Dynamics:Express Entry:Custom Mapping - Revision history

Admin at 20:57, 12 March 2021

2021-03-12T20:57:14Z

Admin at 17:15, 22 March 2019

2019-03-22T17:15:14Z

← Older revision		Revision as of 17:15, 22 March 2019
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	{{CustomTOC}}		{{CustomTOC}}

	~~This covers how to configure the Melissa~~ Express Entry solution (ver. 1.5.1.16 or later) for Dynamics CRM in order to support custom mappings for fields and custom entities. This will help you to map the autocomplete address fields on out of box entities to different fields.		==Custom Mapping Express Entry==
			1. Navigate to the configuration screen. If you need more details on locating the configuration screen, see the [[Dynamics:Express Entry:Configuration\|Configuration tutorial]].
	~~==Navigate to Configuration~~==
	1. ~~Begin by navigating~~ to the configuration screen. If you need more details on locating the configuration screen, see the [[Dynamics:Express Entry:Configuration\|Configuration tutorial]].

	[[File:Dynamics_ExpressEntry_CustomMapping_01_Configuration.png\|frame\|none\|Navigate to Configuration]]		[[File:Dynamics_ExpressEntry_CustomMapping_01_Configuration.png\|frame\|none\|Navigate to Configuration]]


	~~==Advanced Mapping==~~		2. Click the '''Advanced Mapping''' tab.
	2. Click the '''Advanced Mapping''' tab ~~in order to begin the mapping process. In this tab, the custom field mappings that our custom scripts call will be assigned~~.

	[[File:Dynamics_ExpressEntry_CustomMapping_02_AdvancedMapping.png\|frame\|none\|Click '''Advanced Mapping''']]		[[File:Dynamics_ExpressEntry_CustomMapping_02_AdvancedMapping.png\|frame\|none\|Click '''Advanced Mapping''']]


	~~==Load Entities==~~
	3. Click the '''Load Entities''' button. This queries the Dynamics organization for a full list of the entities that exist within your system and populates the list of attributes that are associated with the entity.		3. Click the '''Load Entities''' button. This queries the Dynamics organization for a full list of the entities that exist within your system and populates the list of attributes that are associated with the entity.

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	~~==Select Entity==~~		4. Select an entity from the dropdown list. If a mapping has already been established for a particular entity, the fields should automatically be populated.
	4. Select ~~the desired~~ entity in the dropdown list.

	[[File:Dynamics_ExpressEntry_CustomMapping_04_SelectEntity.png\|frame\|none\|Select Entity]]		[[File:Dynamics_ExpressEntry_CustomMapping_04_SelectEntity.png\|frame\|none\|Select Entity]]


	~~If a mapping has already been established for a particular entity, the fields should automatically be populated with the previous values.~~		5. Type the name of the desired custom or out of box field. In order to assist the field entry process, the field names should be auto-completed with only the correct field names for that entity. The names should be the exact names that are assigned in Dynamics. These names can be viewed in the '''Fields''' section for that particular entity.


	~~==Type Field Name==~~
	5. Type the name of the desired custom or out of box field. In order to assist the field entry process, the field names should be auto-completed with only the correct field names for that entity.

	[[File:Dynamics_ExpressEntry_CustomMapping_05_FieldName.png\|frame\|none\|Type Field Name]]		[[File:Dynamics_ExpressEntry_CustomMapping_05_FieldName.png\|frame\|none\|Type Field Name]]


	~~The names should be the exact names that are assigned in Dynamics. These names can be viewed in the '''Fields''' section for that particular entity in your default solution~~.		6. After the field names have been filled in, click the '''Save Mapping''' button to save your settings.

	After the field names have been filled in, ~~please~~ click the '''Save Mapping''' button to save your settings.

	[[File:Dynamics_ExpressEntry_CustomMapping_05b_SaveMapping.png\|frame\|none\|Click '''Save Mapping''']]		[[File:Dynamics_ExpressEntry_CustomMapping_05b_SaveMapping.png\|frame\|none\|Click '''Save Mapping''']]


	==~~Navigate~~ to ~~Default Solution~~==		==Adding Express Entry to a Custom Entity==
	6. ~~Once this has been set, the necessary web resources and event handlers will need~~ to ~~be added onto~~ the ~~form. Navigate to~~ the ~~custom~~ entity'~~s main~~ ''~~'Form~~'''.		7. Navigate to the '''Forms''' option for the entity you want to add '''Express Entry''' to.

