Restrict users from selecting past date (Date Validation)

Let’s learn how to restrict user form selecting past date. We can do this through JavaScript.

Below we have a Lead form, where we have a Target Date field. The need is to restrict user from saving the lead form having passed data on Target date field.

Lead Form

Below is the code which can we used:

(function () { }(window.BankNotes = window.BankNotes || {}));
(function (BankNotesFilter) {
/* Function ValidateTargetDate: This would trigger on OnChange event of Target Date field. Which would restrict user from selecting past date under Target Date field.*/
BankNotesFilter.ValidateTargetDate = function (executionContext) {
var formContext = executionContext.getFormContext();
var dateFieldVal = formContext.getAttribute("blog_targetdate").getValue(); // TargetDate Field
var today = new Date();
var todaydate = new Date(today.getFullYear(), today.getMonth(), today.getDate(), 0, 0, 0);

if (dateFieldVal < todaydate) {
formContext.getAttribute("blog_targetdate").setValue(null);
formContext.getControl("blog_targetdate").setNotification("Selected date should be greater or equal to today","101");
}
else {
formContext.getControl("blog_targetdate").clearNotification("101");
// alert("Selected Target date greater than today");
}
};
}(window.BankNotes.BankNotesFilter = window.BankNotes.BankNotesFilter || {}));

The code restrict user from selecting past date on Target Date field.
If, user select past date under Target Date field then the field value will be cleared out showing notification(“Selected date should be greater or equal to today”) on the field.

Just, we need to call the above code on OnChange event of Target Date field:

Call the Function: BankNotes.BankNotesFilter.ValidateTargetDate

The value will be cleared out, on selection of past date

When a user select today’s or any future date, system will allow user to select the date.

User able to select any future/current date.

Hope this helps!

Omnichannel for Customer Service – Part 4

Let’s learn how to test authenticating our portal user via Omnichannel chat.

Follow the below steps for providing our Contact access to the portal.

Initiating the chat from the portal. Sign-in as Contact(Avinash Verma).
Also, check that the agent status on the omnichannel agent screen is available. If the agent does not have the capacity then the call won’t come to the agent screen.

Below we can see that the contact name appears on the chat notification which appears on the agent screen. Rather than Visitor 1 which would appear for an anonymous user.

Hope this helps!!!

Omnichannel for Customer Service – Part 3

This is part 3 of Omnichannel for Customer Service. Where we will be exploring on Omnichannel Insight for Dynamics 365.

For the previous parts of Omnichannel you can refer the below links:

Omnichannel Insight for Dynamics 365 provides us an insight into the customer service omnichannel delivery and it also provides the information about the customer sentiments.

This allow the Supervisors to perform the following tasks from the dashboard:

  • Monitor Omnichannel operational metrics across Channel, Queues and Agents.
  • Monitor support quality via sentiment analysis across Channels, Queues and Agents.
  • Monitor Bot operational metrics

Click here to access the Omnichannel Insight for Dynamics 365 from Microsoft App Source.

Omnichannel Insight for Dynamics 365

Click on GET IT NOW button.

For accessing the Omnichannel Insight under CRM Dashboard we will need to perform a few steps as shown below:

Go to Settings under Developer Resource, we have the Service Root URL of the instance

While connecting to the instance it asks for selecting the Authentication method and Privacy level setting for this data source.
There are 4 types of authentication provide for establishing the connection:

  • Anonymous
  • Basic
  • Key
  • OAuth2

Similarly, we have 4 types of privacy level settings:

  • None
  • Private
  • Organizational
  • Public
Values provided for establishing the connection

Here is our Omnichannel Insights for Dynamics 365, it’s a Power BI Dashboard.

Now, let’s do some setting for accessing the Omnichannel Insights dashboards inside our CRM instance.
For that we need to allow the user to embed Power BI reports under CRM by enabling Allow Power BI visualization embedding to Yes under the System Settings Reporting tab as shown below:

Allow Power BI visualization embedding to Yes

I hope this helps!!!

Dynamics 365 Healthcare Accelerator

Continuing to Dynamics 365 Healthcare Accelerator. Let’s learn how to setup the App on our trail instance. Click here to create a new instance. Once the trial instance is ready.

Go to Admin Center, and follow the below steps:

Healthcare Accelerator has few dependencies on other solutions like:

  • Field Service
  • Project Service Automation

Click here for navigating to Microsoft App Source and follow the below steps:

Going back to the solution we can see that installation for Dynamics 365 Electronic Medical Records has been started.

Once the installation is successfully completed we can see the Dynamics Health 365 app.

App: Dynamics Health 365 installed

Dynamics 365 Contact Entity Forms 

The Healthcare Accelerator combines standard CRM entities with customized entities to make it easier to build solutions on top. This section describes examples of built-in forms and views that demonstrate these entities. 

