1. 8/6/2018 2:45 PM
How to: Navigate around the Unified Service Desktop (USD) for Golden Thread
Welcome! This video will explain how to navigate around the Unified Service Desktop for Golden Thread.
It’s important to understand how to find what you need so let’s jump straight in and walk through some of key areas and features ….
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2. Top Level Navigation – Sales Leads/Opportunities
8/6/2018 2:45 PM
Top Level Navigation – Sales Leads/Opportunities
Firstly, let’s look at the main menu bar which enables you to navigate to the different areas of Golden Thread.
We’ll highlight a couple of key areas right now, the others you’ll become familiar with over time as you use the tool and build your expertise.
So, click on the HOME tab at the top of your screen to display the Microsoft Dynamics CRM Menu bar (dark blue)
Click on the Sales drop down arrow and within the screen which now appears you’ll find direct links to the several areas including right at the top, links to current ‘Open’ Leads and Opportunities related to your role.
© 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

3. Top Level Navigation – Recent Views & Records
8/6/2018 2:45 PM
Top Level Navigation – Recent Views & Records
As you start to use Golden Thread, a history of recently visited records is captured.
So, the second feature to call out is the ‘Recent Views and Records’ Icon which looks like a clock in the blue menu bar.
Click on the ‘Clock’ icon and lists of recent views and records will appear, simply click on the one you wish to open.
© 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

4. Golden Thread Navigation – Top Menu1 1
So let’s walk through the key areas and features …
The top menu of the lead record displays 3 options:
HOME which as we’ve just covered displays the Microsoft Dynamics CRM Menu bar (dark blue) from where you can navigate to various functions
REPORTS will take you to your power BI dashboard
CALENDAR will provide a view of appoints tracked in CRM and will sync with your Outlook calendar. Click on this top menu tab to get the OWA Calendar for Office 365 to appear in the My Queue line.
© 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

5. Golden Thread Navigation – Name Tabs
8/6/2018 2:45 PM
Golden Thread Navigation – Name Tabs
Top Menu 1 1
Name Tabs 2 2
The Name Tabs is where you can see which customer lead or opportunity you have open. Only 3 tabs can be open at any given time, and if you click on the ‘New Lead’ button, the last in line will be replaced – not deleted, just closed.
© 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

6. Golden Thread Navigation – My Queue/Lead/Cal
8/6/2018 2:45 PM
Golden Thread Navigation – My Queue/Lead/Cal
Top Menu 1 1
Name Tabs 2 2
My Queue/ Lead/Calendar 3 3
Under the Name Tabs bar you’ll find
My Queue – it’s from within this tab that you manage your leads or opportunities based on your role.
Lead tab – this window provides the information related to the lead or opportunity you have open
Calendar – this tab is the USD Calendar tab which links to the OWA Calendar for Office 365 users. When you click on this buttons within USD, the Office 365 calendar will open by default. You can navigate to your own OWA calendar by clicking on the waffle button which will appear in the top left corner.
© 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

7. Golden Thread Navigation – Command Bar
8/6/2018 2:45 PM
Golden Thread Navigation – Command Bar
Top Menu 1 1
Name Tabs 2 2
My Queue/ Lead/Calendar 3 3 4 4
Command Bar
Command Bar – this hosts specific functions needed for working through the lead or opportunity development, i.e. Qualify, Disqualify, etc
© 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

8. Golden Thread Navigation – Business Process Bar
8/6/2018 2:45 PM
Golden Thread Navigation – Business Process Bar
Top Menu 1 1
Name Tabs 2 2
My Queue/ Lead/Calendar 3 3 4 4
Command Bar
Business Process Bar 5 5
Business Process Bar – this bar denotes the sales stages as per the Microsoft Selling Process. As you move through the stages they are highlighted in blue.
© 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

9. Golden Thread Navigation – Lead/Oppty Info
8/6/2018 2:45 PM
Golden Thread Navigation – Lead/Oppty Info
Top Menu 1 1
Name Tabs 2 2
My Queue/ Lead/Calendar 3 3 4 4
Command Bar
Business Process Bar 5 5
Lead/Oppty Info 6 6
Within each session tab you’ll find all the lead or opportunity information you need to prepare and engage with your customer. Scroll down to view all the sections.
© 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

