​​Dynamics Association Blueprint (DAB)

Test Drive Scenarios and Steps:

Note: You can also watch this video which walks you through the steps – pause the video or rewind at any time to follow along:

<URL Link to Video>

• Go to the web portal, and make a donation. The email you enter will automatically receive a donation receipt, and your information will automatically save to the CRM system. (5 min.)

Link to portal: https://DABTestDrivePortal.microsoftcrmportals.com

You can make the donation as an anonymous donor, but if you enter an email address then a receipt will be automatically sent to this email address and the information you enter will save to CRM.

• Now, click on this link and log in: https://DABTestDrive.crm3.dynamics.com

• Username (you can copy and paste): testdriveuser@CRMDdemo109.onmicrosoft.com

• Password (you can copy and paste): dab@word1

• You should now see the home screen that looks like this:

<include screen shot>

• Click on “DAB”, then “Contact”

<include screen shot>

• Search for the email that you entered in the portal. <screen shot>

• Double-click on any field to open the record <screen shot>

• Scroll down to “payments”, and double click the receipt record. <screen shot>

• You can see the payment details, and even view the receipt and resend if you wish <screen shot>

• Now, go to “Marketing”, and click on “Campaigns” <screen shot>

• Select Campaign “First Email for Spring Drive” <screen shot>

• Review the list of recipients – you should see your contact in the list. <screen shot>

 Press “Send Campaign”. You will receive the spring campaign email within 10 to 30 minutes. <screen shot of sending, then screen shot of the email the person receives>