ledgeview dynamics crm oil & gas user group€¦ · webinar housekeeping tips....

Ledgeview’s Dynamics CRMfor Oil & Gas User Group

August 2017

Host - Josh Philipps

Josh PhilippsSupport Consultant

920-560-6888

crmsupport@ledgeviewpartners.com

Agenda

Navigation in Dynamics 365

Sales Process

Opportunity Fallback

User Submitted Questions

Upcoming Webinars

Webinar Housekeeping Tips

Presenter-Michael Dodds

Michael DoddsSupport Consultant

920-560-6888

CRMSupport@ledgeviewpartners.com

Navigation updates in Dynamics 365

• General navigation

• View navigation

• Record navigation

Demo of Navigating through Dynamics 365

The Sales Process

• Demonstration of creation of a lead

• Lead source is predicated on the department selected

• Demonstration of qualifying the lead

Leads

When a lead is qualified it automatically creates:• Account, which pulls over the following:

• Company name• Newly created contact• Industry• Ship to address• Main phone• Fax• Description

• Contact, which pulls over the following:• Full name (first name and last name)• Job Title• Newly created account• Email• Business phone• Mobile phone• Fax• Address• Marketing preferences• Description

Creation of Accounts and Contacts

• When a Lead is qualified you are taken to the newly created opportunity

• The following fields are taken from the lead to the opportunity:

• Newly created account• Newly created contact• Distributor• Department• Competitor 1, 2 and 3• Source campaign• Description• Topic

• Demonstrate the business process flow

Opportunities

Opportunity Fallback

• If an opportunity needs to be put on hold, but is not ready to be closed

• Simply set the fallback field to yes• Most reports, charts/dashboards and views will not

show opportunities in the fallback setting• The opportunities showing on the account will

include fallback opportunities

• The number of days on opportunity is in sales stage still grows for fallback opportunities

• There are some exception reports that are listed on the next slide

What is Fallback and how does it work?

Exceptions for FallbackWhere are Fallback Opportunities Included:- The list of Open Opportunities listed on the Account screen and on the Account 360 form will

continue to include ALL Open Opportunities for the Account. We’ve added a column so you can tell if the Opportunity is in Fallback or not.

- Report 530 & 530b which check for Accounts with Opportunities will continue to include ALL Open Opportunities.

- Reports 500 & 510 which are Usage reports will include all Open Opportunities.- Report 303 which lists all Open Opportunities will include those in Fallback unless you specifically

filter them to not be included. A column for Fallback has been added to the end of the report.- Report 301b which is the Opportunity Close Rate (Based on Date Created), will include ALL

Opportunities.- Win Rate Charts that analyze Opportunities created in the last 24 Months will include ALL

Opportunities.

• Dashboards showing fallback:• 02h – aged opportunities• 02l – my aged opportunities

• Views:• Open opportunities including

fallback• Open fallback opportunities• My open fallback opportunities

Fallback Dashboards and Views

User Submitted Questions

“How does our IT department access the 900 integration instruction sheet?”

Question from a User

To access the 900 integration spreadsheet, follow the

below steps:

• Click on your main navigation

• Go to Workplace>documents

• Scroll to the bottom

• Click on the “900 – Integration File Layouts for

Energy Solution”

• If your IT department does not have access to CRM

this file can be sent to them

“Can you add a customer’s logo on the quote section?”

Question from a User

• This would be possible through the supplier

logo

• You can add a new supplier logo and name

the record after your customer

• We do recommend only doing this for 1

or 2 customers that you work with

frequently as the maintenance of this

could become overwhelming with all of

the logos for your suppliers and

customers

“How do you Navigate the Territory Management Report?”

Question from a User

Demo on territory management

CRM Resources

Interested in having CRM videos sent to your new employees from Ledgeview Partners?

Contact crmsupport@ledgeviewpartners.com

Onboarding Videos

CRM for Oil & Gas User Group

Tuesday, October 24th @ 11am

Featured Training: Outlook Client

Upcoming User Group Webinars

Driving User AdoptionWhen: Thursday, September 7th, 2017

Time: 12pm – 1pm CDT

Got Dynamics? Why you need marketing automation too!

When: Thursday, September 14th, 2017

Time: 1pm – 1:30pm CDT

Upcoming User Group Webinars

THANK

YOU