The document provides an overview of the functionality of Microsoft Dynamics CRM 2011, including its ability to track information from Outlook, schedule appointments and activities, log activities, add and update contacts and opportunities, integrate with Outlook, and add value added solutions. It describes features like tracking emails in Outlook, setting appointments and synchronizing data, as well as converting prospects and leads.

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