This manual pertains to Microsoft Dynamics CRM 4, a software solution designed to streamline customer relationship management. Developed to assist businesses in orchestrating successful CRM projects, it offers a comprehensive approach to understanding and leveraging the core application. The software is engineered to automate processes, manage business units and users, and implement security roles, providing a robust platform for enhancing customer interactions and operational efficiency.
The purpose of this guide is to provide clear, step-by-step instructions for users of Microsoft Dynamics CRM 4. It covers essential functionalities such as creating and managing marketing campaigns, importing contacts, distributing leads, and integrating with other applications like Microsoft Excel. The manual includes quizzes and exercises to reinforce learning, along with helpful tips and cautions to ensure a smooth and effective user experience, ultimately empowering individuals to master the software and its applications within a business context.
In just 24 sessions of one hour or less, you will be up and running with Dynamics CRM 4. Using a straightforward, step-by-step approach, this book offers a quick way for you to get started with Dynamics CRM by leveraging real business examples, practice exercises, and big picture theory. In addition to learning how to use the core application, you will develop a deeper understanding of how Dynamics CRM fits into today’s business needs.
Step-by-step instructions carefully walk you through the questions, issues, and tasks most common to Dynamics CRM.
Quizzes and Exercises at the end of each chapter help you build and test your knowledge.
By the Way notes present interesting pieces of information related to the discussion.
Did You Know? tips offer advice or show you easier ways to perform tasks.
Watch Out! cautions alert you to possible problems and give you advice on how to avoid them.
Learn how to…
- Orchestrate a successful CRM project
- Identify building blocks of Dynamics CRM
- Automate processes
- Create and manage your business units and users
- Use and maintain security roles
- Redefine an account
- Import new contacts and distribute leads
- Create marketing campaigns and capture the results
- Convert a lead to an account and contact
- Configure your display
- Capture contact and activity details
- Email directly from Dynamics CRM
- Master scheduling
- Integrate Dynamics CRM with Microsoft Excel and other applications
- Create simple workflows
- Customize and add utilities
Author: Stanton, Anne
Publisher: Sams Publishing
Illustration: n
Language: ENG
Title: Sams Teach Yourself Microsoft Dynamics CRM 4 in 24 Hours
Pages: 00480 (Encrypted EPUB) / 00480 (Encrypted PDF)
On Sale: 2009-10-29
SKU-13/ISBN: 9780672330674
Category: Computers : Software Development & Engineering - General
Category: Computers : Client-Server Computing - General
In just 24 sessions of one hour or less, you will be up and running with Dynamics CRM 4. Using a straightforward, step-by-step approach, this book offers a quick way for you to get started with Dynamics CRM by leveraging real business examples, practice exercises, and big picture theory. In addition to learning how to use the core application, you will develop a deeper understanding of how Dynamics CRM fits into today’s business needs.
Step-by-step instructions carefully walk you through the questions, issues, and tasks most common to Dynamics CRM.
Quizzes and Exercises at the end of each chapter help you build and test your knowledge.
By the Way notes present interesting pieces of information related to the discussion.
Did You Know? tips offer advice or show you easier ways to perform tasks.
Watch Out! cautions alert you to possible problems and give you advice on how to avoid them.
Learn how to…
- Orchestrate a successful CRM project
- Identify building blocks of Dynamics CRM
- Automate processes
- Create and manage your business units and users
- Use and maintain security roles
- Redefine an account
- Import new contacts and distribute leads
- Create marketing campaigns and capture the results
- Convert a lead to an account and contact
- Configure your display
- Capture contact and activity details
- Email directly from Dynamics CRM
- Master scheduling
- Integrate Dynamics CRM with Microsoft Excel and other applications
- Create simple workflows
- Customize and add utilities
Author: Stanton, Anne
Publisher: Sams Publishing
Illustration: n
Language: ENG
Title: Sams Teach Yourself Microsoft Dynamics CRM 4 in 24 Hours
Pages: 00480 (Encrypted EPUB) / 00480 (Encrypted PDF)
On Sale: 2009-10-29
SKU-13/ISBN: 9780672330674
Category: Computers : Software Development & Engineering - General
Category: Computers : Client-Server Computing - General
