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

Use this report to identify accounts that have not been contacted recently. The report displays a chart withaccounts that have had no activities completed in a specified number of days.Products by Account ReportUse this report to see which products are used by an account. For each account, the report lists theassociated products.Products by Contact ReportUse this report to see which products are used by a contact. For each contact, the report lists theassociated products.If the default reports don't provide the information you need, try creating an Advanced Find search, and exportingthe results to Microsoft Office Excel.NoteThis topic documents the list of default reports as they were shipped. If this list differs from the reports that areavailable to you, contact your report administrator or system administrator for information about the customizedreports.Work with Sales LiteratureUse this page to create, view, edit, and print sales literature records. You can also use this list to preview or openexisting sales literature records.Add or edit sales literatureCan 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: Sales Permissions1. In the Navigation Pane, click Sales, and then click Sales Literature.2. On the Actions toolbar, click New, or open the sales literature record that you want to edit.3. In the Title box, type a title for the sales literature. This field is required.4. In the Subject box, click the Lookup button to search for the subject you want. This field isrequired. If the subject you want does not appear in the list, contact your system administrator toadd it. More information: Requesting User Interface Changes5. In the Subject Lookup dialog box, select the subject you want, and then click OK.6. In the Employee Contact box, click Lookup. In the Look Up Records dialog box, select the userrecord for the employee you want to associate with the sales literature record, and then click OK.The person you select is typically the person responsible for the creation or maintenance of thesales literature.7. In the Type list, select the sales literature type that most closely matches the description of the salesliterature.8. In the Expiration Date box, select or enter a date. For example, if the sales literature is associatedwith a sale, the date the sale ends would be the expiration date. You must enter the date in theformat your organization has set for dates. For example, 01/01/2006 or 31.12.2005.If you omit leading zeros in a date, Microsoft Dynamics CRM will add them automatically. Forexample, when you type 1/1/06, Microsoft Dynamics CRM will display it as 01/01/2006, if that is thedate format of your organization.Microsoft Dynamics CRM 4.0 User’s Guide 285