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

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a. On the Start menu, point to All Programs, point to Microsoft Dynamics CRM, and thenclick Data Migration Manager.It takes the Data Migration Manager a few minutes to start the first time.b. Complete the steps in the configuration wizard.Note: If you are using a computer running Microsoft SQL Server rather than Microsoft SQLServer Express, by default the configuration wizard will attempt to connect to the CRMinstance on your server. If you prefer to use a different instance, on the Specify SQL Serverpage, specify the instance name in the format server_name/instance_name.3. Start the Data Migration Manager:On the Start menu, point to All Programs, point to Microsoft Dynamics CRM, and thenclick Data Migration Manager.Notes:ooData Migration Manager cannot be used while Microsoft Office Outlook is running.If you have closed Outlook, and get an error message stating that Outlook is still running, youneed to use Task Manager to stop the Outlook.exe process.Data Migration Manager can only be used by the person who installs it.NoteFor information about how to prepare your files for data migration, and for help troubleshooting Data MigrationManager configuration, after Data Migration Manager is installed, on the Start menu, point to All Programs, point toMicrosoft Dynamics CRM, and then click Data Migration Manager Help.Analyzing InformationRunning Reports and Analyzing DataWhen you want to analyze data or view a report in Microsoft Dynamics CRM, there are several ways to view therelevant data:Run a default report. More information: Default ReportsUse Advanced Find to search for the subset of data you need. Then export the results list to a static ordynamic Microsoft Office Excel worksheet or a PivotTable for further analysis. Once the data isexported, you can create your own Microsoft Office Word file and mail-merge the data. Moreinformation: Export Data to ExcelCreate your own report:Use the Report Wizard to create a new Reporting Services report. The wizard helps you groupand summarize data, create charts and tables, and generates an easily printable report. Moreinformation: Create, Edit, or Copy a Report Using the Report WizardAdd any exported Excel file as a personal report, and share it with your colleagues ifappropriate.Or, ask your system administrator or system customizer to add any exported Excel file as areport available to everyone in your organization.If the Excel file is dynamic, the data in the file will be refreshed any time the file is opened,and each person who runs the report will see data that only they have permission to see.More information: Customizing and Organizing Reports74 Microsoft Dynamics CRM 4.0 User’s Guide
Add any file or link to a Web page as a personal report, and share it with your colleagues ifappropriate. More information: Customizing and Organizing ReportsWrite a new report using Microsoft Office Excel, Microsoft SQL Server Reporting Services, orother ODBC-compliant reporting tools. Add it as a personal report, and share it with yourcolleagues if appropriate. More information: Write a Report Using Report-Writing ToolsReports can be used when Microsoft Dynamics CRM for Outlook is offline. More information: Working OfflineWork with Advanced FindCreate, 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 aboutspecific permissions 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.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 to locate (forexample, "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. When you select arelated record type, a new Select link appears to select fields from this related record type.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.Microsoft Dynamics CRM 4.0 User’s Guide 75
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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
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
Page 71 and 72: A record will only import if all Mi
Page 73 and 74: 9. After reviewing the details, if
Page 75 and 76: The Created On and Modified On attr
Page 77 and 78: . Click Browse, select the comma-se
Page 79: TipIf you create a data map that yo
Page 83 and 84: To adjust the width of a column, cl
Page 85 and 86: 6. In the list of available records
Page 87 and 88: Configure sortingTo change the sort
Page 89 and 90: If you export a dynamic worksheet o
Page 91 and 92: If the recipients are in the same d
Page 93 and 94: To select a report from a record or
Page 95 and 96: To install the required control, cl
Page 97 and 98: Competitor Win Loss ReportUse this
Page 99 and 100: Web linksStatic filesDynamic files
Page 101 and 102: - OR -To start from a copy of an ex
Page 103 and 104: Column width. Width of the column h
Page 105 and 106: ooForms for related record typesRep
Page 107 and 108: Only reports that relate to the cur
Page 109 and 110: To page through the report, on the
Page 111 and 112: Add a report without using the Repo
Page 113 and 114: If you use the Microsoft Dynamics C
Page 115 and 116: share the.RDL file with the report
Page 117 and 118: g. To ungroup a group, click the Op
Page 119 and 120: If the report is enabled for pre-fi
Page 121 and 122: 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
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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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