1. Start working in Navigate the system Search data Enter data
Microsoft Dynamics
4/18/2018
Navigate the system
Search data
Enter data
Work with dashboards
Use ClientEngage from Outlook
Use ClientEngage to work with clients
…and more!
Hoe ga ik te werk?: 3 blokken (search/dashboards/outlook)
Eerst Slides/Dan applicatie demo
Get up and running quickly with common tasks

2. welcome to ClientEngage!
Microsoft Dynamics
4/18/2018
welcome to ClientEngage!
In this training, you’ll learn how to:
Get around ClientEngage and find what you need
Enter data quickly and easily
Work with clients and portfolios
Place calls, send , and take notes
Using ClientEngage from Outlook
Soon you’ll be using ClientEngage to keep track of your clients and win more business.
REPORTING & WORKFLOWS S
PERSONAL & FINANCIAL INFORMATION
TASKS My
CLIENT
INVESTEMENT PORTFOLIO
APPOINTMENTS
NOTES
CORPORATE ACTIONS

3. get around and find your data
Microsoft Dynamics
4/18/2018
get around and find your data
When you choose the Main Menu from the navigation bar, you can access your work areas, records, or other items.

4. Microsoft Dynamics
4/18/2018
find your clients
Similar to Microsoft Office Outlook or other programs, you store data about the people you know and work with as individuals.
Go to Wealth (or Marketing) > Individuals.

5. view your clients in a list
Microsoft Dynamics
4/18/2018
view your clients in a list
When you go to your individuals, you’ll see the names in a list. Choose a name to see details or to enter more data. These will always be filtered on the clients of your own EXEC codes.
Mention team structure

6. filter the list to show the right clients
Microsoft Dynamics
4/18/2018
filter the list to show the right clients
When you go to your clients, you’ll see the names in a list. You can filter to see only the contacts you’re interested in, such as all active individuals in the system, or only the ones you’re following. Choose the down arrow next to My Active Individuals, and then point to the list you want (for example, My Active Individuals).

7. Microsoft Dynamics
4/18/2018
find your clients
If you’re in sales, you’ll keep track of your potential business with leads. You can enter leads manually, generate them from marketing campaigns or inquiries from your website, buy them in mailing lists, or create them automatically from posts on Facebook or Twitter.

8. Microsoft Dynamics
4/18/2018
find your clients
If you’re in sales, you’ll keep track of your potential business with leads. You can enter leads manually, generate them from marketing campaigns or inquiries from your website, buy them in mailing lists, or create them automatically from posts on Facebook or Twitter.

9. see more details about a client
Microsoft Dynamics
4/18/2018
see more details about a client
You’ll see everything going on with this client, including any recent updates and posts, and the status of any portfolios. Choose a field to update info for a individual right inline.
Choose a phone number to call. Or, choose an address to send a message.
You might see any relations this individual has towards other individuals or organizations
View information about a portfolio.

10. add activities about a individual
Microsoft Dynamics
4/18/2018
add activities about a individual
When you’re viewing the details for an individual, choose Activities, and then click the + button.
Add s, phone calls or appointments
Mailing Address information

11. see more details about a client
Microsoft Dynamics
4/18/2018
see more details about a client
You’ll see everything going on with this client, including any recent updates and posts, and the status of any portfolios. Choose a field to update info for a individual right inline.
Click the eXimius button
to navigate to the individual page op that page in eXimius
Use the tabs to navigate to the different detail sections of the contact
Add eximius screenshot

12. add interests to an individual
Microsoft Dynamics
4/18/2018
add interests to an individual
You can add interests to an individual so that you can keep track of all the client interests so can you filter your data based on this information later on.
Choose the Add button, and then select an interest from the list.

13. add an activity to an individual
Microsoft Dynamics
4/18/2018
add an activity to an individual
You can add activities to an individual so that you can keep track of all the client activities so can you filter your data based on this information later on.
Choose the Add button, and then select an activity type from the list.

14. add an activity to an individual
Microsoft Dynamics
4/18/2018
add an activity to an individual
You can add activities to an individual so that you can keep track of all the client activities so can you filter your data based on this information later on.
Mark any portfolios or people it is related to

15. see more details about a client
Microsoft Dynamics
4/18/2018
see more details about a client
You’ll see everything going on with this client, including any recent updates and posts, and the status of any portfolios. Choose a field to update info for a individual right inline.
The map shows all the nearby clients of this individual. Click these clients to show more information
Click on anyone in this list to open the details of this individual
View information about all the addresses of this individual
Highlighted twice

16. see related information about a client
Microsoft Dynamics
4/18/2018
see related information about a client
You’ll see everything going on with this client, including any recent updates and posts, and the status of any portfolios. Choose a field to update info for a individual right inline.
Get list of all related portfolios
Highlighted twice