	[[File:Dynamics_ExpressEntry_CustomMapping_06_CustomEntity.png\|frame\|none\|Navigate to entity's '''Form''']]		[[File:Dynamics_ExpressEntry_CustomMapping_06_CustomEntity.png\|frame\|none\|Navigate to entity's '''Form''']]


	~~==Access Form Properties==~~		8. Select the form with the '''Main''' form type.
	7. ~~Click~~ the ~~main~~ form '''~~Information~~''' ~~to access the~~ '''Main ~~Form~~'''.
			[[File:Dynamics_ExpressEntry_CustomMapping_07_MainForm.png\|frame\|none\|Select '''Main''' form]]


	~~[[File:Dynamics_ExpressEntry_CustomMapping_07_MainForm~~.~~png\|frame\|none\|Access~~ '''~~Main~~ Form''']]		9. Click the '''Form Properties''' button at the top of the new pop-up.


	~~==Add Web Resources==~~		10. Click the '''Add''' button under '''Form Libraries'''.
	8. Click the '''Add''' button ~~to begin adding a library~~.

	[[File:Dynamics_ExpressEntry_CustomMapping_08_AddLibraries.png\|frame\|none\|Click '''Add''']]		[[File:Dynamics_ExpressEntry_CustomMapping_08_AddLibraries.png\|frame\|none\|Click '''Add''']]


	~~==Search for Auto-complete==~~		11. Search for '''<code>md_ee_autocomplete</code>'''. There should be two options available: <code>md_ee_autocomplete1</code> and <code>md_ee_autocomplete2</code>. Add both of these resources to the form properties. Dynamics requires these resources to be added one at a time.
	9. Search for '''<code>md_ee_autocomplete</code>'''. There should be two options available: <code>md_ee_autocomplete1</code> and <code>md_ee_autocomplete2</code>. Add both of these resources to the form properties. Dynamics requires these resources to be added one at a time.

	[[File:Dynamics_ExpressEntry_CustomMapping_09_SearchAutocomplete.png\|frame\|none\|Search for '''md_ee_autocomplete''']]		[[File:Dynamics_ExpressEntry_CustomMapping_09_SearchAutocomplete.png\|frame\|none\|Search for '''md_ee_autocomplete''']]


	~~==Add Event Handlers==~~		12. Once the libraries are added, click the '''Add''' button under the '''Event Handlers''' section of '''Form Properties'''.
	10. Once the ~~web resources have been~~ added ~~to the form~~, ~~the necessary event handlers will need to be added. Click~~ the '''Add''' button in the ~~lower~~ section of ~~the~~ '''Form Properties'''.

	[[File:Dynamics_ExpressEntry_CustomMapping_010_AddEventHandlers.png\|frame\|none\|Click '''Add''']]		[[File:Dynamics_ExpressEntry_CustomMapping_010_AddEventHandlers.png\|frame\|none\|Click '''Add''']]


	~~==Handler Properties==~~		13. In the '''Handler Properties''' window pop-up, add the following functions:
	11. In the '''Handler Properties''' window, ~~please~~ add the following functions:

	<ol style="list-style-type:lower-alpha">		<ol style="list-style-type:lower-alpha">
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	</ol>		</ol>
	</ol>		</ol>

	~~The entire list of event handlers should be a total of 8 functions.~~

	[[File:Dynamics_ExpressEntry_CustomMapping_011_EventHandlerList.png\|frame\|none\|Event Handler List]]		[[File:Dynamics_ExpressEntry_CustomMapping_011_EventHandlerList.png\|frame\|none\|Event Handler List]]


	==Save ~~Form==~~		14. '''Save''' then '''Publish''' these customizations.
	~~12. After the event handlers and web resources have been added to the form, save the form and publish~~ these customizations~~. The Express Entry auto-completion service should now function properly on your entity~~.

	[[File:Dynamics_ExpressEntry_CustomMapping_012_Autocomplete.png\|frame\|none\|Auto-complete]]		[[File:Dynamics_ExpressEntry_CustomMapping_012_Autocomplete.png\|frame\|none\|Auto-complete]]

	*Note: The out of box entities should ~~already~~ be ~~set to the default values of address fields~~ on the ~~form and will not require configuration~~.
			15. Make sure the entity has the correct mappings and '''Express Entry''' should be working on the new entity.


