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…

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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.

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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.

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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.

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Summit EMEA 2017 (NAVUG, AXUG, CRMUG)

For the first time in the last 10+ years, I was on the conference with NAV topic, but I didn’t spend whole time on NAV sessions. This time, on Summit EMEA, I wanted to hear as more as possible about all news in Dynamics world. Because of that, I was on AX, CRM and PowerBI sessions as well. Of course, I was on a few NAV lectures.

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In NAV world, there were a lot of interesting topics about the best practices in functional and technical areas. From my perspective, the most interesting sessions been about integration with PowerBI and Extensions, but this is my subjective opinion. Generally, in NAV world, we didn’t have some news and probably we need to wait this fall to get something new.

On the other side, I attended on a few AX and CRM sessions and it was interesting for me. The first because I’m not so experienced in these areas and the second, because they have some news. In the AX world, Microsoft announced AX on-prem (actually AX with “local data”); we use this “local data” expression because we have company data on a local, but LCS is still in the Azure. Presentations about this topic were really interested. An on the end, Amsterdam was awesome – a true host.

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As the conclusion; the amazing conference with a more than 1000 participants, mostly from user’s side and the great content. The great opportunity for networking… again I met a lot of interesting people. The next one will be in one of the next cities and I will be there for sure:

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What would you like for the next year? Where should you go: Belfast, Dublin, Barcelona, Copenhagen, Glasgow or Amsterdam again?

And of course, in the next few days, I’ll publish more details about content if you are interested.

Dynamics ERP and CRM Continue Together

I didn’t write a blog for a while, but these few days I’m on eXtreme 365 conference and I decided to share some observation. For some time, since there is a Dynamics 365 product family, we created a closer collaboration between ERP and CRM products. Generally, it was mostly based on technology.

But now, I see the next steps. First, more and more ERP partners try to learn more about CRM and the same situation is with CRM partners and ERP knowledge. Now, I’m at eXtreme 365 conference that was originally CRM conference, but from this year this is not only CRM conference. We have a lot of sessions about D365 for Financials, D365 for Operations, Common Data Service, PowerApps, Flow… And as I see, there are some NAV partners (and MVP’s as well J). Also, I saw announcement for Directions this year and there is a same situation, this will not be only NAV event and we will have CRM sessions as well.

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This is very important, because all of use started with thinking that we need to continue with both products together. And this is a huge opportunity for partners. This is opportunity for upselling and if they know both products they will be better on a market.

And about a conference. Great conference and great opportunity for networking. This is the first time I’m on some big conference that was not originally NAV conference and this is the great opportunity to see some new people, sometimes with different attitude. I also met some friends from a NAV world here and I can say this is a great mixture. I’m expecting something similar on Directions as well.

OK, in some next posts I’ll write more about some news with these products, but for sure we can expect more and more news in this world in next few months.

NAV 2017 Official Release Date and News from Directions

I’ve finished with a first two days on Directions NA. Both of these days I had sessions and I couldn’t prepare this article earlier. I wanted to say a lot, but I couldn’t.

First, NAV 2017 still didn’t official released, but finally we know when to expect. Not on Directions NA and not on Directions EMEA, but few days after that. Official release of Dynamics NAV 2017 will be at October 24th. And, Microsoft also promised that we will get official release of Dynamics 365 for Financials (ex. Project “Madeira”) shortly after. OK, we will wait these dates, but generally we already know what we will get with these releases.

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Some of these functionalities were presented by Marko Perisic and his team on Keynote, and some of them on other sessions. I’ll noticed some of the in this article, but I’ll write more about them in the future. Now, I want to speak more about future of Dynamics because I think this is something the most important in this moment. As you can see on the following picture, we have something very interested and Paul White said “This is an AND strategy”.

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Based on this strategy Dynamics AX and CRM will continue to live only as part of Dynamics 365 solution. Something is not clear enough because we expect CRM as part of both Enterprise and Business edition of Dynamics 365, but AX will be part only of Dynamics 365 Enterprise edition and on other side, Project “Madeira” will be on the same position in Dynamics 365 Business edition. But NAV (GP and SL as well) will continue to exist as independent solution, in this moment available on-premises and as subscription. On the first sight this is the perfect for all NAV fans, but I need more time to be sure.

