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Microsoft Dynamics CRM
Transcript of Microsoft Dynamics CRM
Microsoft Dynamics CRM
The lens from which Service components of CRM are viewed.
The lens from which marketing personnel interact with CRM.
Tire quotes provided to customers will be saved under that customers record.
Leads are potential customers that should be contacted and either qualified or disqualified as a sales opportunity. Leads can either have an existing account or not yet be set up with an account.
Contacts are sub-units of Accounts. They are the actual people you talk to at each account.
Accounts are customers that have been profiled in ANZIO.
Activities represent the way you interact with your accounts and contacts. They can be tracked in history and trigger notifications.
Track phone calls you have with your customers. You can either just note that the call happened or you can write a summary of the conversation for reference later.
E-mails between you and your customers (accounts and contacts) are tracked automatically in the CRM.
Tasks - or reminders - can be set and tagged to an account or contact. The notification will appear in Outlook. Marking the task complete in Outlook will also write to the CRM.
Anytime you meet with a customer you can record it in the CRM. This will appear in the account history for that customer.
Service activities will be used for the OTR Calendar. This is where you can see a history of OTR service for your customers.
Modules are very simply areas where you find different groups of information. Each module is designed to be the
that you view the data through. For instance, a sales associate will find his tools in the "Sales" module. A marketing representative will find her tools in the "Marketing" module.
Entities are simply the different groups of information that exist within a module. For instance, Leads would be an entity within the Sales module. Accounts, Contacts, Competitors, and Activities are other entities within the Sales module.
Views are the different ways the information from entities is displayed. A view will show the list of entries for that particular entity.
Views allow you to customize the columns, filters, and sorting for the list.
Microsoft Dynamics CRM is a customer relationship management tool designed to make your interactions with your customers easier and more productive.
Forms are where the information for individual accounts is logged. The information is logged in fields on the forms. Fields can be accessed by clicking on the entry from the View.