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

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For Selected RecordsSelect this option if you have selected one or more records in the list.For All Records on Current PageSelect this option to include all records on the page for the quick campaign activity.For All Records on All PagesSelect this option to include all records on all pages for the quick campaign activity.From the Marketing Lists list You can run a quick campaign on one or more marketing lists in the MarketingLists list.a. In the Navigation Pane, click Marketing or Sales, and then click Marketing Lists.b. Select the marketing list or marketing lists for which you want to create a quick campaign.c. On the Actions toolbar, click Create Quick Campaign, and then click For Selected Records.From a marketing list You can run a quick campaign on the accounts, contacts, or leads in any marketing list.a. In the Navigation Pane, click Marketing or Sales, and then click Marketing Lists.b. Double-click the marketing list for which you want to create a quick campaign.c. On the Actions toolbar, click Create Quick Campaign.4. In the Create Quick Campaign Wizard, follow the instructions to create the quick campaign.NotesYou cannot add additional records to a quick campaign after you have created it.In the Create Quick Campaign Wizard, you can select who you want Microsoft Dynamics CRM toassign the activity to and whether Microsoft Dynamics CRM should perform the activity automaticallyfor appropriate activities (such as sending e-mail messages). This choice affects who can see andtake action on an activity. For example, if you were creating a phone call activity for all of the salesrepresentatives, you could select the phone call activity, and then select The owners of therecords that are included in the quick campaign. Each sales representative could then see theactivity and take action on it. However, if you were creating a large number of e-mail activities thatMicrosoft Dynamics CRM would perform automatically, you could assign the e-mail activity toyourself instead of the record owners.Whether or not some activities are performed automatically depends on an option available to userswho have the Organization Settings Write privilege. More information: Manage System Settings254 Microsoft Dynamics CRM 4.0 User’s Guide
Default sales reportsThe following sales reports are available:This topic shows you how to use the different reports. You also can find more information when you generate areport, click Help, and then click Help on This Page.Account Distribution ReportUse this report to identify patterns in your top revenue-generating accounts. The report displays twocharts. The earned revenue chart displays a chart of the earned revenue grouped by a market facet, suchas product, territory, or industry. The accounts count chart, displays the amount of earned revenue usingthe same grouping as the earned revenue chart.Account Overview ReportUse this report to obtain a one-page overview of everything occurring with an account. The report displaysa profile of the account, contact information, and summaries of opportunities and case activities.Account Summary ReportUse this report to determine historically what has occurred with an account. This report also displays whatis scheduled to occur in the future. The report displays a chronological summary for an account, includingsales and service activities, notes, and records.Activities ReportUse this report to identify patterns in activities. Activities can be grouped by owner or activity type, or bythe record the activity is regarding.Competitor Win Loss ReportUse this report to compare how your sales team performs against your competitors. The report displays alist of competitors, with data on open, closed, won, and lost opportunities for each.Invoices ReportUse this report to print invoices.Invoice Status ReportUse this report to view your accounts receivable. The chart displays invoices grouped by status.Lead Source Effectiveness ReportUse this report to compare how effective your lead sources are at generating quality opportunities. Thereport lists the percentage of qualified leads, and leads that generate revenue for each lead category.Neglected Leads ReportUse this report to identify any leads that have not been contacted. The report displays a chart of leads thathave had no associated activities or notes during a specified time period.Orders ReportUse this report to print orders.Quotes ReportUse this report to print quotes.Sales Pipeline ReportUse this report to see anticipated potential sales. The report displays a chart of potential sales grouped byuser, sales territory, customer territory, date, products, rating, or sales stage.Sales History ReportUse this report to view a history of sales performance by sales representative. The report displays a chartof both lost and earned revenue.Neglected Accounts ReportMicrosoft Dynamics CRM 4.0 User’s Guide 255
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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
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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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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
Page 225 and 226: View unpublished articlesCan I do t
Page 227 and 228: Using workflowsYou use workflows by
Page 229 and 230: Send an e-mail notificationStart a
Page 231 and 232: Conditional Branch. Adds a conditio
Page 233 and 234: 5. Click the field where you want t
Page 235 and 236: Create or edit an announcementCan I
Page 237: c. In Common Tasks, click Add Colum
Page 240 and 241: Managing Customer RelationshipsMana
Page 242 and 243: postal code can provide basic geogr
Page 244 and 245: ooFaxThe selected option simply pro
Page 246 and 247: NoteYou cannot set up duplicate rel
Page 248 and 249: Party 2Select the customer record t
Page 250 and 251: For Selected RecordsSelect this opt
Page 252 and 253: NoteThis topic documents the list o
Page 254 and 255: oMailThe selected option simply pro
Page 256 and 257: 5. Click Save or Save and Close.Rep
Page 258 and 259: However, you can also click the Loo
Page 262 and 263: Use this report to identify account
Page 264 and 265: Create or edit a leadCan I do this
Page 266 and 267: oMailThe selected option simply pro
Page 268 and 269: NotesBased on the security privileg
Page 270 and 271: Reactivate a closed leadCan I do th
Page 272 and 273: a. In the Navigation Pane, click Ma
Page 274 and 275: Use this report to identify account
Page 276 and 277: Work with OpportunitiesOpportunitie
Page 278 and 279: When the Look Up Records dialog box
Page 280 and 281: To remove a relationship, open the
Page 282 and 283: Close an opportunityCan I do this t
Page 284 and 285: Default sales reportsThe following
Page 286 and 287: 2. On the Actions toolbar, click Ne
Page 288 and 289: Add or remove opportunities for a c
Page 292 and 293: 9. Under Details, click Documents.1
Page 294 and 295: Selecting recipients for the quick
Page 296 and 297: You cannot add additional records t
Page 298 and 299: When you first create a quote it ha
Page 300 and 301: You must manually enter the tax amo
Page 302 and 303: Price ListSearch for and select the
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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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Use this report to identify account
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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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Use this report to identify account
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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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