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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Tracking clients visit...
Microsoft Dynamics CRM (Archived)

Tracking clients visits in CRM

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Posted on by Community Member

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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  • Suggested answer
    ScottDurow Profile Picture
    ScottDurow 23 on at

    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

  • Community Member Profile Picture
    Community Member on at

    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.

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