	[[Category:Clean Suite for CRM:Dynamics]]		[[Category:Clean Suite for CRM:Dynamics]]
	[[Category:Dynamics Express Entry]]		[[Category:Dynamics Express Entry]]

Admin at 16:58, 22 March 2019

2019-03-22T16:58:12Z

← Older revision		Revision as of 16:58, 22 March 2019
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	{{CustomTOC}}		{{CustomTOC}}

	This covers how to configure ~~Melissa’s~~ Express Entry solution (ver. 1.5.1.16 or later) for Dynamics CRM in order to support custom mappings for fields and custom entities. This will help you to map the autocomplete address fields on out of box entities to different fields.		This covers how to configure the Melissa Express Entry solution (ver. 1.5.1.16 or later) for Dynamics CRM in order to support custom mappings for fields and custom entities. This will help you to map the autocomplete address fields on out of box entities to different fields.

	==Navigate to Configuration==		==Navigate to Configuration==
	1. Begin by navigating to the configuration screen. If you need more details on locating the configuration screen, see the [[Dynamics:Express Entry:Configuration\|Configuration tutorial]].		1. Begin by navigating to the configuration screen. If you need more details on locating the configuration screen, see the [[Dynamics:Express Entry:Configuration\|Configuration tutorial]].

	[[File:~~Dynamics_ExpressEntry_CustomMapping_01-Configuration~~.png\|frame\|none\|Navigate to Configuration]]		[[File:Dynamics_ExpressEntry_CustomMapping_01_Configuration.png\|frame\|none\|Navigate to Configuration]]


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	2. Click the '''Advanced Mapping''' tab in order to begin the mapping process. In this tab, the custom field mappings that our custom scripts call will be assigned.		2. Click the '''Advanced Mapping''' tab in order to begin the mapping process. In this tab, the custom field mappings that our custom scripts call will be assigned.

	[[File:~~Dynamics_ExpressEntry_CustomMapping_02-AdvancedMapping~~.png\|frame\|none\|Click '''Advanced Mapping''']]		[[File:Dynamics_ExpressEntry_CustomMapping_02_AdvancedMapping.png\|frame\|none\|Click '''Advanced Mapping''']]


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	3. Click the '''Load Entities''' button. This queries the Dynamics organization for a full list of the entities that exist within your system and populates the list of attributes that are associated with the entity.		3. Click the '''Load Entities''' button. This queries the Dynamics organization for a full list of the entities that exist within your system and populates the list of attributes that are associated with the entity.

	[[File:~~Dynamics_ExpressEntry_CustomMapping_03-LoadEntities~~.png\|frame\|none\|Click '''Load Entities''']]		[[File:Dynamics_ExpressEntry_CustomMapping_03_LoadEntities.png\|frame\|none\|Click '''Load Entities''']]


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	4. Select the desired entity in the dropdown list.		4. Select the desired entity in the dropdown list.

	[[File:~~Dynamics_ExpressEntry_CustomMapping_04-SelectEntity~~.png\|frame\|none\|Select Entity]]		[[File:Dynamics_ExpressEntry_CustomMapping_04_SelectEntity.png\|frame\|none\|Select Entity]]


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	5. Type the name of the desired custom or out of box field. In order to assist the field entry process, the field names should be auto-completed with only the correct field names for that entity.		5. Type the name of the desired custom or out of box field. In order to assist the field entry process, the field names should be auto-completed with only the correct field names for that entity.

	[[File:~~Dynamics_ExpressEntry_CustomMapping_05-FieldNamesA~~.png\|frame\|none\|Type Field Name]]		[[File:Dynamics_ExpressEntry_CustomMapping_05_FieldName.png\|frame\|none\|Type Field Name]]


	The names should be the exact names that are assigned in Dynamics. These names can be viewed in the '''Fields''' section for that particular entity in your default solution.		The names should be the exact names that are assigned in Dynamics. These names can be viewed in the '''Fields''' section for that particular entity in your default solution.

	~~[[File:Dynamics_ExpressEntry_CustomMapping_05-FieldNamesB.png\|frame\|none\|View Field Names]]~~


	After the field names have been filled in, please click the '''Save Mapping''' button to save your settings.		After the field names have been filled in, please click the '''Save Mapping''' button to save your settings.

	[[File:~~Dynamics_ExpressEntry_CustomMapping_05-FieldNamesC~~.png\|frame\|none\|Click '''Save Mapping''']]		[[File:Dynamics_ExpressEntry_CustomMapping_05b_SaveMapping.png\|frame\|none\|Click '''Save Mapping''']]


	==Navigate to Default Solution==		==Navigate to Default Solution==
	6. Once this has been set, the necessary web resources and event handlers will need to be added onto the form. Navigate to the '''~~Default Solution~~''' ~~and to the desired entity’s main form~~.		6. Once this has been set, the necessary web resources and event handlers will need to be added onto the form. Navigate to the custom entity's main '''Form'''.

