Field One: The Mobile Workforce and Microsoft CRM
Out of the Box (OOB) Microsoft Customer Relationship Managment (CRM)

Scoring and Assigning Complexity

Microsoft CRM and Calculate Fields offers some real power for adding scoring to a specific record.

Take for instance a situation where five different departments work on a specific opportunity. You can configure the system so that each department adds a score to the opportunity record, such as a value from 1 (great fit) to 5 (Gaps), and the system can then add up these five scores and give the opportunity a more realistic probability for close.

  • Department 1 Score (1-5):  2
  • Department 2 Score (1-5): 3
  • Department 3 Score (1-5): 4
  • Department 4 Score (1-5): 1
  • Department 5 Score (1-5): 5

Total Score : (Calculated by the System) 15

Now tie the 15 to a business rule that sets the opportunity to Hot Fit (Red), Warm fit (Orange), Cold Fit (Blue)

If Total Score =>1 and <=5 then set Opportunity Fit to "Hot Fit (Red)"

If Total Score >5 and <=15 then set Opportunity FIt to "Warm Fit (Orange)"

If Total Score >15 and <=25 then set Opportunity Fit to "Cold Fit (Blue)"

 You can even set the "colors" on the option set values for some super cool feature growth ...

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