Microsoft Dynamics CRM 4.0 User's Guide - MAEIL, Information ...

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View your user profileCan I do this task?This task requires permissions that are found in all default security roles. More information about specificpermissions and performing this task while offline: Common Task PermissionsYour user profile displays information about you, including general information such as your contact information andaddresses, what teams and resource groups you belong to, which services you can perform, and your work hours andsecurity roles. This information is visible to the entire organization. Depending on your security role, you may be ableto make changes to your user profile.If you are working in Microsoft Dynamics CRM for Outlook, you can view this information from the User form. Moreinformation: Work with Your User Record and Work Hours1. Under Workplace, click the Personalize Workplace link.2. In the Set Personal Options dialog box, click the General tab.3. At the bottom of the page, click the View your user profile here link.The User form with your information opens.4. To view details or make changes, under Details or Service click any of the following:TeamsRolesQuotasWork HoursServicesResource groupsWorkflows5. To close the form, on the File menu, click Close.6. To close the Set Personal Options dialog box, click OK.Set start page and view optionsCan I do this task?This task requires permissions that are found in all default security roles. More information aboutspecific permissions and performing this task while offline: Common Task PermissionsYou can update the options that determine how Microsoft Dynamics CRM displays information. Not all settings onthis tab are available in Microsoft Dynamics CRM for Outlook.1. Under Workplace, click the Personalize Workplace link.– OR –In Outlook, in the Microsoft Dynamics CRM menu bar, click Options.168 Microsoft Dynamics CRM 4.0 User’s Guide
2. In the Set Personal Options dialog box, on the General tab, you can set any of the followingoptions:Select activity forms used by Microsoft CRM client for OutlookSelect the forms that you want to use to create activities in Microsoft Dynamics CRM forOutlook.Default PaneSelect the area that you want to display when you open Microsoft Dynamics CRM. This optionis not available in Outlook.Default TabSelect the tab that you want to display when you open Microsoft Dynamics CRM. This optionis not available in Outlook.Records Per PageSelect the number of records you want to display in a list. The number of records displayedcan affect the performance of Microsoft Dynamics CRM.Advanced Find ModeSelect the display mode for Advanced Find, which also affects Microsoft Dynamics CRM forOutlook data groups, and report filtering. The Simple mode only lets you change the values.The Detailed mode displays the Filter toolbar and lets you add additional criteria.Time ZoneIf you are in a different time zone than the rest of your organization, select the time zone foryour current location. This option is not available in Outlook.If you are using the Microsoft Dynamics CRM for Outlook, we recommend that the MicrosoftDynamics CRM time zone be set to the same time zone as Outlook, otherwise issues withmismatched times and dates could occur.CurrencyClick the Lookup buttonto select the currency to display.View your user profile hereClick the View your user profile here link to view your user record in Microsoft DynamicsCRM. This option is not available in Outlook.Always run the Microsoft Dynamics CRM application hoster processSelect this check box if you want Microsoft Dynamics CRM for Outlook to run continuously inthe background, even if Outlook is not running. This will improve how quickly pages aredisplayed. This option is not available in the Web application.Enable high contrastSelect this check box if you have turned on High Contrast settings in either your browser oroperating system. This option improves the display of buttons and icons for accessiblity.3. To save your changes and close the dialog box, click OK.Microsoft Dynamics CRM 4.0 User’s Guide 169
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Microsoft Dynamics CRM 4.0 User’s
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Table of ContentsChapter 1: Getting
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Chapter 3: Marketing ..............