In any case, we will get new opportunities and we have to learn how to make the most of them.

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And what about Project “Madeira” and licensing. We have some pictures earlier where we found recommended priced about 40 USD for each App. That is a true, for example if you want only Project “Madeira”, you need to pay 40 USD, but if you want some other app, for example PowerApps, you need to pay the same amount for this app per user per month. But if you want to have access to all apps (currently 4 of them), you need to pay only 50 USD for all of them as Plan model (and yes, this price will decrease with the number of concurrent users). And you can use Team Members for only 5 USD as some kind of limited users. And what is good more? If some of exiting NAV clients with Perpetual licensing model want to transit to new subscription model, he will get pretty big discount for every month.

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And I said that I don’t want to write about all features, but I need to notice few of them. I already wrote about Cortana Intelligence in Inventory Forecast, but now we saw Cortana Intelligence in Cash Flow Forecast; it is a perfect and you can use this in NAV 2017 and Project “Madeira” and the best is that it is very easy for using and configuring.

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End something more – new development environments. First you can use Visual Studio Code in the future as new code oriented environment (soon more about it). Marko presented live work with new tool.

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And on the end, new development tool for incredibly easy work. You just need to click on Edit button in your Web Client and you will get perfect logical environment where you can change pages, add fields to table and page… And on the end just click Stop and choose how you want to use this development… You can see all changes as preview in Web Client, Tablet Client and Phone Client. And all changes will be finished in Web Client and Windows Client, as well (of course, this is just short description – soon more about it).

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End again about dates, the new development environment preview will be available for Christmas.

Microsoft Dynamics 365!

Today, Microsoft published story about Microsoft Dynamics 365 on Partner Source and on their blog. And in the same moment, they’ve also published Microsoft AppSource. What is this?

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Microsoft says that this represents the end-to-end intelligent business applications in the cloud and it will be worldwide available in the fall of this year. Generally Dynamics 365 will bring the best of Dynamics ERP and CRM solutions and currently it is based on Project “Madeira” (but not only; we can expect the enterprise edition of Dynamics 365 based on AX) and CRM Online, but not only on them. It will provide the main business processes as Finance, Sales, Customer Service, Field Service, Operations, Marketing and Project Service Automation.

And even more. This is not closed system. This system is natively integrated with big data and IoT, Power BI, Cortana Intelligence, Microsoft Flow,… everything what you need and when you need. Classic Software-As-A-Service story, but very advanced. I think I don’t need to spend my words about integration with Office 365; this integration will be extremely deep (you already saw just a part of this in my previous article about using “Madeira” with Outlook).

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And of course, if you want to know something more about it, the best is to attend on WPC during the July. Microsoft will provide three session about this new solution. You can also see more about it on Summit this year (Scott Guthrie will speak about it) and I hope on Directions.

You can expect more from me about this soon. But this is just small the first introduction about new solution in the family; remember this name – Microsoft Dynamics 365.

Microsoft Envision – The Final Countdown

Registration for Microsoft Envision 2016 starts in only 2 days. This first Envision conference will be really impressive with nearly 300 sessions. After registration, conference will start in Monday – April 4th. You can find a really imposing agenda here with the main keynote prepared by Satya Nadella. All topics will be business oriented and they will cover almost all business activities (manufacturing, financial, retail, government…).

All sessions will be grouped on the following way:

  • Keynotes
  • General Sessions
  • Presentations
  • Theater Sessions
  • Panel Discussions
  • Envisioning Sessions

Of course, a lot of these sessions will be dedicated to Dynamics world and I hope NAV will be cover as it really deserves.

If you’re a business leader who is charged with making or influencing key business decisions within your organization, you just need to be here. You’ll find a depth of resources here that will help you not only come away better positioned for your future, but help you discover how to take advantage of solutions today that will deliver immediate results to your business.

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If you didn’t plan to go, you still have time to change your mind; open registration form and only few clicks… New Orleans is waiting for you.