Scribe Demonstration Script –
Web Leads to Dynamics CRM
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Publishin g Information
Scribe Demonstration Script – Web Leads to Dynamics CRM
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Note: This demonstration is subject to change. Before installing and running the Scribe Demonstration VPC, check
https://openmind.scribesoftware.com/download/WebLeadstoCRMDemoScript for an updated version of this document.
Template Overview
Positioning Points on Scribe Insight Templates
• “Jumping Off” points designed to give partners and customers a sizable head start on creating their own solutions.
• Provide a usable set of DTS files, Integration Processes, Monitors, Data Views, and sample programs/scripts, to solve specific use cases.
• Include documentation explaining the design decisions made in the template and guidance on how to customize the template.
Web Leads Template Positioning Points
• Illustrates how to integrate lead data into Microsoft Dynamics CRM.
• Includes a functional sample web page for capturing lead data and creating XML from the lead data form.
• Demonstrates two methods for submitting XML data from a Web form to your Scribe Insight integration server – Microsoft Message Queue (MSMQ) and File. • Provides several Monitors and Data Views for business activity monitoring on
lead activity and lead inactivity.
• The template design can be used to integrate lead data coming from a database instead of XML.
• The template can be modified to create cases or other objects in Microsoft Dynamics CRM (Please note that if any modifications are made to this Web Lead Template, support from Scribe Software cannot be
provided).
Web Leads Template Components • Web Leads Form Component
o Created using ASP.NET. C# is used for server side coding.
o Has input fields for typical lead information, a product selection section, and a follow up action of ‘Email’ (only demo supported option out of list of four).
• Has two submission methods:
o MSMQ - Best Choice, most reliable, highest performance o File – Best for NT network, lowest system requirements • Integration Processes
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Scribe Demonstration Script – Web Leads to Dynamics CRM
o Creates a new lead based on the information submitted.
o Creates a new activity on that lead, based on the forms ‘follow up’ action equal to ‘Email’.
o If the lead can be matched to an existing CRM account a new completed activity (history) is added to the account.
• Monitors
o Daily Lead Traffic - reports the number of leads that were received from Web site.
o Daily Low Leads - alerts only if less then X leads were received from Web site.
o Weekly Low Qualifications - alerts only if less then X leads were qualified. o Dropped Lead - alerts if any leads are not followed up on in 24 hours. o Large Opportunities - alerts if a lead is qualified for more than $X. • Views
o Lead Traffic History - new leads received from web site over the last 30 days.
o Lead Source History - new leads received from over the last 30 days grouped by lead source.
• Documentation
o Installation Instructions o Demo Script
Web Leads Template Touch Points:
Lead Fo rm Ob ject
M i cro s o ft D yn ami cs CRM Ob ject(s )
D i recti o n Operati o n s No tes
Lead Lead Lead to CRM Insert Lead Lead Activity Lead to CRM Insert
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Demonstration Demo Overview:
• In this demo we will create a lead by entering information into a Web form and by having Scribe Insight create a lead and a lead activity in Microsoft Dynamics CRM. We will show the detailed information captured in the lead and the activity.
• Then we will convert the lead to an Account using the Microsoft Dynamics CRM Convert Lead feature. If demonstrating from a Scribe provided VPC, this new CRM account can later be used to further demonstrate integration with Dynamics GP, NAV, or AX. Please reference appropriate VPC demo script documentation for detailed steps.
• We will then finish up with the Monitors, Alerts, and Data Views which are part of the template.
Before starting the demo:
1. Launch the Web Lead Form by clicking on the desktop icon shortcut. 2. Launch Microsoft Dynamics CRM by clicking on the desktop icon shortcut. 3. Open the Insight Console.
4. Within the Console, verify that the ‘Web Lead to CRM Account’ Integration Processes is active.
Now for the demo:
1. Fill out the information on the lead form and click Submit (MSMQ). Ensure that you satisfy all required fields. As stated earlier, default to the follow up action of ‘Email’ which is the only demo supported option in the pull down options list.
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Scribe Demonstration Script – Web Leads to Dynamics CRM
Scribe Demonstration Script – Web Leads to Dynamics CRM
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3. After MSMQ submission, wait a few seconds for the first lead to arrive into Microsoft Dynamics CRM. The first connection to Microsoft Dynamics CRM is generally a little slower than subsequent connections, so it may take 15 seconds or so for the first lead to show up.
4. Navigate into Microsoft Dynamics CRM to check that your lead has arrived. You can do this by clicking on the Leads icon from the left pane navigation bar. 5. Double click on your new lead (right pane) to open for additional review.
Talking Points:
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Scribe Demonstration Script – Web Leads to Dynamics CRM
6. Click Administration.
Talking Points:
• In the Administration Tab, the ‘Preferred’ contact method is set based on what was entered in the Web lead form.
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Talking Points:
• Subject and details fields are filled in with the information derived from the form.
• The date is set to the current date and the duration is left to the default of 30 minutes.
• Scribe provides some advantages over using Microsoft Dynamics CRM’s Workflow when creating this activity:
o Scribe can be easier to use to configure the creation of the activity. o Workflow does not have the capability of bringing in as much information
from the lead. For example, the Subject fields would be more or less static default text and would not indicate the areas of interest and preferred contact method.
8. Close the Activity by clicking Close on the button bar.
9. Convert the lead by selecting Convert Lead from the menu bar.
10. Convert this lead into a new CRM account by mouse-clicking on the Account check box.
11. Close the lead by clicking Close on the button bar. 12. Verify the account in Microsoft Dynamics CRM.
Talking Points:
• Mention that all data began with the Scribe web lead which has easily and transparently entered into Dynamics CRM as a new lead. Leads can be picked up by Scribe Insight 24x7x365 and made available to those CRM users when logged in. Although ‘convert lead’ is a CRM feature, the Web Leads template provides the integration hooks for the completeness of the data originating from the Web lead form and subsequently advancing through the inherent CRM lead to customer business process.
In the next part of the demo, we show the monitors and data views that are part of the Web Leads template.
13. Describe what monitors do in general and give examples of the monitors in this template.
• Daily Lead Traffic - reports the number of leads that were received from web site
• Daily Low Leads - alerts only if less than X leads were received from web site • Weekly Low Qualifications - alerts only if less than X leads were qualified • Dropped Leads - alerts if any leads are not followed up on in 24 hours • Large Opportunity - alerts if a lead is qualified for more than $X
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Scribe Demonstration Script – Web Leads to Dynamics CRM
Talking Points:
• E-mail, NetSend, Text page to a cell phone, support for notification. • Notification groups setup in Insight Console.
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Lead Source History Data View
Talking Points:
• This view shows the number of leads broken down by lead source. Total leads are in red and leads from the Web site are in green. You can change the chart type by right-clicking and selecting a different chart type. 2-D Bar is a good alternate type for this Data View.
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Scribe Demonstration Script – Web Leads to Dynamics CRM
Lead Traffic History Data View
16. This view shows the number of leads that have come in from the Web site by day.
Wrap Up
It is good to wrap up with some final positioning on Insight and this template. Think of these major capabilities of Insight:
• Automation and transparency of integration processes • Exception management or integration administration • Business & system activity monitoring
On the template:
• The template can be modified to leverage other objects (standard and/or custom) in Microsoft Dynamics CRM.
• Modifications are done via the point-click-configure GUI of the Workbench. • Sometimes, customers/prospects will already have a lead capture form and a
