Marketing Campaign Automation in Click Dimensions – Step by step

In my previous blog about making marketing campaign automation in Click Dimensions, I just wanted to cover top processes and share an idea how I solved this requirement. But when you know what you want, creating Marketing Campaign Automation in Click Dimensions is not so complex, and now I’ll show you how to do it, but this time step-by-step.

Marketing List

I prefer to start with creating Marketing List, because you will use it in creating automation, and it won’t be a good idea to forget it.

So, everybody who has ever used Microsoft Dynamics 365 for Sales knows how to create marketing list, but I will explain it in a few sentences. First you are going to the Marketing card, and in the row Marketing you will see Marketing Lists. After entering the marketing list, you need to fulfill what is necessary in creating marketing list.

CD1.jpg

I will not be so long on this, but everything is shown on pictures, so if somebody is doing this for the first time please follow the pictures.

Email Templates

Now we are coming in to Click Dimensions, so who have not ever used Click Dimensions I will explain everything step by step, and for those who already use Click Dimensions, maybe you will learn something new.

So, Click Dimensions is located on Marketing card, so you are probably figuring that we won’t go out of Marketing card in creating this automation. Let’s go back on creating, first we have to create Email Template. We are going to row Email Marketing, where we will find and enter it to the Email Templates.

CD2.jpg

After we entered this, we are starting with creating an Email Template, so we first have to fulfill necessary data, and then click on Save (as creating everything in Dynamics 365 for Sales). After saving your data you have to enter this in the editor to really create template.

In editor, way of working is ‘drag & drop’, so it is easy and intuitive. So, you need to choose what you will put in your email, and just save it.

CD3.jpg

Depends on how many emails you want to send in one automation, you have to create as much email templates.

Campaign Automation

As you see this is going pretty easy and fast. So, we’ve came to the main thing in this step by step explanation. So, we are still on Marketing Card, and this time we are going in row Marketing Automation where we have to enter only one thing we have in this row, and that is Campaign Automation.

CD4.jpg

After entering it you just need to begin with creation of regular New Campaign Automation. After you open a Campaign Creator, you will see that the only thing that is mandatory to fulfill is the Name of this Campaign, and after typing the name we just must save this, and to be prepared to go into the Builder where we will create the campaign.

Builder

Builder is placed on the ribbon inside of Campaign Automation you’ve created, and you have to enter it from the start with creating with your automation.

CD5

The Builder is intuitive created, and you can work easy through this process. It has ’Triggers’, ’Actions’, ’Timers’, and ’Series’. In this text I will explain how to use only some of the triggers, and actions.

So, we will start with trigger ’Added to List’ and this works as drag & drop, so you just have to choose what you will use and to move it to white background. And after starting with our trigger, we will add the next one as action, and in this example, this action will be ’Send Email’.

CD6.jpg

After doing this, we will again use one trigger, and not this is an ’Email Interaction’. And just to know, when trigger is not used on the beginning of the whole design it will have ’yes’ and ’no’ conditions sides. It is important to know that you can’t finish with opened any of these sides of trigger, without actions. So, it is better to have the trigger on the beginning (to avoid thinking what actions to put on both of sides). After we add our second trigger, we will first focus on our ‘true’ side. Because it is some email campaign we will use in ‘true’ side action ’Assign Owner’ and in ‘false’ side ’Remove from List’. Now we have just created what campaign will do, and you just have to fulfill some more information and we have finished.

First by clicking on first trigger ’added to list’ you will see on the right side that instead of triggers and actions something new appear, and in that place in first trigger, you just have to bring your marketing list which is mandatory, and to check check-box for ’Run on entire list’. That means that this automation will collect all your contacts from your marketing list, but if you type in some new contact, this automation will automatically add it to list.

After this is finished, we are going on our action in the same way by clicking on it. Now you will have to type some more information, but not so much. Mandatory is to select which email template you want to use in this automation, so you will use one you have created on the beginning. After that you have to type in subject, and to choose from which name and email address this mail will be sent.

