Episerver Microsoft Dynamics CRM
Episerver Microsoft Dynamics CRM is an 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. for the Episerver Digital Experience platform. It requires a specific installation and license. Contact your system administrator to find out more. See Episerver World for technical information.
The Microsoft Dynamics CRM® add-on 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 database connector add-ons, see Marketing Automation.
Setting up Episerver forms with Microsoft Dynamics CRM
The Forms Marketing Automation Integration (MAI) connector lets you connect Episerver form fields to a Microsoft Dynamics CRM database. See also: Marketing Automation.
An administrator must install the EPiServer.Marketing.Automation.Forms and EPiServer.MarketingAutomationIntegration.MSDynamics NuGet packages to use the Microsoft Dynamics CRM connector.
- 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 CRMconfiguration settings screen appears.
- Enter the User Name, Password, Domain, Organization, and CRM Address associated with your Microsoft Dynamics CRM account and click Save.
- Create a form on a page.
- Click All Properties on the form.
- Open the Mappings tab.
- Select the database to which you map the form fields from the MA System Database drop-down field.
- Click Publish.
- On the form, select Edit from a form field's context menu.
- Open the Extra field mappings tab. The database option that you selected earlier appears.
- Enable the database option and open the associated drop-down to see the fields it has available. For example, if your form has a Text field that was configured to capture a name:
- Edit the email text field.
- Select the Extra field mappings tab.
- Select LastName from the drop-down list to map the Microsoft Dynamics CRM database field to the Name field on the form.
- Repeat steps 8 through 10 for as many fields that you want to map.
- Click Publish.
To test the mapping, go to your form on a published page, fill in and submit the form, then go to your Microsoft Dynamics CRM provider to verify that the user is added to the Microsoft Dynamics CRM database.
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 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 also: Visitor groups
Defining visitor groups for Microsoft Dynamics CRM forms
Profile criteria
- Create a form block and a form.
- Save the form to a folder in the Microsoft Dynamics CRM database.
- Drag the form block to the page in your campaign or program, and publish it at the appropriate time.
- 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.
- In Episerver CMS > Visitor Groups, create a visitor group using the Scoring Model criteria.
- Create a form block and a form.
- Save the form to a folder in the Microsoft Dynamics CRM database.
- 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 18-4 | Released: 2018-07-09 | © Episerver 2018 | Send feedback to us