So we wanted to show the contract template in CRM that each of our clients are bound to. Since we didn’t do that much SharePoint (sorry!) we figured it would be a good idea to link these contract types directly to a document in SharePoint.
Virtual Entity to the rescue! CRM has this new awesome feature where you can create a new entity that is virtual (doh!)
To get this to work, you need to connect to an ODataService, and we figured we would use the default SharePoint Odatafeed to read a document library but unfortunately it is only in V3, and this new feature requires it to be V4. So what to do?! We created our own customer ODataFeed-wrapper around SharePoint to give us what we need.
What was really cool (and i’m not sure if this was possible in the earlier versions of Virtual Entities) is that it now respects the string datatype URL, so it’s possible to click the links directly to view the document. BTW this text is generated by the awesome Corporate Ipsum Generator.
It is now possible to use lookup to connect our clients House directly to these contracts:
Understanding your customer, so you can provide the best matching offers, and increase sales is always a top priority. Therefor we have deployed three-eyed raven technology® on our customer facing website isitwinter.today.
The third eye is watching, identifies the visitor(s) and suggest the best offers matching offer(s), targeted to the audience.
Technology wise we are leveraging cognitive service and client side scripting to provide an efficient targeted marketing solution.
And as a footnote, since typescript, react, vue, etc. now is mainstream, everything is implemented in Vanilla JS (God we miss the hipster badge)
As a house of Westeros it is important to know if your house is GDPR compliant, and if you have control over your data.
We have created a Microsoft Form survey for you to take, to be able to score your GDPR Readyness.
The completing of the form will trigger a Microsoft Flow :The Flow will send your info to a custom CRM Entity, which we then can use to calculate your GDPR Readyness, and start a sales process specially targeted to help you reach full GDPR Compliance!
GDPR states that users should be able to see what data we have stored about them, and to choose to delete or anonymize it. Unfortunatly, anonym is not an option in Westeros. You are either a person or a living dead.
Anyway, we have created a Powerapp listing all the contacts we have in our system:
The app is available for all customers and has a list with name and title. (OK, we know this should only be you!) If you want to see all the information about a contact click the contact for the detailed view:
The detailed view gives you the option to edit information:
Where you as a user could choose to be forgotten:
And since you are either dead or alive, you then actually became dead.. Shame..
The status “Forget me” Will trigger a CRM Workflow that will anonymize the user.