Description
(Short description)
This books contains descriptions of the basic functionalities of Microsoft Dynamics CRM. It focusses on a simplification of system usage and contains easy understandable use cases.
(Text)
The book introduces Microsoft Dynamics CRM to beginners by describing the navigation, record creation, search functionalities as well as security settings. Providing step-by-step instructions it brings beginners in the position to use the functionalities purposeful and to learn the system terminology by a writing style being suitable for daily use. Furthermore it provides the knowledge how Microsoft Dynamics CRM could lead to an improved customer situation by case-related examples for operational and analytical business processes.
(Table of content)
Functional Basics1The Modules and their key components2The Navigation3Forms and Fields4Permissions in Microsoft Dynamics CRM7Field Characteristics and particular Behavior11Technological Basics13What is Microsoft Dynamics CRM about?13What makes Microsoft Dynamics special?15Individual tips - Helpful hints for daily use19Operative CRM20Communicative CRM34Analytic CRM40Collaborative CRM46Strategic CRM49Glossary55Functions55Terms56List of tables58List of figures58List of screenshots58
