

Matthew Wittemann is the director of the customer relationship management (CRM) at C5 Insight (formerly Customer Connect), and a Microsoft CRM Consultant and MVP.
Meer over de auteursMicrosoft Dynamics CRM 2011 Administration Bible
Samenvatting
b>A solid CRM strategy is smart business-here's how you get there
Build customer relationships and CRM strategies that will help grow your business with Microsoft powerful Dynamics CRM software and this practical book that covers all the bases. You'll learn the nuts and bolts of how to configure the software, automate operations, manage users, and integrate with Office-while you also get the essentials of how to capture customer data, analyze it, engage your customers, and track and report results.
- Get up to speed om Microsoft Dynamics CRM 2011
- Master the user interface, including all to0olbars, menus, and activity types
- Harness the essential Sales, Marketing, and Service functions you need
- Learn to manage leads, accounts, and contracts
- Issue quotes, then integrate with ERP systems to create orders and invoices
- Customize with visual workflow designer, interactive query builders, or other tools
- Create useful reports with Business Intelligence Studio or Visual Studio
Specificaties
Over Geoff Ables
Inhoudsopgave
Acknowledgments.
Introduction.
Part 1: Laying a Solid Foundation.
1. Familiarizing Yourself with CRM.
2. Taking a Tour of Dynamics CRM.
Part 2: Installing Dynamics CRM.
3. Architecting Your CRM System.
4. Installing Other Components for Dynamics CRM.
Part 3: Administering Dynamics CRM.
5. Post-Installation System Settings.
6. Managing Users in Dynamics CRM.
7. Using the Deployment Manager.
8. Managing Data.
9. Maintaining, Optimizing, and Troubleshooting Dynamics CRM.
Part 4: Using Microsoft Dynamics CRM.
10. Getting to Know the CRM Application.
11. Using Dynamics CRM for Outlook.
12. Using the Sales Functions.
13. Using the Marketing Functions.
14. Using the Service Functions.
Part 5: Customizing Dynamics CRM Through the User Interface.
15. Realizing the Benefits of Office and SharePoint Integration.
16. Tailoring CRM to Your Organization.
17. Working with CRM Entities.
18. Automating Your Organization with Processes.
Part 6: Customizing Dynamics CRM with Custom Code.
19. Understanding the Other Customization Options.
20. Understanding the Development Options.
21. Working with Client-Side Customizations.
22. Working with Server-Side Customizations.
Part 7: Visualizing Your Dynamics CRM Data with Charts, Reports, and Dashboards.
23. Using the Built-in Reporting Tools.
24. Working with Visualizations: Charts and Dashboards.
25. Custom Reporting for Dynamics CRM.
Part 8: Extending and Integrating Dynamics CRM.
26. Connecting to Other Systems: Migration and Integration with Dynamics CRM.
27. XRM: Going Beyond Traditional CRM.
Part 9: Appendixes.
Appendix A: Advanced Integration with SharePoint 2010.
Appendix B: Accessing and Using Online Resources.
Index.
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