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Microsoft Dynamics Crm 4.0 Step by Step

by

Microsoft Dynamics Crm 4.0 Step by Step Cover

 

Synopses & Reviews

Publisher Comments:

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 OReilly Medias Digital Distribution services. To download this content, please visit OReillys 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 booktech@oreilly.com.

Book News Annotation:

Executives 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)

Synopsis:

The smart way to learn Microsoft Dynamics CRM 2011one 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.

Synopsis:

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 360¿ 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

For customers who purchase an ebook version of this title, instructions for downloading the CD files can be found in the ebook.

About the Author

Mike Snyder is recognized as an industry-leading CRM expert. He is cofounder and principal of Sonoma Partners, a Chicago-based consulting firm that specializes in Microsoft CRM implementations. Microsoft twice awarded Sonoma Partners the Global Microsoft CRM Partner of the Year. Jim Steger has architected and led multiple award-winning Microsoft CRM deployments, including complex enterprise integration projects. He’s been developing solutions and writing code for Microsoft CRM since the version 1.0 beta. He acted as a technical reviewer for several of the Microsoft CRM certification exams. Jim is also a cofounder and principal of Sonoma Partners.

Table of Contents

  • Foreword
  • Introduction
  • Acknowledgments
  • Information for Readers Running Windows XP
  • Features and Conventions of This Book
  • Using the Companion CD
  • Getting Help
  • Part I: Overview
    • Chapter 1: Introduction to Microsoft Dynamics CRM
    • Chapter 2: Getting Around in Microsoft Dynamics CRM
    • Chapter 3: Working with Accounts and Contacts
    • Chapter 4: Working with Activities and Notes
    • Chapter 5: Microsoft Dynamics CRM for Outlook
  • Part II: Sales
    • Chapter 6: Working with Leads and Opportunities
    • Chapter 7: Working with Quotes
  • Part III: Marketing
    • Chapter 8: Using Marketing Lists
    • Chapter 9: Managing Campaigns and Quick Campaigns
    • Chapter 10: Working with Campaign Activities and Responses
  • Part IV: Service
    • Chapter 11: Tracking Service Requests
    • Chapter 12: Using the Knowledge Base
    • Chapter 13: Working with Contracts and Queues
  • Part V: Data Management
    • Chapter 14: Detecting Duplicate Records
    • Chapter 15: Using Advanced Find
    • Chapter 16: Using the Report Wizard
    • Chapter 17: Reporting with Microsoft Office Excel
    • Chapter 18: Importing Data
  • Glossary
  • About Sonoma Partners
  • Your All-in-One Resource
  • Choose the Right Book for You

Product Details

ISBN:
9780735625761
Author:
Snyder, Mike
Publisher:
Microsoft Press
Author:
O'Brien, Kara
Author:
Landers, Brendan
Author:
Steger, Jim
Subject:
General
Subject:
Business Software - General
Subject:
Enterprise Applications - General
Subject:
Software Engineering - Programming and Languages
Subject:
Server Computing
Copyright:
Edition Description:
Trade Paper
Series:
Step by Step
Publication Date:
20080910
Binding:
Paperback
Language:
English
Illustrations:
Y
Pages:
480
Dimensions:
9.00 x 7.38 in

Other books you might like

  1. Microsoft Dynamics CRM 2011... New Trade Paper $49.99

Related Subjects

Business » Computers
Computers and Internet » Internet » Marketing
Computers and Internet » Software Engineering » Programming and Languages

Microsoft Dynamics Crm 4.0 Step by Step Used Trade Paper
0 stars - 0 reviews
$12.50 In Stock
Product details 480 pages Microsoft Press - English 9780735625761 Reviews:
"Synopsis" by ,

The smart way to learn Microsoft Dynamics CRM 2011one 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.

"Synopsis" by , 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 360¿ 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

For customers who purchase an ebook version of this title, instructions for downloading the CD files can be found in the ebook.

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