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Microsoft Dynamics® CRM 4.0 Step by Step
- Author / Creator
- Available as
- Online
- Summary
-
Whether you're in sales, marketing, or customer service-quickly teach yourself how to get closer to your customers with Microsoft Dynamics CRM. With STEP BY STEP, you set the pace-building and prac...
Whether you're in sales, marketing, or customer service-quickly teach yourself how to get closer to your customers with Microsoft Dynamics CRM. With STEP BY STEP, you set the pace-building and practicing the skills you need, just when you need them! Create and manage accounts-for a 360o view of your customers and businessWork with Microsoft Dynamics CRM directly from Microsoft OutlookTrack customer activity; import and map data automatically Manage campaigns, leads, quotes, contracts, and ordersEmploy basic to advanced reporting capabiliti
Details
- Format
- Books
- Language
- English
- Contributors
- Publication
-
- 1st edition
- Sebastopol : Microsoft Press, 2008
- Physical Details
-
- 1 online resource (477 p.)
- text file
- ISBNs
- 9780735636255, 0735636257, 073562576X
- OCLC
- ocn311537432
- Description based upon print version of record.
- English
- Cover; Copyright Page; Contents; Foreword; Introduction; A Word About Sandbox Environments; About the Examples in This Book; Looking Forward; Acknowledgments; Mike Snyder's Acknowledgments; Jim Steger's Acknowledgments; Brendan Lander's Acknowledgments; Information for Readers Running Windows XP; Managing the Practice Files; Navigating Dialog Boxes; Features and Conventions of This Book; Using the Companion CD; CD Contents; Minimum System Requirements; Step-by-Step Exercises; Installing the Practice Files; Using the Practice Files; Removing and Uninstalling the Practice Files; Getting Help
- Getting Help with This Book and Its Companion CDGetting Help with Microsoft Dynamics CRM 4.0; More Information; Part I: Overview; Chapter 1: Introduction to Microsoft Dynamics CRM; What Is Microsoft Dynamics CRM?; Microsoft Dynamics CRM Deployment Options; Integrating with Other Microsoft Products; Logging On to Microsoft Dynamics CRM; Logging On to Microsoft Dynamics CRM Online; Accessing Microsoft Dynamics CRM by Using Microsoft Dynamics CRM for Outlook; Key Points; Chapter 2: Getting Around in Microsoft Dynamics CRM; Understanding the Microsoft Dynamics CRM User Interface
- Using Views to Filter Data RecordsSorting Records in a View; Selecting and Refreshing Records in a View; Bulk Editing Records in a View; Using Quick Find to Search for Records in a View; Using Lookups and Automatic Resolution; Setting Personal Options; Using the Resource Center; Accessing Help in Microsoft Dynamics CRM; Key Points; Chapter 3: Working with Accounts and Contacts; Creating an Account; Using Parent Accounts and Sub-Accounts; Creating a Contact; Creating Additional Relationships Between Accounts and Contacts; Attaching Files to Accounts and Contacts
- Deactivating and Activating RecordsSharing Accounts and Contacts with Other Users; Assigning Accounts and Contacts to Other Users; Merging Account or Contact Records; Key Points; Chapter 4: Working with Activities and Notes; Understanding Activity Types; Understanding the Regarding Field; Creating Follow-Up Activities; Viewing Open and Completed Activities for a Record; Creating a Note; Managing Your Activities; Sending Direct E-Mail Messages; Key Points; Chapter 5: Microsoft Dynamics CRM for Outlook; Using Microsoft Dynamics CRM for Outlook to Access Records
- Synchronizing Contacts, Tasks, and AppointmentsCreating and Tracking Contacts; Creating and Tracking Tasks and Appointments; Sending and Tracking E-Mail Messages in Microsoft Dynamics CRM for Outlook; Deleting Records in Microsoft Dynamics CRM for Outlook; Going Offline with Microsoft Dynamics CRM for Outlook; Configuring a Local Data Group; Key Points; Part II: Sales; Chapter 6: Working with Leads and Opportunities; Understanding Leads and Opportunities; Creating a Lead; Qualifying a Lead; Disqualifying a Lead; Creating an Opportunity; Using Opportunities to Forecast Potential Sales
- Closing an Opportunity