Microsoft Dynamics CRM Online for Hootsuite
GUIDE
Microsoft Dynamics CRM Online for Hootsuite
Set Up Guide & User Manual
Microsoft Dynamics CRM Online for Hootsuite
Set Up Guide & User Manual
Overview
The main purpose of the Microsoft Dynamics Online CRM plug-in application is to empower sales and customerfacing teams to address customer issues, influence buying decisions and shorten sales cycles through better understanding of needs and communication of solutions with customers and prospects through social media.
The main features that the Microsoft Dynamics Online CRM plug-in application contains, grouped by functional categories are:
Search in Microsoft Dynamics Database: Query with Social Data Search Results Page Filters for results New Search Selecting Results Entities:
Create, view and update Leads and Opportunities manually and using social data from native streams Create, view and update Contacts and Accounts manually and from native streams Create, view and update Cases and Activities manually and using social data from native streams Associating Leads with Opportunities Associating Contacts with Accounts
MICROSOFT DYNAMICS CRM ONLINE FOR HOOTSUITE
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Prerequisites
Microsoft Dynamics CRM Custom Fields Solution Install
Among other details, the Microsoft Dynamics integration application allows you to capture a social contact's Twitter or Facebook Username and Id on Lead and Contact entities. Because these are not standard fields for the aforementioned entities, they must be created before using the application for the first time. You can do this by installing a solution that includes these fields.
These are the fields included in the package
Display Name Twitter Username Twitter Id Facebook Username Facebook Id
Name hoot2dyn_twitterusername hoot2dyn_twitterid hoot2dyn_facebookusername hoot2dyn_facebookid
In order to install the package follow the next steps: 1. In your Microsoft Dynamics CRM page access Settings section and from Customization select Solutions.
MICROSOFT DYNAMICS CRM ONLINE FOR HOOTSUITE
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Click `Import' button and from the window that appears browse to search and select the package -> Click `Next' 2. In the next phase click `Import' button in order to import the package.
The solution is now installed and the fields are added.
MICROSOFT DYNAMICS CRM ONLINE FOR HOOTSUITE
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Install Microsoft Dynamics Package in Hootsuite
In order to install the Microsoft Dynamics CRM application follow the next steps: 1. Go to web site. 2. Access the left-side menu and select `App Directory'. 3. In the pop-up window that appears select `My Apps' folder and locate Microsoft Dynamics application that you
want to install. Click on `Install App' button.
4. From `App Plugins' tab add Microsoft Dynamics Plugin and click `Finish' button.
The application is installed and ready to use.
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Features
Access Microsoft Dynamics from Hootsuite
In order to be able to capture information in Microsoft Dynamics about social contacts from Facebook and Twitter, first you must log into your Microsoft Dynamics account from Hootsuite Dashboard. You can do this by: 1. Click on a user profile in a Hootsuite stream and select Microsoft Dynamics option from the menu.
Provide the link to your Microsoft Dynamics instance (which will be like `. com'), your username and password and click `Sign in'.
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