer assets

Now as the name suggests, customer assets is a list of serviceable items. These customer assets can be created manually or automatically added to service location.

Manual Method

To view customer assets, go to Field Service; under the “Service Delivery” section in the sitemap, click on Customer Assets.

Microsoft Dynamics 365 Inventory Management (Field Service) – Part 1

You will see the Active Customer Assets view. Click on New to create a new asset record.

Fill in the Name of the asset and the Service Account to indicate the service location.

You could also fill in the Parent Asset to have hierarchical subcomponent of the assets. The Product is selected to identify this asset from the product catalogue

Save the record.

To Automatically Add to Service Location

In the product catalogue, find a product that you would like the system to automatically add as a customer asset when sold to a customer. In the Field Service section of the product record form, set the Convert to Customer Asset field to Yes.

Save the changes to the product record.

Now, when a work order is completed, by changing the work order system status to Closed – Posted, if the work order includes a work order product that was set to convert to Customer Asset, the system will automatically generate the customer asset record, and associate it with the service account listed on the work order.

2. Create a purchase order

A purchase order is created to purchase products to sell to a customer in a work order

  1. Create a purchase order

Go to Field Service and under the Inventory & Purchase section in the sitemap and click Purchase Orders.

You will see the Active Purchase Orders view. Click on New to create a new asset record.

Enter the Purchase Order Date and the Vendor. Fill in other details and Save the record.

If you link the purchase order to a work order, then when you receive the product, it will be added directly to the work order as a work order product.

  1. Add Products to the purchase order.

In the product sub grid section, click +Add Purchase Order product record.

In the New Purchase Order Product screen, set the product and associate the purchase order product. Save and close record.

  1. Get purchase order approved.

If you have permissions to approve the purchase order, then go to the purchase order and change the Approved Status to Approved.

  1. Create a receipt for the purchase order

When the order arrives, then you can create a receipt.

To create a purchase order receipt, go to Field Service, and under the Inventory & Purchase section in the sitemap, click Purchase Order Receipts.

You see the Active Purchase Order Receipts view. Click on New to create a new asset record.

Give the receipt a name and assign it to the purchase order, and then mark the person creating the receipt.

Save record.

Dynamics 365 provides a business process for the purchase order that assist in creating “purchase order receipt” and “purchase order bill” during the process.

The business process can be configured to as required but out of the box the business process screens are as below.

Clicking on Create would open the new record creation screen for purchase order receipt and purchase order bill respectively.

  1. Add purchase order receipt products

To add the purchase order receipt products, on the purchase order record, click the drop down arrow next to the purchase order name created, and then click Receipt Products.

  1. Create purchase order bill

Purchase Order bills can be created with the purchase order business process flow assistance as explained in the few steps above or by navigating to Field Service > Purchase Order Bills > click “New”.

Fill in the Purchase Order, Bill Date, Vendor Invoice Number for reference.

Save record.

To add items on the bill, from the top menu, click the drop-down arrow next to the bill name, and then click Receipt Products.

3. Create an inventory transfer

This is useful when the inventory location changes and you need to record the inventory location transfer

To initiate the inventory transfer, go to Field Service, and under the Inventory & Purchase section in the sitemap, click on Inventory Transfer.

Note: Do not create an inventory transfer using the +New option.

On the command bar at the top, click Transfer Inventory.

A new pop up window will appear.

Select the Source Warehouse — this is where the inventory is currently stored.

Select the Destination Warehouse — this is where the inventory will be moved to.

Select “Transfer All Products” or enter the quantity you want to transfer in the Transfer Qty field.

Note: you cannot transfer more than what is listed in Quantity On Hand.

Click Transfer.

4. Create an inventory adjustment

When you add, or subtract inventory to or from a warehouse, an inventory adjustment needs to be done.

  1. Create an inventory adjustment

For an inventory transfer, go to Field Service and under the Inventory & Purchase section in the sitemap, click on Inventory Adjustments.

On the Active Inventory Adjustment screen, click +New.

Choose the Warehouse where the inventory will be added or subtracted.

Choose who is making the adjustment.

Click Save.

  1. Add products to the inventory adjustment

From the top menu, click the drop-down arrow next to the item you created, and then click Products.

Click +Add New Inventory Adjustment Product.

Fill in the Product, Unit, and Quantity.

Click Save & Close.

5. Process a return

6. Create a return to vendor

(**Will cover the above 2 topics in my next blog.)

7. View product inventory

To view the product inventory, go to Field Service, and under the Inventory & Purchase section in the sitemap, click on Warehouses.

Select a warehouse from the list. From the top menu, click the arrow next to the warehouse name, and then click on Product Inventory.

Here, we get a view of the product inventory with below details:

  • Quantity Available represents how many units of the product are free to be used.
  • Quantity Allocated represents how many units of the product from this warehouse are reserved for work orders.
  • Quantity on Hand is the total of available and allocated inventory.
  • Quantity on Order represents how many units of that product are currently in the purchasing process, but have not yet been received.

More on processing an inventory return in my next blog.

Thanks for reading!

The post Microsoft Dynamics 365 Inventory Management (Field Service) – Part 1 appeared first on Dynamics 365 Blog.

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ClickDimensions – Dynamics 365 Blog – Install and Configure ClickDimensions

ClickDimensions – Dynamics 365 Blog

This post will take you through configuration and set up of ClickDimensions along with some tweaks in Dynamics CRM.

Products Used: Dynamics CRM 2016 & ClickDimensions

Features & Licensing:ClickDimensions pricing

Request a trial solution: If you are a ClickDimensions Partner, you can request 30-day trial from ClickDimensions.