Patient/Practitioner 360 

This view shows Electronic Medical Record (EMR) data directly within a patient or practitioner-specific form in Dynamics. The data model shows appointments, procedures, medications, and other patient/practitioner data in context and a user-friendly interface. 


Patient/Provider Timeline

This view provides a sequential look at all activities that have occurred with the patient or provider. The timeline provides the ability to scale, leveraging a slider, and interact with data directly.

Care Team Viewer

A clear understanding of which member of a patient’s care team owns each facet of care is paramount, as this view clearly and concisely shows.

To know more about Dynamics 365 healthcare accelerator, Click here.

I hope this helps!!!

Dynamics 365 Healthcare Accelerator

Microsoft came up with Healthcare Accelerator app for their customers who serve in Healthcare domain. The app is built considering the HL7/FHIR based data model.

The app designed solution has:

Pre-built entities and forms: Access to a wide range of FHIR-based entities and relationships allowing for rapid development of new healthcare solutions

Compliance: Standard based model built on a foundation of trust within a platform that is fully compliant with industry compliance standards including HIPAA and HITRUST

Care Team Visualization: A connected view of the care team associated with a patient and their roles that can be configured to include family and other related relationships

Patient Timeline: Presentation of clinical information about a patient in chronological order enabling providers to visualize all patient interactions and make informed care decisions 

Native CDM Support: Health entities unified with standard CDM entities ensuring consistency across applications which allows rapid and seamless integration to 3rd party EMR and EHR systems

List of entities in support of the FHIR HL7 (Health Level Seven) specification:

PatientsHealthcare ServicesCare PlansEncounters
PractitionersClinical Impression ProblemsRisk AssessmentsSpecimens
OrganizationsAllergy IntolerancesObservationsMedications
DevicesMedication AdministrationEpisodes of CareLocations
Healthcare ServicesMedication Requests
Figure 1: Pre-built entity for Healthcare Accelerator App

In my next blog, we will learn how to setup and configure the Healthcare Accelerator app.

Omnichannel for Customer Service

Microsoft came up with an app called Omnichannel for Customer Service.

The app is a part of Customer Service which helps the organizations to immediately connect and engage with their customers on a digital platform, like Chat, SMS, Social Media(Facebook, Twitter, WhatsApp, Microsoft Teams, and many more).

We can test this on the trials instance. Click here to create a new instance.

Select Customer Service while creating a trial instance. If we select any other option, Omnichannel for Customer Service application will not get enabled in your tenant.

Figure 1: Select Customer Service for Trial Instance

Once the instance is setup. Check whether the Customer Service Hub is available or not.

Figure 2: Installed Customer Service Hub

Now, let’s go to the admin center to configure a few settings. Click on Billing -> Purchase services -> Add-ons

Figure 3: Steps to set up subscription

Here for trial purpose, if needed we can get Power BI (free) subscription. Also, there are multiple add-ons that we can have access to like Dynamics 365 Customer Service Digital Messaging add-on trial.

Once the add-ons are configured go to users and assign license accordingly.

Figure 5: Assign license to user

For Provisioning Omnichannel for Customer Service, we will have a provide the data access consent. For that we need to go to the Data access consent URL which would navigate us to the below page where we need to check the consent box and hit the Accept button.

Figure 7: The page appears once the Accept button is clicked.

Next, when we have the data access granted successfully. We need to go back to the admin center and start configuring Omnichannel for our instance.

Figure 8: Admin Center – Power Apps
Figure 9: Select Instance
Figure 10: Click Dynamics 365 Administration Center link
Figure 11: Go to Application tab, Select Omnichannel for Customer Service and hit Manage button

Go to the Application tab, select Omnichannel for Customer Service, and hit the Manage button. The manage button option allows us to configure and remove the channels which are use or no use.

Figure 12: Provide the Consent by clicking on the Check box and hit Accept
Figure 13: Add Environment on which Omnichannel needs to be configured.
Figure 14: Select the instance from the drop down.

For, practice let’s configure all the options which we have on trials instance. This can be turned off when needed.

Figure 15: Enable Chat Feature
Figure 16: Enable SMS feature
Figure 17: Enable Social Media
Figure 18: Enable Microsoft Team
Figure 19: Click on Finish button

By clicking on the Finish button, we confirm the options we opted for Chat, SMS, Social, and Teams. This would take some time to install all the option which we opted for Omnichannel.

Once the installation is completed under the selected instance (MRC), we would the below screen.

Figure 20: Omnichannel setup under MRC Instance

Navigate to My Apps, here we can see Omnichannel has been successfully installed.

Figure 21: Omnichannel successfully installed.

I hope this helps!!!

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