The Microsoft Dynamics CRM content panel contains the following:
•Channel: a dropdown field that is populated with Microsoft Dynamics CRM channels as defined at the Channels configuration interface. Selection of a channel is mandatory and enables the Synchronize with Microsoft Dynamics CRM button.
•Synchronize with Microsoft Dynamics CRM: invocation of this button displays a message and rotating icon. The following data is loaded from Microsoft Dynamics CRM: Campaigns, Campaign Status, Lead Status and Lead Source.
•Use existing campaign/Create new campaign: this dropdown is set to Use existing campaign by default. It allows you to define whether the Microsoft Dynamics CRM offer will utilize a pre-existing campaign or will create a new campaign.
The following properties are only displayed if Use existing campaign is selected:
•Campaign: this property is only available if Use existing campaign is selected. The dropdown is initially empty and is populated on invocation of Synchronize with Microsoft Dynamics CRM. It lists all existing campaigns from the selected Microsoft Dynamics CRM Channel that have statuses accordant with the selected channel’s Use campaign with status setting.
•Lead status: this editable combo box is only enabled when the selected channel's Data to synchronize property is set to the value ‘Lead’. The combo box is initially empty and is populated with the following values as sourced from Microsoft Dynamics CRM’s Lead status lookup: ‘New’, and ‘Contacted’. A new custom Lead Status can also be defined.
•Lead source: this editable combo box is populated with values sourced from Microsoft Dynamics CRM. The available values are constrained in accordance with the selected channel’s Data to synchronize property.
If the property is set to ‘Contact’, Lead Source represents the primary marketing source that directed the contact to the organization.
If the property is set to ‘Lead’, Lead Source represents the primary marketing source that prompted the lead to make contact.
Lead source is set by default to the default value set at the Microsoft Dynamics CRM Lead Source lookup. A new custom Lead Source can also be defined.
The following properties are only displayed if Create new campaign is selected:
•Name: a mandatory text field that can be a maximum of 100 characters in length. Name defaults to ‘New Campaign’.
•Description: optional, and a maximum of 1000 characters.
•Proposed start date: provision of a start date for the new campaign is mandatory. The field is blank by default.
•Proposed end date: provision of an end date for the new campaign is mandatory. The field is blank by default, and the value provided cannot be before the Proposed start date.
•Status: a dropdown field, exposing values sourced from Microsoft Dynamics CRM’s Campaign status lookup. It is initially empty.
•Description section: this contains a tabset, exposing the following tabs.
o Description: this tab allows you to specify an optional Description to be applied to all new records created by execution of the offer. You can embed attributes in the Description using drag and drop, thereby customizing individual descriptions. Description may be a maximum of 1000 characters in length.
o Preview: this tab allows you to preview the Description entered and provide values to illustrate the attribute parameters contained therein.