Event Invitations for Microsoft Dynamics CRM2011

by Alistair (MyCRM) 06 July 2012 16:03

Here is our latest Demo solution for Event Invitation tracking within Microsoft CRM

This solution is designed to work with eCampaign to enable organisations to track Events and Event responses directly in #CRM2011 after send the related Accept and Decline Links via an email marketing campaign. 

 

For more information on eEvent and Invitation tracking please contact sales@mycrmgroup.com or register with http://downloads.mycrmgroup.com/

Thanks Alisatir

Event Invitation tracking in Microsoft Dynamics CRM 2011

by Alistair (MyCRM) 05 July 2012 13:58


We have recently been working with a number of our eCampaign customers to develop a complete solution for Event Invitation Tracking in CRM.

So what is Event Invitation tracking, in some circumstances your organisation many want to send customers an invitation to attend a webinar or an event that is being held, and track the responses in CRM to create a list of contacts that wish to attend,

We have done this in the following way by adding new entities to CRM for Event and Event responses

PIC EV 1

 

On the creation of an event in CRM, two URL’s are created for the Accept and Decline process and these can be used in eCampaign to send a bulk email with event invitations.

When a recipiant recieves the email they will have two options, below is an example of an email for an event in eCampaign

PIC EV 2

 

 

When a recipient selects the Accept button from the email they will be taken to your event page which details the event and will display a message saying they have opted to attend

PIC EV 3

 

Likewise if the recipient Declines a similar page is displayed with a message saying they are not attending.

PIC EV 4 

 

For more information on eEvent and Invitation tracking please contact sales@mycrmgroup.com or register with http://downloads.mycrmgroup.com/

Thanks Alisatir 

 

 

Empower Your #Microsoft #CRM2011 Workflow with 36 New Workflow Functions

by Alistair (MyCRM) 10 May 2012 10:01

We are pleased to announce our first Workflow Function Library for Microsoft Dynamics CRM 2011, in this release we have added 36 new function calls for CRM Workflow that extend the business logic for Business Automation and processing of Data

eWorkflow – Marketing 

                   Function – GetLastCampaignForMember 
                   Function - GetLastCampaignResponseForMember 
                   Function – MarketingSubscribeUnSubscriberMember 
                   Function – UnsubscribeMemberFromAllMarketingLists 
                   Function – IsAMarketingListMember 

eWorkflow – Calculations

                    Function – BasicMath 
                    Function – ConvertTextToNum
                    Function – EquationSolver/SumUp 
                    Function – CalculateMaximum 
                    Function – CalculateMinimum 


eWorkflow – Dates 

                    Function – AddBusinessDaysToDate 
                    Function – AddToDate 
                    Function – DateDifference 
                    Function – DateDifferenceBusinessDay
                    Function – GetDayNameAndNumber 
                    Function – PareseDateFromString 
                    Function – SubtractBusinessDaysFromDate 
                    Function – SubtractDaysFromDate 


eWorkflow – RegEx 

                     Function – RegexMatch 
                     Function – RegexRelpace 
                     Function – RegexReturnMatch 
                     Function – RegexStringFormat 

eWorkflow – Strings 

                     Function – CapitiliseString 
                     Function – PadString 
                     Function – RemoveWhitespace
                     Function – ReplaceString
                     Function – StringLength
                     Function – SubString

eWorkflow – Web 

                     Function –WebURLDecode
                     Function –WebURLEncode

eWorkflow – Sales 

                     Function – CountRelatedRecords (Entities)
                     Function – TotalValueOfInvoices 
                     Function – TotalValueOfOpportunities 
                     Function – TotalValueOfOrders 
                     Function – TotalValueOfQuotes 

eWorkflow – Other 

                     Function – CustomerType

 

We will be working on a release 2 and release 3 of the eWorkflow Library and will continue to extend the Library functionality, with community and customer feedback.

For further information please contact sales@mycrmgroup.com

 

Release 11th May 2012, Pre-Register Here http://downloads.mycrmgroup.com/

 

About the author

I have been working, deploying and developing CRM solutions for the past 12 years, and set up MyCRMGroup in 2009 as an ISV and Partner CRM managed hosting company

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