-Demo Instructions-

Demo Tip: Print me before beginning! We’re easier to follow when printed.

These easy to follow instructions are designed to help familiarize yourself with Dynamics CRM’s key Sales, Marketing, and Service features.

How To:	Learn To:
Work with Leads	· Add New Lead · Review Leads · Modify Lead · Link Lead
Work with Accounts	· Add new Account · Review Accounts · Modify Account · Link Account
Work with Contacts	· Add new Contact · Review Contact · Modify Contact · Link Contact
Work with Opportunities	· Add new Opportunity · Review Opportunity · Modify Opportunity · Review Sales Stages and Processes · Link to Opportunity · Convert Opportunity
Work with Quotes, Orders, and Invoices	· Create new Order · Create new Invoice · Create new Quote · Modify Order · Modify Invoice · Modify Quote
Work with Marketing Lists and Campaigns	· Create new Marketing List · Modify Marketing List · Create new Marketing Campaign · Modify Marketing Campaign
Work with Cases	· Create new Case · Modify Case · Schedule Services
Work with Advanced Find	· Set criteria · Generate report
Work with the Service Calendar	· Review Views · Schedule Appointments · View Resources

Connecting to the CRM Server

Important!: Make sure to disable the Internet Explorer Pop-up Blocker or logon attempts will be unsuccessful.

Steps:

To disable Internet Explorer Pop-Up Blocker

1. On the Internet Explorer menu bar click Tools.

2. Select Pop-up Blocker and click Turn off Pop-up Blocker.

Figure 1: Pop-up Blocker

To run the Microsoft Dynamics CRM demonstration

1. Click the Run the Demo button

Figure 2: Run Demo

2. Type your username (for example: username@demodynamics.com) in the User name: text box.

3. Type you password in the Password: text box and then click the Log on button to login to the CRM Server.

Figure 3: CRM Logon Form

Work with Leads

Background:

You can store information about all of your business connections in Microsoft Dynamics CRM. A Lead represents your earliest connect to a possible client. As your relationship with the connection changes, you can convert the Lead to an Opportunity, Account, or Contact; add a Lead to a Marketing List; and view any Campaigns associated with the Lead.

Steps:

1. Click the Marketing bar.

2. Click Leads.

3. Click New.

4. Enter Topic, First Name, Last Name, Company Name, and Business Phone.

5. Click Administration tab.

6. Enter Preferred Contact Method.

7. Click Save and Close.

8. Double-click Lead.

9. Click Activities.

10. Click New Activity.

11. Select type of activity.

12. Click OK.

13. Enter information about the Activity.

14. Click Save and Close.

15. Click Convert Lead.

16. Click Account.

17. Click OK.

18. Click New.

19. Enter information about the Lead.

20. Click Save and Close.

21. Click Create Quick Campaign.

22. Select For All Records on Current Page.

23. Click Next.

24. Enter name for Quick Campaign.

25. Click E-mail.

26. Click Next.

27. Enter information about the E-mail.

28. Click Next.

29. Click Create.

Work with Accounts

Background:

You can store information about all of your business connections in Microsoft CRM. Accounts represent the organizations that you do business with and are associates with Contacts. You can add an Account to a Marketing List, and view any Campaigns associated with the Account.

Steps:

1. Click the Marketing bar.

2. Click Accounts.

3. Click New.

4. Enter information about the Account.

5. Click Save.

6. Click Activities.

7. Click New Activity.

8. Select type of Activity.

9. Click OK.

10. Enter information about the Activity.

11. Click Save and Close.

Work with Contacts

Background:

You can store information about all of your business connections in Microsoft CRM. A Contact is the person with whom you work to provide services or products for an Account. Contacts can be associated with Marketing Lists and Campaigns as well.

Steps:

1. Click the Marketing bar.

2. Click Contacts.

3. Click New.

4. Enter information about the Contact.

5. Click Save.

6. Click Activities.

7. Click New Activity.

8. Select type of Activity.

9. Click OK.

10. Enter information about the Activity.

11. Click Save and Close.

12. Click the close button in the upper right-hand corner.

Work with Opportunities

Background:

Opportunities can be created and tracked in Microsoft CRM. You can track potential revenue associated with open Opportunities and actual revenue associated with Opportunities that have been won.

Steps:

1. Click the Sales bar.

2. Click Opportunities.

3. Click New.

4. Enter Opportunity Topic.

5. Click the Potential Customer Lookup button.

6. Click Account.

7. Click Account Name.

8. Click OK.

9. Enter information about the Opportunity.

10. Click Save.

11. Click Activities.

12. Click New Activity.

13. Select type of Activity.

14. Click OK.

15. Enter information about the Activity.

16. Click Save and Close.

17. Click the close button in the upper right-hand corner.

Work with Quotes

Background:

In Microsoft CRM, you can create, edit, view and assign customer Quotes. Quotes are associated with product lines, price lists, and customers that you track and edit in Microsoft CRM. You can create Quote activities to assure completion of tasks and follow up for customers.

Steps:

1. Click the Sales bar.

2. Click Quotes.

3. Click New Quote.

4. Enter Name.

5. Click Potential Customer Lookup button.

6. Select Account.

7. Click Account.

8. Click OK.

9. Click the Price List Lookup button.

10. Click Price List.

11. Enter additional information about Quote.

12. Click Save.

13. Click Existing Products.

14. Click New Quote Product.

15. Click the Product Lookup button.

16. Select Product.

17. Click OK.

18. Click the Unit Lookup button.

19. Select Unit.

20. Click OK.

21. Enter additional information about Quote Product.

22. Click Save and Close.

23. Click New Activity.

24. Select type of Activity.

25. Click OK.

26. Enter information about the Activity.

27. Click Save and Close.

28. Click the close button in the upper right-hand corner.