General Information

This article describes how to add and configure a flyout in Dynamics 365 Customer Engagement. A flyout is a CRM control that enables you to group actions such as print, preview, or email. Once you add this control, it shows in Customer Engagement. C...

This article provides step-by-step instructions on how to create a new OData Dialog record as a part of the Lasernet Connector configuration within Dynamics 365 Customer Engagement. Note OData Dialogs is an action that allows executing a re...

This article provides step-by-step instructions on how to create a new HTTP Method as a part of the Lasernet Connector configuration within Dynamics 365 Customer Engagement. Note The HTTP Method is a link between Customer Engagement and eit...

The article provides step-by-step instructions on how to create a new OData Direct Submit record as a part of the Lasernet Customer Engagement Connector configuration. Note OData Direct Submit is an action button configured within Dynamics ...

This article provides step-by-step instructions on how to create a flyout menu as a part of the Lasernet Connector configuration within CE. Sign in to your CRM system. On the Sales menu, click the down-pointing arrow to open the navigation m...

This article provides step-by-step instructions on how to create a Group as a part of the Lasernet Connector configuration within Dynamics 365 Customer Engagement. Sign into your Customer Engagement system. On the Sales menu, click the dro...

Both the Primary and Selected entity types are standard CrmParameters.A Primary Entity Type is normally called PrimaryEntityTypeName and is the name of the primary entity on a page. A Selected Entity Type is called SelectedEntityTypeName and...

When a user attempts to print a report from the Customer Engagement application, the following error message may occur: Solution/Workaround Follow these steps to solve this issue: Open Finance and Operations and navigate to Lasernet > D...

This article describes the steps required to set up a workflow in Customer Engagement to invoke the plugin for submitting printing contracts to Finance and Operations. This will allow an Odata dialog printing contract to be sent to FO in respon...

Due to a change in the way that Microsoft ® manages the forms in CE, there will be some errors in the setup forms for the CE Connector. When opening the following form, Lasernet flyout/group Lasernet group/HTTP Method Lasernet group/OData ...