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使用 Azure 表存储管理商业市场潜在顾客Use Azure Table storage to manage commercial marketplace leads

如果合作伙伴中心未明确支持你的客户关系管理 (CRM) 系统接收 Microsoft AppSource 和 Azure 市场潜在顾客,则可使用 Azure 表存储来处理这些潜在顾客。If your customer relationship management (CRM) system isn't explicitly supported in Partner Center to receive Microsoft AppSource and Azure Marketplace leads, you can use Azure Table storage to handle these leads. 然后,可以选择导出数据并将其导入 CRM 系统。You can then choose to export the data and import it into your CRM system. 本文介绍如何在该帐户下创建 Azure 存储帐户和表。This article explains how to create an Azure storage account and a table under that account. 此外,还可以使用 Power Automate 在产品/服务收到潜在客户时发送电子邮件通知,从而创建新的流。In addition, you can create a new flow by using Power Automate to send an email notification when your offer receives a lead.

配置 Azure 存储帐户Configure an Azure storage account

  1. 如果没有 Azure 帐户,可以创建免费试用帐户If you don't have an Azure account, you can create a free trial account.

  2. 激活 Azure 帐户后,登录 Azure 门户After your Azure account is active, sign in to the Azure portal.

  3. 在 Azure 门户中,按照以下过程创建存储帐户:In the Azure portal, create a storage account by using the following procedure:

    1. 选择左侧菜单中的“+ 创建资源”。Select + Create a resource in the left menu bar. “新建”窗格随即在右侧显示。The New pane appears to the right.

    2. 在“新建”窗格中选择“存储” 。Select Storage in the New pane. “特别推荐”列表随即在右侧显示。A Featured list appears to the right.

    3. 选择“存储帐户”开始创建帐户。Select Storage account to begin account creation. 按照创建存储帐户中的说明操作。Follow the instructions in Create a storage account.

      创建 Azure 存储帐户的步骤。

      有关存储帐户的详细信息,请参阅快速入门教程For more information about storage accounts, see Quickstart tutorial. 有关存储定价的详细信息,请参阅存储定价For more information about storage pricing, see Storage pricing.

  4. 等待存储帐户预配完成。Wait until your storage account is provisioned. 此过程通常需要几分钟时间。This process typically takes a few minutes.

在存储帐户中创建表Create a table in your storage account

  1. 在 Azure 门户的 " 主页 " 页上,选择 " 查看所有资源 " 以访问存储帐户。From the Home page of the Azure portal, select See all your resources to access your storage account. 也可以从 Azure 门户的左侧菜单栏中选择“所有资源”。You can also select All resources from the left menu bar of the Azure portal.

    访问你的 Azure 存储帐户。

  2. 从“存储帐户”窗格中,选择“访问密钥”,然后复制该密钥的“连接字符串”值 。From your storage account pane, select Access keys and copy the Connection string value for the key. 保存此值,因为它是需要在发布门户中提供的“存储帐户连接字符串”值,需要提供该值才可接收 Azure 市场产品/服务的潜在顾客。Save this value because it's the Storage Account Connection String value that you'll need to provide in the publishing portal to receive leads for your Azure Marketplace offer.

    下面是连接字符串的示例。Here's an example of a connection string.

    DefaultEndpointsProtocol=https;AccountName=myAccountName;AccountKey=myAccountKey;EndpointSuffix=core.screens.net
    

    Azure 存储密钥。

  3. 从“存储帐户”窗格中,选择“表”,然后选择“+ 表”以创建表 。From your storage account pane, select Tables, and select + Table to create a table. 输入表的名称,然后选择“确定”。Enter a name for your table, and select OK. 请保存此值,因为如果要将流配置为在收到潜在顾客时接收电子邮件通知,则需要此值。Save this value because you'll need it if you want to configure a flow to receive email notifications when leads are received.

    Azure 表

    可以使用 Azure 存储资源管理器或任何其他工具来查看存储表中的数据。You can use Azure Storage Explorer or any other tool to see the data in your storage table. 还可以导出 Azure 表中的数据。You can also export the data in the Azure table.

(可选)使用 Power Automate 获取潜在顾客通知(Optional) Use Power Automate to get lead notifications

每次将潜在顾客添加到 Azure 存储表时,都可使用 Power Automate 自动获取通知。You can use Power Automate to automate notifications every time a lead is added to your Azure Storage table. 如果没有帐户,可以注册免费帐户If you don't have an account, you can sign up for a free account.

潜在顾客通知示例Lead notification example

该示例创建了一个流,在将新的潜在顾客添加到 Azure 存储表时自动发送电子邮件通知。The example creates a flow that automatically sends an email notification when a new lead is added to Azure Table storage. 此示例设置了重复周期,以在更新表存储时每小时发送一次潜在顾客信息。This example sets up a recurrence to send lead information every hour if the table storage is updated.

  1. 登录 Power Automate 帐户。Sign in to your Power Automate account.

  2. 在左侧栏中,选择“我的流”。On the left bar, select My flows.

