Retail Execution Template for Dynamics 365

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Solution Demo Process


Dashboards

Account Rep Dashboard
List of Stores Visited
Bar chart of current Sales revenue and Sales target for the stores account rep is in charged of
List of Stores with Visit due date within
Lists of Audits within Audit due date buffer days of Audit Due date
Lists of Audits with Audits completed (status = “Audited”)
Horizontal bar chart showing number of repair tickets per store


Account Rep Dashboard

List of Stores Visited
Bar chart of current Sales revenue and Sales target for the stores account rep is in charged of
List of Stores with Visit due date within
Lists of Audits within Audit due date buffer days of Audit Due date
Lists of Audits with Audits completed (status = “Audited”)
Horizontal bar chart showing number of repair tickets per store


Overview of Work flows


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Navigation


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Court Case Business Process flows


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