Microsoft Dynamics® CRM Training
Adding Sales Literature
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Adding Sales Literature
Hi, and welcome to the Success Portal by xRM.com.
In CRM Online, documentation that you give to potential customers regarding Products or Services is called “Sales Literature”. These documents provide specific information to the customer to help increase sales.
In this tutorial video, we will create and add Sales Literature to our company’s Product called “Black Pens”.
This task requires privileges found in all default Security Roles.
We begin by navigating to Sales > Sales Literature.
Now, click New in the ribbon.
The Sales Literature form opens with the temporary name “New”.
First, let’s give this a Title of “Black Pens Information”.
Now, let’s give this Sales Literature a Subject by clicking the lookup icon in the field.
The Look Up a Subject dialog opens and we see our company’s Subject Tree. Let’s select “Black Pens”, which is filed under “Pens”, and then click the OK button. The dialog closes.
In the Type field, we have a number of options to choose from. We should select the one that best matches the description of this Sales Literature record. We’re creating one that describes the features of a Product, so let’s select “Sales Literature”.
We have the option to indicate an Expiration Date. For example, this is useful for Sales Literature associated with a sale, and the Expiration Date would indicate the final day of that sale. This does not apply to this record, so we’ll leave it blank.
We can also add a Description of this Sales Literature if we so choose.
Now, click Save in the ribbon.
The form refreshes, and we can make more changes to the record.
In the left pane, navigate to Common > Sales Attachments.
We now see the Sales Literature Item Associated View. Click New Sales Attachment in the ribbon.
The Sales Attachment form opens with the temporary name, “New”. We would use this form to attach a document that is relevant to the Sales Literature. If we wanted to add a document, we would click the Browse... and Attach buttons. We would describe the contents of the attachment above. Instead, let’s close the form.
Back at the Sales Literature record, let’s navigate to Common > Products.
We should add a product to the record since it refers to Black Pens in our Product Catalog. Click Add Existing Product.
The Look Up Records dialog opens. Select “Black Pens”, click Add, and then click the OK button, which closes the dialog.
One last thing to point out; you can link to documents in Microsoft SharePoint by navigating to Common > Documents.
The Add Document Location dialog opens. This is where we would specify the URL of the SharePoint folder. Close the dialog.
That is how you add Sales Literature in CRM Online.
Thanks for watching.