	[[File:~~Dynamics_ExpressEntry_CustomMapping_06-DefaultSolution~~.png\|frame\|none\|Navigate to '''~~Default Solution~~''']]		[[File:Dynamics_ExpressEntry_CustomMapping_06_CustomEntity.png\|frame\|none\|Navigate to entity's '''Form''']]


	==Access Form Properties==		==Access Form Properties==
	7. ~~Access~~ the '''Form ~~Properties~~'''.		7. Click the main form '''Information''' to access the '''Main Form'''.

	[[File:~~Dynamics_ExpressEntry_CustomMapping_07-FormProperties~~.png\|frame\|none\|Access '''Form ~~Properties~~''']]		[[File:Dynamics_ExpressEntry_CustomMapping_07_MainForm.png\|frame\|none\|Access '''Main Form''']]


	==Add Web Resources==		==Add Web Resources==
	8. Click the '''Add''' button to begin adding a ~~web resource~~.		8. Click the '''Add''' button to begin adding a library.

	[[File:~~Dynamics_ExpressEntry_CustomMapping_08-AddWebResource~~.png\|frame\|none\|Click '''Add''']]		[[File:Dynamics_ExpressEntry_CustomMapping_08_AddLibraries.png\|frame\|none\|Click '''Add''']]


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	9. Search for '''<code>md_ee_autocomplete</code>'''. There should be two options available: <code>md_ee_autocomplete1</code> and <code>md_ee_autocomplete2</code>. Add both of these resources to the form properties. Dynamics requires these resources to be added one at a time.		9. Search for '''<code>md_ee_autocomplete</code>'''. There should be two options available: <code>md_ee_autocomplete1</code> and <code>md_ee_autocomplete2</code>. Add both of these resources to the form properties. Dynamics requires these resources to be added one at a time.

	[[File:~~Dynamics_ExpressEntry_CustomMapping_09-SearchAutocomplete~~.png\|frame\|none\|Search for '''md_ee_autocomplete''']]		[[File:Dynamics_ExpressEntry_CustomMapping_09_SearchAutocomplete.png\|frame\|none\|Search for '''md_ee_autocomplete''']]


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	10. Once the web resources have been added to the form, the necessary event handlers will need to be added. Click the '''Add''' button in the lower section of the '''Form Properties'''.		10. Once the web resources have been added to the form, the necessary event handlers will need to be added. Click the '''Add''' button in the lower section of the '''Form Properties'''.

	[[File:~~Dynamics_ExpressEntry_CustomMapping_010-AddEventHandlers~~.png\|frame\|none\|Click '''Add''']]		[[File:Dynamics_ExpressEntry_CustomMapping_010_AddEventHandlers.png\|frame\|none\|Click '''Add''']]


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	</ol>		</ol>
	</ol>		</ol>


	~~[[File:Dynamics_ExpressEntry_CustomMapping_011-HandlerProperties.png\|frame\|none\|Function Handler Properties]]~~


	The entire list of event handlers should be a total of 8 functions.		The entire list of event handlers should be a total of 8 functions.

	[[File:~~Dynamics_ExpressEntry_CustomMapping_011-EventHandlerList~~.png\|frame\|none\|Event Handler List]]		[[File:Dynamics_ExpressEntry_CustomMapping_011_EventHandlerList.png\|frame\|none\|Event Handler List]]


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	12. After the event handlers and web resources have been added to the form, save the form and publish these customizations. The Express Entry auto-completion service should now function properly on your entity.		12. After the event handlers and web resources have been added to the form, save the form and publish these customizations. The Express Entry auto-completion service should now function properly on your entity.

	[[File:~~Dynamics_ExpressEntry_CustomMapping_012-Autocomplete~~.png\|frame\|none\|Auto-complete]]		[[File:Dynamics_ExpressEntry_CustomMapping_012_Autocomplete.png\|frame\|none\|Auto-complete]]

	*Note: The out of box entities should already be set to the default values of address fields on the form and will not require configuration.		*Note: The out of box entities should already be set to the default values of address fields on the form and will not require configuration.

Admin at 14:46, 27 September 2018

2018-09-27T14:46:08Z

← Older revision		Revision as of 14:46, 27 September 2018
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	[[Category:Dynamics ~~CRM~~]]		[[Category:Clean Suite for CRM:Dynamics]]
	[[Category:Dynamics Express Entry]]		[[Category:Dynamics Express Entry]]

Admin at 01:19, 10 July 2018

2018-07-10T01:19:17Z

← Older revision		Revision as of 01:19, 10 July 2018
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	This covers how to configure Melissa’s Express Entry solution (ver. 1.5.1.16 or later) for Dynamics CRM in order to support custom mappings for fields and custom entities. This will help you to map the autocomplete address fields on out of box entities to different fields.		This covers how to configure Melissa’s Express Entry solution (ver. 1.5.1.16 or later) for Dynamics CRM in order to support custom mappings for fields and custom entities. This will help you to map the autocomplete address fields on out of box entities to different fields.