  3. 在顶部栏中选择“+ 新建”。On the top bar, select + New.

  4. 在下拉列表中,选择“+ 计划 - 从空白开始”。In the drop-down list, select + Scheduled--from blank.

    我的流 + 计划 - 从空白开始

  5. 在“生成计划流”窗口中,对于“重复频率”,选择“1”作为间隔,选择“小时”作为频率 。In the Build a scheduled flow window, for Repeat every, select 1 for the interval and Hour for the frequency. 另外,如果需要,请为流命名。Also, give the flow a name if you want. 选择“创建”。Select Create.

    备注

    虽然此示例使用 1 小时的间隔,但你可以选择最适合业务需求的间隔和频率。Although this example uses a one-hour interval, you can select the interval and frequency that's best for your business needs.

    生成计划流

  6. 选择“+新建步骤”。Select + New step.

  7. 在“选择操作”窗口中,搜索“获取过去的时间” 。In the Choose an action window, search for get past time. 然后在“操作”下,选择“获取过去的时间” 。Then under Actions, select Get past time.

    选择操作

  8. 在“获取过去的时间”窗口中,将“间隔”设置为“1” 。In the Get past time window, set Interval to 1. 从“时间单位”下拉列表中,选择“小时” 。From the Time unit drop-down list, select Hour.

    重要

    确保在步骤 8 中发送的间隔和时间单位与在步骤 5 中配置的重复间隔和频率匹配。Make sure that the interval and time unit you sent in Step 8 match the interval and frequency that you configured for recurrence in Step 5.

    设置过去的时间间隔

    提示

    可以随时检查流以验证是否正确配置了每个步骤。You can check your flow at any time to verify each step is configured correctly. 要检查流,请从“流”菜单栏中选择“流检查器” 。To check your flow, select Flow checker from the Flow menu bar.

    下一组步骤中,将连接到表,并设置处理逻辑以处理新的潜在顾客。In the next set of steps, you'll connect to your table and set up the processing logic to handle new leads.

  9. 选择“+新建步骤”。Select + New step. 然后在“选择操作”窗口中搜索“获取实体” 。Then search for Get entities In the Choose an action window.

  10. 在“操作”下,选择“获取实体(Azure 表存储)” 。Under Actions, select Get entities (Azure Table Storage).

  11. 在“Azure 表存储”窗口中,提供以下框的信息并选择“创建” :In the Azure Table Storage window, provide information for the following boxes and select Create:

    • 连接名称:为要在此流和表之间建立的连接提供有意义的名称。Connection Name: Provide a meaningful name for the connection you're establishing between this flow and the table.

    • 存储帐户名称:提供表的存储帐户名称。Storage Account Name: Provide the name of the storage account for your table. 可以在存储帐户的“访问密钥”页上找到此名称。You can find this name on the storage account's Access keys page.

    • 共享存储密钥:为表的存储帐户提供密钥值。Shared Storage Key: Provide the key value for your store account for your table. 可以在存储帐户的“访问密钥”页上找到此值。You can find this value on the storage account's Access keys page.

      Azure 表存储窗口

    选择“创建”后,“获取实体”窗口随即显示 。After you select Create, the Get entities window appears. 在此处,选择“显示高级选项”,并提供以下框的信息:Here, select Show advanced options, and provide information for the following boxes:

    • Table:选择表的名称(从 创建表中)。Table: Select the name of your table (from Create a table). 下图显示了在 marketplaceleads 此示例中选择了 "表" 时的提示。The following image shows the prompt when marketplaceleads table is selected for this example.

      获取实体窗口

    • 筛选查询:选择此框,并将以下函数粘贴到框中:Timestamp gt datetime'@{body('Get_past_time')}'Filter Query: Select this box, and paste this function into the box: Timestamp gt datetime'@{body('Get_past_time')}'

      获取实体,筛选查询框

  12. 现在,你已经完成了 Azure 表的连接设置,请选择“新建步骤”以添加条件,通过扫描 Azure 表获取新潜在顾客。Now that you've completed setting up the connection to the Azure table, select New step to add a condition to scan the Azure table for new leads.

  13. 在“选择操作”窗口中,选择“操作” 。In the Choose an action window, select Actions. 然后选择“条件控制”。Then select Condition Control.

    选择操作窗口

  14. 在“条件”窗口中,选择“选择值” 。In the Condition window, select Choose a value. 然后在弹出窗口中选择“表达式”。Then select Expression in the pop-up window.

  15. length(body('Get_entities')?['value']) 粘贴到 fx 框中。Paste length(body('Get_entities')?['value']) into the fx box. 选择“确定”以添加此功能。Select OK to add this function.

  16. 要完成条件设置:To finish setting up the condition:

    1. 从下拉列表中选择“大于”。Select is greater than from the drop-down list.

    2. 输入“0”作为值。Enter 0 as the value.

