Microsoft Dynamics CRM 4.0 Step by Step

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 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

CONTENTS:

ForewordIntroductionAcknowledgmentsInformation for Readers Running Windows XPFeatures and Conventions of This BookUsing the Companion CDGetting HelpPart 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 OutlookPart II: Sales
* Chapter 6: Working with Leads and Opportunities
* Chapter 7: Working with QuotesPart III: Marketing
* Chapter 8: Using Marketing Lists
* Chapter 9: Managing Campaigns and Quick Campaigns
* Chapter 10: Working with Campaign Activities and ResponsesPart IV: Service
* Chapter 11: Tracking Service Requests
* Chapter 12: Using the Knowledge Base
* Chapter 13: Working with Contracts and QueuesPart 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 DataGlossaryAbout Sonoma PartnersYour All-in-One ResourceChoose the Right Book for You