MS D365 CE (CRM), Flow and Forms dev
Budget
500$
per month
Posted: 5 years ago
Opened
- Description
- My company website is a custom site in SquareSpace (SQS). I have a Resources page that contains files that a site visitor can download as well as fiels that can be downloaded from other pages. My original site developer and I came up with a way that I can "gate" that content for download with a Jotform to capture visitor data for lead generation which then integrates back to my current CRM (Zoho).
However, the process of getting a new file up is VERY multi-step! Oh, and I hate Zoho ;)
I would like this made much, much simpler and more streamlined from an admin perspective. AND to help me get closer to getting off Zoho completely.
What I'm looking at is using an MS Forms form (MS' choice of products names these days makes sentences awkward!), replacing the Jotform as JF doesn't have a direct integration to D365 CE, to capture the data and an MS Flow to connect the Form to D365 and then a D365 plugin and/or workflow(s) to generate a response email with the link to the file the visitor wants, which would be stored in a SharePoint Online library, back to the site visitor. On the SQS site, the files would be represented by a link, a thumbnail, or a graphic/shape (depending on the requirement for the specific page).
This would be for files on the Resources page as well as other pages in the site.
The event flow would be:
1. Visitor accesses Resources page (or other page with files I want to "gate" with the lead gen form) and locates file they are interested in
2. Visitor clicks 'view' button (on Resources page only) and the file opens using Google docs application (existing functionality to either be duplicated or kept and refactored/wrapped) which opens in a fully restricted popup window (no copying, downloading, etc., and no nav controls)
3. The visitor decides they want to download the file and clicks 'download' button (when on Resources page, on other pages might just be a link or some other button or graphic)
4. The new lead gen form, from MS Forms and connected to D365 CRM via Flow, opens to capture data. Form would require field and data validation.
5. Visitor completes the form and submits which invokes MS Flow to connect to D365 CE.
6. The values entered would first need to be cleaned somewhat as follows:
a) Fname field limited to a single contiguous word except where a hyphen is used (ex. Tommy-Lee)
b) Lname field any and all abbreviations stripped off (ex. "MBA", "R.N.", "PMP", "ITIL", etc.) and limited to a single contiguous word except where a hyphen is used
c) Neither Fname nor Lname fields to allow single character (an initial in other words). Minimum 2 characters
d) Company name data would need to be reduced/simplified (ex. "Randstad", "Randstad Canada", "Randstad Staffing", "Randstad Professional", "Randstad International", and any other variations like that to all be reduced to be "Randstad")
e) The Country, state/prov, and city fields (with cascade relationships) are easy since those will be controlled values. Theses lists and the cascade relationships need to be created.
f) Email field should have a format mask but also disallow using webmail domains such as outlook.com, hotmail, gmail, yahoo, etc. That way the visitor would be pushed harder into using an email address with their business/work domain. I say pushed harder because I doubt there is a source out there (unless you know of one?) that has a comprehensive listing of all of those webmail type domains. Regardless, that should be a variable that queries a list I can add to/change.
7. Once the data from the form is cleaned, D365 checks if any lead or contact records exist with matching or SIMILAR data (using the built-in pattern matching capability in D365 CE)using a concatenated string value of Fname+Lname+Country+Company+Email address and then iterates back through dropping email address and then again dropping company (account). If no matching/similar data found in any of the 3 iterations, create new lead record with an entry into a new custom "downloaded files" list entity to identify what file was downloaded.
8. If MATCHING lead or contact data found, D365 CRM to add a new record for the file the visitor downloaded to the downloaded files list and send a notification email to a specified D365 user (configurable) to follow up.
9. If SIMILAR lead or contact data found, D365 CRM to create a new lead record and send a notification email to a specified D365 user (configurable) to review/resolve.
10. If visitor replies to the auto-generated email containing download link, create a CASE in Service module.
From an admin perspective, what I would like is to be able to just add the file into the specific library in my SPO tenant, assign metadata values to it which would include the page/section to appear on, create the link/thumbnail on the page in the site, and have the "plumbing" take of the rest.
BUDGET is $400 USD
Skills:
C#,JSON,Microsoft,Microsoft Sharepoint,Software Development,CRM,Dynamics,Microsoft Flow,General / Other Programming & Software,Microsoft Forms
Working conditions:
500
- Category
Source: guru.com
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