Microsoft Dynamics CRM 4.0 Unleashed

Description

Microsoft Dynamics CRM 4.0 Unleashed presents start-to-finish guidance for planning, customizing, deploying, integrating, and managing Dynamics CRM in your unique business and technical environment. Authored by two leading Microsoft Dynamics implementers, this book systematically explains how the system works, why it works that way, and how you can leverage it to its fullest advantage.

The authors present clear examples, proven best practices, and pitfalls to avoid in using every significant Dynamics CRM capability. The far-reaching coverage ranges from Dynamics CRM's sales, marketing, and customer service features to its automated workflows; from Outlook and Office integration to reporting and security. The authors offer independent insight into Dynamics CRM's most powerful new features, from its improved interface to its new mail merge and data migration tools.

This book is for every IT professional who intends to work with Dynamics CRM, regardless of their experience with Dynamics or other CRM solutions. The authors provide example-rich, realistic coverage of advanced Dynamics customization, extensibility, and integration: information that is available nowhere else.

Detailed information on how to

* Set up, configure, and maintain all facets of Dynamics CRM in any organization or industry
* Thoroughly understand both the on-premise and hosted versions of Dynamics CRM
* Make the most of Dynamics' new features, including email, the Outlook client, Internet Facing Deployment (IFD), and relationships
* Manage sales leads, opportunities, accounts, contacts, marketing lists, sales collateral, campaigns, quotes, orders, and invoices
* Improve customer service by integrating schedules, cases, contacts, product/service information, and more
* Build powerful automated workflows that streamline key sales tasks and liberate salespeople for more effective selling
* Efficiently administer and secure any Dynamics CRM implementation
* Drive greater value by integrating Dynamics CRM with Microsoft Office productivity tools
* Customize and extend Dynamics CRM using Visual Studio, .NET, and custom plug-ins and add-ons

ON THE WEB:

Download all of this book's examples and source code at informit.com/title/9780672329708

CONTENTS:

Introduction 1

1 New Features of Microsoft Dynamics CRM 3

2 Why Businesses Need a CRM System 15

3 The Evolution of Microsoft Dynamics CRM 4.0 23

4 Requirements for CRM 4.0 37

5 Setting Up CRM 4.0 55

6 Data Migration and Conversion 89

7 Common Functions 137

8 Working with Customers 179

9 Working with the Workplace 199

10 Working with Sales 241

11 Working with Marketing 283

12 Working with Service 307

13 Reporting 341

14 Settings and Configuration 375

15 E-mail Configuration 467

16 Configuration and Customization Tools 493

17 Forms Authentication 505

18 Advanced Reporting 523

19 Customizing Entities 549

20 Workflow Development 597

21 Plug-Ins 641

22 Web Services 681

23 ISV Customizations 721

24 Interacting with Custom Web Applications 735

25 Migrating Data from Other Systems to Microsoft Dynamics CRM 759

26 Third-Party Add-On Options 781

27 Other Microsoft Dynamics Products 799

Appendix 807

Index 813