Transcript:
0:01 in this video today we're going to be
0:05 demonstrating the North52 app called
0:08 quick button quit button it's a it's a
0:11 simple managed solution that you can
0:13 download from our website North52 calm
0:15 and it allows you to place a
0:18 customizable button on any form within
0:21 Dynamics CRM this button then can be
0:24 connected to any formula within North52
0:29 so you can make it carry out an action
0:31 like to display a message to the end
0:33 user update a set of fields you know
0:37 nooope over a set of records and do
0:39 something for each record etc the actual
0:44 sample i'm going to show you today is
0:45 that the scenario is we have a sales
0:48 manager he's on the road a lot and he
0:52 has account records that better in the
0:54 system I need his his sales staff to be
0:58 able to do follow-ups based on all the
1:00 contacts so where we have two contacts
1:02 here we need to generate to follow-up
1:05 phone call tasks for them to to to form
1:08 these end customers and try and get them
1:10 to sign up to a service we've done this
1:13 as a button a lot of people feel that
1:16 it's more intuitive having a button on
1:18 the form rather than men to top here up
1:20 here in the command bar sometimes it can
1:22 be hidden behind this menu and also it's
1:25 really good on a the new tablet app app
1:28 that Microsoft has brought out for
1:29 dynamics crm where you know if you're on
1:32 your iPad and the sales sales managers
1:34 running it instead of trying to find you
1:37 know some of the commands they can just
1:38 use their finger and just click this
1:40 generate phone call button so it's very
1:42 very intuitive for the end user so I'm
1:45 just going to click this generate phone
1:47 call button you can see the formula is
1:49 now executing behind the scenes what
1:51 it's doing is its retrieving back all
1:53 the contacts so just to looping over
1:56 them and creating phone call tasks so if
1:59 i go to just advanced find or just have
2:02 this prepared so I've just refreshed it
2:05 you can see these two records were just
2:07 created I'm just going to open up one
2:09 just to show you
2:13 the rules around this was that needed to
2:15 have to do date seven days in the future
2:18 the phone number had to be copied down
2:21 from the contact record down into the
2:23 phone call record so you can see there
2:26 that phone number was copied down you
2:28 can see the subject was set with a very
2:30 specific format July 2315 the party
2:35 lists of the from and the two or both
2:36 set and and the regarding was set as
2:39 well so just a really easy way of how to
2:42 generate tasks for sales people some
2:45 people will be interested to know how do
2:47 we add on this button up to the form so
2:50 I just show you the form here so you can
2:53 see here it's just a custom web resource
2:55 so to add to add this it's really simple
2:58 you just go your insert web resource and
3:02 if you just put in Star quick star and
3:08 you'll see there that the North52 quit
3:11 button will so this one here will pop up
3:14 so you can insert that in and when it
3:18 gets inserted did you have three main
3:23 parameters that you pass the first one
3:25 is the short code for the formula sonos
3:28 which one to execute then you just have
3:29 the text that you want to display so
3:31 generate phone calls and then we have
3:34 all we have it connected to a lot of CSS
3:37 stylesheets so if you wanna a red button
3:39 or a green button or a sparkly button or
3:42 however you want to you can manipulate
3:43 the CSS so this is just the button error
3:46 so it just comes up and read and then we
3:48 also go to the formatting make sure it's
3:50 one call Youm number of roses to never
3:53 show the scrolling and daughters their
3:56 border so just all our standard stuff
3:58 really and then very quickly if I just
4:01 show you the formula so we saw was you
4:04 HD so there's the there's the shortcode
4:06 in the top right-hand corner and you can
4:09 see here is the formula that was
4:10 actually executed so the formula it's a
4:13 safari to loop our sorry it's a for each
4:15 record function that takes two
4:18 parameters the first one is fine records
4:20 so this finds all the contact records
4:22 where the parent customer ID equals the
4:25 account ID so that's the account we were
4:26 and then it brings back just to feels
4:29 the contact ID and the telephone number
4:32 because we want to copy the telephone
4:34 number down to the phone call entity and
4:37 then it just creates the phone call
4:38 entity you can see it it sets the
4:40 subject line and you can see here with
4:42 my I had some very specific formatting
4:44 so for the daytime so I and this is just
4:48 a format we used then the power to list
4:51 from so that's the so who currently
4:56 logged on user then who was going to
4:59 then how we were copying down telephone
5:02 number we set the regarding filled with
5:04 the current accounts you set the owner
5:06 to be the owner of the accounts and then
5:09 we were just setting the scheduled start
5:11 and end it be seven days into the future
5:13 so we just use our putting today's date
5:16 and then adding seven days so hopefully
5:18 there you can see how easy it is to add
5:21 buttons on two forms in Dynamics CRM to
5:25 carry out an action