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Apply Custom CSS to VOC Survey in Dynamics 365

Introduction:

In one of our previous blogs, we explained how to set up the VOC in Dynamics 365 environment.

In this blog, we will explain how to add custom CSS to the VOC Survey.

Recently, we developed a VOC survey to get the customer feedback in Dynamics CRM as seen in the screenshot below;

Apply Custom CSS to VOC Survey in Dynamics 365The design shown in the above screenshot is the default OOB design for the survey.

If we want to customize the header background color or change the header text look (e.g., Bold, Italic), we can either use the VOC Themes OOB options or the VOC Themes custom CSS option. We will discuss both the options in detail;

A. Using the VOC Themes OOB options:

You can design your custom theme by navigating to Voice of Customer > Themes and then clicking on the ‘New’ button to create your custom theme as seen in the screenshot below;

Apply Custom CSS to VOC Survey in Dynamics 365

VOC provides the options to change the background colors of the Header, Section, Navigation Bar, etc. as seen in the screenshot below;

Apply Custom CSS to VOC Survey in Dynamics 365

B. Using the VOC Themes custom CSS option:

If you want to add some additional CSS to the survey, then you can achieve this by adding your custom CSS in the survey. This CSS will be applied to the survey at runtime.

Follow the steps mentioned below to add the CSS to the survey:

1. Navigate to Voice of Customer > Theme and create a new theme for your survey as seen in the screenshot below;

Apply Custom CSS to VOC Survey in Dynamics 365

2. Now you need to get the div Id on which you want to apply CSS. To get the respective <Div CSS Class id> first you need to Run/Preview the survey. Then press F12 and select the element on which you want to apply the custom CSS. In our case our header div CSS class name is div.s_b as shown in the screenshot below;

Apply Custom CSS to VOC Survey in Dynamics 365

3. Now go to custom theme section and add your CSS in Runtime CSS text box. We have added the below CSS code to make the header text Bold and to change the background color of the header to Purple, as seen in the screenshot below;

Apply Custom CSS to VOC Survey in Dynamics 365

4. Once you save the record, go to the Survey Design and set the Default Theme to the theme that we created and then publish the changes as seen in the screenshot below;

Apply Custom CSS to VOC Survey in Dynamics 365

5. Now click on the Preview. The Header Color is now Purple, and the Header Text is Bold as seen in the screenshot below;

Apply Custom CSS to VOC Survey in Dynamics 365

Hope this helps!

Click2Clone One Click Productivity App to Copy_clone Dynamics 365_CRM Records

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[Live Webinar] Maplytics August 2017 Release – Uniquely Yours

[Live Webinar] Maplytics August 2017 Release – Uniquely Yours

With user centric improvements and features, Maplytics August 2017 Release is designed to enhance the productivity of every Dynamics CRM user by adding enhanced geo-analytics capabilities and user level personalization!

The new release is more user-friendly than its predecessors and empowers the user to do more on the map within Dynamics 365 Customer Engagement and places the user in control of how they want Maplytics to work.

Maplytics August 2017 Release incorporates features that allow users to personalize Maplytics based on their preference, perform more actions on data plotted on the map, get additional insights on the map for enhanced analytics, and control how the plotted data is represented for enhanced visual analysis!

Maplytics™ is an ideal solution for every Sales, Service, and Marketing enabled organizations. Maplytics empowers organizations to extract critical location based insights from Dynamics 365 data for better analytics and informed business decisions.

In this webinar, we will walk you through the new feature and improvement in Maplytics like;

  1. Personalize Maplytics as per your preference with user level ‘Map Configuration’
  2. Do more with the data plotted on the map with ‘Mass Actions’
  3. Get aggregate information for any enclosed area on the map with ‘Summary Card’
  4. Quickly perform actions you use the most with ‘Customizable Tooltip Card’
  5. Easy visual analysis on the Map with ‘Customizable Pushpins’
  6. Know your business geographically with the new and improved ‘Heat Map’

Join us, as we guide you through the new features in the new release of Maplytics!

