Difference between revisions of "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.
==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]].


==Custom Mapping Tutorial==
[[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.


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|alt=Dynamics ExpressEntry CustomMapping 02 - Advanced Mapping - Melissa Wiki|Click '''Advanced Mapping''']]
 
[[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.
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 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.
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_05-FieldNamesA.png|frame|none|Type Field Name]]
[[File:Dynamics_ExpressEntry_CustomMapping_04_SelectEntity.png|frame|none|alt=Dynamics ExpressEntry CustomMapping 04 - Select Entity - Melissa Wiki|Select 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 in your default solution.
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-FieldNamesB.png|frame|none|View Field Names]]
[[File:Dynamics_ExpressEntry_CustomMapping_05_FieldName.png|frame|none|alt=Dynamics ExpressEntry CustomMapping 05 - Field Name - Melissa Wiki|Type Field Name]]




After the field names have been filled in, please 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_05-FieldNamesC.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''']]




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.
==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_06-DefaultSolution.png|frame|none|Navigate to '''Default Solution''']]
[[File:Dynamics_ExpressEntry_CustomMapping_06_CustomEntity.png|frame|none|alt=Dynamics ExpressEntry CustomMapping 06 - Custom Entity - Melissa Wiki|Navigate to entity's '''Form''']]




7. Access the '''Form Properties'''.
8. Select the form with the '''Main''' form type.


[[File:Dynamics_ExpressEntry_CustomMapping_07-FormProperties.png|frame|none|Access '''Form Properties''']]
[[File:Dynamics_ExpressEntry_CustomMapping_07_MainForm.png|frame|none|alt=Dynamics ExpressEntry CustomMapping 07 - Main Form - Melissa Wiki|Select '''Main''' form]]




8. Click the '''Add''' button to begin adding a web resource.
9. Click the '''Form Properties''' button at the top of the new pop-up.


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


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


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_08_AddLibraries.png|frame|none|alt=Dynamics ExpressEntry CustomMapping 08 - Add Libraries - Melissa Wiki|Click '''Add''']]


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


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.


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_09_SearchAutocomplete.png|frame|none|alt=Dynamics ExpressEntry CustomMapping 09 - Search Autocomplete - Melissa Wiki|Search for '''md_ee_autocomplete''']]


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


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


11. In the '''Handler Properties''' window, please add the following functions:
[[File:Dynamics_ExpressEntry_CustomMapping_010_AddEventHandlers.png|frame|none|alt=Dynamics ExpressEntry CustomMapping 10 - Add Event Handlers - Melissa Wiki|Click '''Add''']]


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


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


The entire list of event handlers should be a total of 8 functions.
[[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-EventHandlerList.png|frame|none|Event Handler List]]


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|alt=Dynamics ExpressEntry CustomMapping 12 - Auto-complete - Melissa Wiki|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: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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