Microsoft Dynamics™ CRM 4 For Dummies®

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Data conversion is simple, taking less time and costing less money than an enterprise application implementation. Status bar 3. Window 3. First Things First — Signing On 3. Navigating at the application level 3. Navigating at the record level 3. Your first navigation lessons 3. Filtering and Searching for Records 3. Filtering records 3. Searching with the magnifying glass icon 3. Searching with the Form Assistant 3. Searching with the Advanced Find feature 3. Using the Resource Center II. Setting Things Up 4. Personalizing Your System 4.

Tailoring the System to Suit Your Needs 4. General tab: Customizing a variety of user preferences 4.

Workplace tab: Simplifying your navigation pane 4. Activities tab: Displaying appointments and setting your work hours 4. Formats tab: Adapting CRM to your part of the world 4. E-mail Templates tab: Speed the process of handling e-mails 4. E-mail tab: Routing your CRM messages 4. Privacy tab: Indicating when to report errors to Microsoft 4. Language tab: Choosing the language you see onscreen 4. Establishing Your User Profile 4. Providing general information about yourself 4. Joining teams to share records 4. Viewing security roles 4. Announcing which hours you'll be working 4.

Monitoring workflows 5. Managing Territories 5. Setting Up Sales Territories 5. Managing Territories 6. Managing Business Units and Teams 6. Managing Business Units 6. Managing Teams 6. Creating teams 6. Assigning users to teams 7. Using the Product Catalog 7.

Connect Your Business to the Cloud

Overview of the Product Catalog 7. Getting to the Product Catalog Window 7. Creating a Discount List 7. Creating a Unit Group 7. Creating a Price List 7. Adding Products 8. Understanding Security and Access Rights 8. Security Overview 8. Setting Restrictions with User Privileges 8. Further Defining Permissions with Access Levels 8. Looking at Predefined Roles 8. Assigning Roles 8. Sharing Information with Others on Your Team 8. Defining a team 8.

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Sharing and assigning 8. Unsharing 8. Sharing and Not Sharing Data 8. Sharing records 8. Sharing multiple records 8. Unsharing records 8.

Assigning records 8. Streamlining the assignment of permissions 9. Implementing Business Rules and Workflow 9. Workflow Components 9. Limitations of Workflow 9. Creating Workflow Rules 9. Testing a new rule 9. Creating On-Demand manual rules 9. Creating follow-up rules 9.

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Testing a manual rule 9. Monitoring Your Workflow 9. Workflow Glossary 9.


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  • Navigation menu.
  • Events 9. Conditions 9. Actions 9. To workflow infinity and beyond Creating and Running Reports Adding Report Categories Navigating the Report Area Using Viewing Options Exporting and Printing Your Report Accessing the Report Wizard Report Settings Editing Reports Managing Sales Setting Sales Quotas and Dealing with Forecasts How a Manager Sets Up Quotas Fiscal year settings Setting up a salesperson's quota Entering Sales Forecasts Updating Your Forecasts Examining the Forecasts Printing a report Using Excel to examine forecast data Handling Leads and Opportunities Processing Leads from Suspects Encouraging cross-selling, upselling and sales of related products and accessories.

    Automated and custom quoting for custom orders. Facilitating custom orders, wish lists and product configurators. Offering multiple payment options, payment in different currencies, automatic tax calculations and customs and duties calculations. Monitor how long it has been since customers or accounts last signed in or placed an order. If accounts have gone stale, businesses are able to reach out with account-specific specials to re-establish the relationship.

    A CRM integration eliminates dirty data and duplicate entries which frees up time from employees who are tied up in correcting inconsistencies within the CRM system. Customers and accounts can log in and check orders and statuses through self-service portals, which frees up customer service to focus on more complex and urgent issues. Sales teams receive insight into customer and account activity and are able to better understand ordering trends as well as get real-time insight into inventory, account balances, and order fulfillment.

    Multiple databases are connected but work as a single unit. This makes it possible to store and access large amounts of information without putting too much of a load on any single part of the system. Integrating Microsoft CRM into a Clarity eCommerce platform for business process automation heightens engagement and increases customer satisfaction.

    Customers can place orders, choose from multiple shipping integrations, view their account histories, automate custom price quotes, research product options and manage complex decision-making processes. Integrating the Microsoft Dynamics CRM software enables creating self-service portals and custom dashboards where customers can manage all their interactions. The statistics show that customer loyalty and customer satisfaction are key drivers of B2B eCommerce success. One survey found that it costs percent more to acquire new customers than it does to keep and market to existing clients.

    Another study found that repeat buyers spend 33 percent more than new customers.