Maplytics August 2017 Release – Uniquely Yours!

Wednesday, September 13, 2017

9:30 AM GMT | 1:00 PM EDT

Save Your Seat

Cannot attend live? You can still register, as we will be sending out the recording to all the registrants!

[Live Webinar] Maplytics August 2017 Release – Uniquely Yours

from Microsoft Dynamics 365(CRM) Tips and Tricks http://bit.ly/2wk6vle
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Fixed – ‘The attachment cannot be saved. Either specify activityId or ObjectTypeCode & ObjectId’ error while processing Email Attachment using SSIS

Introduction:

While performing data migration most of the time, we need to migrate Email and Email Attachments, where we first migrate the Emails and then migrate the Email Attachments.

However, when we did a run for this, we were facing the below error.

‘The attachment cannot be saved. Either specify activityId or ObjectTypeCode & ObjectId.’

We had done the mapping for the Email attachments in the Destination CRM as shown in the screenshot below;

'The attachment cannot be saved. Either specify activityId or ObjectTypeCode & ObjectId' error while processing Email Attachment using SSIS

'The attachment cannot be saved. Either specify activityId or ObjectTypeCode & ObjectId' error while processing Email Attachment using SSIS

After investigating into this error, we found that we need to map either of the below fields.

ActivityId OR ObjectId and ObjectTypeCode

So, when we removed the mapping of the fields ‘ObjectID’ and ‘ObjectTypeCode’ from the mapping in the target CRM component, we did not get any error!

'The attachment cannot be saved. Either specify activityId or ObjectTypeCode & ObjectId' error while processing Email Attachment using SSIS

This time the attachments migrated successfully to the Target CRM.

'The attachment cannot be saved. Either specify activityId or ObjectTypeCode & ObjectId' error while processing Email Attachment using SSIS

Email in Source CRM:

'The attachment cannot be saved. Either specify activityId or ObjectTypeCode & ObjectId' error while processing Email Attachment using SSIS

Email in Destination CRM:

'The attachment cannot be saved. Either specify activityId or ObjectTypeCode & ObjectId' error while processing Email Attachment using SSIS

Conclusion:

While either migrating or creating an attachment to CRM you need to map either ‘ActivityId’ Or ‘ObjectId’ and ‘ObjectTypeCode’.

Get started with QuickBooks and Dynamics 365 Integration

from Microsoft Dynamics 365(CRM) Tips and Tricks http://bit.ly/2f8KEaU
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Are banks getting the most out of their #social strategy?

The impact of millennials cannot be overstated-their generation is the biggest in US history and their use of social media has transformed the way we interact.

But has it transformed the way we bank…(read more)

from Microsoft Dynamics 365 Blog http://bit.ly/2wH3Qpr
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Populate the details from the Parent record to Child record in Resco

Introduction:

Recently we had a business requirement to populate some of the details on the Child record from the Parent record when the child record is created by clicking the ‘+’ button on the child record sub-grid in Resco.

We can achieve the above-said functionality easily in Dynamics CRM simply by adding the attributes mapping in the parent child (1:N) relationship. However, we wanted to do this in Resco.

After some research and playing around in Resco, we found an effortless way to achieve the requirement.

Steps to populate the details from parent to child record in Resco:

1. First, we would need to add the attributes in the mapping of the Parent to child relationship in Dynamics CRM that we need to copy over to the child record.

For Example, we have a 1:N relation between the account and the contact, and we need to populate some of the account details on the child contact record when the contact record is created by the clicking ‘+’ button on the contact sub-grid. For this, we would need to add the attributes mapping in Account to contact relationship in Dynamics CRM.

