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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Visitors Report
Microsoft Dynamics CRM (Archived)

Visitors Report

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Posted on by outlook 3,275

Hai Dudes,

 Now I have one new question for you. Now I have Sales team. I want to see their daily activities and they have  report  their activities to me. eg User Yasin. Yasin is the one of the sales person of our company and I asked him to report his daily Visitors report i.e Now  Yasin  met one customer(Eg Skyweaves) .Yasin didn't get any order from that customer. Again next day Yasin go and meet the same customer yet he didn't get any order from the customer. Yasin is oftenly meet the Customer But yet he didn't get any order from that customer to the company. So  I ask yasin to report his Daily activities to me through using crm. That is Yasin have to report to owner before meeting the new customer and also he have to report after meeting the customer. (visitore report)For my Eg what shall I use Campaigns, Lead , opportunity. 

Thanks...

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  • Suggested answer
    mscrmba Profile Picture
    mscrmba on at

    Use Appointments.  They have the added benefit of showing in the salesperson's Outlook calendar.

    You can add additional fields or relationships to the Appointment record (e.g. Order Received Yes/No; or a lookup to an Order or a 1:N grid of orders received) for any particular outcomes you want to track associated with a specific appointment.

    He can make comments in the details section.

    He can even attach files if he needs to to the appointment record.

  • outlook Profile Picture
    outlook 3,275 on at

    ok mscrmba Let I have a check. still I got doubt means I will inform you.

    Thanks..

  • outlook Profile Picture
    outlook 3,275 on at

    Mscrmba you said ,

    You can add additional fields or relationships to the Appointment record (e.g. Order Received Yes/No; or a lookup to an Order or a 1:N grid of orders received) for any particular outcomes you want to track associated with a specific appointment.

    How to  add  that additional fields (e.g. Order Received Yes/No; or a lookup to an Order or a 1:N grid of orders received)  . how to do this . can you send me some screen shots according to my eg it is  used to clarify my doubts downright.

  • Suggested answer
    mscrmba Profile Picture
    mscrmba on at

    Go to Settings>Customizations>Customize the System>Entities>Appointment.

    New field:

    Click on New field.  Name the field. If you want a yes/no field then select 2-options.  

    Then add the field onto the form by selecting the section you want it to appear in.  Double click on the field to move it onto the form and then move it around using the arrow keys.

    If a 1:N relationship  is what you want then:

    Click on New field.  Name the field. If you want a yes/no field then select 2-options.  

    Then add the field onto the form by selecting the section you want it to appear in.  Double click on the field to move it onto the form and then move it around using the arrow keys.

    Add another type of relationship:

    Click into the left hand navigation section of the form

    You will be given the option of creating a N:1 or a N:N relationship

    You can add it into related records by adding it into the left hand navigation related record list.

    You can also add a sub-grid section to the form by clicking on the add sub-grid button.

    IN ALL CASES:

    Save your changes and then Publish all customizations.

    Refresh your screen.

  • outlook Profile Picture
    outlook 3,275 on at

    ok mscrmba let I have a check.and I got one error. Actually I tried as per you said that is i used appointment to save the visitors record that is sales person go and met one customer but he didn't any order on the first day . upto 5th day he didn't any order from the customer but sales person is continuously meeting the customer so i mentioned the  customer name in Required , optional , and regarding field. and also  Start time and end time and also gave description about that customer visit and leave the status as open because that process didnt get completed and try to save it. but i got one warning error which is showned in the image. i donno what is it?

    0513.25.PNG

  • Suggested answer
    mscrmba Profile Picture
    mscrmba on at

    You would create a separate appointment for each visit.  Definitely do not keep an appointment open for multiple visits.  (that was if you were using Opportunity).

    The error message is just telling you that Adhithiya Textiles does not have an email address loaded.  Remove them from the Required and Optional fields or load an email address for that Account.  

    If you remove them from the Required and Optional fields  then add the salesperson in as a required attendee for the meeting - make sure they have an email address on their User profile and the error should go away.

  • outlook Profile Picture
    outlook 3,275 on at

    Mscrmba I went Settings>Customizations>Customize the System>Entities>Appointment.

    3755.27.PNG

    But I cant see any New field option . where can I get that new field.

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