Transcript:
0:02 in today's scenario we're going to show
0:04 you how you can automatically generate
0:08 documents based on certain events
0:10 occurring within Dynamic CRM the
0:12 solution is two core components one is
0:16 the North52 schedul component which
0:18 will go ahead and detect that an event
0:21 has happened and the second part is the
0:24 experio document generator which will
0:26 actually generate the the
0:28 documents so just to um show you the um
0:33 the the end result first what we've done
0:35 is we have um just a normal Jim Glenn
0:37 contact with in Dynamic CRM and we've
0:40 created an entity called bank accounts
0:42 um so we're simulating a um a bank where
0:46 when a um a customer's bank account gets
0:49 overdrawn so they have a negative
0:50 balance that we want to generate a
0:52 letter and send that letter out to them
0:55 um and to do that automatically so if I
0:57 just um open up a bank account just to
0:59 show you the end
1:00 result so it's a very uh basic bank
1:03 account but you can see the balance isus
1:06 145 and 76 and you can see here we've
1:09 already generated the overdraft letter
1:11 so this is the activity so if I just
1:14 open up the activity you just see it's a
1:16 standard one from Dynamic CRM but if the
1:19 interesting part is if I open up the the
1:21 PDF document which was automatically
1:22 generated you can see here's our
1:24 fictional Bank selio bank and you can
1:27 see here we've got different fields so
1:30 we have a we have we have a template
1:31 from Xperio and then we also had the
1:33 fields mail merged um into the into the
1:36 template so you've got the date the
1:38 address of the contact UM the balance uh
1:41 minus 145 and
1:43 76p um you've got um signatures and then
1:46 you've also got um I'm logged on as Jeff
1:49 Buxton and he's the owner of the Jim
1:51 Glenn account so you've got the the
1:54 information from him on the uh letter as
1:56 well so that's the the end document that
1:58 automatically gets generated
2:00 so just to show you how that's set up so
2:03 the first part is how do we detect that
2:05 the um that a bank account is overdrawn
2:08 so what we've done is we've set up a
2:10 North52 schedule um record and it's
2:14 just called find overdraft bank accounts
2:16 and generate letter so we've set it to
2:19 um run on a daily basis we could set
2:22 this weekly monthly or we could even put
2:24 it every x amount of hours but just for
2:26 now we're going to leave it at Daily
2:28 we've set the start time so for 2 a.m.
2:31 so that means at 2 am. every single
2:33 night this um scheduled job is going to
2:36 run when the job runs it's going to
2:38 execute this piece of fetch XML so you
2:41 can see here it's retrieving back all
2:42 the bank accounts where the balance is
2:45 less than zero so therefore you know
2:47 it's going to detect that uh minus
2:50 145 and
2:52 76 so it um it brings back all those
2:57 records that are overdrawn maybe 10
2:58 records and then and then it's going to
3:00 execute this workflow uh generate
3:02 overdraft letter so it'll execute that
3:04 once for every record it
3:06 finds and just to show you that workflow
3:09 you can see here it's we've just kept it
3:11 really simple um at the moment it just
3:13 has two um experior uh custom workflow
3:16 activities one to generate the documents
3:19 just to show you it's very very
3:20 configurable so you can pick out the
3:21 template you want you can pick out PDF
3:24 or word or Excel or whatever you need to
3:26 save the format as that generates the
3:29 document and then you also have you can
3:30 generate the activity so it'll create
3:32 the dynamic CRM activity and again you
3:34 can see it's very very
3:36 configurable um so they're the so
3:38 they're the uh uh two components in
3:40 Dynamic CRM and then we also have our
3:43 experio has the ability to build up the
3:46 template and data sets so just um a
3:49 quick overview is you have the bank
3:51 account entity which is our core one and
3:53 they've got all the entities related so
3:55 you can drag in any the any information
3:58 from any one of these entities in to the
4:00 mail merge and show on the documents and
4:02 then you've got all the different fields
4:03 as well like the iband number sort code
4:06 the balance Etc so you can bring those
4:08 into um documents as you need them and
4:13 and with Experia you just um generate
4:15 the or you edit the template within um
4:17 Microsoft Word so it's very easy so
4:19 hopefully there you can see how easy it
4:21 is to use North52 and um experior uh
4:25 document generator to automatically
4:27 create overdraft letters on bank
4:29 accounts
4:30 El