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.
Work with Sales Literature
Use this page to create, view, edit, and print sales literature records. You can also use this list to preview or open existing sales literature records.
Add or edit sales literature
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
1. In the Navigation Pane, click Sales, and then click Sales Literature.
2. On the Actions toolbar, click New, or open the sales literature record that you want to edit.
3. In the Title box, type a title for the sales literature. This field is required.
4. In the Subject box, click the Lookup button to search for the subject you want. This field is required. If the subject you want does not appear in the list, contact your system administrator to add it. More information: Requesting User Interface Changes
5. In the Subject Lookup dialog box, select the subject you want, and then click OK.
6. In the Employee Contact box, click Lookup. In the Look Up Records dialog box, select the user record for the employee you want to associate with the sales literature record, and then click OK.
The person you select is typically the person responsible for the creation or maintenance of the sales literature.
7. In the Type list, select the sales literature type that most closely matches the description of the sales literature.
8. In the Expiration Date box, select or enter a date. For example, if the sales literature is associated with a sale, the date the sale ends would be the expiration date. You must enter the date in the format your organization has set for dates. For example, 01/01/2006 or 31.12.2005.
If you omit leading zeros in a date, Microsoft Dynamics CRM will add them automatically. For example, when you type 1/1/06, Microsoft Dynamics CRM will display it as 01/01/2006, if that is the date format of your organization.
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9. Under Details, click Documents.
10. On the Actions toolbar, click New Document.
11. Enter a title (required field), author name, keywords, and an abstract for your document.
12. If you want to attach a file to the document, type its name in the File Name box or click Browse to locate the file, and then click Attach. Attaching a file might take a few minutes, depending on the size of the file.
13. In the document form, click Save and Close.
14. In the sales literature form, 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.
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 matchcodes 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
Tip
Although you cannot attach sales literature documents directly to e-mail activities and send them to customers, you can save the document to your desktop and then attach it to the outgoing e-mail.
Add or remove documents
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
Similar to how you attach a file to any record, you can attach documents to your sales literature. However, when you add a document, you must enter a title. You can also specify the author and add keywords, which you or someone else can use later to locate the document.
1. In the Navigation Pane, click Sales, and then click Sales Literature.
2. In the list of sales literature, open the sales literature record you want to add a document to.
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