Introduction

This article describes how to add and configure a flyout in Microsoft Dynamics 365 Customer Engagement. A flyout is a CRM control which enables you to group together actions such as print, preview or email. Once you add this control, it shows in Microsoft Dynamics 365 Customer Engagement. Clicking the flyout shows a list of actions, such as:

  • OData Dialogs
  • OData Direct Submit
  • HTTP Methods


Note


The actions stated above can only be used when Microsoft Dynamics 365 Finance and Operations is connected to Microsoft Dynamics 365 Customer Engagement.


OData Dialogs is an action button to open a print dialog. Here you can choose a printer, a number of copies, etc. Data is received from the Microsoft Dynamics 365 Customer Engagement entities. The button is used when Microsoft Dynamics 365 Customer Engagement is not connected to Microsoft Dynamics 365 Finance and Operations, or if you want to use a logic app.


OData Direct Submit is an action button configured within Microsoft Dynamics 365 Customer Engagement. It has a predefined destination configured in Lasernet Connector for Dynamics 365 Finance and Operations. Data is received from the Microsoft Dynamics 365 Customer Engagement entities.


HTTP Methods is an action button which allows executing an API Post triggering a logic app.



Applicable to

Lasernet for Microsoft Dynamics 365 Customer Engagement

  • v.1.0.0.0


Prerequisites

To execute the steps listed below, you require:

  1. Administrative access to the Microsoft Dynamics 365 Customer Engagement environment.
  2. An endpoint address which complies with the environment to send the call from Microsoft Dynamics 365 Customer Engagement.


Note


An endpoint address can be either an entry point for the logic app or a corresponding URL in Microsoft Dynamics 365 Finance and Operations.


Step-by-step instructions


1. Log in to the Microsoft Dynamics 365 Customer Engagement environment where Lasernet Connector for Microsoft Dynamics 365 Customer Engagement has been deployed as a managed solution.



2. On the Sales menu, click the down-pointed arrow to show the navigation menu. Under the Settings flyout, locate the Lasernet list, and then click Flyouts



3. On the Flyouts page that opens, click the New button to create a new flyout.



4. Enter a descriptive name for the flyout you are adding, and then click Save.



5. On the Sales menu, click the down-pointed arrow to show the navigation menu. Under the Settings flyout, locate the Lasernet list, and then click Groups. As a result, the Groups page opens.



6. Click the New button to add a new group.

7. Enter a descriptive name, and then click Save.



8. Scroll down to the Lasernet criterion section and click the plus sign to add criterion/criteria to the group.


Note


Criteria basically display rules for your group. A criterion allows either displaying or hiding your group on different entity pages.



Use the Search functionality to find the required criteria. To this end, type a name in the search text box, and then click the magnifying glass icon, or just click the magnifying glass icon without typing the criterion name. Once the list is populated with available criteria, click the criterion you need to add it. 

Select at least the deny_all criterion to prevent the group from showing up for every entity in Microsoft Dynamics 365 Customer Engagement, except for the one for which you create a flyout. If the deny_all criterion has not been created yet, please make sure to create the one (see the steps listed below).


If this is a new installation, no criteria are present in the system, and thus, you shall create them first by following the instructions listed below. To this end, click the New button while searching for a criterion.



As a result, the New Lasernet Criteria window opens. In the window, define a name, a criterion type and a primary entity type value. Once you are done, click the Save & Close button.


Tip


To find out what entity types are available in the system, you need to access the Entities list. To this end, on the Sales menu, click the down-pointed arrow to show the navigation menu. Under the Settings flyout, locate the Customization list, and then click Customizations. On the Customization page that opens, click Customize the system. As a result, a new window opens. To access the Entities list, on Default Solution pane, expand the Entities component.




9. Go back to the group and verify that you have added all required criteria. On the screenshot below, these are deny_all and allow_quote. By defining criteria, you add a group to the entity you require.



10. Scroll down to the Lasernet flyout/groups section, and add a new group by clicking the plus sign to link the group to the required flyout.


In the New Lasernet flyout/group window that opens, fill in the required fields, and then click the Save & Close button.



11. In addition, you can add the HTTP method record as well as the OData Dialog and OData Direct Submit records by clicking the plus sign in the corresponding section of the group. In the New Lasernet group window that opens, search for the required record and select it. If you cannot locate the required record or no records are available in the system, it is possible to add a new one. To this end, click the New button while searching for a record (HTTP Method, OData Dialog or OData Direct Submit).

Otherwise, you can add a new record (HTTP Method, OData Dialog or OData Direct Submit) to the system in advance:

  • click here to find a step-by-step instruction on how to add a new OData Dialog record;
  • click here to find a step-by-step instruction on how to add a new HTTP Method record;
  • click here to find a step-by-step instruction on how to add a new OData Direct Submit record.



12. Once you are done, click the  Save icon in the bottom right-hand corner of the window to save all the changes you have done.


As a result, the flyout and all the actions you have defined are now available for the configured entity.