	==~~Custom Mapping Tutorial~~==		==Navigate to Configuration==
	1. Begin by navigating to the configuration screen. If you need more details on locating the configuration screen, see the [[Dynamics:Express Entry:Configuration\|Configuration tutorial]].		1. Begin by navigating to the configuration screen. If you need more details on locating the configuration screen, see the [[Dynamics:Express Entry:Configuration\|Configuration tutorial]].

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			==Advanced Mapping==
	2. Click the '''Advanced Mapping''' tab in order to begin the mapping process. In this tab, the custom field mappings that our custom scripts call will be assigned.		2. Click the '''Advanced Mapping''' tab in order to begin the mapping process. In this tab, the custom field mappings that our custom scripts call will be assigned.

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			==Load Entities==
	3. Click the '''Load Entities''' button. This queries the Dynamics organization for a full list of the entities that exist within your system and populates the list of attributes that are associated with the entity.		3. Click the '''Load Entities''' button. This queries the Dynamics organization for a full list of the entities that exist within your system and populates the list of attributes that are associated with the entity.

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			==Select Entity==
	4. Select the desired entity in the dropdown list.		4. Select the desired entity in the dropdown list.

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			==Type Field Name==
	5. Type the name of the desired custom or out of box field. In order to assist the field entry process, the field names should be auto-completed with only the correct field names for that entity.		5. Type the name of the desired custom or out of box field. In order to assist the field entry process, the field names should be auto-completed with only the correct field names for that entity.

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			==Navigate to Default Solution==
	6. Once this has been set, the necessary web resources and event handlers will need to be added onto the form. Navigate to the '''Default Solution''' and to the desired entity’s main form.		6. Once this has been set, the necessary web resources and event handlers will need to be added onto the form. Navigate to the '''Default Solution''' and to the desired entity’s main form.

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			==Access Form Properties==
	7. Access the '''Form Properties'''.		7. Access the '''Form Properties'''.

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			==Add Web Resources==
	8. Click the '''Add''' button to begin adding a web resource.		8. Click the '''Add''' button to begin adding a web resource.

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			==Search for Auto-complete==
	9. Search for '''<code>md_ee_autocomplete</code>'''. There should be two options available: <code>md_ee_autocomplete1</code> and <code>md_ee_autocomplete2</code>. Add both of these resources to the form properties. Dynamics requires these resources to be added one at a time.		9. Search for '''<code>md_ee_autocomplete</code>'''. There should be two options available: <code>md_ee_autocomplete1</code> and <code>md_ee_autocomplete2</code>. Add both of these resources to the form properties. Dynamics requires these resources to be added one at a time.

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			==Add Event Handlers==
	10. Once the web resources have been added to the form, the necessary event handlers will need to be added. Click the '''Add''' button in the lower section of the '''Form Properties'''.		10. Once the web resources have been added to the form, the necessary event handlers will need to be added. Click the '''Add''' button in the lower section of the '''Form Properties'''.

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			==Handler Properties==
	11. In the '''Handler Properties''' window, please add the following functions:		11. In the '''Handler Properties''' window, please add the following functions:

	#Library: md_ee_autcomplete1		<ol style="list-style-type:lower-alpha">
	##ExpressEntry		<li>Library: md_ee_autcomplete1</li>
	##ExpressEntryCity		<ol style="list-style-type:lower-roman">
	##ExpressEntryZip		<li>ExpressEntry</li>
	##ExpressEntryCountry		<li>ExpressEntryCity</li>
	#Library: md_ee_autocomplete2		<li>ExpressEntryZip</li>
	##ExpressEntry2		<li>ExpressEntryCountry</li>
	##ExpressEntryCity2		</ol>
	##ExpressEntryZip2		<li>Library: md_ee_autocomplete2</li>
	##ExpressEntryCountry2		<ol style="list-style-type:lower-roman">
			<li>ExpressEntry2</li>
			<li>ExpressEntryCity2</li>
			<li>ExpressEntryZip2</li>
			<li>ExpressEntryCountry2</li>
			</ol>
			</ol>


	[[File:Dynamics_ExpressEntry_CustomMapping_011-HandlerProperties.png\|frame\|none\|Function Handler Properties]]		[[File:Dynamics_ExpressEntry_CustomMapping_011-HandlerProperties.png\|frame\|none\|Function Handler Properties]]
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			==Save Form==
	12. After the event handlers and web resources have been added to the form, save the form and publish these customizations. The Express Entry auto-completion service should now function properly on your entity.		12. After the event handlers and web resources have been added to the form, save the form and publish these customizations. The Express Entry auto-completion service should now function properly on your entity.

