D365 Business Central Advanced CRM - Part 2: Salesperson Productivity
Check out our Business Central Toolbox for your Dashboarding and Automation Needs. Download our Apps Below - Free for 30 Days. https://appsource.microsoft.com/en-us/marketplace/apps?product=dynamics-365-business-central&exp=ubp8&search=ERP%20Connect%20Consulting&page=1 Product Page: https://erpconnectconsulting.com/collections/bc-toolbox Company Website: https://erpconnectconsulting.com/ Company LinkedIn: https://www.linkedin.com/company/74756859/ In this video we will show you how our Advanced CRM tool within Microsoft Dynamics 365 Business Central works to give you greater visibility via CRM Agent and Manager Dashboards, Role Centers, and enhanced task entry and follow up. Part 2 of this multi-part CRM series first highlights how you can use role centers for your sales agents and managers to readily view and interact with data on their home page. From task management to sales funnels and more this is the easiest way to interact and navigate in Business Central. One level deeper we will explore how our agent and manager/team dashboards can help you quickly analyze you and your teams sales data. This includes sales and sales flow data related to how your team is performing in relation to goals and other team members. The final piece of the puzzle is task creation and tracking. We have created and enabled and easier way for folks to create and follow up on tasks with our consolidated task list. For full details on all of our extensions in our Business Central toolbox please visit our website or reach out to demo@erpconnectconsulting.com to get a personalized demonstration from our sales team. We look forward to hearing from you and helping optimize your Business Central experience. 0:00 Introduction and Setup 2:10 Role Center - Sales Manager 4:00 Role Center - Sales Agent 6:28 Dashboard - CRM Agent (My Dashboard) 10:30 Dashboard - CRM Manager (Team Dashboard) 16:15 Advanced Task Creation and Tracking 19:35 CRM Part 2 Review
