By Marc J. Wolenik
Microsoft® Dynamics CRM 4.0 Unleashed presents start-to-finish suggestions for making plans, customizing, deploying, integrating, and coping with Dynamics CRM on your special company and technical atmosphere. Authored via prime Microsoft Dynamics implementers, this publication systematically explains how the method works, why it really works that approach, and the way you could leverage it to its fullest virtue.
The authors current transparent examples, confirmed most sensible practices, and pitfalls to prevent in utilizing each major Dynamics CRM potential. The far-reaching insurance levels from Dynamics CRM’s revenues, advertising, and customer support beneficial properties to its computerized workflows; from Outlook and workplace integration to reporting and safeguard. The authors supply self sufficient perception into Dynamics CRM’s strongest new good points, from its better interface to its new mail merge and information migration instruments.
This booklet is for each IT specialist who intends to paintings with Dynamics CRM, despite their adventure with Dynamics or different CRM options. The authors supply example-rich, life like insurance of complex Dynamics customization, extensibility, and integration: info that's on hand nowhere else.
Detailed info on how to…
- Set up, configure, and hold all points of Dynamics CRM in any association or industry
- Thoroughly comprehend either the on-premise and hosted models of Dynamics CRM
- Make the main of Dynamics’ new beneficial properties, together with electronic mail, the Outlook consumer, web dealing with Deployment (IFD), and relationships
- Manage revenues leads, possibilities, debts, contacts, advertising lists, revenues collateral, campaigns, rates, orders, and invoices
- Improve customer support by means of integrating schedules, situations, contacts, product/service details, and more
- Build strong automatic workflows that streamline key revenues initiatives and free up salespeople for more desirable selling
- Efficiently administer and safe any Dynamics CRM implementation
- Drive higher worth by means of integrating Dynamics CRM with Microsoft place of work productiveness tools
- Customize and expand Dynamics CRM utilizing visible Studio, .NET, and customized plug-ins and add-ons
ON THE WEB:
Download all of this book’s examples and resource code at informit.com/title/9780672329708