Customizations

You can customize various aspects of the integration with Dynamics 365. Use the Table of contents to find what your looking for, or simply read on below. If a customization is not available in older versions, it will be noted in the description.

For most customizations you will have to edit the Lasso Configuration File webresource. Here's how to do that:

Locate the "Lasso Configuration File" web resource by going to Settings > Customizations > Customize the system. Under Components in the menu to the left, select Web Resources. Double click the web resource.
Click the "Text Editor" button to begin editing the configuration file.

Always open Lasso when creating Accounts or Leads

This feature is available from version 3.0.0

Normally the user will have to click the Lasso tab to open the Lasso quick-create module. You have the option to automatically select the tab when creating an Account or a Lead.

In the Lasso Configuration File webresource, locate the window.lasso.config.configurations section. To automatically expand Lasso on create, set the value next to showLassoOnCreateAccount and showLassoOnCreateLead to true, for Accounts and Leads respectively.

If you have upgraded from a previous version without this section, you can add the following to the end of the file.

window.lasso.config.configurations = {
    showLassoOnCreateAccount: true,
    showLassoOnCreateLead: true
};

Force the user to use Lasso when creating Accounts or Leads

This feature is available from version 3.0.0

This settings will make sure that Lasso is this only visible tab on the form during creation of Accounts or Leads, thereby making sure that the user does not manually type in (potentially wrong) data.

In the Lasso Configuration File webresource, locate the window.lasso.config.configurations section. To hide other tabs on create, set the value next to forceLassoOnCreateAccount and forceLassoOnCreateLead to true, for Accounts and Leads respectively.

If you have upgraded from a previous version without this section, you can add the following to the end of the file.

window.lasso.config.configurations = {
    forceLassoOnCreateAccount: true,
    forceLassoOnCreateLead: true
};

Set up field-mappings

When an Account, Lead or Contact is created in CRM by Lasso, fields are populated with data from e.g. CVR. Only a few fields like Name and Address are mapped per default, but you have the option to map more fields if you wish to do so. Here's how:

Locate the mapping section pictured below, starting from line 4. It should look something like the below:

window.lasso.config.customMappings = {
    company: {
        account: [
            //{ source: 'cvr', target: 'mit_cvr_felt', convertToType: 'string' },
            //{ source: 'industry.text', target: 'mit_branchekode_felt' }
        ],
        lead: []
    },
    person: {
        contact: []
    }
};

The above section allows you to map a Company in CVR to an Account or Lead in CRM, or a Person in CVR to a Contact in CRM.
As you can see there are already two field-mappings from a Company to an Account, but they have been disabled using //.

Add your own mapping by removing the // and replacing source and target, where source is the field from a Company or Person in CVR, and target is the field to map to in CRM. It's important to note that your must specify the Schema name in the target field.

If you add multiple mappings do not forget to end each line with a comma , to make it valid JSON.

Here is an example of mapping the CVR number to "AccountNumber", and number of employees and the company industry to our own custom fields:

window.lasso.config.customMappings = {
    company: {
        account: [
            { source: 'cvr', target: 'AccountNumber', convertToType: 'string' },
            { source: 'employees.count', target: 'new_Employees' },
            { source: 'industry.text', target: 'new_Industry' }
        ],
        lead: []
    },
    person: {
        contact: []
    }
};

Finally, don't forget to save and publish the changes. You're all done!

All fields available from the API - for companies, people and production units - will be available at the time of mapping.

For a full list, see the CVR documentation. See below for the most commonly used mappings.

Commonly used field mappings

Below are some of the most used fields:

lassoId: "CVR-1-34580820"
cvr: "34580820"
// available if you're creating a production unit
pNumber: "9876543210" 
name: "LASSO X A/S"
address.address1: "Rådhuspladsen 37-38"
address.address2: "1550 København K"
address.streetName: "Rådhuspladsen"
address.houseNumber: "37-38"
address.postalCode: "1550"
address.postalDistrict: "København K"
address.municipality: "KØBENHAVN",
form.shortDescription: "A/S" 
form.longDescription: "Aktieselskab"
phone: "71747812"
website: "www.lassox.com"
email: "kontakt@lasso.dk"
employees.count: 16
employees.fullTimeEquivalentCount: 14.4
industry.text: "Databehandling, webhosting og lignende serviceydelser"
industry.code: "631100"
status: "Normal"
purpose: "Selskabets formål er at drive...."
powerToBind: "Selskabet tegnes af en direktør i forening med...."
// reklamebeskyttet
commerciallyProtected: true
// Creation date
lifeTime.from: "2012-05-14T00:00:00" 
// Current CEO name
management.ceo.name: "Lars Larsen"

Field mapping tips and tricks

If you are sending a number to a string field, convert using "convertToType":
{ source: 'cvr', target: 'AccountNumber', convertToType: 'string' }

You can comebine fields from CVR using a space, like so:
{ source: 'streetName streetNumber', target: 'Address1_Line1' }

You can add a static value to a field using the value property:
{ source: '', target: 'Address1_Country', value: 'Danmark' }
Here Danmark will always be added to the country field in CRM. However, please note that this is different for Option Sets, where the Id of the option must be wrapped in an object:
{ source: '', target: 'new_leadType', value: { Value: 12321 } }

Change the order of modules in the Lasso iframe

If you want to change the order of modules in the iframe, there's a way to do just that! Simply type in the wanted order of modules in the appOrder setting, in the Lasso Configuration File webresource under window.lasso.config.configurations.

