KeyNamics for Model Driven Apps2023-06-26T08:48:43+01:00

Why not let the Dynamics Suppliers integrate?

Most other Keyfax integrations are wholly developed and owned by the Housing Management System (HMS) provider. However, this often starts with a Minimum Viable Product (MVP) which rarely harnesses the real power of Keyfax. After go-live, when technical support calls arise to resolve an issue between the systems, our support team often has little to go on, with minimal documentation.

Therefore Omfax has developed KeyNamics. This is a fully documented MS Dynamics integration which provides a solid interface to Keyfax, and is easily extended. This means that we don’t have to understand and support different integrations from multiple suppliers.

With the KeyNamics integration, any issues, are ours to fix, and will always have our highest priority. Additionally, this development goes well beyond MVP to give users the power to make their own changes.

With KeyNamics customers can:

  • Alter data into or out of Keyfax on launch and completion
  • Choose which version of Keyfax to launch: Keyfax for staff, or Keyfax Online
  • Instantly adjust how data is mapped back into MS Dynamics CRM

MS Dynamics 365 launching Keyfax
KeyNamics supports the following user interfaces:

  • Unified Interface
  • Dynamics 365 for Outlook client (COM add-in)
  • Mobile app

The D365 Mobile App can present Keyfax alternative views, e.g. as an office/staff or online/public presentation

Here’s a selection:

Imagine a Contact Centre User has identified an individual tenant in Dynamics. The CC user chooses a new repair and then hits “Launch Keyfax Scripts” which pops up the Keyfax browser window over the top of Dynamics:

Dynamics 365 passes Keyfax the name and address details, but can also be configured to send any other data it holds.

When the script completes, data elements are mapped from the Keyfax ‘export’ data back into the individual fields of the Dynamics Form, as shown in the Repair summary:

All basic Dynamics data types are supported along with Lookups, Option Sets, and Option Pairs etc. You can set default values to be used where data elements are missing, and these can be set in the Mappings.

Logging & Mapping
KeyNamics provides a ‘Logging’ mechanism for general troubleshooting and to help with building Mappings. This shows all data sent and received from Keyfax.

The Mappings define which data elements are sent to Keyfax on start-up. Which means these mapped data elements are available to Keyfax scripts and greatly enhance the script’s capabilities. Often that results in a reduction in the number of question and answer steps required.

If you want more information for your Keyfax scripts, like the tenant’s heating type, simply add it to the start-up.

For advanced users, you can use FetchXML to construct a query to provide any additional data elements. E.g. parental Account/Contact details.

Dynamics customers can now fully harness the power of Keyfax scripts, with the configurability that the KeyNamics integration provides. They can now access a huge variety of Dynamics information and use it to build intelligence into their Keyfax scripts.

Please contact us to enquire about a demonstration or for licensing and support costs.

This article originally appeared in the November 2019 edition of Housing Technology.

© Copyright 2019 The Intelligent Business Company, publisher of Housing Technology magazine.

Click here to read the latest edition of Housing Technology.

Click the image to see the original Dynamics & 3rd Party integration article.

“Our work with Omfax has delivered real benefits for our colleagues and customers. By using Keyfax we have achieved consistency and efficiency in our contact management. Omfax have understood and supported our ambitions throughout our Dynamics 365 implementation, and we look forward to working with them in the future.”

Sarah Clarke – Transformation Lead for Platform Housing

Frequently Asked Questions

Where does KeyNamics for Model Driven Apps get installed?2023-06-21T20:26:57+01:00

Keyfax is an unmanaged solution for D365, which needs to be uploaded, imported, and published into your test D365 environment. Omfax will then uploading basic settings and mappings (together with sample FetchXml mappings). This is normally achieved using the Data Migration Utility, supplied as part of the Dynamics SDK.

What types of data from Dynamics can be mapped into the diagnostics via KeyNamics?2023-06-21T20:27:20+01:00

To ensure that you get the most from intelligent diagnostics, you can pass Dynamics 365 data into KeyNamics at startup. This can be any information held in D365 from housing officer, to default defects periods, to type of heating. Anything that would be useful in Keyfax to aid diagnosis of the repair issue. 

How is KeyNamics solution distributed?2023-06-21T20:27:43+01:00

Currently, KeyNamics is distributed as an Unmanaged Solution. This allows for further customisation but we strongly recommend that this is limited to styling changes via CSS. It is the integration ‘glue’ between Keyfax which needs to be running either as SaaS or within your network, and Dynamics 365. 

Does KeyNamics support Dynamics 365 Legacy Web User Interface?2023-06-21T20:28:07+01:00

Microsoft discontinued the Dynamics 365 Legacy Web User Interface in October 2020. Legacy users were urged to make the move to the new Unified Interface which is fully supported by KeyNamics. Whilst we can provide a legacy integration, we don’t recommend it. 

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