Serve Your Customers Better with Microsoft Dynamics CRM

Client: University of Wisconsin-StoutDate: May 9th 2013

Project DefinitionThe Problem

– Large amounts of low quality and inaccurate data being manually entered into the CRM system.

Addressing the Problem– Accuracy of future data that’s submitted. – Accurate and current course descriptions.

– Increase usability of the systems.

Opportunities Provided– Accurate student data– Faster availability of the data

– Accessing the data anywhere

Additional Cost and Risk Associated with Proposal– Additional programming needed – Additional storage– Additional faculty time and usage of the CRM system.

Analyze the Problem

Solve the Problem– Provide high quality data in a timely manner– Improve the accuracy of the data being entered into the

CRM– Automate the data entry process

What are the Goals– Improve the CRM to give faculty and staff tools to better

communicate with students and potential students.

Current I/S– Current I/S doesn’t meet department goals. – Does not give faculty staff proper means to communicate

with students and potential students.

Proposed I/S– Accurate and detailed data– Data supplied in a timely manner

Analyze the Problem

Implementation Review

Team Stark’s Creative Solutions Project

UW Stout ICT5/9/2013

What was going to be delivered

•Email Account from UW Stout

•Pull emails from newstudent@uwstout.edu mailbox

•Create a queue for automated email processing

•Automate job within CRM

What was Implemented and What was not.

•New Account for incoming email for future use

•Password for account Shared with Evan

•Message Queue •Developed an automated processed all email activities (Addressed to newstudent@uwstout.edu) that came to the queue would create an open lead

•This would have worked if ICT CRM had a Mail Router Configuration

•All tests up to this point worked

Email Account Message Queue Mail Router Configuration

Demo

Create the Queue

Run the Work Flow

Set the Logic for the Convertor

Incoming Email to ICT CRM Prospective Student Leads Conversion

Lead Auto Generated as Open Leads

Always review software licensing to ensure full understanding of

what is owned

Lessons Learned During the SDLC Process

Keep all options open during process to adapt and overcome obstacles

Look at what other groups were doing earlier

We missed a section due to mis-

communications

Communications

Communications

© 2006 Microsoft Corporation. All rights reserved.This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.