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From the Microsoft Dynamics CRM Blogs: Connections for Team Selling; CRM Online Time Zones; SSRS Report Performance; Cross-browser Support

by Jason Gumpert
Editor, MSDynamicsWorld.com

Using Connections for Team Selling: At the Microsoft Dynamics CRM blog, Derik Stenerson says he understands that because there are so many great features in CRM 2011, it can be challenging for customers to know which capabilities can be best combined to meet the needs of the user.

"I came across one such situation last week when discussing a feature suggestion that came through our Connect feedback site," he says.

Here's the high level scenario: There are often situations where two or more sales reps need to collaborate on an opportunity, sometimes referred to as the pursuit team. But to do that they have to figure out how to denote the salespeople working on the opportunity and then make it easy for them view the opportunities that they're working on.

Stenerson says there are a few ways you can handle this, depending on what makes the most sense for you company.

One thing you could do is to add fields to the opportunity form to identify team members who are working on the opportunity. For example, in addition to "Owner," you might have fields for "Sales Lead" and "Industry Lead" and so forth.  That works if your requirements are static, Stenerson says. The problem is it's not very flexible if the number of people working a deal changes from opportunity to opportunity.

But this is where the strength of the Connections capability introduced in CRM 2011 can help you out, he says.

You can read how here.

Quick tip: Change your time zone in CRM Online: ...

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About Jason Gumpert

As the editor of MSDynamicsWorld.com, Jason oversees all editorial content on the site and at our events, as well as providing site management and strategy. He can be reached at jgumpert@msdynamicsworld.com.

Prior to co-founding MSDynamicsWorld.com, Jason was a Principal Software Consultant at Parametric Technology Corporation (PTC), where he implemented solutions, trained customers, managed software development, and spent some time in the pre-sales engineering organization. He has also held consulting positions at CSC Consulting and Monitor Group.

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