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Full Description
Microsoft Dynamics CRM 4.0 is a fully integrated customer relationship management (CRM) system that gives busy sales professionals the capability to easily create and maintain a clear view of customers from first contact through purchase and post-sales. If you're one of these busy sales professionals, you need an easy reference tool to maximize your use of Microsoft Dynamics CRM 4.0 's varied feature set. "Maximizing Your Sales with Microsoft Dynamics CRM 4.0" is that tool. This book explains, in concise, easy-to-understand language, how to get the most out of this revolutionary CRM software. Topics like working with contacts and accounts, managing opportunities and schedules, writing letters, sending e-mails, running reports and more are explored in-depth. This book also covers some administrative tasks geared toward IT professionals looking to set up and configure preferences for their Microsoft Dynamics CRM 4.0 users. With this quick, to-the-point resource, you won't just be "up and running" in Microsoft Dynamics CRM; you'll be an expert!
Contents
Getting Started; Chapter 1Accounts; Chapter 3: Working with Contracts; Chapter 4: Finding Your Data; Chapter 5: Using Microsoft Dynamics CRM within Outlook; Chapter 6: Managing Opportunities; Chapter 7: Scheduling Activities within Microsoft Dynamics CRM; Chapter 8: Managing Campaigns; Chapter 9: Marketing Lists; Chapter 10: Mail Merge; Chapter 11: Sending E-mail; Chapter 12: Managing Contracts; Chapter 13: Managing Cases; Chapter 14: Using the Knowledge Base; Chapter 15: Service Scheduling; Chapter 16: Import and Export; Chapter 17: Running Reports; Chapter 18: Using Workflow; Chapter 19: Setting CRM Options; Chapter 20: Defining Entities and Fields; Chapter 21: Managing Users and Security Roles; Chapter 22: Creating Business Units and Teams; Chapter 23: Sharing and Assigning Records; Chapter 24: Ten Products That Extend Microsoft Dynamics CRM's Functionality; Chapter 25: Online Resources
