Remote Onboardingin Dynamics CRM 2013

Michael du BoisMicrosoft CRM Specialist

Agenda

Dynamics CRM 2013 Desire to be Mobile – iPad; iPhone; Desktop Recent Deployments Onboarding Process

Client EnquiryData EntryProcess GatesAttachments – Diagrams, Photos, Signatures, DocumentsRisk Assessment – Credit, Legal, Operations

Dashboards

Process Overview 1 OF 2

Capture Basic Info

Client KYCIdea / Early Discussion

Active / WIP Mandated Execute Complete Operations

Primary ContactTerritory

CategoryOn-boarding StatusRelationship Type

Deal TerritoryDeal ConfidentialityPotential conflictConflict ClearedEst. Revenue

Est. RevenueDeal Team Assembled

Est. RevenueMandate Signed

Est. RevenueEst. Close DatePre-Approved

Est. Revenue Confirm ProductOperations StatusAML Checks CompleteClient ReceivedRisk Classification

Account (Client) Record

Account (Client) Record

Opportunity (Deal) Record

Opportunity (Deal) Record

Opportunity (Deal) Record

Opportunity (Deal) Record

Opportunity (Deal) Record

On-boarding Record

Process Overview 2 OF 2

Legal StatusLegal Documents Uploaded

Credit StatusCredit Received

Compliance StatusCompliance Documents Uploaded

Onboarding StatusRisk Classification

Next Action DatePlan StatusPlan End DatePlan Review Date

On Boarding Record On Boarding Record On Boarding Record On Boarding Record Account Planning Record

Legal Credit Compliance Final Onboarding Review Develop Plan