Welcome to MSDN Blogs Sign in | Join | Help

East Region Microsoft CRM Blog

This Blog is focused on Microsoft CRM. It specalizes in news for CRM partners and customers, customization tools for demos and local events in the Microsoft East Region.

News

  • Welcome to the Mid-Atlantic CRM Blog, formerly owned and operated by Ben Vollmer, a CRM legend ;). My name is Chris Kahl and Ben has asked me to take over the care and feeding of this most valuable resource. Like Ben, my job is to help partners and customers with Microsoft CRM in the Eastern US. This blog is a great and searchable information source. Feel free to subscribe to the RSS feed to stay current with Dynamics CRM. Any tools discussed here are for DEMO only. You should NOT use these in a production environment unless you test them. Microsoft Support DOES NOT support these tools. Everything here is provided as-is with no warranty.
Demo Scripts – What do you want to see?

So we are in the process of writing all of the demo scripts right now for the new image. I realize that everybody probably comes at their demos and demo scripts differently.

I personally prefer to do scenarios. So  we have started off with a brief overview and then go into the following scenarios:

  1. Marketing Manager
  2. Sales Person / Sales Manager
  3. Customer Service Representative / CSR Manager
  4. Executives
  5. IT / Customization

What do you want to see in the demos? Anything you highlight? Did we miss some scenarios? Leave a comment. I want to know what works and doesn’t work for you in demos. Lets see some demo tips we can work into the script.

Posted: Tuesday, June 27, 2006 12:00 PM by Ben Vollmer
Filed under:

Comments

Shai said:

To demo E-Mail to case ,  I got requests several times.

TIA
Shai
# June 27, 2006 12:27 PM

Al. said:

MSCRM Mobile.
Sales forecasting.
# June 28, 2006 11:25 AM

Larry Lentz [CRM MVP] said:

I have a prospect that is a heating/AC service company. I'd like to demo Service to them. Especially service scheduling. He also networks alot so need to include that aspect as well.
# June 29, 2006 12:45 AM

Frank said:

Document management, Office integration, Mail Merge, Sharepoint integration
# June 30, 2006 4:09 AM

Bjorn said:

Email to case. Service module with resource scheduling. This would be greatly appreciated :)
# July 7, 2006 9:44 AM

Tim Melton said:

I think it is important to point out how the system can nag you to do tasks just like your mother-in-law!
# July 12, 2006 8:41 PM
Leave a Comment

(required) 

(required) 

(optional)

(required) 

  
Enter Code Here: Required

Comment Notification

If you would like to receive an email when updates are made to this post, please register here

Subscribe to this post's comments using RSS

Page view tracker