With OneMob and MS Dynamics, you have the capability to send an email or link from OneMob and have the activities created from that email or link be tracked back into MS Dynamics. This can be very useful when trying to gauge the development of a sale by being able to view if the content being sent to your contact or opportunity is getting traction.
Note: Be aware that if you would like activities to be tracked back to a specific contact in MS Dynamics, the contact needs to also be a part of your contacts in OneMob. Click here for how to add a contact to OneMob. If you would like to add multiple contacts at once click here and follow the steps under "Add Multiple Contacts at Once Using Multiple Contacts Button".
- Activity Tracking for Emails
- Activity Tracking for Links
- "You're unable to fetch opportunities at the moment"
- View OneMob Activities in MS Dynamics
Activity Tracking for Emails
- Create an email in OneMob
- In the Recipients field, input the contact(s) for which the email will be sent to
- Note: Look at the scenario table below for where the activities will be tracked back to depending on what is inputted in the Recipients and Opportunity Name/ID fields.
- In the Opportunity Name/ID field, type the name of the opportunity from MS Dynamics. A drop down should appear with the name of your opportunity. Click the name and it will fill the Opportunity Name/ID field with that specific opportunity.
- If you do not want to include an opportunity simply leave the field blank!
- Note: If you do include an opportunity, the opportunity will always have precedence when tracking activities. This means all activities, from all contacts, will be tracked back to that opportunity.
- Edit the email to your specifications
- Once the email is complete, click Send Email
- Activities will be tracked to the specific contact(s) or opportunity in MS Dynamics. To view those activities in MS Dynamics click here for how to do so.
| Email Tracking in MS Dynamics | ||
| Recipient Field | Opportunity Name/ID Field | Where are the activities from the email tracked back to in MS Dynamics? |
| One recipient | None | Tracked back to the contact in MS Dynamics |
| Multiple recipients | None | Tracked back to each individual contact in MS Dynamics |
| One recipient | Opportunity included | Tracked back to the opportunity in MS Dynamics |
| Multiple recipients | Opportunity included | All activities from all recipients will be tracked back to the opportunity in MS Dynamics |
Note: The recipient inputted in the Recipient Field must be a contact within OneMob as well as a contact within MS Dynamics for the activities to be tracked to that contact. Click here for how to add a contact in OneMob.
Activity Tracking for Links
- Create a Link in OneMob
- If you know the link will be seen by many people, check the Require Email to View box. This will require all who click on the link to input their email before viewing the content in the link.
- If the email inputted is a contact in OneMob and MS Dynamics, the activity for that email input will be tracked back to the specific contact in MS Dynamics (contingent on the scenarios below).
- Note: Look at the scenario table below for where the activities will be tracked back to depending on what is inputted in the Require Email to View, "Track to a contact", Opportunity Name/ID fields.
- Under settings, if you would like to track activities to a specific contact, toggle Track to a contact to ON and input the contact name
- If you do not wish to track activities to a specific contact, skip this step.
- You cannot input more than one contact in the "Track to a contact" field.
- In the Opportunity Name/ID bar, type the name of the opportunity from MS Dynamics. A drop down should appear with the name of your opportunity. Click the name and it will fill the Opportunity Name/ID bar with that specific opportunity.
- If you do not want to include an opportunity simply leave the field blank!
- Note: If you do include an opportunity, the opportunity will always have precedence when tracking activities. This means all activities, from all contacts, will be tracked back to that opportunity.
- Edit the link to your specifications
- Once the link is complete click, click Create Link
- Activities will be tracked to the specific contact(s) or opportunities in MS Dynamics. To view those activities in MS Dynamics click here for how to do so.
| Link Tracking in MS Dynamics | |||
| "Track to a contact" toggled... | Opportunity Name/ID Field | "Require Email to View" is... | Where are the activities from the link tracked back to in MS Dynamics? |
| OFF | None | Checked | All individual activity tracked back to each individual contact in MS Dynamics (if the email inputted is within OneMob and MS Dynamics) |
| OFF | None | Not checked | No activity tracked back to MS Dynamics (only tracked in OneMob) |
| OFF | Opportunity included | Checked | All activity tracked back to the opportunity in MS Dynamics |
| ON | None | Checked | All activity tracked back to the contact inputted in the “Track to a contact” field |
| ON | None | Not checked | All activity tracked back to the contact inputted in the “Track to a contact” field |
| ON | Opportunity included | Checked | All activity tracked back to the opportunity in MS Dynamics |
Note: The contact inputted in the "Track to a contact" toggle must be a contact within OneMob as well as a contact within MS Dynamics for the activities to be tracked to that contact. You cannot input more than one contact in the "Track to a contact" field.
What is the "You're unable to fetch opportunities at the moment" message mean? How can I fix it?
If you are receiving the following message within OneMob this may be an issue with the MS Dynamics CRM integration with OneMob. Please contact your OneMob Admin and have them get a hold of their OneMob representative.
View OneMob Activities in MS Dynamics
It is easy to view your activities from OneMob within your MS Dynamics contacts and opportunities. With the activities that are accumulated within your MS Dynamics, you can create specific activity reports or use any other features within MS Dynamics to leverage the information being gathered!
Click here to learn how to view activities created from your OneMob emails or links in MS Dynamics.
Still getting the error message when trying to input an opportunity or just have some other questions about Dynamics? Click here to get a hold of the OneMob support team.