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Microsoft Dynamics CRM 4.0 Accelerators : Event Management Accelerator (part 3) - Publish the CRM Workflow & Testing the Portal

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2/13/2012 6:26:41 PM

Publish the CRM Workflow

1.	Open CRM and navigate to Settings, Workflows. There are four new workflows listed that begin with MSA and should be in a Draft status.
2.	Open the MSA-Event Management. Attendee Post-Event Process workflow and edit the Campaign Response: Attended Event equals [Yes] step (see Figure 11). Figure 11. Edit workflow.
3.	Click Set Properties and edit the From field so that the email is sent from a valid CRM user (for example, CRM Web User). The click Publish to save your changes and publish the workflow. Note The accelerator ships with a Microsoft Dynamics CRM web user assigned. You need to remove this user and add an appropriate user, such as the crmwebuser we created.
4.	Open the MSA-Event Management: Event Management Process workflow and scroll down to Stage 2: Invitations and Registration Management, and then change the Create: Marketing List drop-down list item to Task. Then click Set Properties. The Create Task for This Workflow screen then displays. Type the following within the Subject field: Create segmented marketing list for prospective attendees. While you’re in the screen, scroll around to note all portions of this comprehensive workflow. Then click Publish to save your changes and publish the workflow.
5.	Open the MSA-Event Management: Event Registration and Acknowledgement workflow (see Figure 12). You’ll be editing each of the four Set Properties buttons to assign the proper CRM user within the From fields. Figure 12. Edit Event Registration Acknowledgement workflow.
6.	Scroll down to the Set Properties button of the Campaign Response: Response Code Equals [Registered] step. Click Set Properties and assign an appropriate CRM user within the From field (for example, CRM Web User), making sure to remove Microsoft Dynamics CRM Web User user.
7.	Scroll down and edit the From fields within each of the remaining Set Properties buttons. After you’ve made the four edits, click Publish to save your changes and then publish the workflow.
8.	Publish the MSA-Event Management: Update Event Address workflow.

Testing the Portal

1.	Within CRM, navigate to Marketing, Campaigns and click New to create a new campaign.
2.	Configure the following fields: Name: Test Seminar Status Reason: Launched Campaign Type: Event (Note that when you select Event, the Event Details tab is enabled, as shown in Figure 13.) Figure 13. Create a new campaign.
3.	Once the Event Details tab is enabled, you can configure your event (see Figure 14). Figure 14. Create a new campaign.
4.	Save and close the campaign.
5.	You’re now ready to test the portal. Open your browser and navigate to the portal (for example, http://moss:4444/). Once open, click Events within the top navigation bar. This will display your events, as shown in Figure 15. Figure 15. Events calendar within the sample portal.
6.	Click Register Now to register to the event. Note the required fields, and then register for the event (see Figure 16). Figure 16. Register for an event.
7.	Once registered, you should receive a successful confirmation screen.
8.	Within CRM, we can review the Campaign to see the new attendee details (see Figure 17). Figure 17. Event details with new attendee
9.	Within the campaign or event, the campaign responses will also display event attendees and their details (see Figure 18). Figure 18. Campaign response with new attendee.

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- Microsoft Dynamics CRM 4.0 Accelerators : Event Management Accelerator (part 3) - Publish the CRM Workflow & Testing the Portal

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