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

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To select a record:1. Put the insertion point in the text box for which you want to search for a record.If a suggestion is available, the Form Assistant pane filters and displays the appropriaterecords.2. In the Form Assistant pane, click a record.The appropriate data fills the text box.To create follow-up activities related to the open record:1. From an open record, on the Actions toolbar, click Follow Up .The Form Assistant pane displays a partially completed activity.2. Select the activity type.You cannot create a follow up task activity for an e-mail activity created with a quickcampaign. Select a phone call, letter, fax, e-mail or appointment activity.3. Complete the required fields.4. Click Save or Save and Open.Create, edit, or save an Advanced Find searchCan 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 Permissions1. On the Standard toolbar, click Advanced Find.Tip: Advanced Find starts with criteria based on where you are in Microsoft Dynamics CRM. If youclick Advanced Find from a view, the criteria for that view will be preloaded for you.– OR –To edit a saved search, on the Standard toolbar, click Advanced Find, click the Saved Views tab,and then double-click the saved view.2. Specify the search criteria.If Show Details is visible in the criteria toolbar, click it.a. Specify what to search forb. In the Look for list, select the type of record you want to search for, such asAccounts, Leads, or Users.c. Click Select to select criteria for the search, including the field to search on (forexample, Account Name or City), the query relational operator, and the values tolocate (for example, "Seattle" or "E-mail").You can select fields from the current record type, or from related records.For some values, you can click the Lookup buttonbox and select the value you want.to open the Select Values dialogAt the bottom of the Select list, the Related section shows related record types are. When you select arelated record type, a new Select link appears to select fields from this related record type.12 Microsoft Dynamics CRM 4.0 User’s Guide
Clear, delete, or group search criteria clausesClear all search criteria to start over.a. Click Clear to remove all criteria.b. In the confirmation message, click OK.Delete a row of search criteria.. Click the Options menu button next to a search criteria row, and then click Delete.a. In the confirmation message, click OK.Group criteria.. Click the Options menu button next to a search criteria row, and then click SelectRow.To group search criteria, you must select two or more rows for the same record type.For example, Sales Stage and Est. Revenue are both field values in the Opportunityrecord type and two rows that specify search criteria for these fields can be grouped.However, rows with field values from Account and Opportunity record types cannotbe grouped.a. On the Filter toolbar, select Group AND or Group OR.b. Repeat steps a and b to create additional criteria groups.Select and deselect grouped criteria.. Click the Options menu button next to a search criteria row that has beenselected, and then click Deselect Row. You can unselect rows from a group orindividually.a. Click the Options menu button next to the group, and then click Select Groupto select a group, or click Deselect Group to unselect a group that has been previouslyselected.Add a search criteria clause to a criteria group.. Click the Options menu button next to the group, and then click Add Clause.a. Add search criteria to the new clause.Ungroup rows of criteria that you have grouped together using Group AND or Group OR.. Click the Options menu button next to the group you want to ungroup, andthen click Ungroup.a. Repeat this step to ungroup additional search criteria groups.Change a Group AND group to a Group OR group, or a Group OR group to a Group ANDgroup.. Click the Options menu button next to the group, and then click Change toOR or Change to AND.a. Repeat this step to change additional search criteria groups.Hide or delete a row in Simple view:. To hide a row, click the Options menu button next to a search criteria row, andthen click Hide in Simple Mode.a. To make a hidden row visible, click Show in Simple ModeMicrosoft Dynamics CRM 4.0 User’s Guide 13
Page 1 and 2: Microsoft Dynamics CRM 4.0 User’s
Page 3 and 4: Table of ContentsChapter 1: Getting
Page 5 and 6: Chapter 3: Marketing ..............
Page 7 and 8: Chapter 1: Getting StartedThis chap
Page 9 and 10: Customer Service ManagementThe Cust
Page 11 and 12: Information in the Resource Center
Page 13 and 14: ToPressMove to the next option or o
Page 15 and 16: utton .Use an asterisk (* ) as a wi
Page 17: In any list, select multiple record
Page 21 and 22: a. In the Activities list, in the T
Page 23 and 24: Delete a saved search3. On the Stan
Page 25 and 26: Microsoft Dynamics CRM.Business Uni
Page 27 and 28: NoteYou cannot update an attached f
Page 29 and 30: From the Reports areaa. In the Work
Page 31 and 32: 3. Click Enter Value, and enter a v
Page 33 and 34: The following export formats are in
Page 35 and 36: DueEnter the date and time that the
Page 37 and 38: is displayed as long as the receipi
Page 39 and 40: NotesWhen you close an activity, th
Page 41 and 42: CustomerYou must click the Lookup b
Page 43 and 44: In the Assign to Queue or User dial
Page 45 and 46: Attach a fileCan I do this task?Thi
Page 47 and 48: 5. On the General tab, in the Recor
Page 49 and 50: To search all records on all pages
Page 51 and 52: ooYou can use the Modified On colum
Page 53 and 54: 2. Select the record or records tha
Page 55 and 56: You cannot create a new contact or
Page 57 and 58: Assign to another userClick the Loo
Page 59 and 60: Or, select multiple recordsSelect s
Page 61 and 62: use Track in CRM.Copy a shortcut. O
Page 63 and 64: width (in pixels) that you want, an
Page 65 and 66: There is potential for data loss if
Page 67 and 68: To ensure that the file is exported
Page 69 and 70:
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
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a. For each row you want to group,
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oShow chart. To view data for a cha
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Make a report available for externa
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a. In the Microsoft Dynamics CRM Re
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Use Microsoft Office Word 2003Can I
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3. On the Actions menu, click Make
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TipTo share your new file with othe
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4. On the Actions toolbar, click Se
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7. If necessary, you can add or del
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While working with quotes, removing
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7. Click OK.Microsoft Dynamics CRM
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RegardingThis field is used to link
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DueIf you are not sending your e-ma
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Close an activityCan I do this task
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6. Click Save or Save and Close.Not
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Assign an activity to a user or que
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Work with Integrated Instant Messag
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More information: Creating and Usin
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Sending and Replying to E-Mail Mess
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To attach an articlea. To look up a
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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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Set the option to send and receive
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Convert an activity to a caseCan I
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You can enter a description of the
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Increasing Your EfficiencyPersonali
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2. In the Set Personal Options dial
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Create the duplicatesThis option al
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Create or edit an e-mail templateCa
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Set how your e-mail is trackedCan I
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In the above options, if you chose
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You can export to a static or dynam
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Create, Edit, or Copy a Report Usin
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However, rows with field values fro
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oShow chart. To view data for a cha
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From the Reports areaa. In the Work
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. To group criteria, you must selec
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ExcelView the report in Microsoft O
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Parent ReportIf this report is a su
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Lists for related record typesRepor
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Edit the default filter for a repor
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2. Download the report from Microso
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Create one-time or scheduled Report
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- OR -To edit an existing report, s
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Column width. Width of the column h
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ooForms for related record typesRep
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Edit a default report or create a R
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language in their personal options.
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Use Microsoft Office Word 2007Can I
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4. Continue with the Query Wizard.
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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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