The Dynamics documentation is just awful and I couldn't find an answer to this simple question:
In the web version of the CRM, is it possible to register a web page that can be toggled by the user and that itself has an internal state (updated regularly by an interval set with setInterval) that will persist even if the users closes the page (not the entire CRM, just the sub-page)?
We need the user to provide some information for a CTI integration, and this background process to keep alive the CTI session by polling an API while the user session is active. In addition, we need to reuse the component where the user provides the CTI information to be notified if the session fails and restore it or close it if necessary. The real purpose for this is to make a screen pop (push content information about the incoming call to the agent) which I know can be done using Xrm.Utility, although doing it with a REST API method would be much better, RouteTo Aciton looks like the best method to do this, but I'm not sure it will proactively show the item in the user's browser.
I'm not sure this question is as simple as you suggest, it seems relatively complicated, and involves an integration. I'm not suprised the Dynamics documentation doesn't provide an answer for this specific and unique scenario.
I don't believe there is any single feature within Dynamics that will meet this requirement.
You could use a HTML web resource or a web page from a seperate web site iframed into CRM. I think the possible use of these depends on your expected user experience; I believe the user would need to have the page loaded at all times showing these controls (e.g. user is looking at a dashboard) - I don't see how the controls could interact with the user client side otherwise. You could show the controls in multiple places however.
Xrm.Utility is one way to open a record, but it can also be done by Open forms, views, dialogs, and reports with a URL.
RouteToAction looks like it just adds a record into the user queue, the user would need to refresh the queues to see the changes. I don't believe there is any way for a server side REST API call to natively redirect the user.
You could add JavaScript to do this, however you might struggle to add the JavaScript into every page of CRM.
Where I have worked on a CTI integration in the past (assuming you mean computer telephony integration), we always had some other component doing the screen pops - the client's all had a desktop app installed as part of the telephony solution.
Perhaps you could look into browser notifications, or a browser plugin?
Related
So there are a few tools to record and view live sessions of users on your website using js sdks's like:
logrocket,
hotjar,
https://github.com/rrweb-io/rrweb
https://github.com/openreplay/openreplay
etc ...
Is there any open source tools or any method of viewing a user's live session with the site but also being able to interact with the user's live session?
If user "John" was learning how to use the site and wanted help and an example on how to do something, he could contact a site admin and the site admin could see John's live session like logrocket does, and with John's permission he could take control and interact with john's session and show how to use the site.
The way I thought something like this would work is serializing the dom and showing the dom to the site admin and when clicking on an element it would send that click event through a websocket to the user's (john's) browser and it would execute the event from the site admin on the user's session.
This is kind of an old question, but one of the projects you mention there "OpenReplay" provides live session replay, the ability to interact with them (through a live video call directly from within the web app and giving you the ability to also input and control a secondary mouse to show them where to click) and at the same time, the tracker will sanitize any sensitive information to make sure you, as an outsider, can't see any private data.
Check out their product called "Assist", which is a plug-in to the standard tracker, you can use it for free as part of their free-tier on the SaaS or self-hosted options.
I am fairly new to javascript, I do know basics. I am looking to build my own (from scratch) java script library just like google analytics.js that will track user behavior on websites. Basically I'm looking to collect data like
Click through data
Dwell time
Page hits etc..
I spent lot of time trying to find website/tutorials to get me started on this but I keep ending up on google analytics.js or some private tools.
What I am looking for :
Is there any good starting point/resource/website which can help me build this js library
Are there reference for archetecture of end to end system including back-end?
Any open-source library that I can directly use?
Some things I already looked into
Chaoming build your own analytics tool
Splunk BYO analytics
At it's most basic, the architecture of such an application would only require a client, server, and database.
You can use basic javascript functions to record specific user actions on the frontend and then push them to your server. To identify your users you can set a cookie with a unique id. Then, everytime you send data to your server, you will get the specific user request as well so you can keep track of their actions. (Be careful of privacy laws first though).
For page hits, simply send a response to the server everytime someone opens your site - so call this function as soon as your Javascript loads. On the server, send a request to increment the appropriate value in your database.
