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The smart way to learn Microsoft Dynamics CRM 2011--one step at a time! Use the easy-to-follow lessons to master the fundamentals of creating and managing accounts; working directly within familiar tools such as Microsoft Outlook®; tracking customer activity and communications; managing campaigns, leads, quotes, contracts, and orders; and employing basic to advanced reporting capabilities. Includes downloadable, ready-made practice files and complete Book.
xecutives from Sonoma Partners introduce the common modules of Microsoft Dynamics CRM used to understand customers better, increase sales and productivity, and improve customer satisfaction. Step-by-step instructions walk through creating a lead or quote, managing marketing lists and campaigns, tracking service requests, and publishing a knowledge base article. The CD-ROM contains practice files, a Microsoft computer dictionary, and a Vista product guide. Annotation ©2009 Book News, Inc. , Portland, OR (booknews. com)
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 business Work with Microsoft Dynamics CRM directly from Microsoft Outlook Track customer activity; import and map data automatically Manage campaigns, leads, quotes, contracts, and orders Employ basic to advanced reporting capabilities Your all-in-one learning experience includes: Files for building skills and practicing the book's lessons Fully searchable eBook Sample chapters from related Microsoft Press books WINDOWS VISTA PRODUCT GUIDE eReference--plus other resources--on CD A Note Regarding the CD or DVD The print version of this book ships with a CD or DVD. For those customers purchasing one of the digital formats in which this book is available, we are pleased to offer the CD/DVD content as a free download via O'Reilly Media's Digital Distribution services. To download this content, please visit O'Reilly's web site, search for the title of this book to find its catalog page, and click on the link below the cover image (Examples, Companion Content, or Practice Files). Note that while we provide as much of the media content as we are able via free download, we are sometimes limited by licensing restrictions. Please direct any questions or concerns to email@example.com.
Get answers to common questions about setting up the design environment and building custom solutions with Microsoft Dynamics CRM. Delve into core architecture, tools, and techniques, and learn how to exploit powerful customization features. Authored by industry-leading experts, this book shows how to deliver intelligent CRM solutions that meet the unique challenges and requirements of your business. Discover how to: Set up the development environment Enhance the product's APIs with your own code Execute business logic using plug-ins Build custom workflows that extend native workflow functions Create user-friendly integration with scripts and application extensions Code custom pages optimized for Microsoft Outlook with Offline Access Extend Microsoft Dynamics CRM using ASP.NET Create advanced Windows Workflow Foundation solutions Extend multilingual and multicurrency features Construct a custom security-access solution Get code samples on the Web.
Configure, adapt, and extend Microsoft Dynamics CRM 2011--guided by two of the leading implementation specialists in the field. Whether you're an IT professional, a developer, or a power user, you'll get pragmatic, hands-on insights for customizing CRM in your organization--with or without programming. Discover how to:Set up and configure your system Plan and configure security settings and information access Easily customize form attributes, views, and relationships Create and deploy custom reports Use xRM to quickly create and efficiently manage line-of-business applications Automate business workflows Extend Microsoft Dynamics CRM with scripts and assemblies
Get a practical introduction to Microsoft Dynamics CRM--now updated for Microsoft Dynamics CRM 4.0. Microsoft Dynamics CRM is a value-packed customer-relationship management (CRM) solution for small- and mid-market businesses. The latest version adds workflow management capabilities, and can be delivered as an on-demand service through Microsoft® Office Live. With topics that include developing new functionality, designing implementations, and integrating Microsoft CRM with other business applications--including Microsoft Office Outlook®, Microsoft Office InfoPath®, and Microsoft SharePoint® Products and Technologies--this is one of the only books written for both developers and those who implement business solutions. Authored by experienced practitioners, this book provides case studies, integration and performance guidelines, and toolsets--the information you need to help you create successful CRM solutions. This book also explains how to maintain Microsoft Dynamics CRM 4.0, making it of interest to IT professionals who support Microsoft Dynamics CRM 4.0 users. And power users will learn how to customize individual Microsoft Dynamics CRM 4.0 experiences. This book includes sample data and code samples on the Web.
Get a practical, hands-on introduction to Microsoft Dynamics CRM 3.0, including topics on how to design, customize, integrate, and maintain Microsoft CRM implementations.