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I've been using ACT for years and my company is switching to Dynamics CRM and i've been playing around in our test version trying to duplicate what my workflow has been previously. I make forty calls a day at no particular time of day. Currently i have them set up as timeless phone calls that reoccur every 2 weeks. As i complete my calls, they disappear from my task list, leaving the ones i still have to complete. I can't seem to find a similar strategy in Dynamics CRM. I looked around at some telemarketing solutions since that seems to be similar, but came up empty there. Speed of moving from one account to another is important too...too much clicking is clunky. Any ideas?
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Hi Vickie,
You can use workflow to set up recurring phone calls. Most people use the Activities area (or the Dashboard) to manage their phone calls.
Getting to the Contact/Account record is only a click away when you are on the phone call. But if there is information you need at your fingertips, you can also have workflow put this information into the phone call notes or into a separate notes field right on the phone call record.
If you need to see a lot of information on the Account while you are making the call, another solution is to NOT schedule phone calls, but rather just have a follow-up date on the Account. Then you could create a View of the Accounts sorted by follow-up date to make your calls. You can use the arrows in the top right corner to go to the next Account in the list.
With this method, to record a phone call, you can either add a Phone Call Activity to the Account at the time you make the call, or you can create a custom field on the Account to hold your phone call notes and write a workflow that creates a phone call activity with your notes and sets the follow-up date out another two weeks.
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