http://prettydarngood.com/ , Microsoft Dynamic CRM demo by PDG Consultants, Microsoft Dynamic CRM specialists. As Microsoft Certified Professionals in Microsoft SQL Server, Microsoft Dynamics CRM, and Microsoft Dynamics GP we have upgraded and integrated many ERP systems with CRM systems.

1. 1
Microsoft Dynamics CRM
Sales Demo

2. CRM - Overview

3. Personal Dashboards

4. Activity Feeds - Follow

5. Business units define Security structure in CRM

6. CRM – User are assigned Security Roles

7. Define Metrics to track Org. Goals

8. Assign Sales Territories

9. 9
Sales - Leads

10. Leads by rating

11. Different views of Leads

12. Lead details

13. Phone call details

14. Task details

15. Leads activity list

16. Report – Sources of leads

17. Report – Neglected leads
Report – Neglected leads by Salesperson

18. Convert Lead to Account, Contact & Opportunity

19. Automatic workflow – Send email when a new opportunity is created

20. 20
Sales - Opportunities

21. Open Opportunities view with probability & rating

22. View and Chart – Opportunity Est. Revenue by Source Campaign

23. Opportunity - Details

24. Workflow Change Opportunity pipeline phase based on % Probability

25. Close Opportunity to Won / Lost

26. Report – Activities by Salesperson – Graphical view

27. List view of Activities by Salesperson

28. Report – Activities by Salesperson – Graphical view

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Sales – Accounts & Contacts

30. View - Active Accounts with Chart

31. Account details

32. Account - Overview

33. Report – Sales by Month

34. View- Active contacts with Chart

35. Contact details

36. Send email to Contact

37. Email Activity in CRM

38. Contact – Activity Feeds Wall

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Sales – Quotes, Orders & Invoices

40. Products list

41. Product Details

42. Quote details

43. Quote

44. Quote to Order

45. Order to Invoice

46. 46
Dynamics CRM in
Microsoft Outlook

47. CRM Overview in Outlook

48. CRM Dashboard in Microsoft Outlook

49. Activity Feed in Outlook

50. Leads View in Outlook

51. Lead details window

52. Add phone call activity from Outlook

53. Opportunity window

54. Convert Lead from Outlook

55. Opportunity list with detail – Outlook view

56. Accounts list with details – Outlook view

57. Account details

58. Track activity in CRM from Outlook

59. Access CRM Reports from Outlook

60. Synchronize Outlook data with CRM

61. 61
Microsoft Dynamics CRM
Sales Demo – Q & A