Dynamics 365 Business Central: CRM Part 10 - Contact Profiles

Dynamics 365 Business Central: CRM Part 10 - Contact Profiles

How’s it going? We are going to keep going on CRM. It’s the long haul. Today we’re going to talk about profiles, so contact profiles. If you actually log into the demo system in Business Central and go into the contacts, there is a little thing on the bottom there. There are no profile questions filled out there. It’s just blank for every single contact.

You’re probably wondering what is that? We’re going to go into explaining what that is and actually fill that out for a few contacts. I like to draw the table structure here, so I hope you bear with me. You have a contact, and that is connected to questions; question one, question two. Question one can be connected to answer one, answer two.

Let’s call it answer 1.1 and answer 1.2. Question 2 would be connected to answer 2.1, answer 2.2, and answer 2.3. For example, question one could be gender. The options there would be male, female, etc. Question two could be hobby. That could be connected to golf or triathlon or something like that.

When you’re actually setting up the contact, you can see that James is a male and he likes triathlons. Now you know that you’ve categorized him into questionnaire answers. These are freeform, so you can create them yourself. You can have profile questions about anything that makes sense for your company. Then you can be filtering that out and using it for other things, which we’ll show in subsequent videos. Let’s take a look.

We’re going to talk about profiles now. It’s a little bit of a sidestep, but it’s still within the realm of CRM. Let me go ahead and get into Contacts. Here in the contact list, I’m just going to go ahead and take a look at Raymond, for example, Publishers. Here we have information about Raymond.

On the bottom here you have Profile Questionnaire. There’s nothing here in the demo database from Microsoft. There’s nothing filled out for anyone, which is kind of weird. We’re going to go ahead and fill out this.

If I go into Contact Profiles right here, it brings up the questionnaire. This questionnaire here you can set up yourself. This is just a demo set up for a person. You can set up any question with any answers. It’s all user configurable.

I’m going to go ahead and confirm here that this is a male. I did select that. I spoke with him, and he does like football. He is married. He has a bachelor’s degree. I have filled out here what we set up as a profile.

If I close this out, now these profile questions get logged for Raymond. If I go out of here and go into Publishers, which is the company that Raymond works for, and go into that, I can also do a profile for them if I find it right here. It will come up with a company. Obviously, the profile questions for a person are not going to be the same as for a company.

Here they are between 100 and 499 employees. They are on the stock exchange. It says under company if they are a partner or competitor; they are neither. They are just a customer, so I will leave that closed. I closed it out, and then I know these facts about the company. You can use these for campaigns. We’re sort of going to get into that in the next video.