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Chapter 1: Getting StartedThis chap
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Customer Service ManagementThe Cust
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Information in the Resource Center
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ToPressMove to the next option or o
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utton .Use an asterisk (* ) as a wi
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In any list, select multiple record
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Clear, delete, or group search crit
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a. In the Activities list, in the T
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Delete a saved search3. On the Stan
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Microsoft Dynamics CRM.Business Uni
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NoteYou cannot update an attached f
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From the Reports areaa. In the Work
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3. Click Enter Value, and enter a v
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The following export formats are in
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DueEnter the date and time that the
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is displayed as long as the receipi
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NotesWhen you close an activity, th
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CustomerYou must click the Lookup b
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In the Assign to Queue or User dial
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Attach a fileCan I do this task?Thi
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5. On the General tab, in the Recor
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To search all records on all pages
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ooYou can use the Modified On colum
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2. Select the record or records tha
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You cannot create a new contact or
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Assign to another userClick the Loo
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Or, select multiple recordsSelect s
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use Track in CRM.Copy a shortcut. O
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width (in pixels) that you want, an
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There is potential for data loss if
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To ensure that the file is exported
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Notes and attachmentsYou can delete
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A record will only import if all Mi
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9. After reviewing the details, if
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The Created On and Modified On attr
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. Click Browse, select the comma-se
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TipIf you create a data map that yo
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Add any file or link to a Web page
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To adjust the width of a column, cl
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6. In the list of available records
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Configure sortingTo change the sort
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If you export a dynamic worksheet o
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If the recipients are in the same d
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To select a report from a record or
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To install the required control, cl
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Competitor Win Loss ReportUse this
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Web linksStatic filesDynamic files
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- OR -To start from a copy of an ex
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Column width. Width of the column h
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ooForms for related record typesRep
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Only reports that relate to the cur
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To page through the report, on the
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Add a report without using the Repo
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If you use the Microsoft Dynamics C
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share the.RDL file with the report
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g. To ungroup a group, click the Op
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If the report is enabled for pre-fi
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Create, edit, or copy a report usin
Page 123 and 124: a. For each row you want to group,
Page 125 and 126: oShow chart. To view data for a cha
Page 127 and 128: Make a report available for externa
Page 129 and 130: a. In the Microsoft Dynamics CRM Re
Page 131 and 132: Use Microsoft Office Word 2003Can I
Page 133 and 134: 3. On the Actions menu, click Make
Page 135 and 136: TipTo share your new file with othe
Page 137 and 138: 4. On the Actions toolbar, click Se
Page 139 and 140: 7. If necessary, you can add or del
Page 141 and 142: While working with quotes, removing
Page 143 and 144: 7. Click OK.Microsoft Dynamics CRM
Page 145 and 146: RegardingThis field is used to link
Page 147 and 148: DueIf you are not sending your e-ma
Page 149 and 150: Close an activityCan I do this task
Page 151 and 152: 6. Click Save or Save and Close.Not
Page 153 and 154: Assign an activity to a user or que
Page 155 and 156: Work with Integrated Instant Messag
Page 157 and 158: More information: Creating and Usin
Page 159 and 160: Sending and Replying to E-Mail Mess
Page 161 and 162: To attach an articlea. To look up a
Page 163 and 164: This procedure does not create an O
Page 165 and 166: After a message is sent, the status
Page 167 and 168: Set the option to send and receive
Page 169 and 170: Convert an activity to a caseCan I
Page 171 and 172: You can enter a description of the
Page 173: Increasing Your EfficiencyPersonali
Page 177 and 178: Create the duplicatesThis option al
Page 179 and 180: Create or edit an e-mail templateCa
Page 181 and 182: Set how your e-mail is trackedCan I
Page 183 and 184: In the above options, if you chose
Page 185 and 186: You can export to a static or dynam
Page 187 and 188: Create, Edit, or Copy a Report Usin
Page 189 and 190: However, rows with field values fro
Page 191 and 192: oShow chart. To view data for a cha
Page 193 and 194: From the Reports areaa. In the Work
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Page 197 and 198: ExcelView the report in Microsoft O
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Page 207 and 208: Create one-time or scheduled Report
Page 209 and 210: - OR -To edit an existing report, s
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Page 215 and 216: Edit a default report or create a R
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Page 219 and 220: Use Microsoft Office Word 2007Can I
Page 221 and 222: 4. Continue with the Query Wizard.