After that, you have to go on the next trigger, and you have to choose from which series the email will be sent, and in can be only that you’ve used in a step before. After that you have to choose what is an interaction you want to monitor (email clicking, or email opened). In this example, I’ll use clicking. And only timer configuration is left if you want to use it. I’ve set here on the timer that if in 3 days nothing happens that this interaction is going in to ‘false’ side.

If condition is positive, we’ve put action ’Assign Owner’ and setting up of this action is easy. You have just to choose a display name, and to type which user will be assigned if somebody open our email.

If our condition is negative, it is similar. You just have to choose from which list you want to delete if somebody didn’t respond to campaign. Of course, it will be the list from which you have started. This is because, as I already mentioned, we must have action on the end of each condition.

CD7

And we finally arrived at the end. It just left to save this, and after saving, you just have to click ’PUBLISH’ and whole Campaign Automation is starting, as your email is sent.

CD8.jpg

Advertisements

Making Flow in Click Dimensions – Marketing Automation

Today I had a challenge or maybe opportunity 😊 to set up marketing automation process in Click Dimensions Campaign Automation for the first time. This is reason I want to share this experience with you.

In the beginning it looked pretty easy, and I just needed to create few email templates (it depends how much templates we need), after that I have to create marketing list and to create new campaign automation which look pretty easy because it works on the first sight as Microsoft Flow, just with less actions and triggers.

As I said, looked quite easy. When you enter the campaign automation builder, it looks like you will finish just in a few minutes, and you will do it, just if you know some “secret weapons” 😊.

Of course, every time when you are working with some kind of workflows, you must start with triggers, and to continue with actions and triggers in combination as much as you need. But in my case, I had to start with email trigger and as much as I wanted to finish it, it always made some issues. After a few attempts I realized that my email triggers have a problem in that it doesn’t know which email to use. But if you want to begin with saying this mail you will use is not possible to use because this is an action, and of course you can’t start with an action…

CD 2

After a lot of thinking and trying to get over this problem, because there are not a lot of triggers I realized that I must begin with Manual Entry (which is note normal to use, when you have a few hundreds or thousands emails to enter in list), and that was a problem. But as I said in the beginning of this article, it is not hard to work in Click Dimensions campaign automation, but you have to know some things, and I realized that the best way was to start with marketing list triggers entry and it finally started working.

CD 3.PNG

Then it came to the next problem, but this time on the end, because we must close the triggers. Just to be clear, in Click Dimensions Campaign Automation, at the end of builder, you must put the action, so again it was problem to realize which action would be normal to use; when you compare it with Microsoft Flow, it can be little bit confused, because Flow doesn’t require it. If I use email action again, it will be in some circle which could never be closed, and further I didn’t want to delete someone from my marketing list because they didn’t answer to this campaign, because they will maybe respond at the next, and my trouble continues. But I realized that there is no other way to close it except of using ‘remove’ from the list action. Again, I had to get over new problem to finish this campaign automation, and with little thinking I remembered to create the clone of my marketing list and to use it from beginning of my campaign automation process, and in that way, I will keep my marketing list on original one.

These problems took me some time, but after resolving all of them, I found out that using of Click Dimensions Campaign Automation process if quite easy, but you need to try few times before it works, and after some time of using it often you will really create every Campaign Automation in few minutes.

CD 1

My Session(s) on eXtreme 365 Conference

This year I’ll start with my sessions little bit earlier then usually. My first conference where I’ll have a lecture will be eXtreme in Dubrovnik. In a past, this conference was mainly for the Dynamics CRM solutions, but from the 2017., we have not only CRM, but AX, NAV… as well.

So, this year I’ll be there with minimum one session. I’ll speak about Dynamics 365 ‘Tenerife’ (and NAV as well) in a real world of integrations using Flow and CDS. I hope it will be interesting. If I’ll have more lectures, I’ll announce it here as well.

