Microsoft Dynamics CRM 4.0 Unleashed

by Wolenik, Marc J.; Sinay, Damian

• ISBN13: 9780672329708
• ISBN10: 0672329700
• Edition: 1st
• Format: Paperback
• Copyright: 2008-03-05
• Publisher: Sams Publishing

Summary

Microsoftreg; Dynamics CRM 4.0 Unleashedpresents 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 CRMrs"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 CRMrs"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 tohellip; 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 Dynamicsrs" 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 bookrs"s examples and source code at informit.com/title/9780672329708

Author Biography

Marc J. Wolenik is founder and CEO of Webfortis, a Northern California consulting company and Microsoft Gold Certified Partner that specializes in solutions built with Dynamics CRM. He has extensive experience with CRM implementation, integration, and migration for companies of all sizes, and is deeply involved in building custom vertical solutions around the Dynamics platform.

 

Damian Sinay is a Webfortis partner. Currently a development manager with senior .NET development responsibilities, he has extensive experience working with all Dynamics CRM technologies. He has participated in Dynamics CRM projects involving extremely complex customizations, integrations, and implementations.

Table of Contents

Front Matter

Introduction

New Features of Microsoft Dynamics CRM

Why Businesses Need a CRM System

The Evolution of CRM 4.0

Requirements for CRM 4.0

Setting Up CRM 4.0

Data Migration and Conversion

Common Functions

Working with Customers

Working with the Workplace

Working with Sales

Working with Marketing

Working with Service

Reporting

Settings and Configuration

E-mail Server Configuration

Advanced Configuration and Customization

Forms Authentication

Advanced Reporting

Customizing Entities

Workflow Development

Plug-Ins

Web Services

ISV Customizations

Interacting with Custom Web Applications

Migrating Data from Other Systems to Microsoft Dynamics CRM

Third-Party Add-on Options

Other Microsoft Dynamics Products A) Default Values for Status and Status Reason Attributes

Table of Contents provided by Publisher. All Rights Reserved.

Excerpts

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