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

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Price ListSearch for and select the price list that you want. Price lists are created in the productcatalog. At least one price list must exist in the product catalog before you can select it. Youcan select a record from a filtered list in the Form Assistant pane, or you can click Lookup tosearch for other records.In the Totals area, enter all the information you have available. If you are adding a discount, youcan add a percentage discount, a monetary discount amount, or both.Quote Discount (%)This number represents a percentage of the total amount (not including freight charges) thatwill be discounted from the total amount. This must be a number between 0.00 and 100.00.You can use a decimal point, but you cannot use a percent sign (%).Quote DiscountThis number represents a whole monetary amount that will be discounted from the totalamount. This must be a number between 0.00 and 100,000,000,000.00. You can use commasand a decimal point, but you cannot use a currency symbol, such as dollar ($), euro (€), oryen (¥).Freight AmountThis must be a number between 0.00 and 100,000,000,000.00. You can use commas and adecimal point, but you cannot use a currency symbol, such as dollar ($) or euro (€).Total TaxThe total tax is calculated when you click Recalculate or when you click Save.Total AmountThe total amount is calculated when you click Recalculate or when you click Save.5. On the Notes tab, click Click here to enter a new note, and add the information that applies toyour record.6. Click Save or Save and Close.Print a quote with a mail-merge documentCan 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: E-mail PermissionsYou can use a mail-merge template to generate a customer-ready document that displays data from a savedquote, and that includes a header and a footer.In Microsoft Dynamics CRM for Outlook, only one mail merge can be run at a time. If you want to discontinue amail merge, close Microsoft Office Word. You can run multiple mail merge processes at the same time in the Webapplication.1. In the Navigation Pane, click Sales, and then click Quotes.2. Open the quote you want to print. If you want to use mail merge with a new quote, before startingthe mail merge, save the quote first.3. On the Actions toolbar, click Print Quote for Customer .4. If you have other languages installed, you can select a language to filter the list of templates.5. In the Mail Merge dialog box, select the type of document you want to use.296 Microsoft Dynamics CRM 4.0 User’s Guide
NoteIf the E-mail option is not available, the Enable Direct E-mail via Mail Merge option in the SystemSettings may be set to No. More information: Manage System Settings6. Select if you want to start with a blank document or a template. If you select a template option, clickthe Lookup button to select a template.New mail merge templates are created in the Settings area. More information: Work with Mail MergeTemplates7. If necessary, you can add or delete data fields. Microsoft Office Word supports up to 64 data fields, ofwhich Microsoft Dynamics CRM for Outlook reserves two data fields to store the primary key and therecord owner.While working with quotes, removing or re-arranging data fields may cause the quote to not displayor print properly. The footer displays after "LastItem", which marks the end of the quote data fields.8. Click OK.Microsoft Dynamics CRM automatically opens a Microsoft Office Word document. In the FileDownload dialog box, click Open.This is not your mail-merge document. This is an interim page. Follow the directions in the Worddocument, including clicking CRM.9. In the Mail Merge Recipient dialog box, verify that the list is accurate, and then click OK.10. To continue the mail merge, follow the instructions provided by the Mail Merge pane. For moreinformation, see the Microsoft Office Word Help documentation.TipTo display the information you want and select the format, in the Mail Merge wizard, clickAddress Block and then Greeting Line.To add data fields to display more information, click More Items. You can use up to 64 data fields.11. If you are working in Microsoft Dynamics CRM for Outlook and you have either created a newtemplate or updated an existing template, you can upload the template.To save the document as a template, on the Complete the Merge pane, click UploadTemplate to CRM.If you are working in the Web application, you can upload the template in the Settings area. Moreinformation: Work with Mail Merge Templates12. When you have completed work on the mail merge document, close it, and then delete the interimmail-merge document (Mail_Merge_nnnn.xml) and the associated text file (Mail_Merge_nnnn.txt)with the same name.Warning Mail merge may leave sensitive data on your computer.Microsoft Dynamics CRM 4.0 User’s Guide 297
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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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- 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
Page 252 and 253: NoteThis topic documents the list o
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Page 256 and 257: 5. Click Save or Save and Close.Rep
Page 258 and 259: However, you can also click the Loo
Page 260 and 261: For Selected RecordsSelect this opt
Page 262 and 263: Use this report to identify account
Page 264 and 265: Create or edit a leadCan I do this
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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 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
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Page 306 and 307: You must enter the date in the form
Page 310 and 311: CurrencySelect the currency in whic
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Page 314 and 315: CurrencySelect the currency in whic
Page 316 and 317: TipWhen the Look Up Records dialog
Page 320 and 321: Bill To AddressEnter the address wh
Page 322 and 323: Lock or unlock the price for an ord
Page 326 and 327: Running CampaignsPlanning Campaigns
Page 328 and 329: The Total Cost of Campaign Activiti
Page 330 and 331: 8. In the Outsource Vendors box, cl
Page 332 and 333: Understanding Quick CampaignsYou ca
Page 334 and 335: NotesYou cannot add additional reco
Page 336 and 337: Importing Campaign ResponsesIn addi
Page 338 and 339: 2. Open the campaign that contains
Page 340 and 341: Using Marketing ListsCreating and M
Page 342 and 343: Add members to a marketing listCan
Page 344 and 345: Remove members from a marketing lis
Page 346 and 347: 5. Create a query to find the list
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Page 351 and 352: 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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