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Published: 4/12/2008
Updated: 4/30/2009
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Click any link to find articles related to using Microsoft Dynamics CRM to automate the sales process.
Videos
Sales overview
Microsoft Dynamics CRM sales functionality can help you track sales. This overview demonstrates how to create a lead, convert the lead into an opportunity, and provide a quote. Length: 12:00 minutes
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Working with accounts and contacts
This demonstration shows you how to work with Microsoft Dynamics CRM accounts and contacts in Microsoft Office Outlook. Length: 05:30 minutes
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Getting started
10 steps to get started with sales
These are the ten key things you should know about the Sales features of Microsoft Dynamics CRM, including terminology, quick tips, and using reports.
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Importing data overview
How do you import data into Microsoft Dynamics CRM? This article is an overview of the process of importing data into Microsoft Dynamics CRM using the Import Data Wizard.
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3 ways to import data
Don't waste time re-entering data. Use the correct tool to automate data entry into Microsoft Dynamics CRM from spreadsheets, documents, and legacy databases.
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Getting your personnel started with Microsoft Dynamics CRM for Outlook
Set up your personnel to use Microsoft Dynamics CRM for Microsoft Office Outlook, and send them instructions how to get started.
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Import your Outlook contacts into Microsoft Dynamics CRM
You can import your contacts from Outlook and integrate their information into Microsoft Dynamics CRM.
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Follow a lead from creation through closure
How do you use leads to track potential sales? This diagram illustrates how you convert leads to new records, such as opportunities, accounts, and contacts.
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Create mailing labels from a marketing list
Perform a mail merge and create mailing labels from a marketing list with Microsoft Dynamics CRM.
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Take advantage of e-mail communication methods
Bulk e-mail, quick campaigns, and full campaigns -- there are several distinct ways to connect with your customers using e-mail in Microsoft Dynamics CRM. What's the difference between these approaches, and what scenarios might you use them in?
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Hitting the road with Microsoft Dynamics CRM for Outlook with Offline Access
When on the road, use Microsoft Dynamics CRM for Outlook with Offline Access to set up and activate a local CRM data group on your laptop. You can activate and deactivate these local data groups to change the data that you want available.
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Creating a winning marketing list
You can create a winning business marketing list with Microsoft Dynamics CRM 4.0. Let Microsoft Dynamics CRM help you target the right customers with e-mail marketing lists and more.
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Follow a campaign response through the marketing process
What can you do with a campaign response? This article describes how you can convert campaign responses to various record types and use them to grow your business.
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Create mailing labels from a marketing list
Perform a mail merge and create mailing labels from a marketing list with Microsoft Dynamics CRM.
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Why can't I see some of the menus or buttons?
This article discusses why you may not see or be able to use some menus or buttons and explains security roles.
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Top 10 keyboard shortcuts for Microsoft Dynamics CRM
Accomplish tasks quicker by using keyboard shortcuts instead of your mouse.
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Maximize your productivity
Close multiple activities with a workflow
By creating a workflow, you can close multiple activities at once, instead of closing each activity individually.
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Prevent lead build-up by bulk processing leads
Keep your lead list current by bulk disqualifying stale leads or converting a group of leads to accounts, contacts, or opportunities.
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Work while you wait: Create a printable report of phone calls
Print a report of today's phone-call activities while you are waiting in the car, or when you have extra time before a meeting begins.
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Plan a sales trip in 20 minutes
Create a targeted plan for your next sales trip.
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Quick tip: Sort records by multiple columns
Quickly scan a list of records by sorting the list on multiple columns.
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Set your e-mail messages apart with a signature
Identify yourself and your company's e-mail messages with a unique, reusable signature line. Using Microsoft Dynamics CRM e-mail templates, you can select the right signature for every business situation.
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Speed up data synchronization
Improve synchronization between Microsoft Dynamics CRM and Microsoft Dynamics CRM for Outlook.
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Manage your time and activities with help from reminders
Microsoft Dynamics CRM doesn't have reminders, but you can use the integration with Microsoft Outlook Office to leverage reminders for some activities.
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Build price lists for multiple customer segments
Describes how to set up multiple price lists that are based on customer segment by using the product catalog.
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Reward your customers with quantity discounts
Set up up a quantity discount price list by using the product catalog in Microsoft Dynamics CRM.
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Create a price list to use for a free sample
This article describes how to set up a free sample for a product by using the Microsoft Dynamics CRM product catalog.
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Create a price list to use for a sales promotion
This article describes how to use the product catalog in Microsoft Dynamics CRM to set up a price list for a promotion.
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Capture and share your team's collective knowledge
Not everyone can be an expert. Create a knowledge base of articles to capture and share your organization's valuable information.
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Personal customizations
Everyone can personalize Microsoft Dynamics CRM. Know the personalizations that everyone can perform so that you can focus on customizations that affect the entire organization.
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Speed data entry by setting default values
Help people speed data entry and improve accuracy by adding default values to your forms. Even if you've never written code, you can use JScript to make simple customizations that reduce typing and errors.
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Get ready for vacation
Share your records with specific co-workers, reassign scheduled activities, and send customers a notice that you'll be out on vacation.
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Build your business
Put strategy behind product pricing
Put strategy behind product pricing with Microsoft Dynamics CRM. This flexible pricing engine has the tools you need to calculate product prices based on a variety of pricing methods.
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Are you neglecting any customers? Run a report to find out
Besides using the default Neglected Cases, Neglected Accounts, and Neglected Leads reports, you can make your own using Microsoft Office Excel 2003 and Microsoft Dynamics CRM.
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Set up simple pricing
Describes how to set up a simple pricing scenario that uses a single product at a single price by using Microsoft Dynamics CRM.
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Don't lose customers when a salesperson leaves your organization
Don't lose business when a salesperson leaves. Make sure their key sales data is accessible by their replacement, and that no undone tasks are left unassigned.
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Are your customers buying?
Are the quotes created by your sales force resulting in success? This article gives you a step by step procedure to create a dynamic Microsoft Office Excel PivotTable to find out.
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Organize your data with subject trees
Sample subject trees can help you set your system up faster.
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Design considerations for business units
Use business units to design an organizational structure that enforces security within Microsoft Dynamics CRM.
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Establishing relationships between customer records that don't relate
Create and maintain relationships between multiple customer records.
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View and evaluate the quality of your sales territories
Evaluate sales territories using Microsoft MapPoint North America 2004 after gathering information from Microsoft Dynamics CRM and exporting it to Microsoft Office Excel 2003.
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Tailor activities to match your employees' tasks
Find out how activities are stored, displayed, and entered in Microsoft Dynamics CRM, so that you can customize them to match the tasks of your employees.
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Blog posts
CRM 4.0 Simplified Sales Process Scenario
View a simple sales scenario that demonstrates the flow of user actions in the Sales module.
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