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Steps to create the Add to Cadence button

  • Updated

Steps to create the Add to Cadence button

Topics Covered:

 

  • About

  • Setting up the environment

  • Steps to create a button

  • Power Fx Formula

  • Frequently asked question



About

We would like to concentrate on making an add-to-cadence button to import leads and contacts from Microsoft Dynamics in this documentation.

 

Setting up the environment

The following are the steps to create the environment:

 

Step 1: Log in to Microsoft 365 with your Cadence account. Click on the nine dots in the top left corner of the screen.

 

 

Step 2: Select Power Apps:

 

 

Step 3: Click on Select environment and select Sales trial from the option:

 

 

Steps to create a button

To create the button, follow these steps:

 

Step 1: From your Power App list, select the Sales CRM App. and click on the edit button.

 

Step 2: For contact: 

  • Hover over Contact 3 dots and select Edit command bar

 

 

  • Select Main grid and click Edit

 

 

  • Click on New and select the command.

 

 

  • In this popup, click on PowerFx (New) option and click Continue

 

 

A. Filling out the form:

You must now fill out the form located on the left side of the screen:

1. Label: “Add to Cadence”

 

2. Icon: 

      1. Select “Use Icon”

      2. Icon name: “Clone”

  2.  

3.  Action:

  1. Select “Run formula”

  2. Open the “formula bar”.

 

4. Visibility:

      1. Select the “Show on condition” formula.

      2. Open the “formula bar” > follow step (e) from the formula section described below.

    2.  

5. Tooltip title: “Add to Cadence”

 

6. Order number: 1 (or any of your choice)

 

B. Remove “true”

 

 

C. Click on Switch Command Bar and select Main form.

 

1. 

 

2. Follow steps (c) & (d) to write the formula for contact and lead respectively. The formulas are described below

 

 

D. Click on Save :

 

 

E. For the main form, again follow the same procedure from the New command: 

 

F. Then click on “Save and publish” and click on Play:    

 

     

 

G. On the next step, go to Leads from the left menu and select any Lead. You can see the Add to Cadence button on the screen. 

 

 

 

 

H. Now follow the same procedure by selecting the to create the "add to cadence" button for leads.

 

 

 

Power Fx Formula:

Here are some important Power Fx formulas: 

 

A. For lead main grid: 

Launch("https://cadence.ringover.com/crm/dynamics/cadence-import",{ id: Concat(Self.Selected.AllItems, Lead,","), type: "lead_list"}

)

 

B. For contact main grid:

Launch("https://cadence.ringover.com/crm/dynamics/cadence-import",{ id: Concat(Self.Selected.AllItems, Contact,","), type: "contact_list"}

)

 

C. For contact main form: (***Select visibility: Show***)

Launch("https://cadence.ringover.com/crm/dynamics/cadence-import",{ id: Self.Selected.Item.Contact, type: "contact"}

)

 

D. For lead main form: (***Select visibility: Show***)

Launch("https://cadence.ringover.com/crm/dynamics/cadence-import",{id: Self.Selected.Item.Lead, type: "lead"}

)

 

E. To hide button

If(CountRows(Self.Selected.AllItems) > 0, true, false)



Frequently asked question

  • Q. What happens when the user makes the lead company name null in Dynamics? 

Ans: After importing the lead, if the user makes the lead company name null in Dynamics, then in Cadence, it will show the previous name. This is because Cadence does not support null in the company name.

 

  • Q. Are duplicate account names supported in Cadence ?

Ans: Duplicate account names are not supported in Cadence, as we only get the company name during Excel import.