Microsoft Dynamics CRM 4 For Dummies
by Scott, Joel; Lee, David; Weiss, ScottEdition: 1st
Format: Paperback
Pub. Date: 2008-07-08
Publisher(s): For Dummies
Other versions by this Author
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Summary
What the book covers:the key features of Microsoft Dynamics CRM including getting started, navigating the Microsoft CRM system, using Microsoft CRM online and offline, personalizing the system, understanding security and access rights, managing territories, business units, and teams, developing processes, implementing rules and workflow, setting up a product catalog, running reports, working with accounts and contacts, managing your calendar, setting sales quotas and generating forecasts, handling leads and opportunities, managing campaigns, scheduling services, building contracts, and more. Updated coverage of the new version: This new edition will have approximately 25-35ew content, covering the new features and enhancements made in the latest version of Microsoft Dynamics CRM. Series features:Information presented in the straightforward but fun language that has defined theDummiesseries for more than fifteen years.
Author Biography
Joel Scott is president of Computer Control Corporation and a well-known speaker on CRM and related technologies. David Lee is president of Vertical Marketing Inc., a software consulting firm. Scott Weiss is president and CEO of Core Solutions, Inc., a CRM consulting firm.
Table of Contents
| Introduction | |
| Microsoft CRM Basics | |
| Taking a First Look at Microsoft CRM 4 | |
| Using the Outlook Client - Or Not | |
| Navigating the Microsoft CRM System | |
| Setting Things Up | |
| Personalizing Your System | |
| Managing Territories | |
| Managing Business Units and Teams | |
| Using the Product Catalog | |
| Understanding Security and Access Rights | |
| Implementing Business Rules and Workflow | |
| Creating and Running Reports | |
| Managing Sales | |
| Setting Sales Quotas and Dealing with Forecasts | |
| Handling Leads and Opportunities | |
| Working with Accounts and Contacts | |
| Creating and Managing Activities | |
| Using Notes and Attachments | |
| Generating Quotes, Orders, and Invoices | |
| Setting Up Sales Literature and Dealing with Competitors | |
| Implementing Sales Processes | |
| Making the Most of Marketing | |
| Targeting Accounts and Contacts | |
| Managing Campaigns | |
| Integrating Your Web Site | |
| Taking Care of Your Customers | |
| Working with Cases | |
| Managing Your Subjects | |
| Creating and Using the Knowledge Base | |
| Managing Queues | |
| Working with Contracts | |
| The Part of Tens | |
| The Top 10 (or So) Add-on Products for Microsoft CRM 4 | |
| Ten Ways to Get Help | |
| Converting to Microsoft CRM | |
| Managing Your Data | |
| Index | |
| Table of Contents provided by Publisher. All Rights Reserved. |
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