10. Golden Thread Navigation – Social Pane
8/6/2018 2:45 PM
Golden Thread Navigation – Social Pane
Top Menu 1 1
Name Tabs 2 2
My Queue/ Lead/Calendar 3 3 4 4
Command Bar
Business Process Bar 5 5
Lead/Oppty Info 6 7 6
Social Pane 7
The Social Pane is where you’ll enter certain information and carry out activities as you move through the lead and opportunity management processes, for example this where you’ll go to create and send s from within the Activities tab, and capture notes using OneNote.
© 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

11. Golden Thread Navigation – Marketing Insights
8/6/2018 2:45 PM
Golden Thread Navigation – Marketing Insights
Top Menu 1 1
Name Tabs 2 2
My Queue/ Lead/Calendar 3 3 4 4
Command Bar
Business Process Bar 5 5
Lead/Oppty Info 6 7 6
Social Pane 7 8
Marketing Insights 8
Marketing Insights lists information on what activities the customer has undertaken which in turn has triggered this lead i.e. signed up for a trial, clicked on a link on a website or in an sent to them, attended a Microsoft event, etc.
© 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

12. Golden Thread Navigation – New Lead
8/6/2018 2:45 PM
Golden Thread Navigation – New Lead
Top Menu 1 1
Name Tabs 2 2
My Queue/ Lead/Calendar 9 3 3 4 4
Command Bar
Business Process Bar 5 5
Lead/Oppty Info 6 7 6
Social Pane 7 8
Marketing Insights 8 9
New Lead
To pull the next prioritized lead from the queue simple click the ‘Next Lead’ button.
© 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

13. Golden Thread Navigation – Call Mgmt
8/6/2018 2:45 PM
Golden Thread Navigation – Call Mgmt
Top Menu 1 1
Name Tabs 2 2
My Queue/ Lead/Calendar 9 3 3 4 10 4
Command Bar
Business Process Bar 5 5
Lead/Oppty Info 6 7 6
Social Pane 7 8
Marketing Insights 8 9
New Lead
Call Management Features – this is where you manage all calls and is integrated with Skype for Business. 10
Call Mgmt
© 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

14. 8/6/2018 2:45 PM
Golden Thread Navigation – Contact Info
Top Menu 1 1
Name Tabs 2 2
My Queue/ Lead/Calendar 9 3 3 4 10 4
Command Bar
Business Process Bar 5 5
Lead/Oppty Info 6 7 6 11
Social Pane 7 8
Marketing Insights 8 9
New Lead
Contact Information – is where you find the customer telephone and information. 10
Call Mgmt 11
Contact Info
© 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

15. Golden Thread Navigation – Call Script
8/6/2018 2:45 PM
Golden Thread Navigation – Call Script
Top Menu 1 1
Name Tabs 2 2
My Queue/ Lead/Calendar 9 3 3 4 10 4
Command Bar
Business Process Bar 5 5
Lead/Oppty Info 6 7 6 11
Social Pane 7 8
Marketing Insights 8 12 9
New Lead
Call Script – flow instructions on preparing, executing and following up on a lead or opportunity.
This section also includes links to additional sites and resources such as:
Bing/Website of company
Insights
EOLAS (Licensing)
LinkedIn
Subscription Insights (CMAT)
Plus you also, send an from here, or close the session 10
Call Mgmt 11
Contact Info 12
Call Script
© 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

16. Golden Thread Navigation – Real Time Call Tracker
8/6/2018 2:45 PM
Top Menu 1 1
Name Tabs 2 2
My Queue/ Lead/Calendar 9 3 3 4 10 4
Command Bar
Business Process Bar 5 5
Lead/Oppty Info 6 7 6 11
Social Pane 7 8
Marketing Insights 8 12 9
New Lead
The Real Time Call Tracker in the status bar displays the current date, the number of outbound and inbound calls you have made or received on that date, and your total talk time. The number of calls automatically resets to zero at midnight. 10
Call Mgmt 11
Contact Info 12
Call Script 13
Real Time Call Tracker 13
© 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

17. Golden Thread Navigation
8/6/2018 2:45 PM
Top Menu 1 1
Name Tabs 2 2
My Queue/ Lead/Calendar 9 3 3 4 10 4
Command Bar
Business Process Bar 5 5
Lead/Oppty Info 6 7 6 11
Social Pane 7 8
Marketing Insights 8 12 9
New Lead 10
Call Mgmt 11
Contact Info 12
Call Script 13
Real Time Call Tracker 13
© 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

18. 8/6/2018 2:45 PM
© 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.