Bond Consulting Services

Using Advanced CRM included with Business Central

Customer Relationship Management is an increasingly important tool in a business' repertoire to facilitate growth. It is easier and more financially worthwhile to retain an existing customer rather than acquiring a new customer. Usually, BCS recommends Microsoft Dynamics 365 Sales as a fully loaded CRM solution, but some businesses do not require such a robust environment.

"Advanced CRM," developed by ERP Connect Consulting, fulfills a similar CRM role within Business Central at a reasonable price and with the following capabilities:

• Contacts can be divided into the three stages of the sales cycle – Lead, Opportunity, and Customer
• Mass e-mailing through marketing campaigns
• A robust and intuitive user interface

Here, we will focus on processing Leads, Opportunities, and Customers.

Leads

Search for and select “Leads Contacts (CRM)” and click .

The following screenshot reflects that only the very basic contact information is required to establish a Lead:

 

Click on the field, “ERC Primary Contact Name”, and choose “Yes”:

Within the Person Card (CRM) window, update the “Info” and “Contact Details” sections. Please note the data within the “Address” section will flow from the Lead Contact to the Primary Contact.

Scroll down to find “Person Timeline” and “Person Profile."

• “Person Timeline” is updated automatically by the application.
• “Person Profile” is an optional checklist, but checking its boxes provides valuable information for facilitating sales calls and meetings.
• For example, checking “Golf” in the “Hobbies” section prompts such questions as, “Did you book a tee time for this weekend?”.

Clicking “Close” returns you to the “Lead Contact Card (CRM)” window.

Upon scrolling down in “Lead Contact Card (CRM)”, you are brought first to a freeform note window:

Scrolling down further brings you to the “Profile and Checklist” section containing “Lead Profile”, “Checklist”, “Attached Documents”, and “Standard Documents”:

“Lead Profile” is a profile for the Company Contact itself – not the Person Contact.

If requirements are specified for converting the Lead into an Opportunity, then the boxes for “Completed for Leads” in the checklist should be marked.

Adding documents within “Attached Documents” is optional, while “Standard Documents” represents documents always distributed to the Lead.

If you want to send an e-mail to this potential customer, scroll to the top and click this button:

Doing so brings up a List window of one or more Email Templates to choose from:

After selecting the necessary template, update or enter any e-mail addresses and edit the Message if required:

Please note the Email Details window also offers helpful tools such as “Insert image” and “Insert hyperlink” options.

After clicking the "Send Email" button, the "Contact Timeline" on the Leads Contact (CRM) Card is updated by the content of the e-mail.

You can alternatively copy and paste text from an e-mail into this window, if you sent the e-mail from outside of the application, as shown here:

Opportunities

After updating the field “Estimated Contract Value”, convert the Lead into an Opportunity by clicking .

Search for and select “Opportunity Contacts (CRM)”, and click on the Contact in the “No.” column:

The “Opportunity Contact Card (CRM)” is shown below.

At any stage in the sales cycle such as “Opportunity”, you can add a note simply by clicking.

The note requesting an Estimate, as in this case, appears in the Contact Timeline:

Estimates are quotes that do not require a customer or items.  You can freely enter any data and convert the document to a Sales Quote or a Sales Order.  (Estimates are simpler documents than Sales Quotes.)

To create an Estimate, search for and select “Estimates (CRM)” and click  .

Tab out of the “Estimate No.” field, as the first step:

For the line item’s Type field, you may choose “G/L Account”, “Item”, “Resource”, “Fixed Asset”, or “Charge (Item)”:

After updating the header with complete information and entering at least one line item, you can e-mail the Estimate or print the Estimate.  The following appears, upon clicking :

Here is the preview of the created Estimate:

Please note you can only convert the estimate into an order after converting this Opportunity into a Customer.

Customers

Back on the Opportunity (CRM) Card, turn the Opportunity into a Customer by completing the Checklist shown at the bottom if required:

Next, click .

When prompted, choose the appropriate template:

Search for and select “Estimates (CRM)”.

