Dynamics:Personator:Custom Mapping

From Melissa Data Wiki
Jump to navigation Jump to search

← Clean Suite for CRM:Dynamics

Personator Navigation
Custom Mapping
Result Codes
Result Codes

Personator Custom Mapping

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

2. Click the Advanced Mapping tab.

Click Advanced Mapping tab

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 the desired entity from the drop down list. If a mapping has already been established for the selected entity, the fields should automatically be populated with the previous values.

Select desired entity

5. Type the name of the desired custom or out of the box field. In order to assist the field entry process, the field names should be auto-completed with only the correct field names for the selected entity.

Type the 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 the default solution.
View entity field names

6. Once the fields have been filled in click the Save Mapping button.

Click Save Mapping

Custom Entity

These steps will walk you through how to add Personator to custom entities.

7. Click the down arrow next to Sales, click Settings, then click Customizations under the Customization category.

Click Customizations

8. Click Customize the System.

Click Customize the System

9. On the left side of the new window that popped up, expand the Entities section to find the entity you want to add Personator to.

Expand Entities section
In this case the test entity I am going to add it to is called md_testEntity.
Add an entity

10. Once you expand the entity, click the Forms tab then click on the Main form type.

Click Main form

11. Click the Insert tab, and then click the Web Resource button. This button is small and easy to miss, so reference the screenshot below.

Small Web Resource button
You can expand the popup window to see it easier.
Click Web Resource button

12. Type md_p_PersonatorFormHTML into the Web Resource field. Then click the search button to populate a drop down menu. Select the corresponding item in that menu.

Select the corresponding field.

13. Name the Web Resource Personator. The Label field should auto-fill itself with the name you typed in.

Name the Web Resource

14. Click the Formatting tab and change the Row Layout number to 25. This increases the number of rows to make the Personator details easier to read.

Change the Row Layout number

15. Click OK at the bottom of the window.

Click OK

16. From the Home tab click Save. Then click the Publish button to save the modifications made.

After the form is added to the page, there are a handful of fields that need to be added for certain options to work correctly.

Click Save

Additional Fields

17. To add additional fields, open up the Fields tab for the entity you added md_p_PersonatorFormHTML to and click the New button.

There are two different types of fields you should make: Multiple Lines of Text, and Date and Time.

Click New in Fields tab

Multiple Lines of Text Field

18. Under the Type section, change the Data Type field from Single line of Text to Multiple Lines of Text.

Change the Data Type

19. Change the Maximum Length value to 250,000.

Change the Maximum Length

20. Then enter md_p_JSONStringInfo into the Name and Display Name fields.

Enter Name and Display Name fields

21. Click the Save and Close button.

Click Save and Close

Date and Time Field

The next step follows from Step 17.

22. Change the Data Type field from Single Line of Text to Date and Time.

Change Data Type

23. Change the Format field to Date and Time.

Change Format

24. Add in md_p_processdate to the Name field, and Personator Process Date to the Display Name field.

Change Name and Display Name fields

25. Click the Save and Close button.

Click Save and Close

Add Fields

Next we are going to add the fields we just made to the form of the entity.

26. Open the Main form of the entity.

Open Main form

27. On the left side of the window is a Field Explorer. This contains all of the fields that we just created. Drag them onto the form where ever you would like them to be placed.

Drag created fields

28. For md_p_JSONStringInfo field it is a good idea to change the Visibility to hidden. To do this, double click the field on the form and uncheck the boxes for Display label on the form, and Visible by default. Once those are unchecked, click the OK button.

Change the visibility

29. Click the Save and then the Publish buttons to save the changes made to the form.

Click Save then Publish