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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Allow Customer Journey...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Allow Customer Journey to include a Schedule Here in email

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Posted on by Exigomsp 15

I am wanting to create a customer journey where the prospect would be able to schedule an online Teams meeting with the sender of the email.

I have looked into Bookings, but it does not integrate back into Dynamics 365.

What other options are members using to create this seamless flow to get an appointment scheduled with Prospects.

I have looked at 3rd party apps like AppointmentCore, but it does not integrate with D365 just M365.

Thanks for your help.

Ron

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  • Suggested answer
    cloflyMao Profile Picture
    cloflyMao 25,210 on at

    Hi Ron,

    You can create custom channel tile and add it into your customer journey.

    When contacts go to the custom tile, system will create custom channel activity records, these records include source customer journey and corresponding contact.(If there 5 contacts, then 5 custom channel activities will be created.)

    Then you can trigger a flow on creation of custom channel activity and use fields data to schedule your online Teams meeting.

    Please refer to introduction about Custom Channel from documentation:

    https://docs.microsoft.com/en-us/dynamics365/marketing/developer/extend-customer-journeys-custom-channels

    Those two community blogs are helpful for us to understand the Custom Channel and its usage easily:

    https://community.dynamics.com/365/marketing/b/dynamics-365-for-marketing-community-blogs/posts/custom-touch-point-custom-tile-in-customer-journey-in-less-than-10-minutes

    https://community.dynamics.com/365/marketing/b/dynamics-365-for-marketing-community-blogs/posts/firetext-sms-

    Power Automate has provided Microsoft Team connector, if you are using other meeting application and currently there is no connector available to the app, then you can call their API directly with HTTP Request connector.

    Regards,

    Clofly

  • cloflyMao Profile Picture
    cloflyMao 25,210 on at

    Hi Ron,

    Please let me know whether my solution could work for you, thanks.

    Regards,

    Clofly

  • Exigomsp Profile Picture
    Exigomsp 15 on at

    I guess I am still learning the platform. I could not follow your logic from the links you provided.

    I am amazed that this feature would not be extremely easy to use - as the purpose of marketing is to get engagement. 

    If you could provide a video of the process that would be extremely helpful.

    Ron

  • Suggested answer
    Jaydip Dabhi Profile Picture
    Jaydip Dabhi 170 on at

    Hello, Exigomsp

    You can create customer journey and online schedule meeting appointment using Mappyfield 365 plugins

    • Manage appointments:

    • In the timeframe of eight to nine working hours your sales representatives have to meet multiple clients in different locations at different times. Oftentimes it becomes very difficult to manage multiple meetings efficiently and effectively enough.

    • Show your Records on Map:

    • Map your CRM records on the map and you can filter them on the basis of the region, drawing territory, proximity, etc. This will help you get a visual understanding of territories, regions etc. This helps in making a more informed and local approach. 

    • Location based target:
    • With sales planning comes the best feature i.e. location based target. Do proper research on the basis of location and give this data to your sales and marketing team. 
    • Heat map visualization:

    No one likes to see a boring plethora of data in their Excel sheet and scrolling to get to the right information. Looking at this pain of the sales team, now you can see the data in multiple options like pie charts, column charts, heat maps, and also further filter them according to your need. Heat maps are particularly effective to get a bird’s eye view of your records and activities. 

    • Route optimization:
    • Reaching at any place in time is always the goal. And when it comes to your sales reps this becomes even more important. With the help of the Dynamics mapping tool it is possible.
    • Live on field tracking:
    • It becomes difficult for the on field sales team to report their whereabouts to their managers. It is frustrating as well as time consuming to call and send updates. 
    • Secure sharing:
    • Data security is the main aim of any company. Using a security template you can share confidential information across your team members without the fear of data leaks and wrongly addressed emails.
    • Manage territories:
    • Each sales rep. is allocated territories but visual representation of this is almost impossible. We understand this pain point and decided to provide Dynamics 365 map integration with this feature. 

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