HOW THE INTEGRATION WORKS HOW THE INTEGRATION WORKS MICROSOFT DYNAMICS

Transcription

1 HOW THE INTEGRATION WORKS MICROSOFT DYNAMICS 1

2 Contents iframe... 3 Custom Entities s... 4 Option 1: Sent to Salesfusion Entity URL Link Clicks... 4 Option 2: Sent to Activity Entity... 4 Landing Pages... 5 Completions to Custom Entity... 5 Completion Detail... 5 Web Activity... 6 Option 1: Web Activity to Salesfusion Web Activity Entity... 6 Option 2: Web Activity to Activity (History) Entity... 7 Events... 8 Events to Custom Entity... 8 Tasks... 8 Marketing Lists... 9 Permissions

3 There are a 2 main pieces contained in the Salesfusion Bundle - the iframe and the Custom Entities. iframe The iframe is automatically installed and added to the forms for Contacts and Leads, and can be found near the bottom of the page under a section labeled Salesfusion, when viewing a record. Custom Entities There are 5 custom entities that are installed with the Salesfusion Dynamics Bundle Landing Pages, Events, Campaign s, Clicked Links, and Web Activities. They can be found under the record drop down when viewing a contact or lead. These custom entities can be used to store activity pushed from Salesfusion to Dynamics. You can also choose to push activity to the Activity Record in Dynamics instead of using the custom entities. 3

4 s Once Salesfusion has captured the delivery status of an recipient, the respective record in CRM will be updated per the options selected in the connector configuration. The two options are to create either a Salesfusion Activity record, or a native Activity record. Option 1: Sent to Salesfusion Entity (Campaign s) Contains both the Open and Click count, as well as being able to see who the was sent from and the name of the campaign. This is a good option if you don t want to clutter up the Activity Record section as well as see more information at a glance. URL Link Clicks (Clicked Links) Clicking into a campaign pushed to our custom entity will allow you to see the Links\URLs clicked. Option 2: Pushing Sent, Opened, and Clicked to Activity Record This option does not have the ability to roll up to one sent . Therefore, each activity will be pushed up as a separate activity. This can become a bit cluttered, however if your sales team lives in the Activity record, it can be a good option. 4

5 Landing Pages Once Salesfusion has captured a landing page completion, the respective record in CRM will have a Landing Page completion added to the Landing Pages custom entity. Completions to Custom Entity You will be able to see the Dialog Name and completed date for each landing page completion. Completion Detail Clicking into the completions allows visibility of the data submitted into the landing page. (Dialog Response) 5

6 Web Activity Once Salesfusion has captured cookied web activity for a lead or contact, the respective record in CRM will be updated per the connector configuration. The two options are to create either a Salesfusion Web Activity record, or a native Activity (history) record. You can also push up uncookied web activity at the account level. Option 1: Web Activity to Salesfusion Web Activity Entity This allows you to see more information easily, without having to click into the activity. Pushing the activity to our custom entity also will keep your Activity History from getting cluttered with lots of web activity. Clicking into any of the activities brings up more details on the web session. 6

7 Option 2: Web Activity to Activity Entity This is a good option if your team lives in the Activity section of contacts and leads. The activity will be marked as completed by the syncing user. Clicking into any of the activities expands more details on the web session. 7

8 Events Once an event in Salesfusion is over, all registered and attended contacts and leads will have their respective records in CRM updated with the event information inserted into the custom Event Management entity. Events to Custom Entity This will allow you to see the event attendance information for any event that record has registered for. Clicking into any of these events will allow you to see additional information about the event. Tasks When a task is created in Salesfusion, you can push those as Open Activities to the corresponding CRM record. 8

9 Marketing Lists By selecting the corresponding checkbox in the Salesfusion connector screen, (Pull Marketing Lists to Distribution Lists) Salesfusion will sync down members of Marketing Lists from Dynamics into a Salesfusion distribution list, which can then be used as an include or exclude list. Static lists are synced every sync cycle, whereas Dynamic lists are synced every 24 hours from the first time we pulled the list down. ***Notes regarding syncing Dynamics Marketing lists: 1.If the records do not already exist in our database (in contact table), we will not sync them into the Salesfusion distribution list. 2.Salesfusion distribution lists do not contain duplicate s 9

10 Permissions Below are the minimum permissions for users to interact with the Salesfusion Configuration tab as well as to only see the iframe. Minimum Requirements for Salesfusion Tab Minimum Requirements for Salesfusion iframe only 10