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Microsoft Dynamics CRM 2013 Integration with Ignify eCommerce
 

Microsoft Dynamics CRM 2013 Integration with Ignify eCommerce

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This deck walks you through the various real-time and bi-directional integrations between the Ignify ecommerce Manager Panel and MS Dynamics CRM 2013.

This deck walks you through the various real-time and bi-directional integrations between the Ignify ecommerce Manager Panel and MS Dynamics CRM 2013.

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    Microsoft Dynamics CRM 2013 Integration with Ignify eCommerce Microsoft Dynamics CRM 2013 Integration with Ignify eCommerce Presentation Transcript

    • Start Here Follow @ignifyecommerce on Twitter Know More! Check out our eCommerce Blogs for tips on optimizing your eCommerce Channel. Contact Us Phone - +1 (888) 446 4395 / sales@ignify.com Sign up for a free trial Get Started with Ignify eCommerce with a free trial. Dynamics CRM 2011 & Ignify eCommerce The Manager Panel as an integrated experience in Dynamics CRM without a second login.
    • Ignify eCommerce FEATURE OVERVIEW Highlights of the Manager Panel as a Dynamics CRM Module 2
    • Ignify eCommerce Feature Overview CSRs sign in automatically from Dynamics CRM to the Manager Panel thereby allowing the Manager Panel to be accessed entirely from within Dynamics CRM via a single sign on. Allow merchants to leverage the existing call center/CSR team to service web store customers as well. Real-time integrations, between Dynamics CRM and the Manager Panel. Bidirectional flow for accounts/contacts, their addresses and sales orders. Catalog, invoices and price list integrations from Dynamics CRM to Manager Panel. This offers a end-to-end solution that integrates and synchronizes data and sales orders. Automated Sign On to Manager Panel Real time integrations Unified environment for customer facing systems Dynamics CRM provides a unified view for various Manager Panel Pages under its different modules- Sales/ Marketing/ Services/ Settings, thereby offering synergies across entire Sales & Services efforts by merchants. Fast, flexible and affordable solution that helps increase sales through faster deliveries.
    • Ignify eCommerce MAPPING MANAGER PANEL AND DYNAMICS CRM FOR SINGLE SIGN-ON How to map the Manager Panel and Dynamics CRM for users and Dynamics CRM connection 4
    • Ignify eCommerce Create user in Dynamics CRM The CRM Manager creates a new user with ‘System Administrator’ rights that allow the user to access all menus in Dynamics CRM and conduct all essential operations such as creating accounts/contacts, placing orders, creating invoices etc. 5 Create corresponding Manager Panel user A new user corresponding to the user created in Dynamics CRM should be created in the Manager Panel. This user would act as the super administrator and all roles are assigned to him. This gives him access to all menus and operations in the Manager Panel. Map this user with Dynamics CRM via the ‘CRM Sales Rep Id’ field.
    • Ignify eCommerce Create Dynamics CRM connection Connect your company to Dynamics CRM. These connections enable seamless flow of information between Manager Panel and CRM solution. Only one connection can be active at a particular point. This allows you to connect the system to your TEST CRM Instance – once successfully tested; you can switch the connection to have the data flow into your PRODUCTION CRM Instance. 6 Create connection configurations Create connection properties that apply while integrating various entities between Microsoft Dynamics CRM and Manager Panel. Once you have defined Dynamics CRM server name , user name and the password, you can setup customer connections like default password, customer class assigned while integrating accounts/contacts from Dynamics CRM to Manager Panel. Also define mapping XML for catalog integration to happen successfully.
    • Ignify eCommerce MANAGER PANEL AS A DYNAMICS CRM SALES MODULE Understanding how the sales module has various Manager Panel links embedded in it 7
    • Ignify eCommerce Dynamics CRM account/contact “List” Ribbon Microsoft Dynamics account and contact ‘List’ ribbon has been enhanced to create new sales order or quote for the selected account/contact. Similarly quick order lists can be created for a selected account. Quick Order Lists are item code and quantity uploaded from an excel to the system. All customer related configurations can be done via customer configuration menu. Rewards menu and pricing menu allows reward program and pricing to be configured. Clicking on any of these links initiates automated sign on to Manager Panel and allows necessary updates. 8
    • Ignify eCommerce Dynamics CRM account/contact “Detail” Ribbon Microsoft Dynamics account and contact ‘Detail’ ribbon has been enhanced to create new sales order or quote for the selected account/contact. Similarly clicking on customer, allows you to view customer details in the Manager Panel with the ability to create a new customer as well. Clicking on any of these links initiates automated sign on to the Manager Panel and allows necessary updates. 9
