Microsoft dynamic crm demo
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Transcript of Microsoft dynamic crm demo
1
Microsoft Dynamics CRM Sales Demo
CRM - Overview
Personal Dashboards
Activity Feeds - Follow
Business units define Security structure in CRM
CRM – User are assigned Security Roles
Define Metrics to track Org. Goals
Assign Sales Territories
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Sales - Leads
Leads by rating
Different views of Leads
Lead details
Phone call details
Task details
Leads activity list
Report – Sources of leads
Report – Neglected leadsReport – Neglected leads by Salesperson
Convert Lead to Account, Contact & Opportunity
Automatic workflow – Send email when a new opportunity is created
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Sales - Opportunities
Open Opportunities view with probability & rating
View and Chart – Opportunity Est. Revenue by Source Campaign
Opportunity - Details
Workflow Change Opportunity pipeline phase based on % Probability
Close Opportunity to Won / Lost
Report – Activities by Salesperson – Graphical view
List view of Activities by Salesperson
Report – Activities by Salesperson – Graphical view
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Sales – Accounts & Contacts
View - Active Accounts with Chart
Account details
Account - Overview
Report – Sales by Month
View- Active contacts with Chart
Contact details
Send email to Contact
Email Activity in CRM
Contact – Activity Feeds Wall
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Sales – Quotes, Orders & Invoices
Products list
Product Details
Quote details
Quote
Quote to Order
Order to Invoice
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Dynamics CRM in Microsoft Outlook
CRM Overview in Outlook
CRM Dashboard in Microsoft Outlook
Activity Feed in Outlook
Leads View in Outlook
Lead details window
Add phone call activity from Outlook
Opportunity window
Convert Lead from Outlook
Opportunity list with detail – Outlook view
Accounts list with details – Outlook view
Account details
Track activity in CRM from Outlook
Access CRM Reports from Outlook
Synchronize Outlook data with CRM
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Microsoft Dynamics CRM Sales Demo – Q & A