Stanton A. - Sams Teach Yourself Microsoft Dynamics CRM 2011 in 24 Hours [2012, PDF/EPUB, ENG]

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Sams Teach Yourself Microsoft Dynamics CRM 2011 in 24 Hours
Год: 2012 (January)
Автор: Anne Stanton
Издательство: Sams
ISBN: 978-0-672-33537-2
Язык: Английский
Формат: PDF/EPUB
Качество: Изначально компьютерное (eBook)
Интерактивное оглавление: Да
Количество страниц: 518
Описание: 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!
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

Примеры страниц


Part 1. Introduction to the Business Use of Microsoft Dynamics CRM
Hour 1. What is Microsoft Dynamics CRM?
Hour 2. The Basics: The CRM Functionality
Hour 3. The Business Roadmap
Hour 4. Infrastructure Choices
Part II. The Structure of Microsoft Dynamics CRMHour 5. Security
Hour 6. Managing Leads
Hour 7. The Account in More Detail
Hour 8. The Sales Funnel
Hour 9. Marketing Campaigns
Part III. Getting Started Using the Software
Hour 10. Getting Started Entering Data
Hour 11. Configuring Your Display
Hour 12. Contacts and Activity Capture
Hour 13. Emailing from CRM
Hour 14. Word Mail Merge
Hour 15. Outlook Integration
Hour 16. Workflow: Creating Simple Workflow
Part IV. The Support DepartmentHour 17. Support Management
Hour 18. Contracts, Cases or Tickets and Capturing Time
Hour 19. Scheduling
Part V. Reporting
Hour 20. Utilizing the Power of Microsoft Excel with CRM Data
Hour 21. Reporting and Query Basics
Part VI. Expanding the Application
Hour 22. Integration to Other Applications
Hour 23. Microsoft Dynamics CRM Utilities
Hour 24. Microsoft Dynamics CRM as a Development Framework
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