As part of Inetium’s CRM Essentials Eduction Series, I demonstrated the Microsoft Dynamics 4.0 CRM Event Management Accelerator at our Inetium CRM Essentials meeting back in May. If you weren’t able to attend, we followed this up with a recorded Webinar in July. You can view and download both the recorded Live Meeting and the PowerPoint presentation from the meeting (with some pretty comprehensive documentation attached) at http://www.crmmn.com (look under Past Presentations and CRM Essentials Webinar Recordings.)
I covered most of what I thought would be important for implementers and end users to understand when planning for a deployment of the Event Management Accelerator. But I also alluded to some of the cool things you could do to extend its functionality…
I want to elaborate on one of those extensions here, specifically, what you should be aware of when you are using ExactTarget for Microsoft Dynamics CRM 4.0 with the Event Management Accelerator.
NOTICE
Installation of Event Management Accelerator doesn’t play nice with ExactTarget.
When you install one, it overwrites or “breaks” the customizations of the other.
THE SOLUTION
It’s pretty simple really. So here it is in writing in case you ever need it.
When installing the Event Management Accelerator on top of and existing ExactTarget installation you’ll need to do the following after you’ve installed the Event Management Accelerator following the documentation provided on CodePlex:
1. Modify the Campaign Entity - adding back missing ExactTarget attributes:
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et_isemailautomationprogram
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et_programid
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et_programworkflowid
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2. Modify the Campaign Response Entity - adding back the missing ExactTarget:
a. Attributes
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Email Details
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et_emailname
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et_emailtemplateid
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et_jobid
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et_subscriberid
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et_sentdate
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et_emailstatus
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et_fromemailaddress
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et_fromname
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et_subjectline
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Delivery Statistics
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et_lastopened
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et_lastclicked
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et_totalclicks
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et_uniqueclicks
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et_bounced
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et_unsubscribed
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b. Iframe
URL * /isv/exacttarget/login.ashx?ReturnUrl=%2fexacttarget%2furlstats.aspx
c. On Load Event Jscript
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function HideField( fieldName, removeEntireRow )
{
// Always hide the elements, even if we will be hiding the whole row.
// This allows us to show another field in this row later without this
// one showing up.
var elem = crmForm.all[fieldName + "_c"];
if( elem != null ) elem.style.display = "none";
elem = crmForm.all[fieldName + "_d"];
if( elem != null ) elem.style.display = "none";
if (removeEntireRow)
{
var elem = crmForm.all[fieldName + "_d"];
if( elem != null ) elem.parentElement.style.display = "none";
}
}
HideField("et_trackingurl", true);
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And Viola! You’re in business (after you get the Event website configured and hooked up to CRM J!)