Admin: Created page with "{{DynamicsExpressEntryNav}} {{CustomTOC}} This covers how to configure Melissa’s Express Entry solution (ver. 1.5.1.16 or later) for Dynamics CRM in order to support cust..."

2018-07-10T01:08:41Z

Created page with "{{DynamicsExpressEntryNav}} {{CustomTOC}} This covers how to configure Melissa’s Express Entry solution (ver. 1.5.1.16 or later) for Dynamics CRM in order to support cust..."

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{{DynamicsExpressEntryNav}}

{{CustomTOC}}

This covers how to configure Melissa’s Express Entry solution (ver. 1.5.1.16 or later) for Dynamics CRM in order to support custom mappings for fields and custom entities. This will help you to map the autocomplete address fields on out of box entities to different fields.

==Custom Mapping Tutorial==
1. Begin by navigating to the configuration screen. If you need more details on locating the configuration screen, see the [[Dynamics:Express Entry:Configuration|Configuration tutorial]].

[[File:Dynamics_ExpressEntry_CustomMapping_01-Configuration.png|frame|none|Navigate to Configuration]]

2. Click the '''Advanced Mapping''' tab in order to begin the mapping process. In this tab, the custom field mappings that our custom scripts call will be assigned.

[[File:Dynamics_ExpressEntry_CustomMapping_02-AdvancedMapping.png|frame|none|Click '''Advanced Mapping''']]

3. Click the '''Load Entities''' button. This queries the Dynamics organization for a full list of the entities that exist within your system and populates the list of attributes that are associated with the entity.

[[File:Dynamics_ExpressEntry_CustomMapping_03-LoadEntities.png|frame|none|Click '''Load Entities''']]

4. Select the desired entity in the dropdown list.

[[File:Dynamics_ExpressEntry_CustomMapping_04-SelectEntity.png|frame|none|Select Entity]]

If a mapping has already been established for a particular entity, the fields should automatically be populated with the previous values.

5. Type the name of the desired custom or out of box field. In order to assist the field entry process, the field names should be auto-completed with only the correct field names for that entity.

[[File:Dynamics_ExpressEntry_CustomMapping_05-FieldNamesA.png|frame|none|Type Field Name]]

The names should be the exact names that are assigned in Dynamics. These names can be viewed in the '''Fields''' section for that particular entity in your default solution.

[[File:Dynamics_ExpressEntry_CustomMapping_05-FieldNamesB.png|frame|none|View Field Names]]

After the field names have been filled in, please click the '''Save Mapping''' button to save your settings.

[[File:Dynamics_ExpressEntry_CustomMapping_05-FieldNamesC.png|frame|none|Click '''Save Mapping''']]

6. Once this has been set, the necessary web resources and event handlers will need to be added onto the form. Navigate to the '''Default Solution''' and to the desired entity’s main form.

[[File:Dynamics_ExpressEntry_CustomMapping_06-DefaultSolution.png|frame|none|Navigate to '''Default Solution''']]

7. Access the '''Form Properties'''.

[[File:Dynamics_ExpressEntry_CustomMapping_07-FormProperties.png|frame|none|Access '''Form Properties''']]

8. Click the '''Add''' button to begin adding a web resource.

[[File:Dynamics_ExpressEntry_CustomMapping_08-AddWebResource.png|frame|none|Click '''Add''']]

9. Search for '''<code>md_ee_autocomplete</code>'''. There should be two options available: <code>md_ee_autocomplete1</code> and <code>md_ee_autocomplete2</code>. Add both of these resources to the form properties. Dynamics requires these resources to be added one at a time.

[[File:Dynamics_ExpressEntry_CustomMapping_09-SearchAutocomplete.png|frame|none|Search for '''md_ee_autocomplete''']]

10. Once the web resources have been added to the form, the necessary event handlers will need to be added. Click the '''Add''' button in the lower section of the '''Form Properties'''.

