RFP by Zowie Knobbe https://padlet.com/mailzowie/yyi0qxjus1fw Gemaakt met wonderwerk en-us 2017-04-23 10:42:20 UTC 2025-11-03 07:31:55 UTC hello@padlet.com 4.3.3 mailzowie https://padlet.com/mailzowie/yyi0qxjus1fw/wish/167671449 By default, Dynamics 365 supports creating records from the following activities, also called source types in the context of record creation and update rules:

  • Email
  • Social activity
  • Task
  • Phone call
  • Appointment
  • Service activity
  • Custom activity
These activities can be converted to any default (system) entity records or custom entity records. For example, you could create a lead, opportunity (system record), or incident (custom record) from an incoming email.
]]> 2017-04-23 10:43:13 UTC https://padlet.com/mailzowie/yyi0qxjus1fw/wish/167671449 You can enter and store multiple addresses in one record for an individual customer, contact, prospect, lead, or opportunity. For example, you can set up multiple addresses for a single customer account if that customer's delivery address differs from the billing address. mailzowie https://padlet.com/mailzowie/yyi0qxjus1fw/wish/167671923 2017-04-23 10:50:41 UTC https://padlet.com/mailzowie/yyi0qxjus1fw/wish/167671923 Microsoft Dynamics CRM has a convert process that takes a flat "Lead" and expands it to the dimensions needed to track a complex company and sales process. The three things that a Lead can be converted into are Account, Contact, and Opportunity. You have the choice of converting a Lead to all three or any combination of the three. Depending on the company, you might find that all three entities are used or only one. Even within the blog world, you will see different debates on this subject.Once a Lead is converted, a sales process can kick off, a salesperson can add more Contacts, and any other numerous Activities can be associated. With regard to the Opportunity, you are kicking off a "thing" that is called an Opportunity that tracks the dollar value of the potential sale and other key sales information; this thing lives in the sales funnel until it is closed and relegated to history (won or lost). mailzowie https://padlet.com/mailzowie/yyi0qxjus1fw/wish/167672210 2017-04-23 10:57:02 UTC https://padlet.com/mailzowie/yyi0qxjus1fw/wish/167672210 Microsoft takes these concerns seriously and has applied its years of cloud and on-premises experience with security and privacy to development of its online services offerings, including Microsoft Dynamics 365 (online).The Microsoft Dynamics 365 (online) service provides secure access across platforms and devices, with anti-spam and antivirus technologies that are automatically updated to protect against the latest threats. The security features and services associated with Microsoft Dynamics 365 (online) are built in, which can help to reduce the time and cost associated with securing customer IT systems. At the same time, Microsoft Dynamics 365 (online) enables administrators to easily control permissions, policies, and features through online administration and management consoles, which means that customers can configure the service to meet specific security and compliance requirements. mailzowie https://padlet.com/mailzowie/yyi0qxjus1fw/wish/167672946 2017-04-23 11:11:12 UTC https://padlet.com/mailzowie/yyi0qxjus1fw/wish/167672946 In Microsoft Dynamics 365 (online & on-premises), activities are tasks that you or your teams perform when they contact customers, for example, sending letters or making telephone calls. You can create activities for yourselves, can assign them to someone else, or can share them with other users or teams. An activity is any action which can be entered on a calendar and has time dimensions (start time, stop time, due date, and duration) that help determine when the action occurred or is to occur. Activities has some basic properties that help determine what action the activity represents, for example, subject and description. An activity state can be opened, canceled, or completed. The completed status of an activity will have several substatus values associated with it to clarify the way that the activity was completed.Activities involve one or more participants, called activity parties in Microsoft Dynamics 365. For a meeting activity, the participants are those contacts or users attending the meeting. For a telephone call or fax activity, the parties are the caller and the person who is called. The following diagram shows the entity relationships for activities.Activity diagramTo support the communication needs of the modern-day business, such as instant messaging (IM) and SMS, you can create custom activities in Microsoft Dynamics 365 (online & on-premises). mailzowie