Domain mappings for MSCRM Integration Explained
As Data Management is a critical aspect of running a CRM system, we have created an architectural solution to automating mapping from our Website Visitor record to an Account record.
CRM Systems suffer poor data because of a lack of standardisations.
To overcome this, instead of prioritising Account/Company/Business name as the primary identifier of whether two or more accounts are duplicated, we use domain.
|Company Name||Contact||Email/Website Domain|
As you can see in the above example all the Accounts above are just one company. The email/website domain can be gathered from the contacts who have already been associated with that account or from the website.
Domains can only point to one company. However, multiple domains can all point to one company. In the example above Gatorleads.co.uk can also push GatorLeads information to CommuniGator Limited Account.
Domain Mapping is the process of auto associating your Website Visitors on the GatorLeads platform to an Account in your Microsoft Dynamics CRM.
How does it work?
When a Website Visitor visits your website a ‘Website Visitor record’ is created in MS Dynamics.
A check is performed against the CommuniGator Domain Entity in CRM. If the Domain exists in the domain library, the Website Visitor will automatically associate itself to the Account associated with that domain in CRM. If the Account does not exist in your CRM, you can manually create one and also add the domain in the CommuniGator Domain Entity to build the domain library.
Is there a Process/Workflow being run in Microsoft Dynamics to make this happen?
Yes, as part of the installed solution we include 2 pre-built processes which will kick in as soon as the CommuniGator Domain Entity is populated.
The processes are designed to link up the Website Visitor to an Account only if the domain exists in the domain library. The processes are called: • GatorLeads: Connect Account to Domain or Create New Domain • GatorLeads: Connect Account to Website Visitor.
What is the CommuniGator Domain Entity and where can I find it in MS Dynamics?
The CommuniGator Domain Entity is a custom entity that we install as part of the solution. This entity is designed to hold Domain Names with the Associated Account. By default, there is no data in this entity, and it is hidden.
This is because not all customers want this feature installed as they prefer to “eyeball” the visitors themselves. When this entity is enabled this is displayed in the Marketing & Sales sections under Extensions.
How do I get the CommuniGator Domain Entity populated to have data AND have WebsiteVisitors Auto Associate with Accounts? What does is entail?
A few tasks are needed to be carried out by our Professional Services Team.
1. Setting up this feature consists of exporting Account and Contact Data from your MS Dynamics CRM and re-imported. As such, you will be supplied with a Consent Form which you will need to sign and send back to us. This will confirm that you are happy for us to go ahead.
2. What we will do with the data (the processing activities): We will strip the domains from the Website Addresses and Email Addresses. To do this we will need to export All Accounts and Contacts in your MS Dynamics CRM. Once the domains have been stripped, we will import the Domain Names and Accounts to the CommuniGator Domain Entity in CRM. We are not deleting or editing any of your data. Only taking what’s already in your CRM and stripping them down to domains only and putting it back in to your CRM.