Monday, 20 February 2017

Feedback And Rating in Dynamics CRM/365


A new entity called "Feedback" has been introduced in Dynamics CRM 2016 Update 1. The purpose of adding this entity is to provide the feedback and rating for particular entity in CRM. This is useful for the organizations for tracking the feedback for the product they are selling, or support/services that they are providing to the customers. This Feedback and Rating in Dynamics CRM 2016 helps to improve the product’s quality or customer experience with your organization.
Let us see how we can use this entity.

For using this users must have Read, Create and Update privileges for this entity.

How to Enable and Use?

A new Option "Feedback" is shown on the Entity Information under General tab. Enable it for the Entities where you wanted to use.

You can enable feedback on entities to allow customers to write feedback for any entity record, or rate the entity records within a range of allowed ratings. 

By default, feedback is enabled for the Knowledge Article entity and the rollup field is added to Knowledge Article entity.

Once you enable Feedback on the entity, you will that in the Related Entites.

Title: A short title for the Feedback, specifying parameter for response.
Regarding: The Feedback created for the entity.
Source: Here you can select two options, Internal or Portal. For example, if you are capturing the Feedback from within the CRM i.e. through phone or email then you can select Source as Internal. In addition, you can add more options to this field as per your requirement.
Comments: Comments for the Feedback being created.
Rating: A number to specify how useful the product is.
Minimum Rating and Maximum Rating: Define the minimum and maximum rating numbers for the rating scale. For example, in our case, we are using the rating scale as 1-10, then minimum rating as 1 and maximum rating as 10 can be provided.
Normalized Rating: The value for this field is auto calculated, as this is the calculated field. The calculation is done based on the below formula.
Normalized Rating = (Rating – Minimum Rating)/ (Maximum Rating – Minimum Rating)
However, you can change the calculation for the Normalized Rating by changing the formula for this field from Customizations.
Created By (Contact): It is the customer contact on behalf of whom you are creating a feedback.
Closed By: This field gets automatically populated with the user who deactivates the Feedback record.
Closed On: This field gets auto populated with the date and time when the user deactivates the Feedback record.

In case, if we have multiple ratings against one particular record, with use of simple rollup field the ratings can be consolidated.

Hope this helps.

Happy CRM'ing

Wednesday, 15 February 2017

Debug CRM for Mobiles/Tablets from a PC browser


Recently, I have started working on Dynamics 365 Mobile App. We have found that Scripts that works in browser on a PC is not working on the Mobile and giving error messages. This is really frustrating as we don't have debugging facility on the Mobile App..

After some search, I came to know that we can open CRM for Tablets user interaface in a Web Browser. Here is the URL for it.

Before using the URL, make sure that you login to CRM using required credentials and in another table enter the following.

Replace “orgname” with your CRM organization name. That's it when you hit the URL in browser, you will see the screen which is shown on mobile and once it is done with configuring use your browser's developer tools to debug.

Hope this helps.

Happy CRM'ing