Microsoft Dynamics CRM 4 For Dummies

by Scott, Joel; Lee, David; Weiss, Scott

• ISBN13: 9780470343258
• ISBN10: 0470343257
• Edition: 1st
• Format: Paperback
• Copyright: 2008-07-08
• Publisher: For Dummies

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.