17. see related information about a client
Microsoft Dynamics
4/18/2018
see related information about a client
You’ll see everything going on with this client, including any recent updates and posts, and the status of any portfolios. Choose a field to update info for a individual right inline.
Highlighted twice
Select the portfolio you would like to do a mail merge on

18. Microsoft Dynamics
4/18/2018
mail merge
You can use mail merge templates with Microsoft Office Word to create customer-ready letters, faxes, messages, and quotes.
Select the template
Highlighted twice

19. Microsoft Dynamics
4/18/2018
mail merge
Microsoft Office Word templates are created and edited in Word, but can be uploaded to ClientEngage
Highlighted twice
Click to preview the results

20. see related information about a portfolio
Microsoft Dynamics
4/18/2018
see related information about a portfolio
You’ll see everything going on with this client, including any recent updates and posts, and the status of any portfolios. Choose a field to update info for a individual right inline.
See a list of all the Hitec documents related to this portfolio
Click here to see al the related parties
Get a list of related portfolio accounts
Highlighted twice

21. see related information about a portfolio
Microsoft Dynamics
4/18/2018
see related information about a portfolio
View a list of all the related documents for a specific portfolio
Filter on a specific proterty
Highlighted twice

22. Microsoft Dynamics
4/18/2018
edit data right inline
When you’re working on an individual, most fields are editable right inline. Choose a field to see what changes you can make.
Choose any field to enter or make changes to data.

23. where is the save button?
Microsoft Dynamics
4/18/2018
where is the save button?
Any time you want to save your data, choose the Save button at the bottom corner of the screen.
The Save button is at the bottom of the screen.

24. get back to recently viewed items
Microsoft Dynamics
4/18/2018
get back to recently viewed items
Choose the Recently Viewed Items button on the navigation bar to get back to your recent work. Pin the customer records you use all the time to keep them handy at the top of the list.
Pin the records you use most often.
Get back to recent dashboards and records
Get back to recent views

25. Microsoft Dynamics
4/18/2018
check in on portfolios
Want to check in on any portfolios? Switch to the portfolio area, and then choose the portfolio you want to view.

26. see more details about a portfolio
Microsoft Dynamics
4/18/2018
see more details about a portfolio
You’ll see everything going on with this portfolio, including any recent updates and posts, and the status of the portfolio. Choose a fields without a lock in front of them to update info for a portfolio right inline.
Shows a summary of the information inside eXimius
Use the date fields to store information about last contact dates about this portfolio
Open Hitec to show all the documents related to this portfolio

27. see more details about a portfolio
Microsoft Dynamics
4/18/2018
see more details about a portfolio
The timeline will show all activities and documents regarding this portfolio, including any recent updates and posts.
Information is grouped by activity type
Double-click the activity to show the details

28. Microsoft Dynamics
4/18/2018
view activities
you can view all of the activities assigned to you, or you can view only certain types of activities .

29. create activities or other types of records
Microsoft Dynamics
4/18/2018
create activities or other types of records
On the navigation bar, choose the Quick Create button, and then enter data for a few fields. You can come back and fill in the gaps later when you have more time. Then, choose Save. An asterisk (*) indicates a required field.
Click the Quick Create button
Quickly create a task, phone call, or appointment

30. explore dashboard layouts
Microsoft Dynamics
4/18/2018
explore dashboard layouts
ClientEngage comes with several dashboard layouts to help you highlight the data and performance metrics you’re most interested in.
The best way to find one you like is to take a look at a few.
Choose this arrow to see more dashboard layouts.

31. track performance on the dashboard
Microsoft Dynamics
4/18/2018
track performance on the dashboard
You’ll probably spend a lot of time each day checking the charts and graphs on your dashboard to see how you and your team are doing. You can interact with dashboard data and see the underlying data used to create it by choosing a bar on a chart.
What’s in the activity pipeline?
Drill down into part of a grid to see the underlying data.
See the activities in your team, grouped by owner?

32. ClientEngage from Outlook
Microsoft Dynamics
4/18/2018
ClientEngage from Outlook
you can send and receive s, and create tasks and appointments the same way you always have in Outlook

33. Track your Outlook email, appointments, clients, and tasks
Microsoft Dynamics
4/18/2018
Track your Outlook , appointments, clients, and tasks
tracking an message, appointment, client, or task is as simple as choosing the Track button on the ribbon.

34. Track your Outlook email, appointments, clients, and tasks
Microsoft Dynamics
4/18/2018
Track your Outlook , appointments, clients, and tasks
After you track an message in CRM for Outlook, you can access several ClientEngage features by click the view in CRM button. Change the activity type, select related records.
Create and track an outgoing activity

35. Microsoft Dynamics
4/18/2018
Find your data
In CRM for Outlook, the same information is available but through the navigation pane on the left side of the screen below your Outlook Inbox.
Left hand bar, same structure as before
Type the search term, and then choose the Search icon .
Use an asterisk (*) to include a wildcard character.
If you choose the Pin button , the views will be available the next time you open CRM for Outlook. This keeps the information you use most often at your fingertips.