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More copies of this ISBN

Other titles in the Sams Teach Yourself...in 24 Hours series:

Sams Teach Yourself Microsoft Dynamics Crm 2011 in 24 Hours (Sams Teach Yourself...in 24 Hours)

by

Sams Teach Yourself Microsoft Dynamics Crm 2011 in 24 Hours (Sams Teach Yourself...in 24 Hours) Cover

 

Synopses & Reviews

Publisher Comments:

In just 24 sessions of one hour or less, you’ll learn how to drive powerful business results with Microsoft Dynamics CRM 2011! Using this book’s straightforward, step-by-step approach, you’ll learn how to orchestrate successful CRM projects, automate processes, create more efficient workflows, optimize sales and marketing campaigns, and integrate with your other systems to do even more. One step at a time, you’ll master new features ranging from the new Ribbon interface to SharePoint integration. Each lesson builds on what you’ve already learned, helping you get the job done fast--and get it done right!

 

Step-by-step instructions walk you through common tasks.

Quizzes and exercises at the end of each chapter test your knowledge.

By the Way notes present 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...

  • Get a deep jump start on Dynamics CRM
  • Grasp what is new in Dynamics CRM 2011
  • Bring together all the elements of a successful CRM project
  • Understand Microsoft’s roadmap for Dynamics CRM and prepare for the future
  • Establish a strong foundation by making the right infrastructure and security choices
  • Use Dynamics CRM to manage sales, leads, customer accounts, and marketing
  • Efficiently manage your individual contacts and activities
  • Take full advantage of email, Word mail merge, Excel and Outlook integration
  • Integrate and automate the way you manage contracts, cases, tickets, schedules, and time
  • Gain actionable business insights with Dynamics CRM Dashboards and Charts
  • Add solutions from the MarketPlace that make Dynamics CRM even more valuable
  • Extend Dynamics CRM with programming customizations and unique features

Synopsis:

Now, there's a practical, hands-on guide to mastering customer relationship management with Microsoft Dynamics CRM 2011. Authored by top CRM expert and blogger Anne Stanton ("The CRM Lady"), this book explains how the core Dynamics CRM 2011 fits in today's organizations, and explains everything users and managers need to make the most of it. Stanton begins with the absolute basics, including Microsoft Dynamics CRM's uses, components, and functionality; business roadmaps; and infrastructure choices. Then, step-by-step, you learn how to orchestrate successful CRM projects; automate processes; create and manage business units and users; define security roles; import contacts; distribute leads; create and track marketing campaigns; convert leads to accounts and contacts; integrate with email, Excel, and other applications; and create workflows. This edition's new coverage includes: the Ribbon interface; integration with SharePoint, and with Azure cloud services; native integration with WSS 3.0; and more. Friendly, accessible, and conversational, this book delivers a practical grounding in Microsoft Dynamics CRM 2011 without ever becoming intimidating. Each lesson builds on everything that's come before, helping you learn core techniques from the ground up. You will learn key concepts, syntax, and techniques through practical examples that apply CRM best practices and fully reflect today's CRM realities.

About the Author

Anne Stanton has a combination of business and technical expertise. She started her career in the 80s as a programmer working with ancient languages like Fortran 77, Basic, Turbo Pascal and Cobol and then built out her expertise as a master of software applications. Mid stride in 2005, she summarized her mix of computer science and business experience by going back to school. She completed her MBA with a sub specialty in Accounting. Anne has spent twenty six years working with technology and is still very passionate about all that it can do to help businesses excel. Her recent focus has been working with the Microsoft Dynamics xRM platform and Microsoft Dynamics CRM software. She was awarded as the 7th Microsoft MVP for CRM and has a long running blog, (www.crmlady.com) and twitter feed @crmlady on the subject. She has worked with Microsoft Dynamics CRM as a customer, partner practice leader and consultant starting with version 1.2 which was released in 2004. Anne is currently a Principal Business Analyst for FM Global in Johnston, RI.

Table of Contents

Part 1. Introduction to the Business Use of Microsoft Dynamics CRM

Hour 1. What is Microsoft Dynamics CRM?

Hour 2. The Basics: The CRM Functionality

Hour 3. The Business Roadmap

Hour 4. Infrastructure Choices

Part II. The Structure of Microsoft Dynamics CRM

Hour 5. Security

Hour 6. Managing Leads

Hour 7. The Account in More Detail

Hour 8. The Sales Funnel

Hour 9. Marketing Campaigns

Part III. Getting Started Using the Software

Hour 10. Getting Started Entering Data

Hour 11. Configuring Your Display

Hour 12. Contacts and Activity Capture

Hour 13. Emailing from CRM

Hour 14. Word Mail Merge

Hour 15. Outlook Integration

Hour 16. Workflow: Creating Simple Workflow

Part IV. The Support Department

Hour 17. Support Management

Hour 18. Contracts, Cases or Tickets and Capturing Time

Hour 19. Scheduling

Part V. Reporting

Hour 20. Utilizing the Power of Microsoft Excel with CRM Data

Hour 21. Reporting and Query Basics

Part VI. Expanding the Application

Hour 22. Integration to Other Applications

Hour 23. Microsoft Dynamics CRM Utilities

Hour 24. Microsoft Dynamics CRM as a Development Framework

Product Details

ISBN:
9780672335372
Author:
Stanton, Anne
Publisher:
Sams Publishing
Subject:
Programming - Software Development
Subject:
Software Engineering-General
Subject:
Server Computing
Copyright:
Edition Description:
Trade paper
Series:
Sams Teach Yourself Sams Teach Yourself -- Hours
Publication Date:
20110916
Binding:
TRADE PAPER
Language:
English
Pages:
528
Dimensions:
9 x 7 x 1.064 in 812 gr

Related Subjects

Business » Computers
Business » Customer Service
Business » General
Business » Management
Computers and Internet » Database » Client Server
Computers and Internet » Internet » Marketing
Computers and Internet » Software Engineering » General
Computers and Internet » Software Engineering » Programming and Languages
Computers and Internet » Software Engineering » Software Management
Religion » Comparative Religion » General

Sams Teach Yourself Microsoft Dynamics Crm 2011 in 24 Hours (Sams Teach Yourself...in 24 Hours) New Trade Paper
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$34.99 In Stock
Product details 528 pages Sams - English 9780672335372 Reviews:
"Synopsis" by , Now, there's a practical, hands-on guide to mastering customer relationship management with Microsoft Dynamics CRM 2011. Authored by top CRM expert and blogger Anne Stanton ("The CRM Lady"), this book explains how the core Dynamics CRM 2011 fits in today's organizations, and explains everything users and managers need to make the most of it. Stanton begins with the absolute basics, including Microsoft Dynamics CRM's uses, components, and functionality; business roadmaps; and infrastructure choices. Then, step-by-step, you learn how to orchestrate successful CRM projects; automate processes; create and manage business units and users; define security roles; import contacts; distribute leads; create and track marketing campaigns; convert leads to accounts and contacts; integrate with email, Excel, and other applications; and create workflows. This edition's new coverage includes: the Ribbon interface; integration with SharePoint, and with Azure cloud services; native integration with WSS 3.0; and more. Friendly, accessible, and conversational, this book delivers a practical grounding in Microsoft Dynamics CRM 2011 without ever becoming intimidating. Each lesson builds on everything that's come before, helping you learn core techniques from the ground up. You will learn key concepts, syntax, and techniques through practical examples that apply CRM best practices and fully reflect today's CRM realities.
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