Dynamics:Express Entry:Custom Mapping

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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.

Navigate to Configuration

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

File:Dynamics ExpressEntry CustomMapping 01-Configuration.png

Navigate to Configuration

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

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.

File:Dynamics ExpressEntry CustomMapping 03-LoadEntities.png

Click Load Entities

Select Entity

4. Select the desired entity in the dropdown list.

File:Dynamics ExpressEntry CustomMapping 04-SelectEntity.png

Select Entity

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

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-FieldNamesA.png

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

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

Click Save Mapping

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.

File:Dynamics ExpressEntry CustomMapping 06-DefaultSolution.png

Navigate to Default Solution

Access Form Properties

7. Access the Form Properties.

File:Dynamics ExpressEntry CustomMapping 07-FormProperties.png

Access Form Properties

Add Web Resources

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

File:Dynamics ExpressEntry CustomMapping 08-AddWebResource.png

Click Add

Search for Auto-complete

9. 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.

File:Dynamics ExpressEntry CustomMapping 09-SearchAutocomplete.png

Search for md_ee_autocomplete

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.

File:Dynamics ExpressEntry CustomMapping 010-AddEventHandlers.png

Click Add

Handler Properties

11. In the Handler Properties window, please 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

File:Dynamics ExpressEntry CustomMapping 011-HandlerProperties.png

Function Handler Properties

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

File:Dynamics ExpressEntry CustomMapping 011-EventHandlerList.png

Event Handler List

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.

File:Dynamics ExpressEntry CustomMapping 012-Autocomplete.png

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.