As part of our ongoing quest to make the Success Portal a more useful tool for helping companies derive value out of their Microsoft Dynamics CRM deployments, we have begun introducing courses as part of the content. One of the first of these courses, “Increasing Sales and Productivity” is designed to help system administrators boost the sales productivity of their users through the use of the standard sales tools in Microsoft Dynamics CRM Online and Microsoft Dynamics CRM 2013.
The Increasing Sales and Productivity course includes seven videos devoted to Microsoft Dynamics CRM. Success Portal users can access this and other courses at http://success.xrm.com/User/Account/Courses.
Success Portal accounts are free for companies that name xRM as their Partner of Record with Microsoft.
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Increasing Sales and Productivity
Creating Productive Personalized Dashboards
In this lesson, you will learn how create Dashboards than can drive sales productivity. Dashboards are tremendously effective tools for driving productivity in Microsoft Dynamics CRM 2013 and Dynamics CRM Online. In this video, learn first how to create the personalized components that go into building a custom Dashboard. Then learn how to build and format the Dashboard itself.
Productive Dashboards and How to Use Them
In this lesson, we explain the basics of the Dashboard feature in Microsoft Dynamics CRM 2013 and CRM Online. We cover what a dashboard is, outline some of the commands Users can take with regards to dashboards, and how they can be best utilized to drive productivity.
How to Create Productive Sales Goals
In this lesson, you will learn how create productive sales Goals in Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online. Goals can be highly effective tools for motivating your staff to meet productivity targets. Microsoft Dynamics CRM provides goal management features that help you set business goals in sales, marketing, and service and measure users’ progress towards those goals.
Productive Business Process Flows
In this lesson, we show how you can utilize Business Process Flows to increase efficiency and productivity. Process Flows can increase sales productivity in two important ways: by communicating to the end user the important steps and stages in the sale, service, or custom process that is unique to an organization and by potentially enforcing a standardized system, which so many organizations lack. Business Process Flows also help track critical data elements that must be captured during the process itself, and in conjunction with the appropriate entity, such as the Lead, the Case, or whichever entity or entities support the process.
Productive Sales Goals
In this lesson, we illustrate how to create sales Goals in Microsoft Dynamics CRM 2013 and Dynamics CRM Online that can help your company reach its sales and revenue objectives. In Microsoft Dynamics CRM, Goals allow the user or manager to set metrics for users or teams, and then the data, as it natively populates in CRM, will then “roll up” to show progress around those goals. Once goals are set, the users imply use the system as it is designed, and then the progress toward those goals is nicely revealed.
In this lesson, you will learn how to create Workflows that can drive productivity in your organization. A Workflow is a type of “Process” in Microsoft Dynamics CRM 2013 and Dynamics CRM Online, which can automate action, based mainly on changing data. This changing data is generally considered to be the “trigger” that causes the workflow to operate. The automated process that results from the trigger can include the creation of other records, such as tasks, the sending of an email, or updating of existing data. Workflows are productive because they can save time by leaving it up to the system to act upon changing data and perform actions that humans would otherwise need do.
In this lesson, we identify the difference between Personal Dashboards and System Dashboards and explain how to create a System Dashboard in Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online. System Dashboards, which are viewable by everyone with the requisite privileges in the organization, can be tremendous tools for boosting productivity and user adoption.