Sure, here is an overview of CRM Access for New Requests:
Overview of CRM Access for New Requests
***Note for NBT Local Admins****Simply adding a Teammate to D365 Security Teams will not grant them access necessary as there are further required steps that must be performed by the NBT Commercial Process & Solutions Team within NBT.
Purpose
This article provides an overview of the process for requesting access to the Customer Relationship Management (CRM) System for Teammate Access Requests. This can be utilized for New Users Requests or Existing Teammate Requests for Access.
Scope
This Process applies to all Teammates involved in requesting, approving, and managing new customer accounts within the CRM system.
ISR - Inside Sales Representatives
DSM - District Sales Managers
Other Teammates - Teammates determined by their Supervisors | Managers needing access to perform job functions.
Definitions
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CRM: Customer Relationship Management system.
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NucorNow: Nucor’s customer portal.
Process Steps
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Initiate Request: The Teammate requesting access will need to Submit a FreshService Ticket to intiate the request for acccess.
- In the Requester Field put the Firstname.Lastname@nucor.com of the Teammate requesting access to CRM. (Required)
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Click on Add Cc to the right of the Requester Field (Required) and put the Firstname.Lastname@nucor.com of the Teammates Supervisor or Manager (You may add multiple Cc to a request)
- In the Subject Field: New User Access - Microsoft CRM
- Category: Software / Systems
- Sub-Category: CRM
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Description:
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In the Description, please include as much detail as possible to avoid unnecessary delays is account setup. Helpful information includes:
- Teammate First Name and Lastname Requesting Access: firstname.lastname@nucor.com
- What Mill or Legal Entities is the Requestor Needing Access to (Example: 1910 NLMP, 1958 NCFSC, 1957 WPUT, 1959 NCFUT, 1961 NCFNE, 1968 Laurel)
- Url of the Website Teammate is needing access to: (Example: https://nucor.crm.dynamics.com]
*You may copy and paste the link you are attempting to utilize in the description of the Ticket as this helps the NBT Team with your request.
Additional Information
CRM Offers a number of benefits across the enterprise and most importantly to our customers through a seamless experience across the Product Groups and Divisions.
CRM Call Reporting Notifications
Currently Teammates are only able to elect to receive email notifications by product group when a NWoS Call Report or Phone call is completed for Companies where they are listed on the account team. With the new functionality, users will be able to choose to receive notifications via email, teams message, or in-app alert and Meetings will be included as well. Users will also be able to choose the frequency of these notifications between hourly, daily, and weekly.
How To Dashboard:
https://nucor.crm.dynamics.com/main.aspx?appid=45dae276-f005-49d0-98b7-4b7bb8064033&pagetype=dashboard&id=316c004f-ae3b-e911-a95f-000d3a1f792d&type=system
Associated Documents
Please see Steps to Update Notification Preferences.pdf Attached
Subject Matter Experts
CRM Subject Matter Experts and Helpful Contacts
Mary Morrison (NBT)
Senior Commercial Solution Specialist
email:
mary.morrison@nucor.comMicrosoft Teams
Amber Lewis (NBT)
Senior Commercial Solution Specialist
email:
amber.lewis@nucor.comMicrosoft Teams
Paula Jones (NBT)
Commercial Solutions Manager
email:
paula.jones@nucor.comMicrosoft Teams
If you need any further details or have any questions, feel free to reach out to a member of the NBT Team or reach out to the CRM SME - Subject Matter experts above who will be glad to assist.