Sams Teach Yourself Microsoft Dynamics CRM 2011 in 24 Hours

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Sams Publishing, Jan 10, 2012 - Computers - 528 pages
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In just 24 sessions of one hour or less, you’ll learn how to drive powerful business results with Microsoft Dynamics CRM 2011! Using this book’s straightforward, step-by-step approach, you’ll learn how to orchestrate successful CRM projects, automate processes, create more efficient workflows, optimize sales and marketing campaigns, and integrate with your other systems to do even more. One step at a time, you’ll master new features ranging from the new Ribbon interface to SharePoint integration. Each lesson builds on what you’ve already learned, helping you get the job done fast--and get it done right!

 

Step-by-step instructions walk you through common tasks.

Quizzes and exercises at the end of each chapter test your knowledge.

By the Way notes present information related to the discussion.

Did You Know? tips offer advice or show you easier ways to perform tasks.

Watch Out! cautions alert you to possible problems and give you advice on how to avoid them.

 

Learn how to...

  • Get a deep jump start on Dynamics CRM
  • Grasp what is new in Dynamics CRM 2011
  • Bring together all the elements of a successful CRM project
  • Understand Microsoft’s roadmap for Dynamics CRM and prepare for the future
  • Establish a strong foundation by making the right infrastructure and security choices
  • Use Dynamics CRM to manage sales, leads, customer accounts, and marketing
  • Efficiently manage your individual contacts and activities
  • Take full advantage of email, Word mail merge, Excel and Outlook integration
  • Integrate and automate the way you manage contracts, cases, tickets, schedules, and time
  • Gain actionable business insights with Dynamics CRM Dashboards and Charts
  • Add solutions from the MarketPlace that make Dynamics CRM even more valuable
  • Extend Dynamics CRM with programming customizations and unique features
 

What people are saying - Write a review

Great Book!

User Review  - Chris992 - Borders

This is a clear and concise review of the main features of Dynamics CRM. It helped me really understand CRM. Excelent examples. Read full review

Contents

Introduction
1
Introduction to the Business Use of Microsoft Dynamics CRM
3
The Structure of Microsoft Dynamics CRM
77
Getting Started Using the Software
205
The Support Department
341
Reporting
395
Extending the Application
437
Index
485
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About the author (2012)

Anne Stanton started her career in the 1980s, as a programmer working with ancient languages such as Fortran 77, Basic, Turbo Pascal, and Cobol. She then built out her expertise as a master of software applications, consulting, marketing, sales, social media, and grassroots marketing and customer relations. Anne has spent 27 years working with technology and is still passionate about all that it can do to help businesses achieve efficiency and growth. Her most recent focus has been working with the Microsoft Dynamics xRM platform and Microsoft Dynamics CRM software. She was awarded the seventh Microsoft MVP for CRM and has a long-running blog (www.crmlady.com) and Twitter feed (crmlady) on the subject. She has worked with Microsoft Dynamics CRM as a customer, partner practice leader, consultant, and enterprise user since version 1.2, released in 2004.

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