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Many clients who use SharePoint to manage their customer facing websites also use Microsoft Dynamics CRM to monitor leads and maintain client relationships. CardioLog allows you to integrate Dynamics CRM into the workflow for more robust report data. Here is a general outline on how the Microsoft Dynamics CRM integration works:

  1. A website visitor ID is saved in Dynamics CRM with other form submission fields. This ID (called CardioLog ID) is used to map CRM entities to specific website visitors, including Lead, Opportunity, Contact and Customer.
  2. In Dynamics CRM, one can view the web analytic reports for a single entity (ie., web visitor) through an embedded iFrame or by clicking a direct link to CardioLog reports.
  3. In Dynamics CRM, a "status update" event is logged in CardioLog when an entity status changes. The update is then made available within analytic reports for the entity (ie., web visitor).
  4. Dynamics CRM entity fields are automatically imported into CardioLog, and can be used to filter reports using visitor segments.
  5. In Dynamics CRM, a "behavioral scoring" field is added to entities, and is automatically populated by CardioLog according to the visitor's web activity.

Note: Adding customer CRM entities requires customization.

Dynamics CRM Solution

This custom Dynamics CRM Solution is implemented through the application UI. The solution creates the following entity fields:

  1. CardioLog ID - Used to map CRM entities (Lead, Opportunity, Contact and Customer) to specific website visitors.
    1. The customer is responsible for importing form data from their website to complete this field. For example, if the client's web site has a "Contact Us" form and this form sends the data to Dynamics CRM, we assume that the CardioLog ID is stored in Dynamics CRM as well.
    2. The CardioLog ID is populated for the original entity (lead) that was browsing the website.
    3. The CardioLog ID can be retrieved from the client side (browser cookie named "userid") or from the server side (Request.Cookies["userid"])
  2. CardioLogGroupID - When qualifying a lead, any entity generated in the process including account, contact and opportunity, will have its CardioLogGroupID field populated with the CardioLogID of the original lead. This field can be imported into CardioLog and used in report filtering.
  3. CardioLog Score - Score for a single CRM entity. Updated by CardioLog's CRM Updates service.
  4. CardioLog Report - Web analytics report for a single CRM entity.

 

The CardioLog Report iFrame


Follow these steps to install the Dynamics CRM Solution:

  1. Download the solution file from our site here.
  2. Open Dynamics CRM and go to the Settings tab > Solutions > Import > and select the solution zip file (CardiologIntegration_0_2_0_5_managed.zip)
  3. Reload the Dynamics CRM main page
  4. Under CardioLog, click Configuration and add the following 3 fields:

select Category_Id from tab_category_categories

where Category_Name = 'int_cardiologgroupid'

 

The Dynamic CRM Solution Settings dialog 

 

CRM Updates Service Component

This service component has 2 functionalities:

  1. Updating the score field for CRM entities.
  2. Retrieving CRM entity fields for filtering and segmenting reports. User names correspond to CardioLog IDs.

Follow these steps to configure the CardioLog - CRM Updates service component:

  1. Configure the User Categories Updates service in CardioLog in order to retrieve CRM entity fields:
    1. Open [CardioLog Installation Folder]\CardioLogScheduleServices\Settings.config and edit the following:
      <param>
         <handlerId>4</handlerId>
         <name>webServiceURL</name>
         <val><![CDATA[http://[CardioLog App]/VisitorSegments/DynamicsCRM2011Users.aspx]]></val>
      </param>
    1.  Open [CardioLog Installation Folder]\VisitorSegments\CRMSettings.xml and edit the following:
      <CRMSettings>
         <instance id="1" type="dcrm">
            <webServiceUrl url="http://[DCRM server]/MSCrmServices/2007/CrmService.asmx" />
            <organizations>
               <organization id="1" name="[Organization Name]">
                  <entities>
                     <entity name="[Entity Name]" cardioLogIDFieldName="int_cardiologid">
                        <attributes>
                           <attribute id="1" name="[Field Name]" />
                        </attributes>
                     </entity>
                  </entities>
               </organization>
            </organizations>
         </instance>
      </CRMSettings>

3.  In the CardioLog navigation pane, go to Administration > CardioLog Scheduling Service > CRM Updates > and set the desired scheduling type. Click Restart Service in the upper right hand corner of the CardioLog Scheduling Service window.

 Note: The CardioLog application pool account should have read/write access to Dynamics CRM. 


Filtering and segmenting CardioLog Reports by CRM entities and entity fields:

  1. Filtering reports by CRM entities:
  2. Segmenting reports by CRM entity fields:

Custom Dynamics CRM Workflow

This custom CRM workflow sends entity events (eg., status updates) by accessing the CardioLog SendEvent web service:

 

The Custom CRM Workflows dialog

Creating Reports for CRM Workflows

  1. From the Navigation Pane, click on Report Center > Click the folder where you would like to create a new report, and select New Report.
  2. We recommend adding either the Unique Users table or Visitors by Events table widget to your new report. Although tables that include user information should filter results accurately according to CRM data.
  3. From the Filters menu, select "CRM" in the Website Item and click Go.