Microsoft dynamic crm demo

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http://prettydarngood.com/ , Microsoft Dynamic CRM demo by PDG Consultants, Microsoft Dynamic CRM specialists. As Microsoft Certified Professionals in Microsoft SQL Server, Microsoft Dynamics CRM, and Microsoft Dynamics GP we have upgraded and integrated many ERP systems with CRM systems.

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Microsoft dynamic crm demo

  1. 1. 1 Microsoft Dynamics CRM Sales Demo
  2. 2. CRM - Overview
  3. 3. Personal Dashboards
  4. 4. Activity Feeds - Follow
  5. 5. Business units define Security structure in CRM
  6. 6. CRM – User are assigned Security Roles
  7. 7. Define Metrics to track Org. Goals
  8. 8. Assign Sales Territories
  9. 9. 9 Sales - Leads
  10. 10. Leads by rating
  11. 11. Different views of Leads
  12. 12. Lead details
  13. 13. Phone call details
  14. 14. Task details
  15. 15. Leads activity list
  16. 16. Report – Sources of leads
  17. 17. Report – Neglected leads Report – Neglected leads by Salesperson
  18. 18. Convert Lead to Account, Contact & Opportunity
  19. 19. Automatic workflow – Send email when a new opportunity is created
  20. 20. 20 Sales - Opportunities
  21. 21. Open Opportunities view with probability & rating
  22. 22. View and Chart – Opportunity Est. Revenue by Source Campaign
  23. 23. Opportunity - Details
  24. 24. Workflow Change Opportunity pipeline phase based on % Probability
  25. 25. Close Opportunity to Won / Lost
  26. 26. Report – Activities by Salesperson – Graphical view
  27. 27. List view of Activities by Salesperson
  28. 28. Report – Activities by Salesperson – Graphical view
  29. 29. 29 Sales – Accounts & Contacts
  30. 30. View - Active Accounts with Chart
  31. 31. Account details
  32. 32. Account - Overview
  33. 33. Report – Sales by Month
  34. 34. View- Active contacts with Chart
  35. 35. Contact details
  36. 36. Send email to Contact
  37. 37. Email Activity in CRM
  38. 38. Contact – Activity Feeds Wall
  39. 39. 39 Sales – Quotes, Orders & Invoices
  40. 40. Products list
  41. 41. Product Details
  42. 42. Quote details
  43. 43. Quote
  44. 44. Quote to Order
  45. 45. Order to Invoice
  46. 46. 46 Dynamics CRM in Microsoft Outlook
  47. 47. CRM Overview in Outlook
  48. 48. CRM Dashboard in Microsoft Outlook
  49. 49. Activity Feed in Outlook
  50. 50. Leads View in Outlook
  51. 51. Lead details window
  52. 52. Add phone call activity from Outlook
  53. 53. Opportunity window
  54. 54. Convert Lead from Outlook
  55. 55. Opportunity list with detail – Outlook view
  56. 56. Accounts list with details – Outlook view
  57. 57. Account details
  58. 58. Track activity in CRM from Outlook
  59. 59. Access CRM Reports from Outlook
  60. 60. Synchronize Outlook data with CRM
  61. 61. 61 Microsoft Dynamics CRM Sales Demo – Q & A

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