by Our internal system is built from two systems, Business Central and Ennogie Internal System (EIS), which are connected with a synchronisation service. Business Central, which is the core financial system. EIS, consisting of several modules, is built on the same platform as Business Central depending on its purpose. The Microsoft Power platform is an easy-to-use, yet very robust system to create internal, databased systems. Please refer to our guide for an introduction to how to use the platform in general.
Overview
In the power platform, we use different data tables (referred to as tables), which store data very much like a table in excel. In the following overview, the tables which are used in EIS are described. After the descriptions, a visual overview of the tables and their relations are shown.
Table Descriptions
| Table Name | Description |
|---|---|
| Prospect | Prospect is the first stage of the sales process. All basic contact details are created either manually or automatically from the website. Estimate(s) (using TBL) is created and sent to the prospect. |
| Opportunity | If the prospect is interested, it is converted into a sales opportunity. The following happens in the background: 1. Prospect is changed to a regular contact (B2C & B2B), 2. An account is created (B2B only), 3. A Opportunity is created (B2C & B2B) 4. A Customer Project is created (B2C & B2B) All of these new records that are created during the conversion are automatically related to each other. |
| Account | Record for a business/company. |
| Contact | Record for a single person. If it is a B2C customer, there is only a single contact for that project. If it is a B2B customer, the account will be set as the customer, having contacts related to the account. |
| Estimate | During the prospecting phase, project estimates are created using TBL and are directly related to Prospects. |
| Quote | During the opportunity phase, multiple quotes are created, directly related to the opportunity. When an opportunity is won, the chosen quote’s relation is switched over to the customer project. |
Table Relations (B2C)
Table Relations (B2B)
Tables
Prospects
Views
Forms
B2C Prospect
TAB: Summary
SECTION: Contact Information
| Field Name | Data type | Description |
|---|---|---|
| 👤 First Name | text | First name of a person |
| 👤 Last Name | text | Last name of a person |
| text (Email format) | Email address to that person | |
| 📱 Mobile Phone | text (Phone number format) | Mobile number to that person (with or without land-code) |
SECTION: Contact Address
| Field Name | Data type | Description |
|---|---|---|
| Street | ||
| Postal Code | ||
| City | ||
| Country |
SECTION: Project Address
- Same as contact address?
- Street Name
- City
- Postal Code
- Country
SECTION: Project Details
- 🏠 Project Type
- 📏 Roof Size (m²)
- ⚡ Energy consumption
SECTION: Quick Steps
SECTION: Timeline
Opportunities
Customer Projects
Contacts
Accounts
Quotes
Estimates
Cable Plans
Cases
Outlook Add-on
It is possible to track project-related emails directly from Outlook via an add-on. If a mail is sent/received regarding a project, customer or similar, this can be tracked to the corresponding record in EIS. See the guide to activate the Microsoft Dynamics 365 add-on in Outlook.
How to track a mail
- Start the desktop version of Outlook
- Select a mail
- In the “Regarding” field, search for a related project, customer or contact.
How to see emails on records in EIS
- Open up EIS
- Edit a record
- Look for the “Timeline“
Admin guide for enabling users for Outlook add-on: https://rapidstarthub.com/outlook-app/
Update Log
2023
Week 17
Fixes
- Business process flow does not exist on 23-0081, why? (opportunity) – problem was that there were some security issues that needed to be updated to the record.
- When adding new contacts to an account, make sure they are related correctly (Account)
New Features
- Add CRM Test environment for Students
- Add a field for defining what contact is the “end customer”. E.g when we use pro-partner as a customer (Both Prospect and Opportunity)
- Being able to see a bigger picture (e.g a screenshot from a map where the roof is marked) (Quote)
Updates
- Update deactivation options and add more that is relevant for Ennogie (too expensive, building type not eligible etc.)
Week 16
Fixes
- Fix account/contact relations on quotes
New Features
- Weekly Automatic Prospect Statistics to Mette
- Add a button in Quote to open TBL Online for calculation
- Switch Quote Form based on Manual / TBL creation choice
- Possibility to add multiple contacts (prospect)
Updates
- Create a webhook response from CRM to TBL Online
Week 15
Fixes
- Prospects
- The correct view is now shown for prospect forms (either b2c or b2b)
- Opportunity
- Opportunity Business process – Step 1.0 removed “winning quote”
- Opportunity Business process – Step 1.2 renamed to “winning quote”
- Opportunity Business process – Step 1.3 renamed to “Order Confirmation / Packing List”
New Features
- Prospects
- When creating new prospects, b2c or b2b are chosen as a default, depending on the user
- When creating a new prospect, the possibility to enter the Account address has been added
- Quote
- Add a last step for sale to enter quote details, and add stars in the “ready” step for sales to add in order to go to the last step (completed)
- Being able to see Account/contact details from Opportunity
- Other
- Being able to track emails into opportunities from Outlook