The modules you add will take precedence over other modules, and remaining modules will follow in the default order. Here's an example:

window.lasso.config.configurations = {
    appOrder: ['information', 'cvrkeyfigures', 'news']
};

Click below to see of list of all the available modules. Modules not included in your subscription will be ignored.

Available modules

Dashboard: dashboard 
Staminformation: information
Nøgletal: cvrkeyfigures
Ejerstruktur: cvrownership
Nyheder: news
Historik: cvrhistory
Tvilling: twinfinder
Rating: rating
Firmaindsigt: companyinsight
Revision: accountant
Finans: finance
KAM: kam
Reelt Ejerskab: trueownership

Skriv til hvis du mangler navnet på andre moduler, på support@lassox.com.

Preview a company before creating it

When creating a Account or Lead, it can be useful to preview the the respective company before creating it. This setting will add a preview link next to the create button, which will open a prefered Lasso module in a popup for previewing.

Preview company

To enable, edit the setting companyPreviewApp in the Lasso Configuration File webresource under window.lasso.config.appConfigurations. Type in the module you want to open when clicking the preview link. See a list of available modules in Available modules in the previous setting.

window.lasso.config.appConfigurations = {
    lassosearch: {
        companyPreviewApp: 'information',
        companyPreviewMenu: true,
        companyPreviewToken: 'TOKEN_HERE'
    }
};

By setting companyPreviewMenu to true, a menu will be included in the popup to open other modules from the preview popup. The companyPreviewToken setting allows you to use the preview functionality for users that are inactive (i.e. without a Lasso license). Users without a license will be able to preview entities using the provided token, which can be obtained through Lasso support.

Allow a user to create accounts and leads manually

In versions earlier than 3.0.0, the user is forced to create accounts and leads using Lasso, but will be able to create them manually by clicking a toggle (link) in the quick-create module. From version 3.0.0 and up, this toggle is hidden by default, as forcing the user to create using Lasso is now an opt-in feature.

Sometimes however, you may want to show or hide the toggle that enables manual creation, no matter the version you are running. To do this, you can add a setting to override the default behaviour.

To show or hide the toggle, edit the setting showCreateManually in the Lasso Configuration File webresource under window.lasso.config.appConfigurations > lassosearch. By setting to true, the toggle will be visible, and false will hide it.

window.lasso.config.appConfigurations = {
    lassosearch: {
        showCreateManually: true
    }
};

Read only mode

Lasso shows data side by side with data in CRM, but also allows the user to create CRM entities directly from the Lasso iframes. An example is importing with Målgruppesøgning or creating accounts using the preview panel shown on the right when clicking the name of a company:

To disable all the functionality that make changes to CRM, e.g. by hiding the button in the above image, simply toggle the readOnly setting in the Lasso Configuration File webresource under window.lasso.config.configurations. By setting it to true, create- and update functionality is disabled throughout Lasso. Please be aware that this does not hide Lasso from the Create forms in CRM, but simply removes its abiity to complete any create- or update actions.

If you only want to disable the ability to create from the preview panel, and not e.g. Lasso Search, use the readOnlyEntityPreview setting instead.

window.lasso.config.configurations = {
    readOnly: true, // do not allow Lasso to make any changes
    readOnlyEntityPreview: true // do not allow Lasso to create entities using the preview panel
};

Do not allow creating contacts when creating company

When you create a company with Lasso, the popup to do so makes it possible to also create related contacts. In order to disable this possibility, effectively hiding the contacts, simply toggle the onCreateCompanyDisableContacts setting in the Lasso Configuration File webresource under window.lasso.config.configurations.

window.lasso.config.configurations = {
    onCreateCompanyDisableContacts: true
};

By setting it to true, the user can no longer include contacts when creating a company using Lasso.

Do not perform duplicate checks when creating contacts

When you create a company, and select one or more contacts to be added as well, normally a duplicate check is performed to avoid creating contacts that already exists in CRM. By toggling the setting onCreateCompanyAllowDuplicateContacts to true in the Lasso Configuration File webresource under window.lasso.config.configurations, the duplicate check is disabled. Therefore duplicate contacts will be created if an imported person exists elsewhere in CRM.

window.lasso.config.configurations = {
    onCreateCompanyAllowDuplicateContacts: true
};

Do not perform perform duplicate checks using Lasso Search

When searching for companies to create using Lasso Search, Lasso will automatically match search results with duplicates found in CRM. If one is found, the "create" button will be replaced with a "View" button, meaning that duplicates cannot be created. To disable this check, thus allowing duplicates to be created, add the following to the config file.

window.lasso.config.appConfigurations = {
    lassosearch: {
        allowDuplicates: true
    }
};

Preventing duplicates across Leads and Accounts using Lasso Search

When you create an account using Lasso Search, duplicates will be detected among other accounts. The same goes for leads, where duplicates will be found among other leads.

In order to check for duplicates across leads and accounts, you must enable it. That way, you cannot create accounts if they exist as leads, and vice versa.

window.lasso.config.appConfigurations = {
    lassosearch: {
        crossEntityDuplicateDetection: true
    }
};