      条件窗口

    在接下来的几个步骤中,将根据条件的结果设置要采取的操作:In the next few steps, you set up the action to take based on the result of the condition:

    • 如果条件解析为“如果否”,则不执行任何操作。If the condition resolves to If no, don't do anything.
    • 如果为 "是",则会触发连接工作或学校帐户以发送电子邮件的操作。If the condition resolves to If yes, trigger an action that connects your work or school account to send an email.
  17. 选择“如果是”下的“添加操作” 。Select Add an action under If yes.

    条件窗口,如果是,添加操作

  18. 选择“发送电子邮件(Office 365 Outlook)”。Select Send an email (Office 365 Outlook).

    条件窗口,如果是,发送电子邮件

    备注

    要使用其他电子邮件提供程序,请搜索并改为选择“发送电子邮件通知(邮件)”作为操作。To use a different email provider, search for and select Send an email notification (Mail) as the action instead. 这些说明显示了如何使用 Office 365 Outlook 进行配置,但对于不同的电子邮件提供程序,说明是类似的。The instructions show you how to configure by using Office 365 Outlook, but the instructions are similar for a different email provider.

  19. 在 Office 365 Outlook 窗口中,提供以下框的信息:In the Office 365 Outlook window, provide information for the following boxes:

    1. 收件人:输入将收到此通知的所有人的电子邮件地址。To: Enter an email address for everyone who will get this notification.
    2. 使用者:提供电子邮件的主题。Subject: Provide a subject for the email. 例如,新潜在顾客!An example is New leads!
    3. 正文:添加要包含在每封电子邮件中的文本(可选),然后粘贴到 body('Get_entities')?['value'] 中。Body: Add the text that you want to include in each email (optional), and then paste in body('Get_entities')?['value'].

    备注

    可将其他静态或动态数据点插入此电子邮件的正文中。You can insert additional static or dynamic data points to the body of this email.

    条件窗口,如果是,Office 365 Outlook 窗口

  20. 选择“保存”以保存流。Select Save to save the flow. Power Automate 可自动测试流是否存在错误。Power Automate automatically tests the flow for errors. 如果没有任何错误,流将在保存后开始运行。If there aren't any errors, your flow starts running after it's saved.

下图显示了最终流的外观示例。The following image shows an example of how the final flow should look.

最终流的示例

管理流Manage your flow

在流运行后管理流十分容易。Managing your flow after it's running is easy. 可完全控制流。You have complete control over your flow. 例如,可以停止它、编辑它、查看运行历史记录,然后获取分析。For example, you can stop it, edit it, see a run history, and get analytics. 下图显示了可用于管理流的选项。The following image shows the options that are available to manage a flow.

管理流

流将一直保持运行状态,直到你使用“关闭流量”选项来停止流。The flow keeps running until you stop it by using the Turn flow off option.

若未收到任何潜在顾客电子邮件通知,则表示新的潜在顾客尚未添加到 Azure 表中。If you're not getting any lead email notifications, it means that new leads haven't been added to the Azure table. 若有任何流故障,将收到类似此示例的电子邮件。If there are any flow failures, you'll get an email like this example.

流失败电子邮件通知

将你的产品/服务配置为将潜在顾客发送到 Azure 表Configure your offer to send leads to the Azure table

准备好在发布门户中为产品/服务配置潜在顾客管理信息后,执行以下步骤。When you're ready to configure the lead management information for your offer in the publishing portal, follow these steps.

  1. 转到产品/服务的“产品/服务设置”页。Go to the Offer setup page for your offer.

  2. 在“潜在顾客”部分下,选择“连接” 。Under the Customer leads section, select Connect.

    潜在顾客

  3. 在“连接详细信息”弹出窗口中,为“潜在顾客目标”选择“Azure 表” 。In the Connection details pop-up window, select Azure Table for the Lead destination. 潜在顾客管理,连接详细信息Lead management, Connection details

  4. 在“存储帐户连接字符串”框中,粘贴按照之前的步骤创建的 Azure 存储帐户的连接字符串。Paste in the connection string from the Azure storage account you created by following earlier steps in the Storage account connection string box. 潜在顾客管理,连接详细信息存储帐户Lead management, Connection details storage account

  5. 联系人电子邮件:为公司中应在收到新潜在顾客时收到电子邮件通知的人员提供邮件。Contact email: Provide emails for people in your company who should receive email notifications when a new lead is received. 可以提供多个电子邮件,用分号分隔。You can provide multiple emails by separating them with semicolons.

  6. 选择“确定”。Select OK.

要确保已成功连接到潜在顾客目标,请选择“验证”按钮。To make sure you have successfully connected to a lead destination, select the Validate button. 如果成功,则在潜在顾客目标中会出现测试潜在顾客。If successful, you'll have a test lead in the lead destination.

备注

必须先完成产品/服务的其余内容的配置并进行发布,然后才能接收产品/服务的潜在顾客。You must finish configuring the rest of the offer and publish it before you can receive leads for the offer.

生成潜在顾客时,Microsoft 会将潜在顾客发送到 Azure 表中。When leads are generated, Microsoft sends leads to the Azure table. 如果你配置了流,则还会向配置的电子邮件地址发送电子邮件。If you configured a flow, an email will also be sent to the email address you configured.

后续步骤Next steps