[[File:Dynamics_ExpressEntry_CustomMapping_010-AddEventHandlers.png|frame|none|Click '''Add''']]

11. In the '''Handler Properties''' window, please add the following functions:

#Library: md_ee_autcomplete1
##ExpressEntry
##ExpressEntryCity
##ExpressEntryZip
##ExpressEntryCountry
#Library: md_ee_autocomplete2
##ExpressEntry2
##ExpressEntryCity2
##ExpressEntryZip2
##ExpressEntryCountry2

[[File:Dynamics_ExpressEntry_CustomMapping_011-HandlerProperties.png|frame|none|Function Handler Properties]]

The entire list of event handlers should be a total of 8 functions.

[[File:Dynamics_ExpressEntry_CustomMapping_011-EventHandlerList.png|frame|none|Event Handler List]]

12. After the event handlers and web resources have been added to the form, save the form and publish these customizations. The Express Entry auto-completion service should now function properly on your entity.

[[File:Dynamics_ExpressEntry_CustomMapping_012-Autocomplete.png|frame|none|Auto-complete]]

*Note: The out of box entities should already be set to the default values of address fields on the form and will not require configuration.

[[Category:Dynamics CRM]]
[[Category:Dynamics Express Entry]]

← Older revision		Revision as of 20:57, 12 March 2021
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	1. Navigate to the configuration screen. If you need more details on locating the configuration screen, see the [[Dynamics:Express Entry:Configuration\|Configuration tutorial]].		1. Navigate to the configuration screen. If you need more details on locating the configuration screen, see the [[Dynamics:Express Entry:Configuration\|Configuration tutorial]].

	[[File:Dynamics_ExpressEntry_CustomMapping_01_Configuration.png\|frame\|none\|Navigate to Configuration]]		[[File:Dynamics_ExpressEntry_CustomMapping_01_Configuration.png\|frame\|none\|alt=Dynamics ExpressEntry CustomMapping 01 - Configuration - Melissa Wiki\|Navigate to Configuration]]


	2. Click the '''Advanced Mapping''' tab.		2. Click the '''Advanced Mapping''' tab.

	[[File:Dynamics_ExpressEntry_CustomMapping_02_AdvancedMapping.png\|frame\|none\|Click '''Advanced Mapping''']]		[[File:Dynamics_ExpressEntry_CustomMapping_02_AdvancedMapping.png\|frame\|none\|alt=Dynamics ExpressEntry CustomMapping 02 - Advanced Mapping - Melissa Wiki\|Click '''Advanced Mapping''']]


	3. Click the '''Load Entities''' button. This queries the Dynamics organization for a full list of the entities that exist within your system and populates the list of attributes that are associated with the entity.		3. Click the '''Load Entities''' button. This queries the Dynamics organization for a full list of the entities that exist within your system and populates the list of attributes that are associated with the entity.

	[[File:Dynamics_ExpressEntry_CustomMapping_03_LoadEntities.png\|frame\|none\|Click '''Load Entities''']]		[[File:Dynamics_ExpressEntry_CustomMapping_03_LoadEntities.png\|frame\|none\|alt=Dynamics ExpressEntry CustomMapping 03 - Load Entities - Melissa Wiki\|Click '''Load Entities''']]


	4. Select an entity from the dropdown list. If a mapping has already been established for a particular entity, the fields should automatically be populated.		4. Select an entity from the dropdown list. If a mapping has already been established for a particular entity, the fields should automatically be populated.

	[[File:Dynamics_ExpressEntry_CustomMapping_04_SelectEntity.png\|frame\|none\|Select Entity]]		[[File:Dynamics_ExpressEntry_CustomMapping_04_SelectEntity.png\|frame\|none\|alt=Dynamics ExpressEntry CustomMapping 04 - Select Entity - Melissa Wiki\|Select Entity]]


	5. Type the name of the desired custom or out of box field. In order to assist the field entry process, the field names should be auto-completed with only the correct field names for that entity. The names should be the exact names that are assigned in Dynamics. These names can be viewed in the '''Fields''' section for that particular entity.		5. Type the name of the desired custom or out of box field. In order to assist the field entry process, the field names should be auto-completed with only the correct field names for that entity. The names should be the exact names that are assigned in Dynamics. These names can be viewed in the '''Fields''' section for that particular entity.

	[[File:Dynamics_ExpressEntry_CustomMapping_05_FieldName.png\|frame\|none\|Type Field Name]]		[[File:Dynamics_ExpressEntry_CustomMapping_05_FieldName.png\|frame\|none\|alt=Dynamics ExpressEntry CustomMapping 05 - Field Name - Melissa Wiki\|Type Field Name]]


	6. After the field names have been filled in, click the '''Save Mapping''' button to save your settings.		6. After the field names have been filled in, click the '''Save Mapping''' button to save your settings.