2. Once we have added the attributes mapping to the relationship in the Dynamics CRM, the next step is open the Mobile project in Resco and navigate to the ‘Configuration’ section as shown in the screenshot below;

Populate the details from parent to child record in Resco

3. Now search ‘Use Entity & Attribute Map’ in the search box, and set the value as ‘True’ as shown in the screenshot below;

Populate the details from parent to child record in Resco

4. After this, you can quickly populate the details from the Parent record to the Child record.

Conclusion:

Users can easily populate the details on the child record in Resco by first adding the attributes mapping to the relationship in the Dynamics CRM and then setting the value of ‘Use Entity & Attribute’ in Resco as ‘True’.

Improve the user adoption of Dynamics 365 by monitoring user activity within CRM

from Microsoft Dynamics 365(CRM) Tips and Tricks http://bit.ly/2eDcuii
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Make the Business Process Flow fields to be required conditionally

Introduction:

Recently, we had a business requirement to make some fields, present in the Business process flow stage, to be required conditionally based on the value selected in one of the fields in the BPF stage.

First, we tried to achieve this by writing a client side JavaScript code to make the Business Process fields required based on the value selected in particular field.

But JavaScript won’t work! We tried to use ‘setRequiredLevel’, but this method doesn’t work for the fields present in the Business Process Flow even though we use ‘header_process_’ to get the fields.

Using the Branching functionality of Business Process Flow:

Finally, we decided to use the branching functionality of BPF which was introduced in Dynamics CRM 2015.

The logic is to have two stages with the same structure. The only difference would be that one stage will have the fields as required & another stage will have the fields as optional and switch these stages based on the value selected in the particular field.

We have a condition to check the value selected in field 1 of stage 1. If the field value is true then show Stage2 with Field 2 as required else show Stage 2 with Field 2 as optional, as seen in the image below;

Make the Business Process Flow fields to be required conditionallyHere, we have two stages for Stage 2. Everything will be a same, i.e., the name of the stage, number of fields, etc. except one will have the field as required and other will have the field as optional.

Below is the example of the Business Process flow designer where you can see that we are conditionally showing the same stages but with different field requirement levels.

To create the same stage we just copied the stage.

Make the Business Process Flow fields to be required conditionally

Note:

Each stage in the BPF has their own unique GUID. So in the above case where we have two same stages, the stage name would be the same, but the GUID of two stages would be different.

Integrate Intuit QuickBooks & Microsoft Dynamics 365 with InoLink

from Microsoft Dynamics 365(CRM) Tips and Tricks http://bit.ly/2wIQutt
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Tip – Composite Name field in Dynamics 365

Introduction:

Recently we had a requirement to show the middle name in the Composite Name field in Dynamics 365.

Currently, the composite name field on the fly out only shows the First Name and the Last Name as shown in the screenshot below;

Tip – Composite Name field in Dynamics 365_1

However, the requirement was to show the middle Name too. There are two ways to achieve this.

1. The first option to achieve this is to remove the composite Name field and add all the fields; First Name, Middle Name and Last Name on the form.

Tip – Composite Name field in Dynamics 365_2

2. There is another option to achieve this, and it can be found in System Settings. Navigate to Settings -> System Administration.

In System Administration, under the General tab, there is ‘Set the full-name format’ where you can select the Name format to be ‘First Name Middle Name Last Name’.

Tip – Composite Name field in Dynamics 365_3

A pop-up alert that these changes will not be seen on the existing records as shown in the screenshot below;

Tip – Composite Name field in Dynamics 365_4

After the settings are applied, we can see the changes in the composite field on the Lead form as shown in the screenshot below;

Tip – Composite Name field in Dynamics 365_5

Also, this setting is used for formatting the Name field. For example, if you want to display the Name in ‘Last Name, First Name’ format then you can simply select the format from the drop-down as seen in the screenshot below;

Tip – Composite Name field in Dynamics 365_6

Hope this helps!

Easily Export and Download or Email Dynamics 365 Reports in PDF, Word, or Excel

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