Microsoft Dynamics® CRM Training
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This lesson is designed to help you better understand the Sales Module and collaborate with other users in your Microsoft Dynamics CRM organization.
As part of the December 2012 Service Update, a number of new controls have been added to the Sales Module, creating a new and improved sales form experience. One of these additions is a new set of collaborative sub-grids, which can be found in the new flow forms for Lead and Opportunity entities.
The embedded design makes it easy for Users to identify key stakeholders, competitors, and team members related to a sale. In this tutorial, you’ll learn how to effectively leverage these sub-grids to foster collaboration and drive productivity. These tasks require privileges found in all default Security Roles.
I begin by opening an Opportunity record. When the flow form opens, notice the sub-grids on the right. The first is the Stakeholders sub-grid, which appears in both flow forms of the Lead and Opportunity entities. It allows users to connect a sale to a Contact in their organization. Think of Stakeholders as contacts that have a vested business interest in the sale.
To add a Contact, I simply click the add icon, which looks like a plus sign, located in the top-right corner of the grid. Dynamics CRM displays an inline lookup control which allows me to search for Contacts. I can type the name of the Contact, or use the search icon. I’ll select “Jim Glynn”. To identify his role, I can click this dropdown icon next to his name and choose from a list of existing roles. I’ll indicate that he is an “Influencer” of this sale.
The Stakeholder sub-grid functions a little differently than a normal sub-grid. See how the dropdown appeared next to Jim’s name? The default Connection Role selected for him was “Stakeholder”, but I then chose another. Just because the grid is labeled “Stakeholders”, doesn’t necessarily mean the listed Contacts are connected via the Stakeholder role. It’s an interesting little feature that gives the grid some flexibility. That way I don’t have to create a separate grid just for influencers.
Before moving to the next sub-grid, notice that when I hover my cursor over the Contact, it is highlighted in blue, and an “x” icon appears to the right of the role. This is the delete icon, which allows users to remove Contacts from the sub-grid. This function can be found in the other sub-grids as well.
The Sales Team sub-grid only appears in the Opportunity flow form. It allows me to identify other users in my organization with direct or potential involvement with the Account or Contact associated with the sale. Similar to the Stakeholders sub-grid, Users identified here can be given roles. This allows me to easily see who is involved in the sale, as well as their involvement. It is a little less confusing than the Stakeholders sub-grid since there is no “Sales Team” Connection Role.
The Competitors sub-grid can be found in the flow forms of the Lead and Opportunity entities. It leverages the standard many-to-many relationship the Competitor and Opportunity entities already share. The method in which I add records to the sub-grid remains the same as the other two; simply click the add icon.
The new collaborative sub-grids are a great enhancement to Microsoft Dynamics CRM. They are easy to interact with, and they clearly display important information regarding the record. Understanding who can help you close a sale can be highly important, and the collaborative sub-grids do just that.
Adding a record to a Sub-Grid
- Click the add icon (a plus symbol).
- Identify a record by typing the name or using the search icon.
- To select a Role, click the dropdown icon next to the name (not all sub-grids have this dropdown).
- To delete a record from a sub-grid, hover the cursor over the name, and then click the delete icon (an “x” symbol).
For more tips, tricks, and tutorials, please refer to the Success Portal or our xRM.com blog.