This is about a call center solution using Microsoft Dynamics 365 and Unified Service Desk. On the USD the call center agent needs to see information from multiple Oracle databases (3 databases for 3 products). When a call is received at the call center, the system will fetch data from these databases for the customer based on the number(telephony will be integrated using connector). We are thinking of displaying this information on an iframe in the Unified Service Desk.
Is it possible to populate CRM fields based on the what is clicked on the iframe?
Scenario: Customer calls to check about product A which he has purchased. The call center agent sees the Product A information in the iframe. When the agent clicks on the row for Product A, the Product(let this be a text field) on the Case form in the USD should be populated with the name - Product A.
Is this possible? Any ideas on how this can be implemented?
It is possible: an iFrame embedded within a CRM form can populate values on the form using:
window.parent.Xrm.Page.getAttribute("fieldschemaname").setValue(val);
For example:
productRow.addEventListener('click', function (product) {
window.parent.Xrm.Page.getAttribute("name").setValue(product.Name);
});
Related
Want to know the Acumatica REST API to be used to get Account Inquiry / Customer Open Balances. If no such web services then how to extend end point using which modules of acumatica erp
Not sure exactly what information yo are looking for but maybe the following screens could contain it :
Account Summary (GL401000)
Account Detail (GL404000)
Customer Summary (AR401000)
Customer Detail (AR402000)
Though only one of these screen is already mapped in the Default endpoint of version 18.200.001 (Account Summary -> AccountSummaryInquiry)
If you need information from the other screen, you will need to either create a custom endpoint or extend the default one (I recommend extending).
Here is information on how to do both:
Creating a new endpoint, it also contain information on how to add new entities in an endpoint : https://help-2019r1.acumatica.com/(W(14))/Wiki/ShowWiki.aspx?pageid=709351cc-566a-47b3-b153-3a9fdd690ce0
Extending an endpoint : https://help-2019r1.acumatica.com/(W(13))/Wiki/ShowWiki.aspx?pageid=c450492e-06fe-4563-95c3-efa76975415b
I recommend that you take a look at the way the AccountSummaryInquiry entity is defined and follow the same way to create the other screens if this is what you do. I mean by that that you put the parameter of the inquiry in the top level entity and the fields of the grid in a detail type sub entity.
And in order to retrieve the information properly I recommend that you use a PUT request instead of a GET as this is the proper way to do so as mentioned in the following article:
https://help-2019r1.acumatica.com/(W(12))/Help?ScreenId=ShowWiki&pageid=6340cff3-4732-4231-9e42-5d1e5e65b5dd
If a person has previously filled out a contact us form on our website, the next time they visit that form I would like their information pre-populated. Using Kentico EMS and the form builder, how can I make that happen?
you can access the contact informant via macros or custom macro methods and place it in the contact form default values (I would use an alternative form), but often you do not know if the user already exists unless they are logged in or enter the same email (which you would then need to add a client side trigger to Ajax an api once the email field is filled out, check for that contact in the api, return json of their info and populate the form).
to build the api you can either use the Kentico rest service or if you need more flexibility use the web part to api coupled with a repeater with custom query, adding the right where condition through macros.
There is a webpart available in Sharepoint 2010 that lets you view an org chart of users related by the AD manager field. OOB it displays their names, job titles and the content of the 'about me' field. I have been given the requirement to display further user profile fields, in particular telephone numbers. Is there any way this can be achieved?
I'm not sure it is possible. You can use third party alternatives which can display telephone number. For example Plumsail Org Chart or 1OrgChart
This is more of a general question on design approach rather than a specific programming challenge. We have a business need to schedule resources, but to reduce travel costs we need to be able to schedule resources for a customer's appointment that are geographically close. These appointments are typically in the customer's home and not at a designated site.
The process for doing the geolocation is to take the customer's location and chosen service activty, find all resources that have availability during that time frame and then rank them in order of proximity based on their previous appointment location.
That is all well and good, but the problem I have is where do I insert this logic? Would it be during the "Book" message on the Service Appointment entity through a plugin? How would this appear to the end user? Do I have to simiulate the Service Calendar functionality in a custom aspx page to accomplish this instead?
Is there a better way of doing this?
You can do this via JavaScript...
1) Create the service rep relationship to the service appointment entity. Add the service rep lookup to the service appointment entity.
2) Create a dummy text attribute and add to service appointment form
3) Fetch all of the records meeting the availability criteria you have and use either a 3rd party mapping service or based on the lng/lat distance to determine who is closest.
FetchXML - GeoCode Distance search by distance
4) Switch your dummy textbox to a select and add the options of the 10 closest service reps with their name and distance (ie. Paul Way - 1.2 miles)
5) When the new select box value is changed, populate the rep attribute on the form.
6) After testing, hide the rep attribute via javascript so that it will save the change but the user is forced to use the custom select box.
I have created a custom membership provider for a SharePoint application but would like to populate the Title and Department columns for the MembershipUsers that are displayed with data from my user repository.
Is this possible? How can it be done?
I don't see anything in the System.Web.Security.MembershipUser class that could store this information. How does the Windows AD MembershipProvider have a different Display Name than the Account Name? Are some of these values coming from someplace else?
What happens in the AD is that, SharePoint runs the User Profile Sync Job that will pull all the required information from AD and updated the SharePoint UserProfile DB which In turn pushes to Each of the Site. Whereas in the case of the Custom Membership we don't have a direct option to update the Profile Information.
One method you can do is to update those information using code.There are two options you can update the User Profile information in the SSP so that it will be displayed in all the Site Collection or to Update the SPWeb.SiteUserInfo List. Please refer these link1 , link2 on how to do that. In case you want to update in SiteUserInfo list it is just another list just search for Item based on the user account name and update that item.