Dynamics:Express Entry:Custom Mapping: Difference between revisions

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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]]

Revision as of 17:15, 22 March 2019

← 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.

Navigate to Configuration


2. Click the Advanced Mapping tab.

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.

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.

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.

Type Field Name


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

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.

Navigate to entity's Form


8. Select the form with the Main form type.

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.

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.

Search for md_ee_autocomplete


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

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
Event Handler List


14. Save then Publish these customizations.

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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