Document Management. For Microsoft Dynamics CRM 2013

Transcription

1 Document Management For Microsoft Dynamics CRM 2013

2 Contents Overview... 3 Document Management Interface... 4 Toolbar Options... 5 Creating a Folder Template... 8 About AbleBridge

3 Overview 3

4 Document Management Interface A familiar folder tree provides an easy way of organizing and keeping track of your files related to a CRM record. Tip: Documents Tab By default, Document Management is available on the following CRM entities: Account, Contact, Opportunity, Lead, Case and Contract. Document Management can also be made available on other standard CRM entities as well as custom entities. If you aren t using SharePoint, it s a good idea to remove Documents from the associated view of each CRM form. This may help avoid confusion. 4

5 Toolbar Options Easily organize and upload your files using the Document Management toolbar. New Folder creates a new root folder or a subfolder under the selected parent folder. Folder Actions allows you to Rename, Move or Delete a selected folder. Add Files allows you to browse to the location of the file(s) you want to upload to a selected folder. 5

6 Delete Files deletes the selected file(s). A prompt will be presented allowing you to confirm that you want to delete the selected files. Move Files provides the option of moving selected file(s) from one folder to another. Change Title allows you to name the files something different than the imported file name. 6

7 creates a CRM for you with the selected files attached. Apply Folder Template allows you to apply a pre-defined folder structure to the current record only. *To apply a template across all records in the entity, got to Settings Folder Templates* 7

8 Creating a Folder Template To create a Folder Template, go to Settings Folder Templates. Click New. Tip: Folder Templates Unique Folder Templates can be defined for each entity. For example, you may want to create a unique set of folders for all Account records (i.e. Customer Contracts) and a different set of folders for Case records (i.e. Error Screen Shots). Applying a Folder Templates is optional but can be a great time saver. Folder Templates can also be modified after they are applied. 8

9 About AbleBridge At AbleBridge, our mission is to help any organization streamline their business operations and increase business success with Microsoft s Dynamics CRM platform. Our approach is unique. We view Microsoft Dynamics CRM as a flexible business platform rather than just a front office CRM application. Today s CRM is about the platform; one where any organization, no matter what their industry is, can define and manage information around the relationships most important to them. Our customers run across the industry spectrum. From Wealth Managers to Christmas Tree Brokers, from Insurance Agents to Coffee Manufacturers, and Non-Profit Education Providers to Biotechnology R&D companies; all having relationships and information to manage around people, money, products, services and things specific to their organization. Our experience is delivering CRM project success. We have been implementing CRM technology dating back to the inception of Contact Management applications through the evolution to Sales Force Automation and ultimately Customer Relationship Management (CRM) systems. Our logical CRM project implementation methodology is proven and is always focused on project success. We have helped hundreds of companies streamline their sales, marketing and service operations by implementing a number of CRM technology solutions over the years. We know Microsoft Dynamics CRM. At AbleBridge we are 100% focused on Microsoft Dynamics CRM and the Microsoft Technology platform. Our involvement with Microsoft CRM dates back to the first release in 2002 and through its evolution into the market leading CRM platform it is today. In 2006 AbleBridge made the strategic decision to solely focus on Microsoft Dynamics CRM and we ve never looked back. The flexibility of the platform, familiar user interface, interoperability with Microsoft Office, including Outlook, and its top flight functionality make it the best investment choice for any organization looking to implement a CRM technology strategy. Focused on Your Success AbleBridge s key strengths are our people and their personal commitment to the success of each customer engagement. Our logical approach to every project, the quality of our effort, the seriousness and professionalism we bring to the table have been the keys to our success; and we measure our success by our customer s success. 9