    • Ignify eCommerce Dynamics CRM order/ quote “List” Ribbon Dynamics CRM orders / quotes ‘List’ ribbon has been enhanced to allow creation of new order or quote using the Manager Panel whenever you click on ‘new’ / ‘edit’ button within Dynamics CRM. Edit Menu in Dynamics CRM would launch the Manager Panel order/quote for editing purposes. View orders/ quotes allows to view orders/ quotes at different stages of the work flow. Configure menu allows CRM users to launch various Manager Panel screens for setting up payment gateways, shipping , taxes, zero touch fulfilment and order/ quote entry setup. 10
    • Ignify eCommerce Dynamics CRM order/ quote “Detail” Ribbon Dynamics CRM orders /quotes ‘Detail’ ribbon has been enhanced to allow editing of order or quote using the Manager Panel whenever you click on the ‘edit’ button within Dynamics CRM. Edit menu in Dynamics CRM would launch the Manager Panel order/quote for editing purposes. 11
    • Ignify eCommerce Dynamics CRM product “List” Ribbon Dynamics CRM orders/quotes “Detail” ribbon has been enhanced to allow managing catalog and its configurations , importing it and maintaining various web store widgets like best sellers, qualifiers, comparison and inventory display in the Manager Panel. The Manager Panel Gateway URL is configured through the Catalog Configuration Gateway URL menu. 12
    • Ignify eCommerce Access sales menu via sitemap The sitemap in the sales module includes customized Manager Panel menus that allow the CRM Manager to navigate to menus such as new quotes, orders, invoices, rewards etc. directly via Dynamics CRM. 13
    • Ignify eCommerce DYNAMICS CRM MARKETING MODULE Understanding how the marketing module in Dynamics CRM has various Manager Panel links embedded in it 14
    • Ignify eCommerce Dynamics CRM Campaigns “List” Ribbon Dynamics CRM campaigns ‘List’ ribbon has been enhanced to setup email marketing via Active Campaign from the Manager Panel. A similar navigation has also been added under Sales Quick campaigns platform. You can seamlessly create beautiful and engaging email campaigns, send them to your segmented subscribers, and see what interactions and reactions occur in real time! Email marketing remains one of the best marketing options for positive returns on your investment. 15
    • Ignify eCommerce Access marketing menu via sitemap The Dynamics CRM 2011 sitemap allows the CRM Manager to easily navigate to all marketing module menu in Dynamics CRM as well as the Manager Panel. The Manager Panel menu has been added to the sitemap for quick access to all functions. 16
    • Ignify eCommerce DYNAMICS CRM SERVICES MODULE Understanding how the services module in Dynamics CRM has various Manager Panel links embedded in it 17
    • Ignify eCommerce Dynamics CRM Cases “List” Ribbon Dynamics CRM cases ‘List’ ribbon has been enhanced with return program and return reason codes. Clicking on these links leads to respective Manager Panel pages, allowing to configure return program. 18
    • Ignify eCommerce DYNAMICS CRM DASHBOARD Understanding how the dashboard in Dynamics CRM has the option to navigate to the Manager Panel 19
    • Ignify eCommerce Dynamics CRM “Home” menu Dynamics CRM has been embedded with a “Home” menu that opens the Manager Panel sitemap and hence allows navigating to all menus in the Manager Panel. 20
    • Ignify eCommerce DYNAMICS CRM SETTINGS Understanding how the settings module in Dynamics CRM has various Manager Panel menu embedded in it 21
    • Ignify eCommerce Access Manager Panel setups via Dynamics CRM The various Manager Panel setups such as email templates and preferences, currencies, user security as well as web store setups can be accessed via the Dynamics CRM sitemap. The site map includes default menus provided by Dynamics CRM as well as additional Ignify eCommerce menus for easy access. 22
    • Ignify eCommerce REAL TIME INTEGRATIONS BETWEEN DYNAMICS CRM AND MANAGER PANEL Understanding how various integration work between Dynamics CRM and Manager Panel 23
    • Ignify eCommerce Enabling various Integrations Dynamics CRM provides the option to enable various plugins for account/contact, their addresses, catalog, invoice and price list integrations. These plugins determine if various integrations would be enabled between Dynamics CRM and the Manager Panel. Apart from these sales orders/quotes always flow from Dynamics CRM to the Manager Panel and vice versa. 24
    • Ignify eCommerce 25 Ignify eCommerce integrations with Dynamics CRM IntegrationsIgnifyeCommerceDynamicsCRM Customer logins through the web store or the CSR creates a new customer in the Manager Panel The customer information is reflected in Dynamics CRM. Contact/ account integration runs real-time Catalog integration runs real-time CRM Manager creates catalog items in Dynamics CRM Price list integration runs real-time The CRM Manager Places as order in Dynamics CRM Sales order integration runs real time Customer address is reflected in the web store and Manager Panel. CRM Manager adds/updates the address in Dynamics CRM CRM manager creates a new account/ contact in Dynamics CRM The account/ contact is reflected in the web store and Manager Panel The customer address is reflected in Dynamics CRM. Customer places an order in the web store or the CSR places an order from the Manager Panel. Address integration runs real-time Customer adds an address through the web store or the CSR creates a address in the Manager Panel The sales order is reflected in the web store as well as Manager Panel. The price lists are reflected in the web store as well as Manager Panel with the catalog items included Catalog items are reflected in the web store as well as Manager Panel The sales order is reflected in Dynamics CRM CRM Manager creates multiple price lists. Invoice Integration runs real time Order status Integration runs real time The CRM Manager creates an invoice for the sales order Invoice is reflected in the web store as well as the Manager Panel. The CRM Manager marks the sales order as ‘Fulfilled’. The sales order is marked ‘shipped’. Settlement request for online payments is added. Either account or contact can be configured to map with Manager Panel customer at any given time