	[[File:Dynamics_ExpressEntry_CustomMapping_05b_SaveMapping.png\|frame\|none\|Click '''Save Mapping''']]		[[File:Dynamics_ExpressEntry_CustomMapping_05b_SaveMapping.png\|frame\|none\|alt=Dynamics ExpressEntry CustomMapping 05b - Save Mapping - Melissa Wiki\|Click '''Save Mapping''']]


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	7. Navigate to the '''Forms''' option for the entity you want to add '''Express Entry''' to.		7. Navigate to the '''Forms''' option for the entity you want to add '''Express Entry''' to.

	[[File:Dynamics_ExpressEntry_CustomMapping_06_CustomEntity.png\|frame\|none\|Navigate to entity's '''Form''']]		[[File:Dynamics_ExpressEntry_CustomMapping_06_CustomEntity.png\|frame\|none\|alt=Dynamics ExpressEntry CustomMapping 06 - Custom Entity - Melissa Wiki\|Navigate to entity's '''Form''']]


	8. Select the form with the '''Main''' form type.		8. Select the form with the '''Main''' form type.

	[[File:Dynamics_ExpressEntry_CustomMapping_07_MainForm.png\|frame\|none\|Select '''Main''' form]]		[[File:Dynamics_ExpressEntry_CustomMapping_07_MainForm.png\|frame\|none\|alt=Dynamics ExpressEntry CustomMapping 07 - Main Form - Melissa Wiki\|Select '''Main''' form]]


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	10. Click the '''Add''' button under '''Form Libraries'''.		10. Click the '''Add''' button under '''Form Libraries'''.

	[[File:Dynamics_ExpressEntry_CustomMapping_08_AddLibraries.png\|frame\|none\|Click '''Add''']]		[[File:Dynamics_ExpressEntry_CustomMapping_08_AddLibraries.png\|frame\|none\|alt=Dynamics ExpressEntry CustomMapping 08 - Add Libraries - Melissa Wiki\|Click '''Add''']]


	11. Search for '''<code>md_ee_autocomplete</code>'''. There should be two options available: <code>md_ee_autocomplete1</code> and <code>md_ee_autocomplete2</code>. Add both of these resources to the form properties. Dynamics requires these resources to be added one at a time.		11. Search for '''<code>md_ee_autocomplete</code>'''. There should be two options available: <code>md_ee_autocomplete1</code> and <code>md_ee_autocomplete2</code>. Add both of these resources to the form properties. Dynamics requires these resources to be added one at a time.

	[[File:Dynamics_ExpressEntry_CustomMapping_09_SearchAutocomplete.png\|frame\|none\|Search for '''md_ee_autocomplete''']]		[[File:Dynamics_ExpressEntry_CustomMapping_09_SearchAutocomplete.png\|frame\|none\|alt=Dynamics ExpressEntry CustomMapping 09 - Search Autocomplete - Melissa Wiki\|Search for '''md_ee_autocomplete''']]


	12. Once the libraries are added, click the '''Add''' button under the '''Event Handlers''' section of '''Form Properties'''.		12. Once the libraries are added, click the '''Add''' button under the '''Event Handlers''' section of '''Form Properties'''.

	[[File:Dynamics_ExpressEntry_CustomMapping_010_AddEventHandlers.png\|frame\|none\|Click '''Add''']]		[[File:Dynamics_ExpressEntry_CustomMapping_010_AddEventHandlers.png\|frame\|none\|alt=Dynamics ExpressEntry CustomMapping 10 - Add Event Handlers - Melissa Wiki\|Click '''Add''']]


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	</ol>		</ol>

	[[File:Dynamics_ExpressEntry_CustomMapping_011_EventHandlerList.png\|frame\|none\|Event Handler List]]		[[File:Dynamics_ExpressEntry_CustomMapping_011_EventHandlerList.png\|frame\|none\|alt=Dynamics ExpressEntry CustomMapping 11 - Event Handler List - Melissa Wiki\|Event Handler List]]


	14. '''Save''' then '''Publish''' these customizations.		14. '''Save''' then '''Publish''' these customizations.

	[[File:Dynamics_ExpressEntry_CustomMapping_012_Autocomplete.png\|frame\|none\|Auto-complete]]		[[File:Dynamics_ExpressEntry_CustomMapping_012_Autocomplete.png\|frame\|none\|alt=Dynamics ExpressEntry CustomMapping 12 - Auto-complete - Melissa Wiki\|Auto-complete]]