CRM in Dynamics NAV 2018 Pt. 4

CRM in Dynamics NAV 2018 Pt. 4

We are in 2018 and we are in 2018 NAV as well so it's gonna be a lot of fun things going through and I want to continue on CRM I had two tracks going on, the CRM and the approvals so we are kind of just going to go one on one every week and right now it's CRM and I was actually running through this and wondering what to talk about next on CRM we went through sales cycles, opportunities.

The natural thing to talk about next would be tasks and the funny thing with 2018 is, we have something called pending user task here and I did talk about that in one of the videos that says “what's new” and we created a task here, but we had tasks in NAV before that which we interaction tasks or tasks on CRM and I just don’t see a connection between these tasks an the other tasks so the whole task ting is in a little bit if a flux, but I want to talk about the task that we did have in NAV before.

If you watched the previous CRM videos you know that we created opportunities and here, for example, we have open opportunities, a bunch of opportunities and we created these new ones here, coffee stand and coffee stand pop up, now if I go into one of these, I can see that we have pushed the sales cycle to the second stage of qualification and each one of these stages are obviously created in the sales cycle setup so you have here sales cycle code.

Sales cycles stages
I’m actually gonna go into that here and drill a little bit, this is how you get into the sales cycle and create kind of the templates for the sales cycles and we talked about a little bit about them before and each one of these has stages. We can go and show qualification, presentation, proposal, sign contract etc. When you get an opportunity, you create the opportunity you attach it to a sale cycle code and then according to the code it will go through these stages and these are stages you set up. Each one of these stages are attached to an activity code. Let's go ahead and look at that.

Activity codes
If I go here into initial activity code I look at all my activity codes rich here and there hey are, now what are activity codes?, they actually hold together tasks, so If I go into one of these I can see a list of tasks that need to be done for this activity code to go through, so whenever we go through activity code like this in a sale cycle it automatically creates this tasks to do and in this case is verify the quality of opportunity and identify key people, and it actually says that we have to right away say verify quality and identify we get one week, so due date on that.

And these types here, I could actually change it to be a meeting or phone call, so setting up a meeting in outlook or actually calling and you could call out of NAV using toppy or something like that.

These are tasks so where do this tasks go? as we were pushing the opportunities forward we didn't see any tasks and it's sort of in the background kind of thing but it's interesting and it's very useful and I kind of I don't know maybe Microsoft should have done a better job at designing the role center for this, but I have a feeling that it would be used a lot more if for example in the role center you would have tasks, not these tasks but the tasks for CRM and I couldn't find that anywhere here.

So obviously when a salesperson logs in they should see a number of pending tasks to do right? It would be obvious and I suspect we, the partners have created that many many times for the users and implementations.

How do we actually get to tasks, If I go into may salesperson list here, I have a number of sales people and each one of the salespeople,if I navigate here, has tasks? Her I can see the tasks and so an Anette has two tasks here and they are both closed, she is finished with them, let's take a look at Peter Shadow because that's the salesperson in all the new opportunity, you can see he has plenty to do. And some of them are attached to opportunities. Here you can actually go and view the task, this is the task I need to do and then I can close that out etc.

Tasks get created and I can make the phone call or assign it to somebody else etc. But they can get created through sales cycles automatically create tasks and you can create tasks through other things , you can actually just create a task right away here, and I think what would be a good practice and I know many companies actually do this is that on the role center when they are logged in, the salesperson will see the list of tasks needed to do, they will go through the tasks and close them.

We are actually gonna follow up with another video of how to interact with tasks, opening them, what we can do with them, but this is sort of giving you heads up on what the CRM tasks are in the NAV and how they compare to the new user tasks which we already covered.

I hope I’ve opened up a little bit of information for you.