CRM 2011 – What is sales literature and where do you use it

A customer asked me about sales literature this week and I thought I had an idea what it was.

I thought maybe you can link to orders or leads or accounts but then when I went to one of these entities I couldn’t see anywhere I could attach it.

You can attach files to these documents but just not sales literature.  So what it is.

Lets start by looking at the CRM 2011 Glossary, which you can read here

Sales Literature

The documents that are created with specific information about products and/or services and given to customers to help increase sales.


This web page has a much more detail description

In Microsoft Dynamics CRM 2011, a sales literature item is the basic unit of the marketing encyclopedia. For example, a business unit might decide to create an article about a specific product. The article can contain multiple sales literature items (sales attachments) such as a brochure, detailed specifications, and a CAD file, together with appropriate search terms, for example, “bolt” or “stainless steel.” Any PC-compatible file format can be uploaded and attached to an article in the marketing encyclopedia. Specific search terms can be specified for each item.

You can use the sales literature management entities to create a central repository for your organization’s sales information (in the form of sales literature items (sales attachments)) that provides an easy way to distribute information to users, both online and offline. Sales literature can be organized into categories and types to provide easier management and searching. Microsoft Dynamics CRM also supports a subject manager and knowledge base.

A sales literature record can have one or more sales literature items (sales attachments) attached to it in various formats, such as .doc, .pub, and .pdf. An item cannot be shared between sales literature records.

Sales literature records can also be attached to competitors and products (both yours and your competitors’).


We are starting to build up an idea now of what this is now, another useful piece of information is the drop down list on the sales literature entity, it has these values


  • Product information
  • Presentations and brochures
  • Policies and procedures
  • Sales literature
  • White papers
  • Competitive information
  • Price lists
  • Annual reports
  • Manuals

So to summarise Sales Literature is an area for you to store Customer ready materials and you can associate Sales Literature with

Marketing Lists
Finally you can attach and Sales Literature in tracked emails
If you want more information on Sales Literature the Customer Effective Blog has a good article on Sales Literature which you can read here

CRM 2011 – Using Security roles to change items in Sales Navigation Area

A customer didn’t want to use orders and invoices but also wanted to remove them from the navigation bar in sales and other navigation bars.

I could remove the items from the navigation bar but this seemed to be a bit final and would involve a lot more work if I wanted to add it back in later.  If you want to change the navigation bar then I this site map editor solution is great, I have blogged about that here

Instead I set the privileges for the users to not be able to anything with Invoices and orders.

This highlights how security privileges work in CRM and how useful they are. All the views and information is filtered by the users security role.

To test out if the different security roles then you can use log in as a different user CRM 2011 – How to open CRM as a different user you can also do this by pressing Shift and right clicking Internet Explorer.