Use this report to identify accounts that have not been contacted recently. The report displays a chart with accounts that have had no activities completed in a specified number of days.
Products by Account Report
Use this report to see which products are used by an account. For each account, the report lists the associated products.
Products by Contact Report
Use this report to see which products are used by a contact. For each contact, the report lists the associated products.
If the default reports don't provide the information you need, try creating an Advanced Find search, and exporting the results to Microsoft Office Excel.
Note
This topic documents the list of default reports as they were shipped. If this list differs from the reports that are available to you, contact your report administrator or system administrator for information about the customized reports.
Competing for Customers
Using competitor information management, you can compile a repository of information, such as product literature, pricing structures and product reviews, for each of your competitors. If you add products or sales literature to a competitor record, your sales staff will be able to access the competitor data from within the product or sales literature forms.
You can also create and maintain information about your competitors' strengths and weaknesses, and the opportunities you are both working on. Your sales force can use this information to better understand who they are working against on a deal. If you create a relationship between a competitor and an opportunity, you can access information about both from either form.
The competitor information management in Microsoft Dynamics CRM also helps you associate opportunities to competitors so you can assess opportunities lost to or won against each competitor.
Work with Competitor Records
Competitors represent people or organizations that your business unit competes with for sales opportunities.
Create or edit a competitor
Can I do this task?
This task requires permissions that are found in all default security roles. More information about specific permissions and performing this task while offline: Sales Permissions
Tracking competitors is a key aspect of a sales process. The more information your team has about a competitor's strengths, weaknesses, opportunities, and the threats a competitor might have to your organization's ability to make a sale, the more likely you are to win against that company.
1. In the Navigation Pane, click Sales, and then click Competitors.
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2. On the Actions toolbar, click New, or open the record that you want to edit.
3. On the General tab, enter information or observe any noted restrictions or requirements as needed:
Name
You must enter a name with a length of 100 characters or fewer. The information should be meaningful and unique. You can use accent marks when you enter data, for example, in a customer's name. Your ability to sort and find information is not affected by these accent marks.
Ticker Symbol
If you enter a ticker symbol for a market outside the United States, you must prefix it with the country code, for example US:MSFT ( country code:ticker symbol ). This information is available only for markets that are currently listed on the MSN Money Web site. In addition to the United States (US), MSN Money also provides information for markets in Australia (AU),
Belgium (BE), Canada (CA), France (FR), Germany (DE), Great Britain (GB), Italy (IT), Japan
(JP), Netherlands (NL), Spain (ES), and Sweden (SE). For more information, go to the MSN
Money Web site .
Key Product
Enter the competitor's product that you most frequently compete with for sales.
Web Site
Web site addresses must be valid. For example, http://www.adventure-works.com.
Reported Revenue
You must enter numbers between 0.00 and 1,000,000,000.00.
You can use commas and a decimal point, but you cannot use a currency symbol, such as the dollar ($), euro (€), or yen (¥).
Address
Enter all the address information you have available for this competitor. Note this restriction:
ZIP/Postal Code
Enter a code of 20 characters or fewer.
4. On the Analysis tab, enter everything you know about the competitor.
5. On the Notes tab, click Click here to enter a new note, and add the information that applies to your record.
6. Click Save or Save and Close.
Resolve potential duplicate records.
1. If the system detects that your record might be a potential duplicate, instead of saving the record, you'll see the Duplicates Detected dialog box.
2. To open a record to make sure it is a potential duplicate, in the Potential duplicate records list, double-click the record.
If the duplicate-detection rule identified potential duplicate records in other record types, review records from each record type listed.
3. If your new or updated record is not a duplicate, to create the new record, click Save Record.
– OR –
Notes
If your new or updated record is a duplicate, to cancel your changes, click Cancel.
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If you enter a duplicate record within a few minutes of entering the first record, Microsoft
Dynamics CRM will not detect the duplicate record. The match codes for new and updated records are created every five minutes, rather than as a record is created.
Duplicate detection can take place only if duplicate detection is enabled in Duplicate Detection Settings and if at least one duplicate-detection rule exists for the record type. More information: Avoiding Duplicate
Records
Add or remove products for a competitor
Can I do this task?
This task requires a manager, vice president, CEO-Business Manager, System Administrator, or
System Customizer security role or equivalent permissions. More information about specific permissions and performing this task while offline: Sales Permissions
Knowing the products your competitors carry helps you to identify areas within your own inventory where you can expect the greatest challenges to making a sale. If you list the products your competitors carry, then you can create a scorecard that helps your sales organization present data to potential customers about how your products provide benefits that your competitors cannot meet.
Notes
1. In the Navigation Pane, click Sales, and then click Competitors.
2. In the list of competitors, open the competitor you want to add products to.
3. Under Details, click Products.
4. On the Actions toolbar, click Add Existing Product.
5. In the Look Up Records dialog box, search for and select the products you want to add to the competitor, and then click OK.
