Dynamics:Express Entry:Custom Mapping: Difference between revisions

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


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


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


[[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.


[[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''']]
 
 
==Select Entity==
4. Select the desired entity in the dropdown list.


[[File:Dynamics_ExpressEntry_CustomMapping_04-SelectEntity.png|frame|none|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.


If a mapping has already been established for a particular entity, the fields should automatically be populated with the previous values.
[[File:Dynamics_ExpressEntry_CustomMapping_04_SelectEntity.png|frame|none|alt=Dynamics ExpressEntry CustomMapping 04 - Select Entity - Melissa Wiki|Select 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. 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.


[[File:Dynamics_ExpressEntry_CustomMapping_05-FieldNamesA.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]]




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.


[[File:Dynamics_ExpressEntry_CustomMapping_05-FieldNamesB.png|frame|none|View Field Names]]
[[File:Dynamics_ExpressEntry_CustomMapping_05b_SaveMapping.png|frame|none|alt=Dynamics ExpressEntry CustomMapping 05b - Save Mapping - Melissa Wiki|Click '''Save Mapping''']]




After the field names have been filled in, please click the '''Save Mapping''' button to save your settings.
==Adding Express Entry to a Custom Entity==
7. Navigate to the '''Forms''' option for the entity you want to add '''Express Entry''' to.


[[File:Dynamics_ExpressEntry_CustomMapping_05-FieldNamesC.png|frame|none|Click '''Save Mapping''']]
[[File:Dynamics_ExpressEntry_CustomMapping_06_CustomEntity.png|frame|none|alt=Dynamics ExpressEntry CustomMapping 06 - Custom Entity - Melissa Wiki|Navigate to entity's '''Form''']]




==Navigate to Default Solution==
8. Select the form with the '''Main''' form type.
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''']]
[[File:Dynamics_ExpressEntry_CustomMapping_07_MainForm.png|frame|none|alt=Dynamics ExpressEntry CustomMapping 07 - Main Form - Melissa Wiki|Select '''Main''' form]]




==Access Form Properties==
9. Click the '''Form Properties''' button at the top of the new pop-up.
7. Access the '''Form Properties'''.


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


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


==Add Web Resources==
[[File:Dynamics_ExpressEntry_CustomMapping_08_AddLibraries.png|frame|none|alt=Dynamics ExpressEntry CustomMapping 08 - Add Libraries - Melissa Wiki|Click '''Add''']]
8. Click the '''Add''' button to begin adding a web resource.


[[File:Dynamics_ExpressEntry_CustomMapping_08-AddWebResource.png|frame|none|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.


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


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


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


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


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


[[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]]


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


==Save Form==
[[File:Dynamics_ExpressEntry_CustomMapping_012_Autocomplete.png|frame|none|alt=Dynamics ExpressEntry CustomMapping 12 - Auto-complete - Melissa Wiki|Auto-complete]]
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.
15. Make sure the entity has the correct mappings and '''Express Entry''' should be working on the new entity.




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

Latest revision as of 20:57, 12 March 2021

← Clean Suite for CRM:Dynamics

Express Entry Navigation
Overview
Installation
Configuration
Custom Mapping
Tutorial



Custom Mapping Express Entry

1. Navigate to the configuration screen. If you need more details on locating the configuration screen, see the Configuration tutorial.

Dynamics ExpressEntry CustomMapping 01 - Configuration - Melissa Wiki
Navigate to Configuration


2. Click the Advanced Mapping tab.

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.

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.

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.

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.

Dynamics ExpressEntry CustomMapping 05b - Save Mapping - Melissa Wiki
Click Save Mapping


Adding Express Entry to a Custom Entity

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

Dynamics ExpressEntry CustomMapping 06 - Custom Entity - Melissa Wiki
Navigate to entity's Form


8. Select the form with the Main form type.

Dynamics ExpressEntry CustomMapping 07 - Main Form - Melissa Wiki
Select Main form


9. Click the Form Properties button at the top of the new pop-up.


10. Click the Add button under Form Libraries.

Dynamics ExpressEntry CustomMapping 08 - Add Libraries - Melissa Wiki
Click Add


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

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.

Dynamics ExpressEntry CustomMapping 10 - Add Event Handlers - Melissa Wiki
Click Add


13. In the Handler Properties window pop-up, add the following functions:

  1. Library: md_ee_autcomplete1
    1. ExpressEntry
    2. ExpressEntryCity
    3. ExpressEntryZip
    4. ExpressEntryCountry
  2. Library: md_ee_autocomplete2
    1. ExpressEntry2
    2. ExpressEntryCity2
    3. ExpressEntryZip2
    4. ExpressEntryCountry2
Dynamics ExpressEntry CustomMapping 11 - Event Handler List - Melissa Wiki
Event Handler List


14. Save then Publish these customizations.

Dynamics ExpressEntry CustomMapping 12 - Auto-complete - Melissa Wiki
Auto-complete


15. Make sure the entity has the correct mappings and Express Entry should be working on the new entity.

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