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Broker CRM User Reference Guide Getting Started – Desktop: Recommended Browsers: For best performance/experiences please use the following browsers/operating systems:

• Internet Explorer (IE) 11 • Chrome • Safari

Logging In:

1. Go to https://aflacbroker.crm.dynamics.com

1. Enter your email & password: _____________________ 2. You are now ready to go.

[Type text]

Getting Started – Mobile: Recommended Browsers: For best performance/experiences please use the following operating systems:

Logging In: iPhone: 1. Go to the app store

4. Click “Open” once the app has downloaded

2. Search for Microsoft Dynamics

5. Enter CRM Web address: https://aflacbroker.crm.dynamics.com

3. Select this icon & click “Get”

6. Enter email and password: (provided separately)

Platform Versions RAM (minimum) iOS 8.1 and above 1 GB

Android 4.4,5.0, 6.0 1 GB

Windows Phone 8.1 Windows Phone 10 8.1 and 10 1 GB

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Logging In: iPad:

1. Go to the app store

3. Select this icon & click “Get”

5. Enter CRM Web address: https://aflacbroker.crm.dynamics.com

7. Enter Aflac username & password

2. Search for Microsoft Dynamics

4. Click “Open” once the app has downloaded

6. Enter email and password: (provided separately)

8. You are in!

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Tips & Terms

Tips:

1. Browser works best at 100% zoom a. For ex: Next stage button in an Opportunity may not be visible if not at 100%

2. Save options a. Save button at the top left of the screen b. Disk button on the bottom right of the screen

3. Required fields are indicated with an *

Terms:

1. Case – a prospective customer (can be found & added under the “Account” section) 2. Group – existing customer with inforce premium (can be found & added under the “Account” section) 3. Brokers – agents (can be found & added under the “Account” section)

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Command Bar

The Command bar is used to navigate through the CRM system. It will be integral in usage and will be used to select what you want to do next.

My Work:

Dashboards: Reporting functions. Currently under development Activities: Shows open tasks, appointments, follow up, etc. Calendar: Reports

Customers: Accounts: Businesses that are/become Aflac customers Contacts: Rolodex of all contacts in your CRM – account contacts, lead contacts, etc.

Sales:

Opportunities: Business leads who have been qualified and who have accepted a DM presentation

Extensions: Proposals:

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Activities: Activities include open tasks, appointments, emails and phone calls. The Activities feature will sync with your scheduled activities in Outlook Client.

Adding a task:

1. Click on Activity icon in the command bar.

BEST PRACTICE: When adding

activities associated with

a record, add the activity

from the account,

contact, or broker screen.

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Best Practice Examples: Account Screen:

Contact Screen:

Lead/Opportunity:

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2. Select your activity type (task, email, appointment or phone call) from the top menu

3. Fill in required/desired fields. Required fields are indicated with a *. Note: Be sure to fill in “Regarding” to link it to a contact/record

4. When finished, click on Save & Close to return to previous screen.

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Sending an Email:

1. Click on Activity icon in the command bar.

2. Select email from the top menu

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3. Fill in required/desired fields. Required fields are indicated with a *. Note: Be sure to fill in “Regarding” to link it to

a contact/record. Make sure the email address is correct. If the address is incomplete or incorrect, you will get an error.

4. Example of email displaying as an activity on the Account Screen.

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Opportunities There are three stages in an Opportunity: 1- Pre-Proposal, 2 – Proposal, 3 - Enrollment Pre-Proposal

1. Fill in required fields (indicated with a *) in the business process bar: Eligible Employees, New or Re-Enroll, Coverage Effective Date & State Market Office:

a. The information entered into the business process bar such as the number of eligible employees and the close probability rate creates the BSP Estimated AP. This dollar amount can be adjusted manually after you click save prior to moving to the next stage.

b. After you have filled in the required fields, click “Next Stage”

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Proposal Stage

4. Fill in required fields (indicated with a *) found in the business process bar.

5. Select “Next Stage”

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Enrollment Stage

1. Fill in required fields found in the business process bar.

Accounts (includes Cases, Groups, Brokers)

1. Existing Account or Group:

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2. Cases & Groups

Contacts:

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Outlook Install: If offsite, connect to the Aflac VPN before proceeding. Download and install time will vary depending on internet speeds.

1. Open Internet Explorer and type http://pcnsccm23.hq.aflac.com/CMApplicationCatalog in the address bar.

2. Left click Microsoft Dynamics CRM 2016 in the list of applications. a. If not listed, please contact Michele Garnto (mgarnto@aflac.com) to be added to the group.

3. Left click Install at the bottom right corner.

4. Left click “Yes” to begin the installation.

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5. Once downloaded the install will proceed automatically. An informational window will display the installation progress and close when complete.

6. Left click OK on the Software Center dialog box and close Internet Explorer.

a. If Software Center reports a failure, please contact the IT-Service Center for assistance.

7. Microsoft Dynamics CRM 2016 plugin for Outlook is complete.

Outlook Plug-in Configuration:

1. Add a Microsoft Dynamics CRM organization.

2. Sign in to CRM account. a. Enter Aflac email address (i.e. name@aflac.com) and tab to password and tab to password.

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b. Choose “Work or school account”.

3. Select Broker Organization to connect to.

4. Open Outlook & verify install. CRM tab added to email inbox.

5. Microsoft Dynamics CRM 2016 plugin for Outlook is complete.