Page 223 and 224: Using the Knowledge BaseUsing Artic
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View unpublished articlesCan I do t
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Using workflowsYou use workflows by
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Send an e-mail notificationStart a
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Conditional Branch. Adds a conditio
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5. Click the field where you want t
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Create or edit an announcementCan I
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c. In Common Tasks, click Add Colum
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Managing Customer RelationshipsMana
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postal code can provide basic geogr
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ooFaxThe selected option simply pro
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NoteYou cannot set up duplicate rel
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Party 2Select the customer record t
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For Selected RecordsSelect this opt
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NoteThis topic documents the list o
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oMailThe selected option simply pro
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5. Click Save or Save and Close.Rep
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However, you can also click the Loo
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For Selected RecordsSelect this opt
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Use this report to identify account
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Create or edit a leadCan I do this
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oMailThe selected option simply pro
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NotesBased on the security privileg
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Reactivate a closed leadCan I do th
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a. In the Navigation Pane, click Ma
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Work with OpportunitiesOpportunitie
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When the Look Up Records dialog box
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To remove a relationship, open the
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Close an opportunityCan I do this t
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Default sales reportsThe following
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2. On the Actions toolbar, click Ne
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Add or remove opportunities for a c
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9. Under Details, click Documents.1
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Selecting recipients for the quick
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You cannot add additional records t
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When you first create a quote it ha
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You must manually enter the tax amo
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Price ListSearch for and select the
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The mail merge process creates two
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You must enter the date in the form
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CurrencySelect the currency in whic
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ecords are created every five minut
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CurrencySelect the currency in whic
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TipWhen the Look Up Records dialog
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Bill To AddressEnter the address wh
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Lock or unlock the price for an ord
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Running CampaignsPlanning Campaigns
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The Total Cost of Campaign Activiti
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8. In the Outsource Vendors box, cl
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Understanding Quick CampaignsYou ca
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NotesYou cannot add additional reco
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Importing Campaign ResponsesIn addi
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2. Open the campaign that contains
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Using Marketing ListsCreating and M
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Add members to a marketing listCan
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Remove members from a marketing lis
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5. Create a query to find the list
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Select this option to include all r
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Chapter 4: ServiceThis chapter expl
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ArrivedCanceledCompletedNo ShowBusy
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calendar in your Workplace.You can
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The Schedule Service Activity form
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Show Time AsIf you want to change t
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that another service activity or ap
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Change the status of a service acti
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You cannot create a recurring servi
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2. On the Actions toolbar, click Sc
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Find an available time with specifi
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2. On the Actions toolbar, click Ne
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Close or cancel a service activityC
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7. On the Details tab, you can sele
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. On the Actions toolbar, click New
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SubjectYou must enter a subject. Th
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The Schedule Service Activity form
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Show Time AsIf you want to change t
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example, you could enter the sympto
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a. In the Navigation Pane, click Wo
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- OR -To work with activities assoc
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Providing Customer Service with Con
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. In the Contract form, on the Acti
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3. Under Details, click Contract Li
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Renew a contractCan I do this task?
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Recording Entitlements Through Cont
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Resolve potential duplicate records
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3. On the Actions menu, click Resol
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Chapter 5: Microsoft Dynamics CRM f
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RemindersAfter synchronization with
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5. To save your changes and close t
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ContactsSelect this option if you w
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More information: Set Personal Opti
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when you are working offline, they
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If a tracked activity is deleted fr
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3. Save Outlook tasks as Microsoft
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In your personal options, you can s
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2. Do one of the following:Create a
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Outlook, the attachments do not syn
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6. You can also attach an article,
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This procedure does not create an O
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After a message is sent, the status
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Save Record.- OR -NotesIf your new
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NotesIf your new or updated record
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Before you go offline, you can sele
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The Data Group tab lists existing d
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More information: Set Personal Opti
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Set address book options in Microso
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Synchronize with Microsoft Outlook
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Resolve data synchronization errors
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TroubleshootingAccessing Parts of t
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Work with Security RolesControlling
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Importing DataHow do I link address
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What does the message mean that I g
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How can I find all records that don
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Export Data to ExcelRunning Reports
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4. In the Encoding list, click Unic
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e-mail activities created?Microsoft
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Why am I receiving e-mail messages
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Why can't I fix some of the synchro
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Why are Outlook appointments not ap
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General Issues with Microsoft Dynam
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Synchronizing InformationWhen I upg
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Why can't I go back online?This usu
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Running Reports - TroubleshootingCr
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Why do I receive the error "SRS soa
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GlossaryAaccept (To move a case int
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ase currency (The primary or defaul
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conditional branch (An element of w
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number of recipients. The e-mail go
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Import Data Wizard (A wizard used t
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opportunity (A potential revenue-ge
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qualify (To verify that a record fi
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subset of that type. )schedule (A l
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Tteam (A group of users who share a
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workflow scope (The range of record
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