Nishant Rana's Weblog

Refresh button missing on Roll-Up fields in D365 UCI? Quick Tip.

As we are transitioning to the Unified Interface, some visual cues are a little misplaced or say, hidden.

If your Roll-up field on the Classic UI appeared like this where you could simply click on refresh and update the Roll-up field

classicRefresh

It doesn’t seem to be the case in terms of UCI-
missinginUCI

It’s Hidden!

So, simply click on the Calculator icon –
clickToReveal
And the Recalculate button will be revealed which updates the value

And results into the below in my case –
updated Note: Toggling the calculator icon will reveal/hide the button.

Hope this quick tip helps!!

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Import from Excel / Import Wizard updates Record Created On (overriddencreatedon) – Dynamics 365

When we are creating new records and need the created on field to take the value provided instead of system generated, we can map it to the Record Created On field during Import from Excel option.

In fact in the Import Data Wizard also, although it doesn’t show the Record Created On field for mapping, we can map to Created On field and the behavior will be same. (and in the case of the Import from Excel in the Grid, we do not get the Created On field for mapping)

Below is the record we have created through Import Data Wizard, and we can see the values of Created on and Record Created On for it.

Anonymous Visitor tracking behavior in Dynamics 365 Marketing

Suppose, we have the below page opened in the browser, which has an embedded marketing form in it.

Opening the marketing website record associated with the marketing form, we can see the anonymous visit being tracked.

Here the user had opened the page a couple of times.

Form Visits also have the corresponding details.

Form submission – No records right now as the form hasn’t been submitted by the visitor on the page.

Now let us submit the form

After the successful submission of the form which created the contact record, we can now see a new record added on the website visitors

as well as all the previous anonymous records also updated with the same contact.

Same for Form Visits –

And as expected a new form submission record.

Now any future visit to the page gets tracked with the Contact created for that user.

In the contact record, also all the website visits get associated.

To learn more about Dynamics 365 Marketing – https://meganvwalker.com/category/dynamics-marketing/

Hope it helps..

When to use Event Grid and when to use Service Bus

Cloud Avenue

Asynchronous messaging and Event driven architectures are the building blocks of a truly scalable system, where the services can talk to each other and can scale up and down independently. Where, the outage of one service do not impact the working of others.

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How to – Use Personalized page content in Dynamics 365 Marketing

Continuing our previous post – https://nishantrana.me/2022/11/17/how-to-use-page-personalization-in-dynamics-365-marketing-2/, in this post we’d see the personalized page content works across the pages in the site.

Suppose we have the following embedded marketing form, submitted by the user with Remember Me checked (required for Personalized Page as well as Prefill to work)

Next time when the user visits the page, using the Personalized Page’s Script, we can have this value fetched from the cookie as shown below.

Here we can use the same personalized page script on other pages in the same authenticated domain/website to retrieve the values from the cookie.

For that, we just need to have the website’s div tag to be placed on that page, as shown below. We can get from that from the website record created and it will track the visit as well.

divweb

Hope it helps..

How to – Hide, Submit and perform validation in Dynamics 365 Marketing Form

Continuing our previous post on setting hidden field’s value using JavaScript in Embedded Marketing Form,

https://nishantrana.me/2022/11/23/how-to-use-dynamics-365-marketing-javascript-api-to-set-hidden-fields-value/

below are a few more points that could help –

To hide the Marketing form on the host page – we can use afterFormRender

To submit the Marketing form on the host page –

If we are setting a non-existing value for an option set field in the formSubmit event, it will be treated as blank before submission and the blank value will be passed. However if the field is Required then validation will kick in and the form will not get submitted.

Get more details – Extend marketing form using code

Also check – https://community.dynamics.com/365/marketing/f/dynamics-365-for-marketing-forum/384055/integrate-external-marketing-form

var xhttp = new XMLHttpRequest(); 

xhttp.open("POST", formUrl + "/formpage/” + formId + “/correlation/” + correlationId, true); 

xhttp.setRequestHeader("Content-Type", " application/x-www-form-urlencoded"); 

xhttp.send("7d58e055-d1c2-4bb3-a42f-faf6762e0acc=FirstName&3cdeebb-7c54-4cff-a1bc-772562d25c38=firstname.lastname%40sample.com&submit=");