Источник:
http://blogs.msdn.com/b/crm/archive/...d-scoring.aspx
==============
When using
Microsoft Dynamics CRM have you ever wondered how to create and use formulae in
Dialogs? Yes this is possible using two features supported in
Dialog Processes:
Variables and
Assign Value step. If you look at the
Dialog designer page, you will see a section for creating
Variables as shown in figure below.
You can add
Variables with default values using this step. The
Variables can be later used to create formulae in your
Dialog. Three types of
Variables are supported by
Dialog: Single Line of Text, Whole Numbers and Floating point Numbers. Once you click on Add you will get a
Dialog for defining the variable as shown in below figure.
Once the Variable is defined it appears as below figure on the designer.
You can Edit or Delete the
Variables after it is defined. You can modify the name and default value of the
Variables. However you cannot modify the data type of the
Variables once defined. This limitation is to avoid data type mismatch errors. Suppose if some variable is defined as floating point number and used to create formulae in
Dialog Process and later the variable’s data type is changed to Text then the steps using the
Variables for multiplication or addition would become invalid.
Now once your
Variables are defined, you can use them to create a formula using
Assign Value step which is available in
Add Step menu on designer.
Once you click the menu option you will see
Assign Value step on the designer where you can fill the name of this step. You can use Set Properties button to create the formula. The step looks like below figure on designer.
Once you click the
Set Properties button a formula definition
Dialog will appear. The
Variables defined in the
Dialog will automatically appear in the Name dropdown.
Assign Value step supports different kind of Operators for all data types supported. For example; following table illustrate the operators supported for different data types.
Data Type
Operators
Single Line of Text
Set to, Append with and Clear
Whole Number
Set to, Increment by, Decrement by, Multiply by and Clear
Floating point Number
Set to, Increment by, Decrement by, Multiply by and Clear
Let us now develop a
Dialog for Lead Qualification. Suppose your company is running some marketing campaign through phone call. Assumption is that the phone call records already exist with
Regarding field as Lead and
Recipient also as Lead to whom call has to be made. The marketing executive is running
Dialog to achieve the objective. For this we need to author a
Dialog. We will create a
Dialog for
Phone Call entity so that while making an outbound call, the Marketing executive directly launch the
Dialog from
Phone call page and start the
Dialog for conversing at phone with the probable
Opportunity. In order to simplify the example we will assume that the customer will be asked 2-3 questions in order to qualify the lead as
Opportunity or lost
Lead. First we have to plan the
Dialog. For simplicity, we have very limited set of questions to qualify the
Lead as shown in below flowchart.
Step 1 of this flowchart can be implemented with
Assign Value step where the name variable is
Set To regarding Lead’s First name data slug which is illustrated in one of the above figures. The variable initialized with First Name can be used in a Prompt greeting customer as shown below.
Now you have to check if the customer is further interested in continuing the talk. If yes then we will increment the value of current_score by 5 as per flow chart shown above and continue with other steps as per flow chart in the if-then block. To increment the value of current_score by 5 we would do following.
First select the variable ‘current_score’ from name dropdown, ‘Operator’ as ‘Increment By’ , then type ’5.0’ in the ‘Default value’ text box and finally click Ok on the Form Assistant.
In case user is not interested then we would deduct the 10 points from the current score as shown below.
Now you get how to create formulae in your
Dialog. The final
Dialog will look something like shown in below figure.
In above
Dialog, you will notice that you can change the status of
Regarding(Lead) to Qualified however the
Process (
Dialog or
Workflow both) does not provide option to convert this
Lead to
Opportunity or
Account. That can be achieved by placing two
Create Record steps, one to create
Account with the Lead’s company’s name and other to create an
Opportunity with the same topic as that of the
Lead as shown in following figures.
Create Account step would be configured as shown in below figure and the same account can be used as potential customer for the
Opportunity created due to
Lead qualification.
Obviously the Created
Opportunity should have same topic and customer created in previous steps which is simple as shown in next figure which you get on clicking
Set Properties button of
Create Record step.
Finally test the
Dialog after activating it to verify that if the
Lead is qualified the corresponding
Account and
Opportunity are created.
Cheers,
Ramesh Pandey
Источник:
http://blogs.msdn.com/b/crm/archive/...d-scoring.aspx