Table of contents
- Create accounts
- Multi-address management
- Group accounts
- Account details
- Assign different consultants to one account
- Working with SharePoint as a central storage location
Account and contact records store much of the information that you and your team collect from your customers. You store data about companies you do business within accounts. Similar to Microsoft Office Outlook or other email programs, you store data about the people you know and work with in contacts.
Usually, an account has more than one contact associated with it, especially when you're working with a larger company with many departments or locations and you deal with several people to manage the account.
Go to Accounts in the Site Overview.
Click on New. A simplified company form will open.
Tragen Sie Ihre Informationen ein.
Select Save. After the company is initially created, more detailed information can be added by selecting the company. Changes are saved using the Save button.
Accounts can have multiple addresses. With TRASER Sales 365 you can store all addresses at the account and select different addresses as main, billing, and shipping address.
To create an additional address, click on the magnifier (1) in the Main address field. All other addresses of this customer are displayed here. Now click on Create customer address (2).
In the form that opens, first select the appropriate address type from Postal Address, Large Volume Address, Parcel Station, or P.O. Box Address (3). Fill in the address lines below. Be sure to select the country in the lookup field. (4). Then click on the Save & Close button (5).
Back in the company form, you will now find the additional customer address in the lookup field of the Main Address and can select it as the Main Address if necessary.
Navigate to the Details tab. In the SHIPPING section, you can define a Shipping Address (1) among the created customer addresses. Similarly, in the BILLING section, select a Billing Address (2). These two addresses will be pre-filled in opportunities, quotes, orders, and invoices for this customer, but also can be customized at this place if necessary. Learn more about this in Creating and editing a quote.
TRASER Sales 365 allows arranging accounts in a group structure. To do this, select the respective Parent Account in the Parent Account field of the subsidiary account form.
In the parent account form, all subsidiary accounts are displayed under the Details tab in the CHILD ACCOUNTS subgrid.
In addition, the group structure can be displayed in an organization chart. To do this, click on the Open Org Chart button in the account form (1) or on the organizational chart icon in the account view (2).
In the account's form, TRASER Sales 365 gives you detailed information about your customer. On the Summary tab, you will find a Power BI dashboard (1) in the bottom left corner, which evaluates your sales activities specifically for this customer. Through the field Revenue Last 12 Months (2) in the header of the form you will find out which revenue you have made with this customer in the past. If the account belongs to a group of accounts, the field Group Revenue Last 12 Months (3) will be displayed in the upper right section of the form, where you can find out the total revenue of the group. In the Last Activity On (4) field you can see when you or your colleagues were last in contact with this account or its contact person.
Assign different consultants to one account
Several colleagues can act like the customer's contact person. For this purpose, colleagues or employees can be stored as additional responsible consultants in TRASER Sales 365. The responsible consultant of the sales territory is already automatically assigned to the company.
To do this, navigate to the Details tab and in the OTHER CONSULTANTS section click on the three dots (2), and then click on Add Consultant (3).
A dialog window opens where you can add the additional User (4), his Role (5), and an optional Description (6).
The additional consultant is displayed in the subgrid OTHER CONSULTANTS of the account.
Working with SharePoint as a central storage location
If SharePoint is configured as a data store (see TRASER Sales 365 Basic Setup), documents for each account can be stored centrally in TRASER Sales 365 and managed from different channels (TRASER Sales 365, SharePoint, and Teams).
In TRASER Sales 365, navigate to the Files tab (1) in the company form for this purpose. The New button (2) allows you to create new documents (Word, Excel, PowerPoint documents, OneNote notebooks) or folders. The Upload button (2) allows adding files from your hard disk. By clicking on a document, you can open it and edit it online.
Auf die Dokumentenansicht kann auch über den SharePoint-Client zugegriffen werden. Um aus TRASER Sales 365 heraus den SharePoint-Client zu öffnen, klicken Sie auf die drei Punkte, Speicherort öffnen und wählen Documents on Default Site 1.
Alternatively, the files of the various accounts can be accessed from the SharePoint home page, via the SharePoint site Dynamics 365 (or "TRASER Sales 365"), in the sitemap on the left via site content and then the Account folder.
The third channel through which access to the files is possible is Microsoft Teams. For this, a channel must first be set up for the customer. This is described in the documentation "TRASER Sales 365 Basic Setup". After the setup, the same files and documents are displayed in the channel of the respective company via the Files tab.
In the SharePoint view as well as in the Teams view you have the option via the Synchronize button to display this folder in your Windows Explorer.