Waiting Directions ASIA

Today is Sunday and I’m seating on the airport waiting my flight to Bangkok. I just few days Directions ASIA 2018 will start. This time, it will be one of the most important conferences in Dynamics NAV world.

DirectionsASIA.PNG

Why it will be so important? On this conference we will see the new product with still code name – Dynamics 365 ‘Tenerife’. As we already know, this solution will be full Dynamics NAV on a cloud as full SaaS solution. But we will get the same on-prem product, with the same code base – Dynamics NAV 2018R2. From my point of view, I’m primarily waiting SaaS solution and I expect it will be much more significantly for Dynamics world. In this moment I don’t want to write anything about news in this solution, because we will get officially information in only few days. I’ll be there and I’ll publish the most important news announced on Directions.

Also, we will see some news from CRM world (Sales and Marketing), especially from SMB area. It will be very important in the future of business applications, because we can offer common solutions to cover all requirements in specific companies.

Dynamics 365 for Marketing – Check for Errors

As I’ve already wrote, Dynamics 365 for Marketing Public Preview has been announced. Also, in my previous blogs I wrote about Click Dimensions Marketing solution for Microsoft Dynamics 365 for Sales, and this time I want to take an opportunity to show you something new in this new D365 for Marketing Public Preview solution.

I have been testing Dynamics 365 for Marketing for a while, and I’ve found one interesting feature named as ‘Check for Errors’. This feature looks like really good functionality because you can check if everything is fine with your Marketing Customer Journey, or Email Template, or something else before you go live with it.

Check - GoLive

Checking process will take only a few seconds, and until this checking done, you can’t do any other thing, but still it is only a few seconds. 🙂

Error 1

After system has checked your configuration, it comes with even better things. As the first, system shows you a notification bar where you can see where to look for an error.

Error 2.PNG

After going to the place where error is, the system will show where your error is placed, or if there is a few more errors you will see the places where they are, as in my example.

Error 3

In my example I have one error in two campaign parts. With going to the properties of each campaign part, you will see exactly where you did a mistake.

Error 4.PNG

After testing a little while Dynamics 365 for Marketing Public Preview, I’ve found this interesting thing, and I wanted to share it with you. This shows that the new Dynamics Marketing app is very interesting for using and testing.

Dynamics 365 for Marketing Public Preview

Few days ago, Dynamics 365 for Marketing Public Preview finally has been announced. For those of you who already attended on some of Dynamics events, this was expected moment.

If you want to try it, go to this URL: https://trials.dynamics.com/Dynamics365/Preview/Marketing and you just need to use work email and phone number for verification:

D365M1

The second step will be accepting trust to the Microsoft CRM Services as publisher…

D365M2.PNG

When you finish registration, you will get the main Dynamics 365 for marketing landing page:

D365M3

Now, you have possibility to run ‘First time setup’ and finish this configuration and continue to work with this app after that. In the following texts, we will write more about them.

The main features covered with this App are:

  • Multi-channel campaigns
  • Lead management
  • Sales and marketing alignment
  • Marketing analytics
  • Event Management

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

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