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I recently reviewed an ideation platform, and looking at the new features added to Dynamics CRM 2016 Update, the Feedback features caught my attention.
Starting with the latest update, we now have a built-in entity called Feedback. Here’s the official documentation:
So, now we can not only collect feedback, but also rate records. And this applies to all records in the system, both system and custom, where enabled.
Enable entity for Feedback
First step is to enable an entity for feedback. The easy way (you can do it programmatically too) is to navigate to the solution storing your entity definition, and on the entity property tab to find the Communication & Collaboration section on the General tab. You will find there the option to enable Feedback.
Note that for new entities, this is enabled by default. If you don’t use it, make sure to disable it. I would not want that enabled for most entities probably, so I think it should be off by default.
Note also that this is one of the options that, once enabled, it can not be disabled.
Once you have this feature enabled, you will find in your entity the relationship to feedback, as seen below:
Observe that, by default, you can track feedback from both internal and from an integrated portal, if you have one. So far, this serves me well for the ideation platform.
Within the feedback record, you can first observe that, by default, there is in place the ability to have the status as Proposed or Accepted. This is nice, as you can enforce an approval process for feedback, and only take into consideration approved feedback. This can be beneficial for feedback from public, captured from a portal.
The rating is what I was looking for. It is by default just a text field, but you can enforce rules to make sure you only capture the format you need. Let’s say I want to have a rating on the portal with 5 stars, so I’m only going to capture a value from 0 to 5.
Now that I can capture feedback and rating, I want to roll-up the rating. I want to display on the idea record the average of all ratings from the feedback.
On the Idea entity, I can add a simple roll-up field. I defined it as a Whole Number Rollup field, and added the following definition:
And once it’s saved and published, I modify the default idea form to add this field, and the default view to add this column.
Looking at a record view of ideas, now I can quickly see the ratings, sort and filter by rating, etc. And all this without a single line of code. Sweet!
This post takes you through a step by step scenario on configuring Server-Based SharePoint Integration. Whether you do it for a demo environment, your production or a development environment, as long as you do it for Dynamics CRM Online with O365 SharePoint, the following steps apply.
Assumption is that, as in this case, a new 30-day O365 and CRM Online instance was just spun up. You can do the trial O365 first, then from the admin console add the CRM Online trial, or vice-versa.
The simple way to start is, as soon as your instance is up and running, you will get the notification bar. Click on the Enable Now button.
With the Spring 2015 update we now have the ability to capture notes on enabled records using OneNote. This does not replaces the standard Notes functionality.
Requirements: You must have SharePoint integration configured. The OneNote notes live in SharePoint.
The configuration process involves the following steps:
Navigate to Settings > Document Management
Click on the OneNote Integration link. This brings up the Integration Settings screen as seen below.
Select the entities to enable for OneNote functionality, and click on Finish. After a moment or two of processing, you are done.
Now navigate to a record for one of the enabled entities. You will now see the ONENOTE link next to the original NOTES one.