Stay up-to-date with customer news with the activity feed

Stay up-to-date with customer news with the activity feed Monitor real-time updates in the activity feed to stay current with fast-moving sales, customer projects, and marketing campaigns at your organization. You’ll find the activity feed on your dashboard under the heading What’s new. The activity feed includes automatic updates about the work your colleagues are […]

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Keep track of notes, tasks, calls, or email with activities

Keep track of notes, tasks, calls, or email with activities In Microsoft Dynamics CRM, you use Activities to keep track of all your customer communications. For example, you can take notes, send email, make phone calls, set up appointments, assign yourself tasks as you resolve a service case, and stay up-to-date with customer news. These […]

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Quick create–Enter new contacts (or other data) fast!

Quick create–Enter new contacts (or other data) fast! The Quick Create command makes it fast and easy to enter almost any type of information into the system. The command is on the nav bar, so it’s always available whenever you need to enter new info into the system. With Quick Create, you need to complete […]

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Close an opportunity as won or lost

Close an opportunity as won or lost If your customer has accepted your proposal, congratulations! Whether your customer accepted or declined your proposal, however, it’s now time to close that opportunity. Go to Sales > Opportunities. (How do I get there?) Choose the opportunity you want to edit. To close your opportunity as won, choose […]

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Create or edit an invoice

Create or edit an invoice When a customer places an order, you can create an invoice to bill them for the upcoming sale. Typically, you convert an order into an invoice. However, you can also create an invoice that does not originate from an order. On this page: Create an invoice from an order Create […]

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Create or edit an order

Create or edit an order Congratulations! Your hard work nurturing your customer has paid off and they’re ready to place an order for your products or services. In Microsoft Dynamics CRM, an order can originate from a customer’s acceptance of a quote, or you can place an order without an accepted quote, depending on the […]

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Create or edit a quote

Create or edit a quote One way you might increase your sales is to add all products that your customer might need to your quote. Your Microsoft Dynamics CRM system might offer product bundles or product families to make it easier for you to choose products for upsell and cross-sell. Most sales begin with a […]

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Create or edit an opportunity

Create or edit an opportunity An opportunity is a lead who is now almost ready to buy—in other words, it’s a deal that you’re ready to win. At this point in the sales process, you’re most likely in either the Develop or Propose stage. More information: Nurture sales from lead to order On this page: […]

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Qualify a lead and convert it to an opportunity

Qualify a lead and convert it to an opportunity Does your lead have what you’re looking for—and vice versa? Once you’ve identified the timeframe, budget, purchase process, and decision makers for the sale, it’s time to qualify your lead. Qualifying a lead in Microsoft Dynamics CRM converts it to an opportunity. Ideally, your leads or […]

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