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Microsoft
Microsoft

Showing recommendations/notifications on a form in CRM

I was exploring how we can surface recommendations/notifications on a from in CRM, so that end users can be given hints at a record/field level to achieve their goal. 

I created some custom controls using PCF, thought of sharing it here so that others can leverage it.

 

Recommendation Bubble

Recommendation is displayed in context of the field. Recommendation Icon (light bulb) next to the field notifies the end user that there is some recommendation available. Recommendation content will be displayed on click/mouse-hover of light bulb (office fabric) icon button. 'Apply' button click will populate the field in MSX with the recommended value.

Recommendation Bubble.JPG

 

 

 

 

 

 

Recommendation Section

Recommendation is displayed in context of CRM record. Positioned in Top right corner of form to gain user attention.All the recommendations for a particular  will be displayed here.'Apply' button click will populate all the recommended fields in from with the recommended value.

Recommendation Section.JPG

 

Recommendation Modal

Recommendation is displayed in context of the field. Recommendation Icon (light bulb) next to the field notifies the end user that there is some recommendation available. Recommendation Modal will be displayed on mouse-hover of light bulb (office fabric) icon button.'Apply' button click will populate the field in CRM with the recommended value.

Recommendation Modal.JPG

 

 

 

 

 

 

 

 

 

Recommendation RI cards

Recommendation is displayed in context of CRM record. Positioned in Top right corner of form to gain user attention. It’s a RI card. All the recommendations for a particular CRM record will be displayed here. User specific recommendations can be displayed for a record as well. Flexibility to display Recommendations  for a specific period, we can provide start and end date.

Recommendation RI.JPG

 

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Microsoft
Microsoft

Re: Showing recommendations/notifications on a form in CRM

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