Product documentation
Customer Engagement Essentials

Business value

This topic describes the functional changes that have been developed in Microsoft Dynamics 365 Customer Engagement for the solution HSO Customer Engagement Essentials.

The solution Customer Engagement Essentials solution helps you store multiple address on both accounts and contacts. It has seamless innovative features like contact salutation & addressing, automated capitalization of names and various Power Apps Component Framework controls.

Solution

Customer Engagement Essentials is delivered as a managed solution by publisher HSO. The solution is dependent on 1 other solution from HSO:

 

 

The solution Customer Engagement Essentials is a core solution that is delivered with other functional solutions from HSO such as for Customer Location and Advanced Field Service. 

 

Features

Addres Location

 

Number Sequence

 

Power Apps Component Framework

 

Contact Salutation & Addressing

 

Auto Capitalize Names

 

Integration HSO solutions

Customer Engagement Essentials is delivered together with 1 other solution from HSO.

 

License

The solution License is always part of our solution and controls the license validation of our intellectual property.

For further explanation on how to install Customer Engagement Essentials and request a license file, we refer to the topics Installation via AppSource and Licensing.

 

Release notes

Feature Introduced in version
  • Address Locations
  • Number Sequences
  • Number Sequence Settings (deprecated in 2.0)
  • Language support for English, German, French and Dutch

1.0

 

Feature Introduced in version
  • Power Apps Component Framework Controls
  • Contact Salutation & Addressing
  • Auto Capitalize Names
  • Address validation language           
  • Language support for Italian, Japanese and Chinese
  • Compatible with License 4.0

2.0

 

Feature Introduced in version
  • New entity Manufacturer
  • New entity Supplier
  • Mapping service None, Bing Maps, Google Maps or OpenStreetMap
  • County field (not in form) filled automatically by address validation
  • Error message on duplicate country record
  • Model Driven App section Training (Documentation, Release Notes and Support)
  • Power Apps Phone Control supports different formats (International, National, E164 and RFC3966)
  • New Power Apps Gauge Control
  • New Power Apps Toggle Color Control

2.1