Add-ons > Marketing Automation > Microsoft Dynamics

Setting up Microsoft Dynamics CRM for Episerver

The Microsoft Dynamics CRM® add-onA plug-in or module, developed by Episerver or its partners, to extend the capabilities of Episerver. Add-ons are available from the Episerver Add-on Store inside Episerver. automatically exports form data from your website to your Microsoft Dynamics CRM account database by mapping Episerver form fields to Microsoft Dynamics CRM database fields. For information about other Episerver add-ons, see Episerver Connect for Marketing Automation.

You need .NET framework 4.5.2 and a separate license to install and use Episerver Connect for Marketing Automation with Microsoft Dynamics CRM into the Episerver user interface or into your Visual Studio environment. Also, you can use only one marketing automation product at a time. See Episerver World for details about installation and configuration.

  1. Log into the Episerver site and establish a connection with Microsoft Dynamics CRM.
    1. Open the global menuA group of options that appears in the uppermost part of the user interface when logged in. The global menu displays products and systems integrated with your website. It also displays links to the user guide and user settings, and to a global search. See the User interface topic for further information. and click Microsoft Dynamics CRM. The Microsoft Dynamics CRM configuration settings screen appears.
    2. Enter a user name, password, domain, organization, and CRM address associated with your Microsoft Dynamics CRM account.
    3. Click Save.
  2. Select CMS > Edit to access pages on your website. You can create a new form to a block or a page (depending on your configuration). The following instructions describe creating a form in a new block.
  3. On a page, create a form in Episerver and connect to Microsoft Dynamics CRM with the following instructions. See Using forms.
  4. Click Browse next to the form field. The Select Form screen appears.
  5. Select Lead (or Account, or Contact) from the Folder field at the top of the dialog box. The dialog box contents change.
  6. Click Create to start a new form. The Edit form screen appears.
    • Name of form. Give the form a name.
    • Form folder. This value is populated by the choice you made for folder on the previous screen.
    • Page shown after the form has been sent. Choose an existing page to display when a visitor submits the form.
    • Form can be sent without logging in. Enable to let the visitor submit the form without having login credentials.
    • Same person can send the form several times. Enable this to permit multiple form submissions.
  7. Select Table Layout > Add Row for as many fields as you want to display on the form.
  8. From the Form Fields tab, select a row and select the type of field that you want. The Properties pane appears. The following image shows a Text box selected to create a field for an Phone number.
    1. The Name field in the Properties pane lists the Microsoft Dynamics CRM database fields to which you map the field on your form. For example, Phone to Telephone1, and so on.

      You can map one Episerver form field to only one Microsoft Dynamics CRM field. For example, you cannot map both Episerver Home Phone and Cell Phone fields to the Microsoft Dynamics CRM Telephone1 database field.

    2. If a field requires validation, select the validation type from the Validate as field. For example, you can ensure that a Date of Birth is entered only as MM/DD/YYYY.
    3. Repeat these steps for each field on the form.
    4. Be sure to add a Submit button so the contact information gets sent to the Microsoft Dynamics CRM database.
  9. Click Save and Close. The new form appears in the Select Form screen.
  10. Select the form and click Use to add the form to a page or a block.

Retrieving contact data

When a visitor submits the form, the data is sent to Microsoft Dynamics CRM. To see who submitted the form, go to your Microsoft Dynamics CRM account and open the Sales menu and choose Lead, Account, or Contact.

Personalizing the form using a block

You can personalize a form to show only to a selected group of people. The following image shows personalizing a form to show only for people in the US Web Developers visitor group. For more information about creating a visitor group and displaying information based on a visitor group, see Personalizing content and Visitor groups.

Creating a visitor group for a Microsoft Dynamics CRM form

The Microsoft Dynamics CRM add-on integrates web tracking to Episerver’s personalization engine by identifying a visitor via the _dynmai_trk cookie.

The following sets of visitor group criteria let you personalize your website content in Episerver CMS:

  • Profile. Identifies a visitor against metadata stored in Microsoft Dynamics CRM.
  • Scoring Model. Identifies a visitor based on scores against specific Microsoft Dynamics CRM scoring models.

When you set up criteria in a visitor group, the fields do not automatically populate with values. You must supply these yourself. Ensure that a field you create matches the type of field from the connector provider. For example, the Microsoft Dynamics CRM Preferred Method of Contact field has Any, Email, Phone, Fax, and Mail values, so if you use Preferred Method of Contact in visitor criteria you must specify among Any, Email, Phone, Fax, and Mail values (and not anything else).

To create a visitor group, you can combine criteria, such as a geographic location and the scoring model criteria in Microsoft Dynamics CRM. See Visitor groups for information about creating visitor groups.

Defining visitor groups for Microsoft Dynamics CRM forms

Profile criteria

  1. Create a form block and a form.
  2. Save the form to a folder in the Microsoft Dynamics CRM database.
  3. Drag the form block to the page in your campaign or program, and publish it at the appropriate time.
  4. In Episerver CMS > Visitor Groups, create a visitor group using the Profile criteria. In this example, the desired visitors for the campaign or program have a profile containing Sweden in the Country column. A contact with this value is added to the Microsoft Dynamics CRM database.

Scoring Model criteria

Microsoft Dynamics CRM uses a simple scoring model of the total score for a contact (called Lead Score), which you can change by a flow action in a smart campaign.

  1. In Episerver CMS > Visitor Groups, create a visitor group using the Scoring Model criteria.
  2. Create a form block and a form.
  3. Save the form to a folder in the Microsoft Dynamics CRM database.
  4. Drag the form block to the page in your campaign or program, and publish it at the appropriate time.

    When a contact has entered a specific form field, Microsoft Dynamics CRM adds a value to its database, (determined by the scoring model you set up, such as Scoring001_Score= 10).

    You can combine the Profile and Scoring Model criteria to select, such as visitors from Sweden with a total score over 10.

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Episerver User Guide update 16-1 | Released: 2/17/2016 | Copyright © Episerver AB | Send feedback to us