Then, click the link for your Estimate:

Scroll down to “Billing”, and choose the new Customer from the “Bill-to Customer No.” drop-down list:

Update “Client Info”, appearing at the top of the Estimate:

Now click .

Conversely, if the response to the Estimate was negative and the Contact does not want to proceed with an order, click “Lost”:

Wins and losses are tracked for estimates for historical reporting on success rate.

Search for and select “Sales Orders”, and click on the Sales Order that you just created:

Below is the final result.

By using Advanced CRM, you can see the full sales lifecycle from Lead to Opportunity to Customer. For more information about this add-on or other inquiries about maximizing your Business Central investment, please reach out to us at Support@BondConsultingServices.com or click here to schedule a free consultation with one of our Dynamics 365 experts.

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by Bond Consulting Services

Reporting on Business Central Using eOne's Query Builder

When it comes to business intelligence, anyone who has made the transition from Microsoft Dynamics GP to Business Central begins to miss the eOne Solutions SmartList Builder tool. SmartList Builder allows even the lay user to easily pull data from any GP table. Now, thanks to eOne’s Query Builder tool, users can pull data from any Business Central table with just as much ease.

Although the purchase of eOne’s Popdock is required to utilize Query Builder, this purchase will pay for itself once report designers see that they have a “one-stop shop” for reporting on any of Business Central’s data. The users who do not have access to Business Central can instead be given access to Popdock lists (or reports) created through Query Builder.  Also, without Query Builder, there is no easy means of accessing Business Central tables.

In this hypothetical example, let’s say that you want to access amounts posted to Cost of Goods Sold, along with their sales invoice numbers and customer names.

From within Popdock, navigate to “Connectors”.

In this development environment, we would click the pencil icon to the far right of the connector option labeled “Dynamics 365 Business Central – John Sandbox”.

On the left, under Settings, select "Lists":

Scroll down to find "Query Builder" and click .

After entering a “Name”, click the tab button on your keyboard to default “Item name”, “Item singular”, and “API endpoint”.  Next, choose the appropriate module for “Group”:

With this information entered, click the “Query builder” selection shown above.

Select “Click here to add a table”.

From the “Table” drop-down list, choose “G/L Account” and click “Add table”.

In the “Edit list - COGS” window, click “G/L Account” to choose any of the fields shown on the right.

*For this example, we will select “No”.

Within the G/L Account table that you added, click on “No.”  On the right, choose “Click here to add a restriction”:

Not only does a drop-down list for “Type” appear in the Restrictions section on the right, but the “No.” field in the table now has a filter icon on its left:

In “Restrictions”, choose Equals for “Type” and enter the Cost of Goods Sold account number from the general ledger for “Value”:

Next, click .

Here, you’ll search for G/L Entry within the “Table” drop-down list.

In “From field” and “To field”, you’ll choose the matching fields between the two tables to join them.

Next, click “Add table”.

(Again, those who know SmartList Builder in GP will be very familiar with this process.)

As you see here, you need to select fields for “G/L Entry”:

Once you click on “G/L Entry”, you can choose fields that appear for selection on the far right.

Choose “Amount”, “Document No”, “Posting Date”, and “User ID”.  Your two tables will appear, as follows:

Now, you need to pull in customer data.  Once again, click .

Here, you’ll search for “Sales Invoice Header” within the “Table” drop-down list.

In “From field” and “To field”, you’ll choose the matching fields between the two tables to join them.

After this, once again click .

Now, in the “Fields” section on the right-hand side of the window, select “Bill-to Customer No.” and “Name”.  Now, here are your three tables:

In “Actions” on the left, click “Publish”:

After waiting for the dialog box shown above to disappear, you should get a message reporting success:

Select “OK”.

Return to the Popdock home page by clicking the logo in the upper left.

In the top middle of the home page, click .

As seen above choose “Find by connector”, update the five fields, and click “Add”.

Now, you’ll be taken to your report layout, where you can add fields.

Begin by selecting “No.” and clicking

Repeat this for the other fields to add:

The following is the result:

Congratulations you are now done. If you have any questions about this process or how to maximize your Business Central environment please reach out to us at Support@BondConsultingServices.com

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by Bond Consulting Services