How to install the App
IMPORTANT: Our App will only work on Microsoft Dynamics 365 9.1 and above.
1. Click Advanced settings
2. Click customisation
3. Click solutions
4. Click import and import the zip file (we will give you this file)
Accessing the App
Click on any Account or Lead record and click on the “Red Flag Alert” button.
Ability to allocate credits to each of your CRM users and enable or disable access to credit check, find contacts and find leads.
Only the admin user can allocate credits.
Button: Update User
Allocate credits, and enable or disable access to credit check, find contacts and find leads.
Allocation of credits to users
Credit Allocation Type: ANNUALLY
The credits will be refreshed annually.
Credit Allocation Type: MONTHLY
The credits will be refreshed on the 1st of each month.
You can map any Red Flag Alert custom field to any compatible field within your CRM.
Button: Change Field Mapping
Change the field mapping field.
All credits are renewed annually.
Credit Check/Insights: Each credit check is one credit.
Find Leads: Each lead created is one credit.
Credit Check refresh: No credits.
Find Contacts: No credits.
Find Leads or Contacts: No credits.
Update an Account or Lead RFA custom fields.
You can search by company name or company number.
Button: Refresh Data
Updates all RFA data for this Account or Lead.
Creates the new contacts for the Account Record or lead records.
Search for contacts using the domain name.
Account - The user can create new contacts/persons and will be associated to the Account.
Lead - The user can create new lead records, with all the company, email and LinkedIn data of the contact.
Creates the new contacts or lead records.
Create new lead records for the companies, with the option to create leads for the contacts.
Field: Create Contacts
If this option is ON, new persons (lead) records will be created.
Find Leads – Search criteria screen.
Finds all companies that match your search criteria.
Clears all search criteria fields.
Find Leads – Search criteria results screen.
Displays all the find lead campaigns you have created.
Button: Generate selected leads
Generates the lead selected in the search results table.
Button: Generate ALL leads
Generates all the lead records found with your search criteria.
Cancels the search campaign.
Find Leads – Scheduler list screen.
Button: Refresh schedule list
Refreshes all schedule records.
Button: Force run
If a schedule has failed or timed out, you can restart it, the schedule will not create duplicate lead records.
Button: Delete schedule
You can delete a finished or failed schedule.
Red Flag Alert Custom Fields
Account Module: Mapping Fields: (34 fields)
Account Module: Non-Mapping Fields: (34 fields)
Lead Module: Mapping Fields: (34 fields)
Lead Module: Non-Mapping Fields: (5 fields)
Lead Module: Non-Mapping Fields: (12 fields)
Contacts Module: Non-Mapping Fields: (4 fields)
If you have any further questions, please reach out to our Support Team via Contact Us.