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CRM for Internal Status Meetings

  • 1.  CRM for Internal Status Meetings

    Posted Aug 24, 2017 04:45 PM
    Our internal sales teams have weekly meetings to discuss the status of a large strategic accounts.  These conversations can touch upon many accounts, contacts, opportunities, etc. as they run through the status of where things are at and what needs to be done to keep things moving forward.  They see a huge need for this intelligence to be stored within CRM but it doesn't just relate to one particular account/contact/opportunity.  Typically they discuss multiple large opportunities and projects for a given account at the same time.  They would like to document this within CRM during the meeting in real time to capture the most up-to-date information/tasks so those that can't attend the meeting are immediately able to understand what occurred and also link it to the appropriate entities within CRM.  I haven't been able to find a solution for this with standard CRM functionality so wasn't sure if we need to look at a more collaborative 3rd party solution?  The current solution is a lengthy formatted Word document that they update each week and very manually mark attendees, type new notes below the previous notes, then distribute via email to all afterwords.

    Shawn Hickey
    Burns & McDonnell
    Kansas City MO

  • 2.  RE: CRM for Internal Status Meetings

    Posted Aug 25, 2017 11:07 AM
    I would echo what @Luke Sartain and @Wayne Walton already mentioned. But just add to combine both of their thoughts. Leverage OneNote for the meeting notes as it can integrate with Outlook to pull in the meeting attendees, topic, and date/time. Then, add the notes for that particular Opportunity from the Open Opportunity view.

    Aaron Back, MCP, MCP
    Sr. Microsoft Dynamics 365 (CRM) Consultant
    CRMUG Board Member
    CRMUG Chapter Leader - Cincinnati, Ohio

  • 3.  RE: CRM for Internal Status Meetings

    Posted Aug 25, 2017 07:24 PM

    Hi Shawn,


    We have a custom activity entity that allows us to connect all different types of records that may suit your needs. In the first image you can see how it works; there's subject and type fields that are required and notes/next steps/tasks go in the description field. The second image shows the connections, in this case it's connected to a project, a few internal folks and clients. If you're interested I can elaborate on the pros and cons.


    Kara Tanek, Senior Marketing Coordinator

    GLY | p: 425 451 8877 | d: 425 519 4376


  • 4.  RE: CRM for Internal Status Meetings

    Posted Aug 25, 2017 09:29 AM
    Why not just open a view of open Opportunities and make notes on each one as you run them down?  Should be pretty straightforward to have someone create tasks and notes directly on the Opps as the meeting progresses.

    Wayne Walton
    CRM Practice Lead
    Atlanta GA

  • 5.  RE: CRM for Internal Status Meetings

    Posted Aug 25, 2017 04:36 AM
    You may be after something more complex but you do have the option of using OneNote:

    Also Office 365 Groups integrated with CRM could be very useful:

    Luke Sartain
    ICS Cool Energy Ltd

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