[...]... intentionally left blank Maximizing Your Sales with Microsoft Dynamics CRM 2011 Introduction What Is Microsoft Dynamics CRM? Microsoft Dynamics CRM is a customer relationship management tool At its very core, Microsoft Dynamics CRM is a database It’s the place where you can enter information about your customers: Who works at the company, what are their roles, who at your company has communicated with them, what... Using sales literature .82 Task A Adding sales literature 82 Task B Viewing sales literature .83 Opportunity reporting .84 Task A Exporting opportunities to Excel 84 Task B Running opportunity reports .85 x Maximizing Your Sales with Microsoft Dynamics CRM 2011 Chapter 7 Scheduling Activities within the CRM Web Client 87 Working with activities in Microsoft Dynamics. .. calls? Need to get a handle on your sales pipeline? You’ll get all of this and more in Microsoft Dynamics CRM Microsoft Dynamics CRM goes way beyond traditional databases, though It has many built-in tools to help manage the interactions you have with your customers There are a lot of CRM systems on the market Microsoft Dynamics CRM is the first, however, to fully integrate into Microsoft Office Outlook... On the Leads menu, highlight Delete, then click Delete 5 Confirm your deletion by clicking OK Maximizing Your Sales with Microsoft Dynamics CRM 2011 Viewing leads If you’re a salesperson, your lead list is probably the most important thing in Microsoft Dynamics CRM It’s easy to find a specific lead in a one-off situation If you find yourself looking for a set of leads often, you can create a view.. .Maximizing Your Sales with Microsoft Dynamics CRM 2011 Sending e-mails within Outlook 64 Task A Tracking a new Outlook e-mail in CRM .64 Task B Tracking an incoming Outlook e-mail in Microsoft Dynamics CRM 65 Task C Sending template-based e-mails in Outlook 66 Task D Attaching Sales Literature to an outgoing e-mail 67 Converting... data for your account 3 On the ribbon in the Save group, click the Save & Close button 12 Outlook 2003/2007: 1 On the toolbar, click the New Record drop-down and select a record type 2 Enter field data for your account 3 Click the Save & Close button Maximizing Your Sales with Microsoft Dynamics CRM 2011 Task B Editing an existing record Anytime you see a list of records in Microsoft Dynamics CRM, you... in this book will work both in the Microsoft Dynamics CRM web application and within Outlook For more information on purchasing Microsoft Dynamics CRM go to http:/ /crm .dynamics. com or call 877 -CRM- CHOICE (877-276-2464) xix This page intentionally left blank Chapter 1 Working with Leads ■ Creating and deleting leads ■ Viewing leads ■ Qualifying leads Chapter 1 Working with Leads Creating and deleting... about your lead into the form that appears 4 On the Lead tab of the ribbon, in the Save group, click the Save & Close button 1 In the Navigation Pane, click Sales and then Leads 2 On the Leads menu, click the New button 3 Enter information about your lead into the form that appears 4 Click the Save and Close button at the top to save your changes Maximizing Your Sales with Microsoft Dynamics CRM 2011. .. 6 Outlook 2007/2010: 1 On the Navigation Pane, click Sales and then Leads 2 Your current leads list should appear 3 At the top of the leads list, you will see tabs representing the views that have been pinned Click the furthest tab to the right to add a new tab/view to your list of existing tabs Maximizing Your Sales with Microsoft Dynamics CRM 2011 Qualifying leads Leads are temporary, and all leads... .161 Task C Managing service resource work hours 162 xiv Maximizing Your Sales with Microsoft Dynamics CRM 2011 Chapter 16 Import and Export 163 Using the Import Data Wizard .164 Task A Task B Task C Task D Task E Importing a text file .164 Importing multiple files 165 Analyzing your import job .166 Dealing with failed import records 167 Deleting all records created . xix Maximizing Your Sales with Microsoft Dynamics CRM 2011 Introduction What Is Microsoft Dynamics CRM? Microsoft Dynamics CRM is a customer relationship management tool. At its very core, Microsoft. reports 85 xi Maximizing Your Sales with Microsoft Dynamics CRM 2011 Chapter 7 Scheduling Activities within the CRM Web Client 87 Working with activities in Microsoft Dynamics CRM 88 Task A. Pearson Maximizing Your Sales with Microsoft Dynamics CRM 2011 iv About the Authors Edward Kachinske has written more than 25 books on CRM- related topics, including Maximizing Your Sales with Microsoft Dynamics