6. Click Save or Save and Close.
To remove products from a competitor, follow steps 1, 2, and 3 above to navigate to the appropriate area. Select the products you want to remove. On the Actions toolbar, click More Actions, and then click Remove. In the confirmation message, click OK.
By default, you cannot add a competitor's product to a competitor record. If you want your competitor's product in Microsoft Dynamics CRM, you have to customize the product catalog to allow for products sold by your competitors, instead of by your organization. If you customize the product catalog with competitor products, then you can link competitor products as substitute products in the competitor record.
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Add or remove opportunities for a competitor
Can I do this task?
This task requires permissions that are found in all default security roles. More information about specific permissions and performing this task while offline: Sales Permissions
Adding existing opportunities to a competitor record helps you track other companies who are competing against you for a potential sale. If you determine that the competitor is no longer a threat to making the sale with the associated opportunity, then you can remove that opportunity from the competitor without deleting the opportunity from Microsoft Dynamics CRM.
1. In the Navigation Pane, click Sales, and then click Competitors.
2. In the list of competitors, open the competitor you want to add an opportunity to.
3. Under Sales, click Opportunities.
4. On the Actions toolbar, click Add Existing Opportunity.
5. In the Look Up Records dialog box, search for and select the opportunity you want to add to the competitor, and then click OK.
6. Click Save or Save and Close.
Tip
If you cannot locate the opportunity you want to add, you might need to create it. To do this, in the Look Up Records dialog box, click New and then complete the form.
Note
To remove an opportunity from a competitor, follow steps 1, 2, and 3 above to navigate to the appropriate area. Select the opportunity you want to remove. On the Actions toolbar, click More Actions, and then click Remove. In the confirmation message, click OK.
Add or remove sales literature for a competitor
Can I do this task?
This task requires permissions that are found in all default security roles. More information about specific permissions and performing this task while offline: Sales Permissions
Adding existing sales literature to a competitor record helps you to track information, such as product or service offerings, about the competitor. You can relate or link a competitor's sales literature that you collect directly from the competitor form. If the sales literature becomes out-dated or the competitor no longer offers the products, then you can remove the sales literature from the competitor without deleting the sales literature from Microsoft
Dynamics CRM.
1. In the Navigation Pane, click Sales, and then click Competitors.
2. In the list of competitors, open the competitor you want to add sales literature to.
3. Under Sales, click Sales Literature.
4. On the Actions toolbar, click Add Existing Sales Literature.
5. In the Look Up Records dialog box, search for and select the sales literature you want to add to the competitor, and then click OK.
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6. Click Save or Save and Close.
Note
To remove sales literature from a competitor, follow steps 1, 2, and 3 above to navigate to the appropriate area. Select the sales literature you want to remove. On the Actions toolbar, click More Actions, and then click Remove. In the confirmation message, click OK.
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Default sales reports
The following sales reports are available:
This topic shows you how to use the different reports. You also can find more information when you generate a report, click Help, and then click Help on This Page.
Account Distribution Report
Use this report to identify patterns in your top revenue-generating accounts. The report displays two charts. The earned revenue chart displays a chart of the earned revenue grouped by a market facet, such as product, territory, or industry. The accounts count chart, displays the amount of earned revenue using the same grouping as the earned revenue chart.
Account Overview Report
Use this report to obtain a one-page overview of everything occurring with an account. The report displays a profile of the account, contact information, and summaries of opportunities and case activities.
Account Summary Report
Use this report to determine historically what has occurred with an account. This report also displays what is scheduled to occur in the future. The report displays a chronological summary for an account, including sales and service activities, notes, and records.
Activities Report
Use this report to identify patterns in activities. Activities can be grouped by owner or activity type, or by the record the activity is regarding.
Competitor Win Loss Report
Use this report to compare how your sales team performs against your competitors. The report displays a list of competitors, with data on open, closed, won, and lost opportunities for each.
Invoices Report
Use this report to print invoices.
Invoice Status Report
Use this report to view your accounts receivable. The chart displays invoices grouped by status.
Lead Source Effectiveness Report
Use this report to compare how effective your lead sources are at generating quality opportunities. The report lists the percentage of qualified leads, and leads that generate revenue for each lead category.
Neglected Leads Report
Use this report to identify any leads that have not been contacted. The report displays a chart of leads that have had no associated activities or notes during a specified time period.
Orders Report
Use this report to print orders.
Quotes Report
Use this report to print quotes.
Sales Pipeline Report
Use this report to see anticipated potential sales. The report displays a chart of potential sales grouped by user, sales territory, customer territory, date, products, rating, or sales stage.
Sales History Report
Use this report to view a history of sales performance by sales representative. The report displays a chart of both lost and earned revenue.
Neglected Accounts Report
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