Product documentation
Customer Engagement Essentials - Parameters

In this topic the parameters from Customer Engagement Essentials will be explained.

 

Customer Engagement Essentials > Settings > General Settings

Customer Engagement Essentials Settings

The parameter form Customer Engagement Essentials Settings contains the tabs General and Address Location and can be accessed via the app Customer Engagement Essentials in the Settings area.

Tab General 

Field Description
Name This is the name of the parameter record and will be defaulted automatically.
VAT Validation How should the VAT VIES.eu integration be implemented? Values are None, Business Unit and Organization.
Field Name Business Unit VAT Validation If the parameter VAT Validation is set to Business Unit, the technical name of the customized field for VAT Validation in entity Business Unit must be entered here. Note this customized field in Business Unit should be a Two Option (Yes/No) field.

 

Tab Address Location

Field Description
Address Location Activated

Is address location functionality activated?

Address Number Sequence

Specify the number sequence that will be used when creating addressess in entity Address Location.

Maping Service

Select the mapping service that you like to implement, either Bing Maps, Google Maps, OpenStreetMap or None. In case of Bing Maps and Google Maps it is required to fill a Map Api Key in the next field.

Map Api Key Specify the Map Api Key (Bing Maps or Google Maps) which is used for the function to auto geo code addresses in entity Address Location.
Address Language How should the Address Validation which is available in Address Location, search for the Address Language? Values are User, Business Unit and Organization.
Field Name Business Unit Address Language If the parameter Address Language is set to Business Unit, the technical name of the customized field for Address Language in entity Business Unit must be entered here. Note this customized field in Business Unit should be a Lookup field to enity Language.
Organization Address Language If the parameter Address Language is set to Organization, define the Address Language used for the complete organization here. 

 Note

Note that from Customer Engagement Essentials version 2.0.19.355 and higher the address number sequence for address location is optional. If required it is possible to generate a numbering based on the standard Microsoft Dynamics 365 autonumber feature.
   

 

Tab Salutation

Field Description
Salutation Activated  Is contact salutation and addressing functionality activated?