Loading presentation...

Present Remotely

Send the link below via email or IM

Copy

Present to your audience

Start remote presentation

  • Invited audience members will follow you as you navigate and present
  • People invited to a presentation do not need a Prezi account
  • This link expires 10 minutes after you close the presentation
  • A maximum of 30 users can follow your presentation
  • Learn more about this feature in our knowledge base article

Do you really want to delete this prezi?

Neither you, nor the coeditors you shared it with will be able to recover it again.

DeleteCancel

Make your likes visible on Facebook?

Connect your Facebook account to Prezi and let your likes appear on your timeline.
You can change this under Settings & Account at any time.

No, thanks

Microsoft Dynamics CRM

No description
by

Josh Sweeney

on 18 March 2015

Comments (0)

Please log in to add your comment.

Report abuse

Transcript of Microsoft Dynamics CRM

Microsoft Dynamics CRM
Microsoft Dynamics CRM
Service
The lens from which Service components of CRM are viewed.
Sales
Marketing
The lens from which marketing personnel interact with CRM.
Social Listening
Campaigns
Contacts
Accounts
Contracts
Services
Service Calendar
Cases
Contacts
Accounts
Opportunities
Quotes
Tire quotes provided to customers will be saved under that customers record.
Invoices
Leads
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
Contacts are sub-units of Accounts. They are the actual people you talk to at each account.
Accounts
Accounts are customers that have been profiled in ANZIO.
Orders
Competitors
Activities
Phone Calls
E-mails
Tasks
Meetings
Service Activities
Activities
Phone Calls
E-mails
Tasks
Meetings
Service Activities
Activities
Activities represent the way you interact with your accounts and contacts. They can be tracked in history and trigger notifications.
Phone Calls
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
E-mails between you and your customers (accounts and contacts) are tracked automatically in the CRM.
Tasks
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.
Meetings
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
Service activities will be used for the OTR Calendar. This is where you can see a history of OTR service for your customers.
Modules
Modules are very simply areas where you find different groups of information. Each module is designed to be the
lens
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
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
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
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.
Full transcript