During one of our recent user groups for Dynamics CRM we had a great question come up about how to enable FantasySalesTeam for Microsoft Dynamics CRM Online and I figured it was a great opportunity to share especially since it is a brand new tool by sales reps for sales reps.
FantasySalesTeam is a way to engage your sales reps with different competitions that are new and exciting. Think of it as fantasy football for your sales team! Microsoft partnered with FantasySalesTeam to allow for Admins to integrate it with your Dynamics CRM platform.
Here are steps for the CRM Administrator to follow in order to enable FantasySalesTeam in Microsoft Dynamics CRM:
- First you will want to navigate to portal.office.com and login as the Admin
- Click on Admin
- Click on CRM
- Select the icon next to Solutions
- Next you will select FantasySalesTeam
- Click Install
- Navigate to Solutions in Dynamics CRM
- Click on the display name “FantasySalesTeam” in Dynamics CRM
- Register your Account
At this point you will be sent an email to authenticate your account, another email to setup a password along with videos and other information.
- Authenticate your Account by navigating to your email and click the link in the email that is sent to you
- Set-up a Password
- Access the FantasySalesTeam App in your CRM through the Navigation Function
Now your sales team can have a little friendly competition right inside of Dynamics CRM. For more Dynamics CRM tips and tricks be sure to subscribe to this blog on the top right of the page and also view our archive of Dynamics CRM posts.
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