Once you’ve submitted a request for a demo account, you will receive an email for ‘registration’. Registration includes a request for more details on your Dynamics CRM organization like:

  • Date Centre Location
  • MS CRM Version
  • Organization URL
  • Organization Unique ID (Can be found under settings>>Customizations>>Developer resources)
  • Login ID

configure clickdimensions web form

Image Source: www.clickdimensions.com

You will receive an email to download the managed solution shortly after you complete the registration form. Once you’ve download the solution, you can now import it into your Dynamics CRM organization.

Once the solution import is successful, refresh your CRM organization and you will be able to see the new entities & features.

configure-clickdimensions-web-form-1

configure-clickdimensions-web-form-2

configure-clickdimensions-web-form-3

Objective: To create a web form, integrate it into the website and Dynamics CRM. On submission of form, a ‘Case’ must be created in Dynamics CRM.

Limitation: ClickDimensions lets you create either a lead or contact (based on your selection in CRM) but not cases.

Tip: Create all custom fields and identify all standard fields which you would be using for your web form before getting into ClickDimensions configuration.

Configuration

Following are the key steps to attain our objective:

Create Domain

Go to Settings > ClickDimensions > Domain > New.

create-domain

Domain: ‘Name’ field on the form; this is where you will enter the ‘domain’ of your website. It must be without http and www.

Sub Domain Alias: This is not a mandatory field. If you don’t want to enter this, your web form URL will include ClickDimensions domain details and not your website’s. For example http://au-clickdimensions.com/smsmtcom-ae3mt/pages/oa0cnh1eeaa58q0a8uyoa.html. However, if you provide sub domain, your URL will include your subdomain, e.g. http://web.smsmt.com/smsmtcom-ae3mt/pages/oa0cnh1eeaa58q0a8uyoa.html

You can test your ‘sub domain alias’ by clicking on ‘Test Alias’ button.

test-subdomain-alias

If you see the following screen, that means you are on track.

process-successful

If you do not have a sub domain alias yet and would like to set it up, visit ClickDimensions Setup CNAMEs page.

Create Form Fields

This is different from what you have done with your Dynamics CRM entities. This is entirely about the web form we want to place on our website. Go to settings > ClickDimensions > Form Fields > New.

create-form-fields

Enter a name for your field, select a field type and type ‘Form Field ID’

Following are the types of Form Fields:

  • Text (single line of text)
  • Check Box
  • Date
  • Date & Time
  • Decimal
  • Email
  • Hidden (to learn more, visit ClickDimensions blog on hidden field)
  • Integer
  • List (drop down/pick list)
  • Money (currency)
  • Radio button
  • Text Area (multiple lines of text)
  • URL (website)

It is really important to have at least one email field on your web form. This would avoid duplication because email ID is checked against all CRM leads & contacts after submission. If the email ID already exists in CRM, data is updated against existing record, and if email ID does not exist in CRM, a new record is created.

Form Field ID: Enter any unique text here if you are going to use standard form builder (current scenario). But if you have to integrate your forms with a form capture visit this ClickDimensions Help page.

Once you click on ‘save’, mapping will be enabled on the form, so, that you can map it to lead or contact field or both.

mapping-will-be-enabled-on-the-form

Tricks on Form Fields: You might not immediately see your custom fields under ‘mappings’. You can overcome this issue by changing your field type to ‘list’ and then clicking on ‘publish custom fields’ under mappings. This will bring all your custom fields under mappings. Once done, you can change ‘field type’ back to its previous state (text in current scenario).

tricks-on-form-fields

Read more about Field Mappings here.

Create Web Content

Go to settings > ClickDimensions > Web Content > New.

create-web-content

Enter an appropriate name, then select the type of web content you have. Lookup your domain. Under ‘Create new visitor as,’ select Lead or Contact if required. These are the types of web content that can be created:

  • Form (current scenario)
  • Survey
  • Subscription
  • Landing Page

In ‘Auto response email,’ select a ClickDimensions email template and under ‘email subject’, type a suitable subject. Once you are done entering details, click ‘Save’. Once saved, you can now design your web form by clicking on ‘Design’. If you want your web form to be compatible and responsive for mobile devices, do select ‘yes’ in ‘Web Responsive’.

feedback-form

Once you click ‘Design’, below screen will pop up.

design

On the right hand side, you will see available fields for web form. After making changes, save the form and click preview:

preview-form

Once ready, you can embed URL in your website or blog by clicking on ‘Embed’. For more details this page.

embed-url-2

After your design is complete, click on ‘Publish’.

publish

Posted Forms

Every time a form is submitted on the website, a ‘Posted form’ and a ‘lead’ record is created in Dynamics CRM. Post Form is a ClickDimensions entity. Posted form includes info about any related lead or contact or both. To know more this page.

posted-forms

Limitation on Achieving the Objective

I could have used the lead record created after submission on website and converted it to a case via workflow automation of Dynamics CRM, but Clickdimensions creates a lead only once in the system with one email ID. Afterwards, if any submission comes from the same email ID, it will only update the existing lead record and not create a new lead. But as we know, ‘Feedbacks/Cases/Complaints’ can come multiple times from the same email ID; this didn’t work for me.

Solution: I used the ‘Posted forms’ instead of using leads. So, I created a workflow in Dynamics CRM, which was to create a case in Dynamics CRM upon creation of ‘Posted form’. All details in this case are pre-populated from my Lead record which is linked to (lookup reference) Posted forms. Below screenshot might help:

solution

Hope you find this post useful. Drop your questions & suggestions in the comment box below.