For user dwell time, write a function that records the date when the user first hits your site and then count how long they stay there. Push your data to the server every so often and save updates to the user record by adding the new time spent to the current time spent. You could also watch for when a user is about to exit out of the site and then send the data all at once that way - although this method is more fragile.
For clicks and hovers, set up onclick and mouseover event handlers on your links or whatever elements you want to track. Then push the url of the link they clicked or whatever data you want - like "Clicked navbar after 200 seconds on site and after hovering over logo`.
If you want suggestions on specific technologies, then I suggest Node.js for your server side code and MongoDB for your database. There are many tutorials out there on how to use these technologies together. Look up javascript events for a list of the different things you can watch for on the frontend.
These are the building blocks you need. Now you just have to work on defining the data you want and using these technologies to get it.
I am almost finished with a SPA application using AngularJS and Bootstrap. So far, I got everything working as desired, except for one thing: Proper handling with the users acts on the Browser's back or refresh buttons.
All the sub-pages within the application have buttons/links to the pages the user may switch to. Still, the application should handle properly back and refresh browser buttons. I should add that there is a login process to enter the application.
Also, all the critical information is stored under $rootScope, so everything is lost when the user refreshes and, in some cases, when he acts on the back button the results are not as desirable.
I actually have two questions:
What is the widely accepted standard behavior of applications like mine when browser buttons are acted on? (remember, there is a login process to begin with).
How should I start tackling the implementation of this approach?
One option I was thinking, is to intercept the request, warn the user that the action will log him off, and if the user cancels, force the browser to ignore the request (not sure this is possible).
Client side routing, each view in the application should have a URL. This week allow the browser buttons to work as expected, and gives your users the opportunity to link directly to a view.
The most commonly used client side router for angular is angular ui-router - https://angular-ui.github.io/ui-router
What is the widely accepted standard behavior of applications like
mine when browser buttons are acted on? (remember, there is a login
process to begin with).
If you are using REST services,
Store authentication token in your local storage or in a cookie
When user refresh the page send a request to server and fetch user information
If the request result in 401 then show login screen
This is one of sample applications I have done with this approach.
I want to know if my website user click in a link in another website so I can show him a thank you message.
I want to get this click in another website link. Is it possible? How can I do something like this?
Thank you
Your question doesn't state whether you control the link you are trying to monitor, or if you are trying to monitor a link controlled by a third-party website. I'm going to assume the later, but if you control the link, then see the first comment to your answer.
The short version is that there is no way to independently monitor a user's action on another website from within your own. To allow this would violate some of the fundamental tenants that networking and the Internet are based on. For example, if I host the website www.reallyCoolRocksToBuy.com and I want to know whether or not you just purchased a really cool rock on Amazon after viewing it on my site, there is no way to directly get this data even though both my website and Amazon's are open in your browser at the same time.
The highest level object you can access via Java or HTML normally (there are always some exceptions) is the Window object of your own page. There used to be a way to have some control over a third-party page that was launched in a window that you spawned, but this is no longer possible, and even it it was, you still wouldn't be able to monitor any links from that site.
The only way to achieve what you want is for the third-party site to be involved in the communication. Many sites have APIs for sending and receiving referral or link information. For example, Amazon has an API that you can use when someone clicks on an Amazon link from your site. There are a number of ways this is achieved, but basically your link sends a specially encoded string to Amazon identifying your site as the referrer. Amazon can this use this string to create and share session information from the visitor. Depending on what your relationship was with Amazon, you might be able to use this session information to find out if your user purchased a pretty rock from Amazon, but it would be entirely up to Amazon to share this information.
Cookies and other local data can also be used to achieve similar results, but again, you have to have the cooperation of the site.
I know we can get online users, but this online is not what I want, I want to know the online users who are currently on my web page, but not facebook. I want to get the user list who is now using my web page after log in using their facebook account, and then I don't care whether they are still active on their facebook.
Is there any methods that I can get this information? Please help! I am using Javascript!
There isn't anything in the API that lets you know whether one user is active/online on your app.
You would need to record connections by yourself. But you are using Javascript, which is a client-side language. It means that it is executed on the client's browser and that you won't be able to manage incoming connections.
Are you using PHP (server-side) in the background? That would make it possible for you to display the connected people for the last 5 minutes!