Sales literature entities

 

Applies To: Dynamics CRM 2016, Dynamics CRM Online

A sales literature item is the basic unit of the marketing encyclopedia in Microsoft Dynamics CRM. For example, a business unit might decide to create an article about a specific product. The article can contain multiple sales literature items (sales attachments) such as a brochure, detailed specifications, and a CAD file, together with appropriate search terms, for example, "bolt" or "stainless steel." Any PC-compatible file format can be uploaded and attached to an article in the marketing encyclopedia. Specific search terms can be specified for each item.

You can use the sales literature management entities to create a central repository for your organization’s sales information (in the form of sales literature items (sales attachments)) that provides an easy way to distribute information to users, both online and offline. Sales literature can be organized into categories and types to provide easier management and searching. Microsoft Dynamics CRM also supports a subject manager and knowledge base.

A sales literature record can have one or more sales literature items (sales attachments) attached to it in various formats, such as .doc, .pub, and .pdf. An item cannot be shared between sales literature records.

Sales literature records can also be attached to competitors and products (both yours and your competitors').

The basic operations supported in the marketing encyclopedia include the following:

  • Create a sales literature item

  • View a sales literature item

  • Edit a sales literature item

  • Delete a sales literature item

  • Search for a sales literature item

  • Upload an attachment and attach it to a sales literature item

You can create a searchable marketing encyclopedia for storing various sales and marketing literature. As an example, a sales literature library might include the following:

  • Product information

  • Presentations and brochures

  • Policies and procedures

  • Sales literature

  • White papers

  • Competitive information

  • Price lists

  • Annual reports

  • Manuals

Microsoft Dynamics CRM 2016 and CRM Online

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