I already tried asking this in the Microsoft Dynamics forum.
I have deployed the App for Outlook. I have added three custom tables (entities). These now show up in Quick Create and the Regarding lookup.
I have also removed the Contact, Lead, and Account tables. But when I click the Add button, the three options are "Add as Contact" and so on.
When I click on an email that is already saved in Dynamics 365 Sales Enterprise, the Recipient Picker says "Unknown Recipient" (see image below). How can I get the Recipient picker to include the custom tables that I've added?
I've tried refreshing the app, redeploying, and running the App for Outlook checker.
App for Outlook is using Exchange server-side synchronization.
Thanks,
Shane.
As far as I know and I read, you cannot set custom entity for Recepient. It can only be Account, contact or lead. But you can set Regarding for custom entity and track email communication.
Related
I have SharePoint Online enabled for my Dynamics CRM Online. I have a documents subgrid showing on my account form. Everytime a document is uploaded to Sharepoint from within CRM, an email should be fired to the owner of the record.
I tried using this with Flow but it is difficult as the SharePoint Folder structure is as follows: Account > AccountI_GUID
AccountII_GUID
and so on
I could have alerts in SharePoint enabled. However, I would have to do this each time a new account is created in CRM. There is 13000 accounts in CRM already. So, I would have to go into each of the folders and enable alerts.
Would you have any other solutions?
I was thinking of maybe getting a count of all the documents in SP and showing the count in CRM. If the count has changed then trigger a workflow. But I am not sure how to go about that. Please help.
I would probably go about this by creating a Powershell script to iterate through all of the account document libraries to set up an alert on each one. You could then run this at the end of each day to pick up any new accounts.
After a quick google I came up with this which may be of use Create Alerts using CSOM
I know there are also ways in Dyanamics to remove the GUID from the library but I'm no Dynamics expert so not sure what functionality this may effect.
I am doing a small app that requires a different user tool. The thing is this:
I have a repair application. In the company, people can repair their fridge, washing machine and kitchen items (like blender etc). There are different technicians for each (specialized). All customer comes thru one reception but each unit (dept of fridge repair for e.g.) also have a receptionist.
Then there are finance and administration units. So, I was wondering how i would go create a user who is a technician of fridge? When he logs in, i wanna take him to the technician's area so he can see repair related tasks.
And for the finance department, to log in but then go to finance section of the project.
I have created tables for services provided (fridge etc) and the departments (finance). How do I attach the users to each?
I have seen a post that describes adding fields to the user profile but i failed to attach it to my needs.
How do you guys go doing something like this? Thanks!
You can extend the user functionality without replacing the Django dUser model.
When logging in the user, you can then check the role this user has and redirect based on that role
We are using Sitecore 6.5, and the Email Campaign Manager 1.3.3 rev.130212 is installed.
Currently, when i add a Sitecore user, for example 'UserA' to multiple target audiences, lets say 'TargetAudience_A' and 'TargeAudience_B', after I send out these two target audiences, 'UserA' clicks the link in the email which comes from 'TargetAudience_A', then the link will bring user to the site, user visits several pages, Sitecore Analytics will be able to track 'UserA' VisitPageCount and Value, and creates the corresponding campaign of 'TargetAudience_A' with that data.
When the user opens the email sent from 'TargetAudience_B' and clicks the link, visits the site, NO campaign is created for 'TargetAudience_B' in the database, I can see all the data should use to create a new campaign for 'TargeAudience_B' is used to update campaign of 'TargetAudience_A'.
The whole link in the sent email has been modified by Sitecore, the corresponding campaign id is added, which makes the link looks like this:'httP:xx.domain.com/?ec_camp=xxxx&ec_as=xxxx'.
It seems that Sitecore just adds an Id to the url, but does not create a campaign for the 'TargeAudience_B' with that Id.
I use this sql query to check the visits data:
Select * From Visits join Automations on Visits.CampaignId = Automations.CampaignId
Where Automations.data = '{EmailTemplateId}'
the data column on Automations table is the email template id of the target audience.
Does any one know, how to track one user's activities for multiple campaigns? Is this possible to do? Or is this something which needs to be fixed by Sitecore?
Any help will be much much appreciated.
Thanks
EDIT: Sitecore does create Campaign for each target audience, but does not create Visits record for every one of them; Sitecore associates Campaign with the Visits, Sitecore cannot find\create Visits of 'TargeAudience_B', it finds the Visits of 'TargeAudience_A', for some reason it just updates the Visits record of 'TargetAudience_A'.
This does look right, does Sitecore create just one visit for a visitor a day no matter how many target audience this visitor in?
Neither target audience, the Visitor.ExternalUser or anything other than a fresh Visitor cookie will make DMS re-consider your visitor. So to answer your question, I do believe you are correct in your observation, and that this behavior is by design.
Also keep in mind; if your users click the email you send out from say their iPhone and come visit the site, they will be granted a Visitor ID. Later, when they're back home at their PC and click the same email again, they will get a fresh Visitor ID and will not be recognized by DMS as one and the same Visitor. This too, is by design.
If you want to achieve what I believe you're aiming to achieve, you're going to have to "tag" your Visitors with a key you recognize - like the email address - and then hook into the APIs and "grab" all Visitors that match your tagged email address. Not sure how well this will work with all areas of the DMS.
In my example above; if a user was triggered to enter an Engagement Plan or a State in an Engagement Plan - the "iPhone Visitor" would get attached to it - and any actions undertaken by the same person on his personal PC visitor profile on his desktop PC would not be affecting anything in this state.
