1. Serve Your Customers Better with Microsoft Dynamics CRM Client: University of Wisconsin-Stout Date: May 9 th 2013

2. Project Definition The Problem –Large amounts of low quality and inaccurate data being manually entered into the CRM system. Addressing the Problem –Accuracy of future data that’s submitted. –Accurate and current course descriptions. –Increase usability of the systems. Opportunities Provided –Accurate student data –Faster availability of the data –Accessing the data anywhere Additional Cost and Risk Associated with Proposal –Additional programming needed –Additional storage –Additional faculty time and usage of the CRM system.

3. Analyze the Problem Solve the Problem –Provide high quality data in a timely manner –Improve the accuracy of the data being entered into the CRM –Automate the data entry process What are the Goals –Improve the CRM to give faculty and staff tools to better communicate with students and potential students. Current I/S –Current I/S doesn’t meet department goals. –Does not give faculty staff proper means to communicate with students and potential students. Proposed I/S –Accurate and detailed data –Data supplied in a timely manner

4. Analyze the Problem

5. Implementation Review Team Stark’s Creative Solutions Project UW Stout ICT 5/9/2013

6. What was going to be delivered Email Account from UW Stout Pull emails from newstudent@uwstout.edu mailboxnewstudent@uwstout.edu Create a queue for automated email processing Automate job within CRM

7. What was Implemented and What was not. New Account for incoming email for future use Password for account Shared with Evan Message Queue Developed an automated processed all email activities (Addressed to newstudent@uwstout.ed u) that came to the queue would create an open lead This would have worked if ICT CRM had a Mail Router Configuration All tests up to this point worked Email AccountMessage QueueMail Router Configuration

8. Demo

9. Create the Queue

10. Run the Work Flow

11. Set the Logic for the Convertor

12.  Incoming Email to ICT CRM Prospective Student Leads Conversion

13.  Lead Auto Generated as Open Leads

14. Always review software licensing to ensure full understanding of what is owned Lessons Learned During the SDLC Process Keep all options open during process to adapt and overcome obstacles Look at what other groups were doing earlier We missed a section due to mis-communications Communications

15. © 2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.