Dynamics 365 Business Central: CRM Part 3- Tasks

Dynamics 365 Business Central: CRM Part 3- Tasks

Hey, everyone, we’re going to keep going on CRM now. What we’re going to talk about is tasks. Again, we have the salesperson as the main cart. Underneath the sales person, we have tasks that can be assigned to the salesperson or generated by the sales person. Once you get into a task and you complete it, then that actually creates something called an interaction entry. We’ll get into interaction entries in the next video a little bit more. Let’s just go through this process simply by creating a task, checking it off, and seeing the interaction entry or interaction log, actually, log entry. That’s like ILE; that’s bad. Okay, interaction – I’ll call it interaction. Anyways, let’s see that in the system.

Okay, so let’s take a look at tasks. If I go into Salespeople, Purchasers, and I go into Peter Saddow, here I’m going to just take a look at the tasks that are outstanding for this salesperson. We can see that there’s one completed; I just completed it. To create a new task, we just go over here, Create a Task. This is a great way to manage tasks for salespeople. You can create tasks that are managed. Also, you can have automatically tasks created from activities. For right now, we’re just going to log one task.

I’m going to check Phone Call here. There’s only two options, Nothing and Phone Call. There used to be Meeting set up, but I guess that’s gone. We’re just going to do a phone call and just say here, “Check in with prospect.” We pick the contact that they’re going to call and we’re going to just have it here with first up, “Consultants, Call Evan.” We’re going to have that happen today, so start date is today, the 2nd. We can make this recurring, high priority, connected to, opportunities, etc. We’ll get more into that later with the campaigns opportunities. 

Right now, we’re just going to create this. Now, I can see that it’s not started; it’s an open task for Peter Saddow. If I go out here, close and open this again, I can see the next task date is here. I can click on that and I get into my tasks. In reality, you could have the task window be always open for the salespeople, the salespeople are working off the task window, and the system is generating tasks into their window. That concept works as a CRM system inside Business Central.

If I’m here, I can go ahead and make this phone call. In essence, if I make the phone call, I go in here and let me see, Edit the Organizer Task, and close it, meaning that I did it. There is a way to make phone calls straight from the task list but that doesn’t really close this task. That just creates an interaction, which I’ll get into as well in a little bit. 

Anyways, we just come in here and if we make the phone call, we close the task. I can say, Register an Interaction Log Entry? Yes. Then I am logging what happens. I called this number for Evan. I can say that the evaluation was positive. I can even go up to comments here and say, “Called Evan. He is interested. Asked to be called next week again.” Close this out, like that. We can go ahead and let me see, close this out. 

It asks if you want to create an opportunity, meaning that maybe there was a sales cycle we can start now. In this case, for this video, I’m going to say no. It closes it out and now I have no tasks open for this salesperson. If I just go out of here and to Peter Saddow and take a look at the interaction log entries, I can see that I made the call to Evan, right here, and it was very positive, etc. If I go into Comments, I have the comment for that. This can be reported on.

The system also tracks costs that you can report on. You could set up a fixed cost for this interaction. You can think of the interaction entries as the ledger entries for the contact. They are basically the activity that the contact is doing, in this case outgoing phone calls.