    • Ignify eCommerce Accounts/contacts are integrated real time from Dynamics CRM to Manager Panel and vice versa. The default password as setup during connection configuration is assigned to account or a contact while integrating to Dynamics CRM. To ensure password security, CSR’s can always turn on the ‘force password change’ feature in Manager Panel. As CRM contacts do not have a customer id field that can be mapped to the Manager Panel directly during integrations, fields such as ‘home phone’ is instead used for the purpose. The mapping for the same, can be done while configuring the Manager Panel gateway URL in Dynamics CRM. Either ‘account’ or a ‘contact’ can be configured to map with Manager Panel customers. The default installation has the ‘account’ entity selected, but there is an option to change it to ‘contact’ if the business demands it. 26 Real-time account/contact integration
    • Ignify eCommerce 27 Real-time address integration A contact or account’s addresses are also integrated real-time from Dynamics CRM into the Manager Panel and vice versa. Whenever a CRM Manager edits or adds new addresses to an account or contact, it is reflected in the customer’s profile in the Manager Panel. In similar way, address update/addition on web store is reflected real time in Dynamics CRM.
    • Ignify eCommerce Price List Integration from Dynamics CRM to the Manager Panel Price Lists are assigned to the customer classes in the Manager Panel, providing an easy way to organize pricing. Microsoft Dynamics CRM allows price list integration to the Manager Panel and hence, assign varied SKU prices for different customer classes. These variations in price are updated in the Manager Panel during integration and can be viewed at the SKU level. 28
    • Ignify eCommerce 29 Real-time sales order and quote integration The sales order or quote created using the embedded Manager Panel reflects real time in Dynamics CRM and vice versa. All line items added, tax computations and discounts are also reflected real-time providing a unified system for end customers.
    • Ignify eCommerce Invoice integration When an invoice for a sales order is created in Microsoft Dynamics CRM, the Manager Panel is updated with the same, and it can be authorized and the payment processed through the Manager Panel once the order is shipped. . 30
    • Ignify eCommerce Order status integration Order status integration marks the relevant orders in the Manager Panel as ‘Shipped’ . These integrations are triggered in CRM on click of ‘fulfil order’ and can be performed before or after the invoice is created for the sales order. These integrations also add a settlement request for online payments. For non CC orders, the Manager Panel offers a feature to capture payments after an invoice has been raised, and these can be captured via credit card or by offline mechanisms such as check. . 31
    • Ignify eCommerce Catalogs integrate real-time from Dynamics CRM into the Manager Panel. As Dynamics CRM does not support categorization and HTML templates a default category and default template has been set in the catalog mapping XML file for this purpose. Additional product details such as product images, meta attributes, product descriptions etc. that are not supported by Dynamics CRM can be added by providing these values in CSV file and importing it to Manager Panel using catalog import. 32 Custom fields in Dynamics CRM To create a Product and SKU a new custom field, ‘Parent Product’, has been created in Microsoft Dynamics CRM which provides the ability to select a parent product under which an item should be added. All children products are created as SKUs within a single parent product. All products that do not have a parent relationship are created both as a Product and SKU in the Manager Panel. Another custom field ‘available on web store’ allows the CRM Manager to determine whether or not the product will be displayed on the web store after successful integration. Real-time catalog integration
    • Ignify eCommerce Export all/ Export selected ‘Export selected/ export visible pages’ options have been added in Dynamics CRM for account/ contact entity, sales orders/ quotes, catalog product data and price list integrations and are visible if respective plugins are enabled. These options allow to sync data from Dynamics CRM to the Manager Panel manually and are useful in scenarios such as, when merchants have been using Dynamics CRM as data master and opted for Manager Panel recently and hence want to push existing CRM data to the Manager Panel. 33
    • Signup for a free trial of Contact Us Phone - +1 (888) 446 4395 / sales@ignify.com Ignify eCommerce Questions? Contact us! Address: 200, Pine Avenue, 4th Floor Long Beach, CA - 90802 Phone: +1 (888) IGNIFY5 Email: sales@ignify.com Know More! Check out our eCommerce Blogs for tips on optimizing your eCommerce Channel. Find out More @ www.ecommercefordynamics.com Follow @ignifyecommerce on Twitter