Customer Journey’s reflect how a New Lead may be generated and then marketed to in order to qualify and convert into a new Customer. This defines the flow of marketing activities that we move a potential new customer through to start building the Sale. This concept of the Marketing Journey is then similar to a traditional Sales Process or Business Process Flow in Dynamics – but instead of mapping out Required Fields or Activities inside…
At CRMCS, we are big fans of using Microsoft Teams to pull all our Collaboration into one place. When we look at Dynamics 365 Marketing, we can implement a powerful level of Reporting by combining Power BI with the Marketing App. Earlier articles on this blog look at how this is done with Azure Storage and then Power BI. Establish a link to pull our Marketing Interaction Data from Dynamics 365 Marketing to Azure StorageConnect Power…
This article focuses on the steps required to start developing a new Bot and taking the first steps to publishing this Bot into Teams. We are going to take you through the first steps of (1) creating the Web App Bot in Azure, (2) connecting this to the Code your Bot is going to run, (3) defining your Bot’s Manifest and uploading into Teams, before (4) testing the Bot in Teams and looking forward. Before we start, a Quick Word on Client App…
We have extensive experience of integrating Document Management between Dynamics and SharePoint – however we recently worked with a client that wanted to store Images in SharePoint alongside Documents, and so we looked at using Picture Libraries integrated into CRM. Our Document Management App typically allows us to create and access SharePoint Document Libraries from records within Dynamics. This could then be customised to store Images and Photos instead. These Images being stored in Office…
Let’s explore the Top 5 Dynamics Marketing Features and see how they can help you to get the most out of your CRM! 1. Insights 2. Customer Journey 3. Marketing Emails 4. Marketing Forms and Pages 5. Segments1. Insights Being able to see the metrics you care about is really important. Dynamics for Marketing comes as standard with in depth reporting on the features you need, or ‘Insights’. Insights are available on customer journeys, marketing emails, marketing forms, marketing pages, contacts.…
If we want to completely empty a Table or Entity within Dynamics CRM, we can use the Bulk Delete Tool to run a task over time to systematically remove the unwanted records. This can be useful if we want to start from a clean slate, or if we intend to refresh the data held in CRM from an external system. (in the absence of a more formal integration routine) In this scenario, this can be…
Before getting into the Builder itself, I find it very useful to look at the established Sales Insights App for Dynamics – as this works in many similar ways and gives a view of what a potential end-point looks like. But the real weight is in the Power Apps Maker and getting into the AI Builder proper. Here we can create a new Model or examine the Test Model created in the Sandbox. As this…
Whilst we live in an increasingly connected world using Portals, Email and Social Media to connect with our customers, sometimes nothing betters a well printed and formatted Letter or Report – particularly for communicating Client Updates or Contractual Information. This can be a problem for Dynamics CRM as the in-application Mailmerge Tools can be limiting, particularly for a non-Office user. (however this may be changing for CRM 2016) As a solution to this problem Xperido…
CRM 2015 introduces the ability to edit a Company or Contact Address via a single Memo field, allowing a single break-down of fields instead of viewing each line of the address individually. So we have: Instead of: However many clients of CRM prefer a fixed UK-format for an Address, as opposed to the ‘State/Province’ or ‘ZIP/Postal Code’ terminology, so how can we vary how the fields in this address box appear? There is no out…
Dynamics 365 gives us a new Outlook App that allows us to perform common CRM actions directly from an Email in Outlook – and this is a brilliant tool for promoting efficiency and performing day to day tasks quickly. One of these actions is raising a New Case from an Email, and when doing this we are presented with the following Form: This initial Form and serve many of our uses, but ultimately we are…
