1

Microsoft Dynamics CRM Sales Demo

CRM - Overview

Personal Dashboards

Activity Feeds - Follow

Business units define Security structure in CRM

CRM – User are assigned Security Roles

Define Metrics to track Org. Goals

Assign Sales Territories

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Sales - Leads

Leads by rating

Different views of Leads

Lead details

Phone call details

Task details

Leads activity list

Report – Sources of leads

Report – Neglected leadsReport – Neglected leads by Salesperson

Convert Lead to Account, Contact & Opportunity

Automatic workflow – Send email when a new opportunity is created

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Sales - Opportunities

Open Opportunities view with probability & rating

View and Chart – Opportunity Est. Revenue by Source Campaign

Opportunity - Details

Workflow Change Opportunity pipeline phase based on % Probability

Close Opportunity to Won / Lost

Report – Activities by Salesperson – Graphical view

List view of Activities by Salesperson

Report – Activities by Salesperson – Graphical view

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Sales – Accounts & Contacts

View - Active Accounts with Chart

Account details

Account - Overview

Report – Sales by Month

View- Active contacts with Chart

Contact details

Send email to Contact

Email Activity in CRM

Contact – Activity Feeds Wall

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Sales – Quotes, Orders & Invoices

Products list

Product Details

Quote details

Quote

Quote to Order

Order to Invoice

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Dynamics CRM in Microsoft Outlook

CRM Overview in Outlook

CRM Dashboard in Microsoft Outlook

Activity Feed in Outlook

Leads View in Outlook

Lead details window

Add phone call activity from Outlook

Opportunity window

Convert Lead from Outlook

Opportunity list with detail – Outlook view

Accounts list with details – Outlook view

Account details

Track activity in CRM from Outlook

Access CRM Reports from Outlook

Synchronize Outlook data with CRM

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Microsoft Dynamics CRM Sales Demo – Q & A