Making Flow in Click Dimensions – Marketing Automation

Today I had a challenge or maybe opportunity šŸ˜Š 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 ā€œsecret weaponsā€ šŸ˜Š.

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 doesnā€™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 canā€™t start with an actionā€¦

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 doesnā€™t require it. If I use email action again, it will be in some circle which could never be closed, and further I didnā€™t want to delete someone from my marketing list because they didnā€™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 ā€˜removeā€™ 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

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Posting Groups in Project Madeira

When you create a new company in Project Madeira, you will get the new Chart of Account by default. ThisĀ Chart of Account is created in this case by US legislation (this version is only for US); I hope it will contain for all countries as we will have localisations.

The same thing is with all posting groups. We have these posting groups already created from the beginning, and we need to use them in data migration process. Of course, if you need more posting groups, you need to add new and setup them as well. By default, we have limited set of posting groups:

  • Customer/Vendor Posting Groups:Ā DOMESTIC
  • Gen. Business Posting Groups:Ā DOMESTIC
  • Get. Product Posting Groups:Ā NO TAX,Ā RETAIL andĀ SERVICES
  • Bank Account Posting Groups:Ā CASH,Ā CHECKING andĀ SAVINGS
  • Inventory Posting Groups:Ā RESALE

And when you open Inventory Posting Setup for your existed group, you will see that we can add GL accounts, but is has not Locations.

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That means we have not locations in the Project “Madeira”. This is not connected only with setup; that also means we cannot use locations in inventory process. You also cannot find fixed assets in Project “Madeira”.

It also means setup is not so hard, but it still requires some specific knowledge about the main thing of system and we cannot expect from client to configure it by himself.

Project Madeira – Data Migration

As you already used wizard to make some primary configuration, you can continue with using of few another wizards to finish complete setup of your company. You can find a small Assisted Setup to see what you need to finish.

ProMadS1.jpg

When you open a Migrate Business Data, you will continue with the wizard. And first, you can see what extensions you already have. Yes, you hear fine; you can use different extensions as apps. By default, you have three of them: Envestnet Yodlee Bank Feeds, PayPal Payments Standard and QuickBooks Data Migration (just click on Open Extension Management and you will see). It looks fine:

ProMadS2.jpg

Then, you can choose to import from Excel or from QuickBooks (because you have an extension). Than, you can download all templates and fill them. When you fill them, you need to configureĀ Settings to set default templates and import this Excel file after that.

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You will see the numbers of your main data (Customers, Vendors and Items) and if this is correct, just apply them. If you have errors, you can see them with all details. On the end, you need to finish process and import is completed.

It is easy, but I think it will not be possible to be finished without some support from partners. Client without standard NAV knowledge will not be in situation to import and configure everything they need. This is still job for partners.

Preparing New NAV Certification Exam Questions

I have already wrote about new Microsoft Dynamics NAV certification process. First, we have to update following two exams to NAV 2015:

  • Microsoft Dynamics NAV 2015 Core Setup and Finance
  • Microsoft Dynamics NAV 2015 Installation & Configuration

Currently, you will be able to check these certification exams on:

If you want to help in exam preparation proposing question ideas, you can do it registering on http://credentialing.dynamicspro.org/. We really need help of community in exam preparation. You will spend a little bit of your free time, but you will help in building of something big.