Dynamics CRM 2016
- Type a category to identify the campaign response type, such as new business development or customer retention, to tie the ...
- Type a category to identify the email type, such as lead outreach, customer follow-up, or service alert, to tie the email ...
- Type a category to identify the fax type, such as sales offer or press release, to tie the fax to a business group or function. ...
- Type a category to identify the letter type, such as sales offer or past due notice, to tie the letter to a business group ...
- Type a category to identify the phone call type, such as lead gathering or customer follow-up, to tie the phone call to a ...
- Type a category to identify the recurring appointment type, such as status meeting or service call, to tie the appointment ...
- Type a category to identify the service activity type, such as routine maintenance or service call, to tie the service activity ...
- Type a category to identify the task type, such as lead gathering or customer follow up, to tie the task to a business group ...
- Type a detailed product description or additional notes about the opportunity product, such as talking points or product ...
- Type a meaningful name for the email server profile. This name is displayed when you need to select an email server profile. ...
- Type a number from 0 to 100 that represents the likelihood of closing the opportunity. This can aid the sales team in their ...
- Type a number or other tracking code to identify the campaign. If no value is entered, a code will be generated automatically. ...
- Type a numeric value of the lead's estimated value, such as a product quantity, if no revenue amount can be specified in ...
- Type a part of the name of each user you want to add to Microsoft Dynamics CRM. Use semicolons between names. You can also ...
- Type a promotional code to track sales related to the campaign response or to allow the responder to redeem a discount offer. ...
- Type a rating value which is unique to the rating model it is associated with and lies within the range specified on the ...
- Type a subcategory to identify the appointment type and relate the activity to a specific product, sales region, business ...
- Type a subcategory to identify the campaign activity type and relate the activity to a specific product, sales region, business ...
- Type a subcategory to identify the campaign response type and relate the activity to a specific product, sales region, business ...
- Type a subcategory to identify the email type and relate the activity to a specific product, sales region, business group, ...
- Type a subcategory to identify the fax type to relate the activity to a specific product, sales region, business group, or ...
- Type a subcategory to identify the letter type and relate the activity to a specific product, sales region, business group, ...
- Type a subcategory to identify the phone call type and relate the activity to a specific product, sales region, business ...
- Type a subcategory to identify the recurring appointment type and relate the activity to a specific product, sales region, ...
- Type a subcategory to identify the service activity type and relate the activity to a specific product, service region, business ...
- Type a subcategory to identify the task type and relate the activity to a specific product, sales region, business group, ...
- Type a subject or descriptive name, such as the expected order, company name, or marketing source list, to identify the lead. ...
- Type a subject or descriptive name, such as the request, issue, or company name, to identify the case in Microsoft Dynamics ...
- Type additional information about the primary party's role in the customer relationship, such as the length or quality of ...
- Type additional information about the secondary party's role in the customer relationship, such as the length or quality ...
- Type additional information to describe the campaign activity, such as key talking points, objectives, or details about the ...
- Type additional information to describe the opportunity, such as possible products to sell or past purchases from the customer. ...
- Type additional information to describe the order, such as the products or services offered or details about the customer's ...
- Type additional information to describe the phone call, such as the primary message or the products and services discussed. ...
- Type additional information to describe the quote, such as the products or services offered or details about the customer's ...
- Type notes about the customer's pain points to help the sales team identify products and services that could address these ...
- Type notes or other information about the competitor's strengths, such as top-selling products and targeted industries or ...
- Type notes or other information about the competitor's threats to your organization when you sell to the same prospect or ...
- Type notes or other information about the competitor's weaknesses or areas in which your organization outperforms the competitor. ...
- Type of queue that is automatically assigned when a user or queue is created. The type can be public, private, or work in ...
- Type some notes about the customer's requirements, to help the sales team identify products and services that could meet ...
- Type the actual cost of the campaign activity. The value entered is rolled up to the related campaign in the total cost calculations. ...
- Type the actual revenue amount for the opportunity for reporting and analysis of estimated versus actual sales. Field defaults ...
- Type the column name that will be used to group the results from the data collected across multiple records from a system ...
- Type the column name that will be used to group the results from the data collected across multiple records from a user view. ...
- Type the contact's first name to make sure the contact is addressed correctly in sales calls, email, and marketing campaigns. ...
- Type the contact's last name to make sure the contact is addressed correctly in sales calls, email, and marketing campaigns. ...
- Type the cost of freight or shipping for the products included in the invoice for use in calculating the total amount due. ...
- Type the cost of freight or shipping for the products included in the opportunity for use in calculating the Total Amount ...
- Type the cost of freight or shipping for the products included in the order for use in calculating the Total Amount field. ...
- Type the cost of freight or shipping for the products included in the quote for use in calculating the Total Amount field. ...
- Type the credit limit of the account. This is a useful reference when you address invoice and accounting issues with the ...
- Type the discount rate that should be applied to the Detail Amount field to include additional savings for the customer in ...
- Type the discount rate that should be applied to the Detail Amount field to include additional savings for the customer in ...
- Type the discount rate that should be applied to the Detail Amount field, for use in calculating the Pre-Freight Amount and ...
- Type the discount rate that should be applied to the Product Totals field to include additional savings for the customer ...
- Type the discount rate that should be applied to the Total Price, for use in calculating the net amount due for the contract ...
- Type the employee ID or number for the contact for reference in orders, service cases, or other communications with the contact's ...
- Type the estimated revenue amount to indicate the potential sale or value of the opportunity for revenue forecasting. This ...
- Type the first name of the primary contact for the lead to make sure the prospect is addressed correctly in sales calls, ...
- Type the job title of the contact to make sure the contact is addressed correctly in sales calls, email, and marketing campaigns. ...
- Type the job title of the primary contact for this lead to make sure the prospect is addressed correctly in sales calls, ...
- Type the last name of the primary contact for the lead to make sure the prospect is addressed correctly in sales calls, email, ...
- Type the letter body or additional information to describe the letter, such as the primary message or the products and services ...
- Type the line item number for the contract line to easily identify the contract line and make sure it's listed in the correct ...
- Type the line item number for the invoice product to easily identify the product in the invoice and make sure it's listed ...
- Type the line item number for the opportunity product to easily identify the product in the opportunity documents and make ...
- Type the line item number for the order product to easily identify the product in the order and make sure it's listed in ...
- Type the line item number for the quote product to easily identify the product in the quote and make sure it's listed in ...
- Type the location where the service activity will take place, such as a conference room, customer office, or other venue. ...
- Type the manual discount amount for the invoice product to deduct any negotiated or other savings from the product total. ...
- Type the manual discount amount for the opportunity product to deduct any negotiated or other savings from the product total. ...
- Type the manual discount amount for the order product to deduct any negotiated or other savings from the product total on ...
- Type the manual discount amount for the quote product to deduct any negotiated or other savings from the product total on ...
- Type the market capitalization of the account to identify the company's equity, used as an indicator in financial performance ...