To start using the SC Deals bot, just complete first the installation & user registration. Send any message to the bot and it will prompt you a navigation card.
You can create the following record types to Dynamics 365 by using the default navigation card or by typing in (or dictating on phone) the corresponding keyword:
In the screenshots below, we describe the basic functionality of record creation and also show how the data is mapped to Dynamics 365.
Please note: this is the basic setup and if you need any customizations to these cards or include any custom tables, please let us know and we are happy to help you! In most cases, we’ll do the field changes, field requirements, duplicate detection rules etc. for free to ensure that our solution matches your business processes.
Creates an account record
Creates an appointment and sets it regarding an account
Please note, in most cases Appointments are set regarding Accounts. If you would like to change this behavior e.g. to Opportunities, just drop us a message and we’ll change it for you.
Creates a phone call activity and sets it regarding to a contact
Creates a contact record and sets it regarding to an account.
Creates a lead record with a possibility to attach it to an existing contact or new create a new contact. In addition, you can delegate the lead straightaway to the correct sales person.
Please note: Lead processes vary a lot between companies. Please let us know how you would like to your lead process function and we’ll fix it for you.
Creates an opportunity and attaches it to a contact. Contact record should already exist in D365. Opportunity’s Account info will be automatically updated based on Contact’s Parent Account.
Creates a Task activity. You can set it regarding either Account/Contact/Lead/Opportunity.
You can trigger multiple cards at once and work simultaneously on them
Cards do not expire, so you don’t need to worry if something suddenly breaks your flow
With SC Deals, you can fill in the basic details of records that you need most often. If you need to fill in more details ask us to include those fields in your setup or you can do that also simply by opening the record in CRM