Microsoft Dynamics CRM 4.0 Step by Step
Published on 10. September 2008
Book
Mixed media product
480 pages
978-0-7356-2576-1 (ISBN)
Description
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.
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.
More details
Language
English
Place of publication
Redmond
United States
Target group
Professional and scholarly
Dimensions
Height: 229 mm
Width: 187 mm
Weight
1000 gr
ISBN-13
978-0-7356-2576-1 (9780735625761)
Copyright in bibliographic data is held by Nielsen Book Services Limited or its licensors: all rights reserved.
Schweitzer Classification
Persons
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.
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.
Content
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
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