In a mean time, you can go and check more details about eXtreme 365 conference here, and I recommend to register if this is suitable for you.

eXtreme365.PNG

NAV 2018 Web Client Improvements

With new Dynamics 2018, there is a lot of improvement in a Web Client. One of the first improvements is availability of Print Preview for non-Internet Explorer browsers (Google Chrome, Microsoft Edge, Mozilla Firefox, Safari). In these cases, the Preview button didn’t appear on the request pages of reports. Now it exists.

Preview1.PNG

We have possibilities to change size of previewed document, use “select text” or “pan the document”, as well as download document or print it from preview.

Preview2.PNG

On the other side, now we can use Web Client as tool for user personalization. Of course, when we change something, it can be viewed in Windows Client as well, but place for configuration is Web Client.

I think that Web Client is good enough and it can be used as the main client (as we have in Dynamics 365 ‘Tenerife’); of course, some of the features are still better in Windows Client, but this client can be used in regular daily business (I know some of my colleagues will not agree with me, but I think this is more related with our habits). But I expect more and more new features in Web Client (we already saw future UX on Directions).

In some features, I more prefer Web Client in comparison with Windows Client (example is Ribbon on documents, where we have all actions for lines in the main ribbon).

Ribbon3.PNG

OK, there is a still some limitations and you can find them on the following links for both, NAV 2018 and NAV 2017.

Browser Limitations with the Microsoft Dynamics NAV Web Client:

·        Dynamics NAV 2018

·        Dynamics NAV 2017

Feature Limitations of the Microsoft Dynamics NAV Web Client:

·        Dynamics NAV 2018

·        Dynamics NAV 2017

How to install NAV 2018?

OK, two days ago NAV 2018 has been released and I hope all of you were already downloaded this new version. Installation process is still very easy, but I want to show just few points where you need to take care.

When you run setup and try to customize your installation, you will see now one more thing here – Modern Development Environment (by default this is enabled, but just check it). If you don’t want to work with extensions, you don’t need it, but I hope you will develop only with extensions in this version.

01.PNG

After that, just keep eyes opened on the next step, when you need to specify parameters. OK, if you don’t do it, you can do it later. But anyway, I think it is much easier to do when you install NAV. This is related again with Modern Development Environment, and this time it is not enabled by default. You need to change Developer Service Enabled option to YES and to choose Developer Services Port. After that, everything is the same as in previous NAV versions.

02.PNG

But if you didn’t finish previous step during installation process, you just need to run NAV Administration tool and add Port on Development tab and to restart service.

11.PNG

Or you can do it using PowerShell if you prefer with the following cmdlet (do not forget to restart service after changing):

Set-NAVServerConfiguration <InstanceName> -KeyName 'DeveloperServicesPort' -KeyValue <PortNumber>

Now, you are ready to work with NAV 2018 and to make your first extension.

PS

And just to mention, you can find System Requirements for Dynamics NAV 2018 here. But I tried to install NAV on SQL 2017 although there is noticed that NAV 2018 is available on SQL 2016 and SQL 2014 (and Azure SQL as well). However, I installed it on SQL 2017 and it works. I’ll check it with more details, and if I find something, I’ll publish it.

NAV 2018 is alive!

Today is December 1st and this is date when Dynamics NAV 2018 become general available. If you want to download this version, you can do it from here. At this place, you can find W1 version and additional 22 localized versions. If you want to download Partner Translation Toolkit, you cannot do it now, but it will available soon. And very important, in order to run Microsoft Dynamics NAV 2018, you must have a valid Microsoft Dynamics NAV 2018 license file. More about licensing in Dynamics NAV 2018 can be found here.

Currently, I don’t want to write about news in details. If you want to see what is new in this version, you can download the following documents:

Download and enjoy in new version.

NAV2018