Dynamics 365 CRM dev w/ PORTALS exper.
Budget
500$
per month
Posted: 4 year ago
Opened
- Description
- Budget is $400.
My company website is a custom site in SquareSpace (SQS). I have a Resources page that contains files that a site visitor can download. 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. What I'm looking at is using a D365 CE form, hosted in the D365 CE Portal (replacing the Jotform) to capture the data and send a link to the file, stored in a SharePoint Online library, back to the site visitor in an email. 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 flow would be:
1. Visitor access 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 application (existing functionality to either be duplicated or kept and refactored) which opens in a fully restricted popup window (no copying, downloading, etc.)
3. The visitor decides they want to download 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, hosted in the D365 Portal and connected to D365 CRM, opens to capture data and an email is generated back to the visitor's supplied email address with a link to download the specific file they wanted. Form would require some basic field validation.
5. Visitor completes the form and submits. D365 Workflow (or just an MS Flow, you tell me) checks if any lead or contact records exist with matching or SIMILAR data (using the built-in pattern matching capability in D365 CE). If no matching/similar data found, create new lead record with an entry into a new custom "downloaded files" list to identify what file was downloaded.
6. 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 user (configurable) to follow up.
7. If similar lead or contact data found, D365 CRM to create a new lead record and send a notification email to a specified user (configurable) to review/resolve.
7. In the case where the visitor replies to the auto-email, D365 CRM to create a CASE in Service module to follow up on.
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, supply a thumbnail image if appropriate and have the "plumbing" take of the rest.
Obviously, appropriate error handling and log writing and such needs to be done.
** When applying, please CLEARLY DESCRIBE your experience designing, configuring, and developing using D365 CE Portals (formerly the ADX product) as well as workflows, custom fields, and custom entities. **
Skills:
Microsoft,Microsoft Dynamics,Microsoft Sharepoint,Squarespace
Working conditions:
500
- Category
Source: guru.com
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