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.
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.

Revision as of 16:58, 22 March 2019

← Clean Suite for CRM:Dynamics

Express Entry Navigation
Overview
Installation
Configuration
Custom Mapping
Tutorial



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

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

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.

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.

Click Load Entities


Select Entity

4. Select the desired entity in the dropdown list.

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.

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.

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

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 custom entity's main Form.

Navigate to entity's Form


Access Form Properties

7. Click the main form Information to access the Main Form.

Access Main Form


Add Web Resources

8. Click the Add button to begin adding a library.

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.

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.

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

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

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.

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.
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