Yes, it is a bit confusing - I may even have some slight details of this wrong - the DMS API changes a lot. But as far as I can determine, the above is correct and all by design.
Edited
The issue (#347688) has been fixed in Sitecore CMS 6.5.0 rev. 120427 (6.5.0 Update-4) and DMS 2.0.1 rev. 120427
We have been asked to explain where the editor can customize the campaign tracking url, they have seen the feature when participating in Sitecore Training sessions, but can't find the features in the our platform that is currently fully updated.
It seems to me the feature has been removed otherwise it is hidden in {3AC13180-912F-4388-AF56-46A0F1172E70} that is missing in the DMS Installation, when looking at the insert options for the Campaign Item.
Does anyone have insight on the topic ? and if the feature is still present or has been removed for another model.
OMS / Custom Campaign tracking URL
When looking at the old documentation for Sitecore OMS the section related OMS Creating Campaign Events, it should be possible for the Editor to personalize the incomming url parameter that triggers the page visit to attach to a specific campaign.
Reference: "OMS Creating Campaign Events" page 13-14
http://sdn.sitecore.net/upload/sitecore6/64/online%20marketing%20suite%20cookbook-usletter.pdf
Engagement Analytics / No Custom Campaign tracking URL (?)
In the new DMS 2.0 / Engagement Analytics there are also Page events, and they should be attachable to Campaigns. But we can't seem to create anything under the Campaign definition even tho the first line in the documentation suggests it. Looking at the Insert options on the campaign there is a missing id: {3AC13180-912F-4388-AF56-46A0F1172E70} that suggest the installation is missing an Item for this feature to function.
Reference: "Engagement Analytics Page Events" page 6-7
http://sdn.sitecore.net/upload/sitecore6/65/engagement_analytics_configuration_reference_sc65-usletter.pdf
Campaigns
You can associate events with specific campaigns. To register a
campaign event, beneath the campaign definition item, insert a
campaign event definition item using the System/Analytics/Campaign
data template. You can activate the campaign using the value of the
sc_camp query string parameter or you can assign a campaign to a
content item, such as a landing page. For more information about
campaigns, see the section Campaign. To change the name of the sc_camp
query string parameter, see the section The
Analytics.CampaignQueryStringKey Setting.
I have been in contact with Sitecore Support and they responded that the option of customizing the url that triggers the campaign has been removed. The documentation is misleading on the subject and they have registered it as a bug.
So yoursite.net/?sc_camp={ID of the campaign item here} or using a landing page with the campaign as trigger is currently the only way to monitor incoming links from a campaign, unless custom code is build.
Thanks for the answers.
Edited:
The issue (#347688) has been fixed in Sitecore CMS 6.5.0 rev. 120427 (6.5.0 Update-4) and DMS 2.0.1 rev. 120427
Mentioned ID {3AC13180-912F-4388-AF56-46A0F1172E70} used to be a Campaign Event template. Campaign Events are no longer used, as they were replaced by Campaign in Sitecore DMS.
In order to track it, use the following URL format: yoursite.net/?sc_camp={ID of the campaign item here}
I just wanted to add in that although it might be what they know and what they want to use, the reason that it's so obscured is because that's really not how you should be doing things and its not a practice I'd recommend since it's not really guaranteed to be tracked. The structure of DMS and the underlying database is such that I'd stick to setting things up by associating things with a campaign. Tracking is done in large part via page events that are triggered... but just amending a url will trigger a visit and a new page, but not a page event to be created unless there is something associated with that item that will trigger an event.
Campaigns are typically associated with items, or events, or engagement plans or any number of different elements of DMS. In all cases, there's a tab on the item that has an option to check the campaign to associate it with. That's how you want to be doing this which ensures that a page event is properly created and associated with the campaign.
I have a Publishing Portal site and I need to add some announcements to some of the pages. I've read an article which says that i have to create an announcement list to be able add an announcement web part but i can't seem to find any resources on how i can add an announcement list.
Any help will be greatly appreciated.
TIA!
Your problem is that you have not activated the relevant feature on the site settings page. You need to go to the site collection site settings page. Then select Site Actions - manage site features
Then activate the feature called Team Collaboration lists. You will now be able to create an announcement list
From the home page of your site (or from any page really) you should see a "View All Site Content" link on the top of the navigation menu.
View All Site Content http://friendfeed.s3.amazonaws.com/86fed07f0809beefaeeaee0013ee2b952079bc09
Click on that link and it will show you a dashboard listing all of the SharePoint lists that have been provisioned for the current site. Click on the Create button to create a new SharePoint list.
Create new SharePoint List http://friendfeed.s3.amazonaws.com/6c0b244801826f8b3ee01811211b88668ba8f713
From there you will see the option to create an Announcments list (under the Communications header). Complete the wizard to complete the list.
Once the list is created you can select Edit Page from the Site Actions menu on any SharePoint page in the site and then select a "Add a Web Part" on the web part zone you want to put your Announcements web part into. You should now see a web part listed with the same name as your Announcements list that you just created.
Select that web part to add it to the page and display.
Hope that helps. If this isn't the answer to your problem leave a comment or update your question with clarification and I will try to help.
Giving you direct instructions on how to create the list would most likely leave you more lost than ever. If this is a publishing portal, there's a lot more to learn beyond just creating a list. Content must be approved, and is versioned. I'd strongy advise you not to start poking around in there as you run a large risk of messing up the portal. Don't get stressed by people demanding you perform such things without having received any training. Grab yourself a coffee, flip your boss the finger and watch some pertinant webcasts on http://office.microsoft.com/en-us/sharepointserver/FX101211721033.aspx
Hope this helps,
Oisin