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Category: Power Platform

Limit ClickDimensions star rating

Posted in ClickDimensions, Dynamics 365, and Power Platform

The ClickDimensions star rating has by default 10 options .

Here is how you can limit the star rating options only with CSS if you don’t need all options.

Limit star rating

Limit all star ratings in a survey

Paste the following in the code editor of the survey and customize the number of stars you want to have to limit the options all star ratings.

:root {
  --number-of-stars: 3;
}

#clickdimensionsForm div[id^='stars-wrapper'] {
  max-width: calc(207px - (191px - (var(--number-of-stars) * 16px)))
}

Limit a single star rating in a survey

Paste the following in the code editor of the survey and customize the number of stars you want to have and use the ID of the desired star rating to limit the options.

:root {
  --number-of-stars: 3;
}

#stars-wrapper-f_f6e0ec97b339e911a838000d3ab0d281 {
  max-width: calc(207px - (191px - (var(--number-of-stars) * 16px)))
}
Find ID to limit star rating
The ID of a survey question will change if you do not transport them with the ClickDimensions Export/Import

Display the plain text version of an email on Windows

Posted in ClickDimensions, Dynamics 365, Dynamics 365 Marketing, and Power Platform

Today I had the challenge to display the plain text version of an email on a Windows device. I gave the Outlook setting “Read all standard mail in plain text” in the Trust Center a try, but it only removes the images and formatting from the the HTML version of the email.

Finally I found in the internet that Thunderbird is able to show the text version of a mailing.
Here is the way to switch the view.

plain text version of an email

And this is of course also helpful for plain text emails with Dynamics 365 Marketing.

Get CRM URL in Power Automate

Posted in Dynamics 365, Power Automation, and Power Platform

Sometimes you need to work with the URL of your CRM within Power Automate, for example:

  • to relate or unrelate two records with the Common Data Service (current environment) connector
    CDS (current) - Relate Records Action
  • or writing an email with a hyperlink to a record.

If you have a multi-staged environment and you build your Flow solution aware, you don’t want to update your static URLs after each transport.

Solution

‘Recycle’ the OData Id from a previous CDS action.

URL in OData Id of a Flow
  1. We need an previous CDS action that has an OData Id within its output (like shown above).
    If you have no action like this, consider to create a “List records” action which is limited to 1 by the “Top count” option.
  2. Create a “Compose” action and give it the OData_Id as input.
  3. Create an other “Compose” action and give it following expression to receive the CRM URL.
    concat(join(take(split(outputs('OData_Id'), '/'), 3), '/'), '/')
  4. Create an other “Compose” action and give it following expression to receive the OData URL.
    concat(join(take(split(outputs('OData_Id'), '/'), 6), '/'), '/')
Compose URL in Flow

How it works

  • concat(join(take(split(outputs('OData_Id'), '/'), 3), '/'), '/')
    Contains the OData Id we’ve stored in the first “Compose” action.
    "https://yourcrm.crm4.dynamics.com/api/data/v9.1/cdi_postedform(792189BA-BA04-E711-80F6-C4346BAC4DDC)"

  • concat(join(take(split(outputs('OData_Id'), '/'), 3), '/'), '/')
    Cuts the URL string in separate substring wherever a slash (‘/’) is.
    0: "https:"
    1: ""
    2: "yourcrm.crm4.dynamics.com"
    3: "api"
    4: "data"
    5: "v9.1"
    6: "cdi_postedform(792189BA-BA04-E711-80F6-C4346BAC4DDC)"

  • concat(join(take(split(outputs('OData_Id'), '/'), 3), '/'), '/')
    Merge the first 3 entries of the splitted URL to a new array.
    0: "https:"
    1: ""
    2: "yourcrm.crm4.dynamics.com"

  • concat(join(take(split(outputs('OData_Id'), '/'), 3), '/'), '/')
    Merge the new array into a string and separate the entries by a slash (‘/’).
    "https://yourcrm.crm4.dynamics.com" 

  • concat(join(take(split(outputs('OData_Id'), '/'), 3), '/'), '/')
    Create a new string with the merged URL and put a slash (‘/’) at its end.
    "https://yourcrm.crm4.dynamics.com/" 

In the same way you receive the OData URL when you “take” the first 6 elements instead of the first 3 elements.

ClickDimensions Quick Send from any entity

Posted in ClickDimensions, Dynamics 365, and Power Platform

Last year I had a customer requirement to start a ClickDimensions Quick Send on a custom entity. By default, QuickSend is only available on lead, contact and opportunity. ClickDimensions has already an article on how creating a Quick Send like dialog to send a single email from any entity, but dialogs are deprecated. Therefore I made a deep dive into how the Quick Send button works and will share my findings with you.

The button

I will only focus on the command, I think button labels and button icons should be no problem for customizers.

Rebuild the command and use your own javascript in yellow marked areas.

The javascript

The following is just to give you a starting point. You need to fill it with additional logic to refer it to a contact or lead.

function openQuickSendForm() 
{
   // [CUSTOMIZE
   var type = 2;
   var typeName = "contact";
   var id = "{332514B1-14F7-E711-A95F-000D3AB6ED20}";
   // CUSTOMIZE]

   var accountKey = getAccountKey();
   var region = getRegion();
   var crmVersion = getCrmVersion();
   var orglcid = parent.Xrm.Page.context.getOrgLcid();
   var orgName = Xrm.Page.context.getOrgUniqueName();
   var lcid = Xrm.Page.context.getUserLcid();
   var userId = Xrm.Page.context.getUserId();

   var params = 
      '&id=' + id + 
      '&orglcid=' + orglcid + 
      '&orgname=' + orgName + 
      '&type=' + type + 
      '&typename=' + typeName + 
      '&userlcid=' + lcid + 
      '&userid=' + userId;
   
   var url = 
      'https://app' + region + '.clickdimensions.com' +
	  '/MSCRM/v' + crmVersion + '/pages/quicksendemailtemplateForm.aspx' 
	  + '?accountKey=' + accountKey + params;
   
   _security.CreateSecuritySession(function (sessionId) 
   {
      url += '&sessionId=' + sessionId;
      window.open(
	     url, 
		 'quicksendWindow', 
		 'height=800px,width=730px,status=0,toolbar=0,resizable=1,scrollbars=1'
      );
   });
}