1. R.V. Evans Company
Microsoft Dynamics CRM 2011

2. Overview
 Overall Functionality of Program,
 Interaction with Outlook and mobile devices,
 Tracking information from Outlook,
 Scheduling Appointments & Activities,
 Logging Activity,
 Adding Contacts,
 Adding/Updating/Closing Opportunities,
 Adding/Updating Prospects,
 Converting Prospects/Leads, Logging Lead Follow-
Up, Quote Templates,
 Adding Value Added Solutions, etc.

3. Outlook Integration
 Tracking Emails
 Set Regarding
 Appointments
 Synching

4. Logging Activity
 Posts – Personal – Social and internal
collaboration
 Activities – Company – logs actions taken with
customers
 Notes – Personal – reminders or useful
information about the customer

5. Adding Contacts
 Two ways
 Under Accounts
 New Contact
 Data integrity

6. Adding/Updating/Closing
Opportunities
 Required Fields
 Topic
 Type
 Leadsource
 Est. Close Date
 Probability – likelihood of closing the deal
 Leadsource – where the opportunity came from
 Last Check In – Auto-populates
 Next Follow Up – Manual reminder
 Complete each check mark before moving on to
the next stage

7. Adding/Updating Prospects
 Leads – internal >> external
 Prospects – external >> internal
 Field Sales Reps are Prospects
 Eve handles leads
 Qualifying a Prospect/Lead converts the
information into a Contact, Account, and
Opportunity

8. Misc.
 Logging activity – internal communication
 Quote templates

9. Value-Added Solutions (VAS)
 Tracked for future use