DXB Live CRM-CPQ User Manual

DXB Live CRM-CPQ User Manual. 2/19/2025. 1. DXB Live CRM.

Login to CRM Application Home Page. Application URL : https://dxbliveonline.crm4.dynamics.com.

Creating New Customer Account / Company. Click on Accounts object on the left Panel of the screen. Click on the +New action button to Create new CRM Customer.

Creating New Customer Account / Company. Enter the Account Information Account Name Account type Industry Tax Registration Number Phone number Account Manager Bill to Details Address 1 Address 2 City Postal Code Bill To Country Enter Bill to Ship to details If ship to details are same as bill to click on same as Bill to option.

Creating New Customer Contact details. Click on Contact object on the left Panel of the screen. Click on the +New action button to Create new CRM Customer Contacts.

Creating New Customer Contact details. Enter the Contact information. First Name. Last Name. Email Address. Phone. Address details..

Creating New Event. Click on Events object on the left Panel of the screen. Click on the +New action button to Create new Event.