https://padlet.com/mailzowie/yyi0qxjus1fw/wish/167673962 2017-04-23 11:34:39 UTC https://padlet.com/mailzowie/yyi0qxjus1fw/wish/167673962 You can use tasks to keep track of action items or other “To Do” items. Tasks can be tracked from Outlook. mailzowie https://padlet.com/mailzowie/yyi0qxjus1fw/wish/167674117 2017-04-23 11:37:56 UTC https://padlet.com/mailzowie/yyi0qxjus1fw/wish/167674117 There are eleven different activity types in Microsoft Dynamics 365 that are defined below. Each activity type has its own form and set of fields. These forms and fields are customizable.Phone CallsUse this type of activity to record information and the details of an inbound or outbound call.View Phone Calls in CRM 2011EmailsUse this record to track email messages that are sent or received. Email messages can be tracked from Outlook or created and sent directly from CRM. There are different Outlook settings for how emails are tracked. To learn more about this, see the personal and email settings section of the Outlook chapter.View Emails in CRM 2011TasksYou can use tasks to keep track of action items or other “To Do” items. Tasks can be tracked from Outlook. An example of a task could be to gather information about a potential company you’re doing business with.View Tasks in CRM 2011AppointmentsUse appointments to track in person meetings or conference calls. They can be tracked from Outlook or scheduled directly in CRM. mailzowie https://padlet.com/mailzowie/yyi0qxjus1fw/wish/167674150 2017-04-23 11:38:36 UTC https://padlet.com/mailzowie/yyi0qxjus1fw/wish/167674150 Use appointments to track in person meetings or conference calls. They can be tracked from Outlook or scheduled directly in CRM. mailzowie https://padlet.com/mailzowie/yyi0qxjus1fw/wish/167674183 2017-04-23 11:39:21 UTC https://padlet.com/mailzowie/yyi0qxjus1fw/wish/167674183 You can use tasks to keep track of action items or other “To Do” items. Tasks can be tracked from Outlook. An example of a task could be to gather information about a potential company you’re doing business with. mailzowie https://padlet.com/mailzowie/yyi0qxjus1fw/wish/167674221 2017-04-23 11:40:16 UTC https://padlet.com/mailzowie/yyi0qxjus1fw/wish/167674221 https://www.microsoft.com/en-us/dynamics/marketing-customer-center/overview-working-with-leads.aspx mailzowie https://padlet.com/mailzowie/yyi0qxjus1fw/wish/167676268 2017-04-23 12:26:48 UTC https://padlet.com/mailzowie/yyi0qxjus1fw/wish/167676268 A lead entity represents an individual that is identified as someone who is interested in receiving specific information about the products or services offered by the company. The information is provided to a lead by a salesperson through email or other communication activities available in Microsoft Dynamics 365. A lead is used to track contacts or accounts that are potential customers, but who have not yet been qualified.Lead management is largely the same as opportunity management. However, a lead is kept separate from customer and opportunity data until the lead is qualified. The possible states for a lead are Open, Qualified, and Disqualified. A qualified lead may be converted to an account, contact or opportunity. mailzowie https://padlet.com/mailzowie/yyi0qxjus1fw/wish/167676469 2017-04-23 12:30:53 UTC https://padlet.com/mailzowie/yyi0qxjus1fw/wish/167676469 http://crmbook.powerobjects.com/basics/business-process-flows/ mailzowie https://padlet.com/mailzowie/yyi0qxjus1fw/wish/167676795 2017-04-23 12:37:36 UTC https://padlet.com/mailzowie/yyi0qxjus1fw/wish/167676795 Duplicate detection lets organizations set duplicate detection policies and create duplicate detection rules for business and custom entities. These rules can be applied across different record types in Microsoft Dynamics 365. For example, an organization may define that a lead is a duplicate of a contact, if they have the same name and phone number. Based on the duplicate detection rules set by the administrator, the system alerts the user about potential duplicates when the user tries to create new records or update existing records. To maintain data quality, you can schedule a duplicate detection job to check for duplicates for all records that match a certain criteria. You can clean the data by deleting, deactivating, or merging the duplicates reported by a duplicate detection job. mailzowie https://padlet.com/mailzowie/yyi0qxjus1fw/wish/167676991 2017-04-23 12:41:21 UTC https://padlet.com/mailzowie/yyi0qxjus1fw/wish/167676991 https://www.microsoft.com/en-US/Dynamics/crm-setup-and-administration/create-edit-and-distribute-opportunities-in-dynamics-365.aspx mailzowie https://padlet.com/mailzowie/yyi0qxjus1fw/wish/167690442 2017-04-23 16:15:04 UTC https://padlet.com/mailzowie/yyi0qxjus1fw/wish/167690442