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Microsoft Dynamics CRM (Archived)

Tracking clients visits in CRM

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Posted on by

Hi!

Our organization needs to track our partners/customers/clients visits to our company in CRM. We need to collect such information as: dates of visit, names, purpose of visit, places visited, presents for customers etc.

As I'm new to CRM I have doubts where should I start and what steps should I make.

Thank you for your support!

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  • Community Member Profile Picture
    on at
    RE: Tracking clients visits in CRM

    Thanks, Scott!

    The problem is not all appointments goes via outlook. As I see this right now - our main aim is only to store visit data in CRM. For visit organization process we have a separate xml form.

  • Suggested answer
    ScottDurow Profile Picture
    19 on at
    RE: Tracking clients visits in CRM

    Hi,

    Perhaps the best place to start would be for your staff to start tracking appointments in CRM via the outlook client - when you track an appointment from outlook you would then match the attendees to Contacts and users in CRM - you can then identify the extra data that you need to provide. This additional data can be added as custom fields on an appointment or as a separate entity (for example named site visit) that you mark the appointment as regarding.

    See www.youtube.com/watch

    practical-crm.blogspot.co.uk/.../microsoft-crm-2011-track-email-vs-set.html

    Hope this helps,

    Scott

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