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Microsoft Dynamics CRM Marketing Automation

Watch this 6 minute video demonstration to learn how to drill into campaigns using Microsoft Dynamics CRM. Some examples include tracking campaign responses, planning your activities, assigning them to CRM users and also be able to synchronise these to your Outlook tasks. Contact one of our experts for more information. W: www.pa.com.au E: microsoftinfo@pa.com.au T: 1800 126 499

Round-Robin Lead Assignment using CRM 2011 Dialog Processes

Microsoft Dynamics CRM 2013 Setup and Upgrade New Features - Base and Extension Table Merge

Sales Analysis

Microsoft Dynamics CRM provides a number of tools to analyze and report on sales-related information, including the following:

Lists, Views and Charts: Use for specific analysis of information.

Sales Reports: Access a number of readily available reports to help evaluate the efforts of the sales force, including sales history, sales productivity and sales forecasting.

Custom Reports: Create custom reports with the Report Wizard.

Advanced Find: Advanced Find allows users to perform complicated and comprehensive searches for all types of information, including searching for information from different types of records and viewing the combined data. The searches and results can be saved for later use.

Export to Excel: Export information to Microsoft® Office Excel® as static or dynamic worksheets and as dynamic pivot tables, and then use Excel's capabilities to manipulate the data and perform complex analyses.

Charts and Dashboards: Visualize important sales information. Charts present a visual display of information, drawing information from a specific view of a Microsoft Dynamics CRM record type. Dashboards can display one or more charts, for several different record types, and can also combine information from custom HTML pages, external web sites, and other resources.

Microsoft Dynamics CRM 2011: Assigning a User a New Security Role

Core Records in the Sales Process

  • Customers
    • Accounts
    • Contacts
  • Leads
  • Opportunities
  • Quotes
  • Orders
  • Invoices
  • Competitors
  • Sales
  • Literature
  • Product Catalog
  • Currency

Product : Pricing Methods

The available options are as follows:

  • Currency Amount: Use this to ignore a product's list price in the product catalog and to enter a different price manually for this price list.
  • Percent of List: Use this to calculate a product's price in the price list as a percentage of its list price.
  • Percent Markup: Current Cost: Use this to add a percent markup on top of the current cost entered in the product catalog. This is also available for the Standard Cost field.
  • Percent Margin: Current Cost: Use this for the price offered in the price list to yield a percentage margin of the current cost. This is also available for Standard Cost.

Microsoft Dynamics CRM 2015 Cortana Demonstration

Opportunity : Opportunity Form Fields contd.

  • Revenue: The method for calculating estimated revenue. If an organization uses automated pricing, select System Calculated. Otherwise, select User provided and then enter an amount under Est. Revenue.
  • Est. Revenue: Estimated revenue for opportunities with products added to them. If you selected User provided, enter an amount in this field. This value appears in the list of opportunities on the main Opportunities page and is used for forecasting.
  • Est. Close Date: The date when the sale is expected to close. This date is used for forecasting.

Goal Management

Goal management allows organizations to track individual, team, and organizational progress toward specific goals.

Goal Management feature is provided using two record types:

  • Goal Metric 
  • Goal


Microsoft Dynamics CRM 2015 Update 0.1 Full Text Search Quick Find Performance Feature

This video describes the new Full Text Search Quick Find feature released in 0.1 (Rollup 1) for Microsoft Dynamics CRM 2015 On Premise. Brief overview of how the end user will benefit from the new feature, the performance improvements and results from test carried out on Full text Search in CRM 2015 and infrastructure of the feature. http://community.dynamics.com/crm/default.aspx