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:

• License which controls the license validation of our intellectual property.

 

 

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

• Address Location connected to Account
• Address Location connected to Contact
• Address validation and geo-coding (latitude/longitude)
• Address validation via Bing Maps, Google Maps or OpenStreetMap
• Address validation language

 

Number Sequence

• Number Sequences

 

Power Apps Component Framework

• Flip Switch Color Control
• Gauge Control
• Option Set Color Control
• Option Set Flexible Color Control
• Percentage Control
• Phone number Control
• Picture Control
• Toggle Color Control
• VAT Number Control (VIES.eu)

 

Contact Salutation & Addressing

• Contact Formal Salutation
• Contact Informal Salutation
• Contact Addressing

 

Auto Capitalize Names

• Capitalize Contact First, Middle & Last Name
• Capitalize Lead First, Middle & Last Name

 

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