Multimedia Control in Dynamics 365 Customer Engagement

Hi Everyone,

We all know visual presentation of anything is attracted first and if it is a video, that gives advantage. If we have a Video that is embedded on the Product record in the system that gives clear path for the sales person to explain the things.

And yes, we can easily do that using Multimedia OOB Control. You just need to create a field of Single line of text and format as URL type and put the Video URL in the field.

Add the field on the form and  --> Change Properties --> Add Control --> Select Multimedia Control and Add it.

Below are the media types that are supported as of now.

Streaming MP4 files
YouTube videos
Azure media
Audio streams

Hope this helps.

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Happy 365'ing
Gopinath

Number Input Control - Dynamics 365 Customer Engagement

Hi Everyone,

One more good control which can be used in the place of any numerical or money field is Number Input. This gives flexibility to users to tap the plus and minus button to change a numeric value in increments you set.

Just select the numerical or money field for which you would like to convert to Number Input --> Change Properties --> Add Control --> Select Number Input --> Configure the value that you would add or subtract from the current value when you click on + and  - icons.

Hope this helps.

--
Happy 365'ing
Gopinath

Auto-Complete Control in Dynamics 365 Customer Engagement

Hi Everyone,

Today I was going through the Field properties and checked Controls tab. Just to understand more clicked on Add Control link and somehow Auto-Complete Control grabbed my attention.

What is Auto-Complete Control?

This control filters an item list as you type and lets you select a value from the drop-down list. For example, you can use this control to let users choose from a drop-down list of states or countries/regions.

To understand it more, I have created a custom entity named as Countries and loaded the data in it.

 Navigate to the Customizations area and select an Account form to edit. After the form is open, select the "Country" field and click "Change Properties" -> Controls tab  -> Add Control.

Select Auto-Complete and click on Add

You will get the screen to select the properties. First thing, we need to understand is Source here.

We have two options for Source here Option Set and View.

If you choose "Option Set", you will be prompted to choose an option set.

If you choose "View", you will be prompted to choose an Entity and View then we have to choose the field from Source entity.

Click on Ok to save the configurations.

Make sure you select the display options so that Control is shown accordingly.

It shows on UI as below

After knowing this control, I feel this is not utilized much even though it gives good User Experience.

Hope this helps.

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Happy 365'ing

Gopinath