Microsoft Dynamics CRM 2011 Sales Module

Microsoft Dynamics CRM 2011 has five different modules: workplace, sales, marketing, service, and settings. These modules are designed to help users achieve tangible, consistent progress in everyday business processes. Each module has its own function, and is integral to the effectiveness of Dynamics CRM 2011. This entry will focus on the sales module. The sales module is, quite simply, everything sales. With it, salespeople and managers can access and see all of their sales processes, monitor leads, opportunities, quotes, orders, and invoices.

The sales process starts with leads.  Leads are potential customers that are not yet qualified in your system.  Upon qualification of a lead, users can convert it into an account, contact, and opportunity.

  • The opportunity is a place to build a potential sale.  Line items can be easily attached to the opportunity, and amounts can be write-in or pulled from a product catalog. Sales stages that work in tandem with Microsoft CRM’s robust workflow engine can be setup to drive activity and close deals.
  • Quotes can be generated from the opportunity, which automatically pull in all of the opportunity details.  These quotes can then be pushed into word via a mail merge, they can be e-mailed directly to the customer through an e-mail template, or they can be generated into a highly customizable SSRS report.
  • After the quote has gone out, orders and invoices can be generated from the opportunity that can be made to integrate with your accounting system to complete the sales cycle.

Those familiar with the Microsoft Office 2007 or 2010 line of products will quickly find the user interface of Dynamics CRM 2011 a familiar one. It utilizes the Office Ribbon, which boasts contextual actions for the user’s present task. The ribbon updates itself with the appropriate actions as the user navigates through various areas in CRM 2011, like the sales module for example.

To learn in detail about how to effectively operate the Microsoft Dynamics CRM 2011 sales module, see the following videos.

Microsoft Dynamics CRM 2011 Sales Module Demo  – Part 1

Microsoft Dynamics CRM 2011 Sales Module Demo – Part 2

Read More

In the News: Microsoft Exchange Server 2010

Microsoft Exchange Server 2010 –the beta version—has just been rolled out.  With the new release, Microsoft has focused on simplicity, reliability and flexibility.   Exchange Server offers a wide array of deployment options, including Hosted and On-Premise, as well as cost-cutting features that empower users.    To register for a guided trial targeted at IT professionals, go here. 


Read More

How Do I Display More Than 50 Records Per Page?

Go to Microsoft Dynamics CRM 4.0. List view:

1.      Dynamics CRM for Outlook: Click CRM from the top menu.  For the Web version: Click Tools from the top menu. 

2.      From the drop down menu click Options.  Select the number of records you would like to display. The maximum is 250. Click OK.

Please note that this is per user.



Read More

Update Rollup 3 for Microsoft CRM

Microsoft has released Update Rollup 3. This is a tested, cumulative set of updates for Microsoft Dynamics CRM 4.0. It includes performance enhancements that are packaged together for easy deployment.

 Microsoft has released Update Rollup 3 for Microsoft Dynamics CRM 4.0 Server, Microsoft Dynamics CRM for Microsoft Office Outlook, and Microsoft Dynamics CRM 4.0 E-mail Router.

For more information about this release, see Microsoft Knowledge Base article 961768.


Read More

Microsoft Dynamics CRM (Customer Relationship Management) Event

Need to know what Microsoft Dynamics CRM (customer relationship management) can do for your business? Streamline Solutions together with Microsoft is hosting a complimentary event on Friday March 27, 2009 from 10am PST to 1pm PST. Breakfast and Lunch will be served.

We will demonstrate the power of the Microsoft platform. Specifically, we will highlight Microsoft Dynamics CRM, Microsoft Office SharePoint Server, and Microsoft Unified communications. We will demonstrate a day in the life of a dynamic business thriving in dynamic times, and how they are leveraging several of the Microsoft server applications, and the interoperability amongst these applications, to be more efficient and effective with fewer resources. Click Here to learn more

Read More

Convergence 2009 | March 10-13, 2009 | New Orleans, LA | Microsoft CRM

Convergence is the premier Microsoft Dynamics event, bringing customers, partners, team members and industry experts together in an environment created for you to discuss solutions, address business needs and establish a true community that can be leveraged throughout the year.

In 2009, Convergence will take place in New Orleans, Louisiana March 10 – 13. This is your opportunity to participate in an exceptional program including a variety of speakers, detailed product demonstrations and hands-on learning sessions. You will learn how to enhance your Microsoft investment now and in the future, and gain a stronger sense of community through interacting with industry leaders, Microsoft team members, partners and other customers.

More information about convergence here.

Read More