By Mike Snyder
The wonderful means to benefit Microsoft Dynamics CRM 2011 - one step at a time! Use the easy-to-follow classes to grasp the basics of making and handling bills; operating without delay inside generic instruments comparable to Microsoft Outlook; monitoring shopper task and communications; coping with campaigns, leads, fees, contracts, and orders; and applying simple to complicated reporting features. comprises downloadable, ready-made perform documents and entire booklet.
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Additional resources for Microsoft Dynamics CRM 2011 Step by Step
Important In order to access Microsoft Dynamics CRM via Mobile Express, your mobile device must have Internet access and Mobile Express must be enabled for your system. info 8 Chapter 1 Introduction to Microsoft Dynamics CRM Microsoft Dynamics CRM Deployment Options Microsoft Dynamics CRM is unique in the world of customer relationship management because it is one of the only applications that offers businesses several choices for installing and deploying the software. The three deployment options for Microsoft Dynamics CRM are: Microsoft Dynamics CRM Online In this deployment, a business uses the Microsoft Dynamics CRM software over the Internet on servers hosted by Microsoft.
The latest version of Microsoft Dynamics CRM includes new features such as visualizations and a revamped user interface designed to make the end-user experience as friendly as possible. In this chapter, you will learn the core concepts of Microsoft Dynamics CRM. You’ll also learn the different ways you can access Microsoft Dynamics CRM and other Microsoft products that integrate with Microsoft Dynamics CRM. Tip Many of the examples in this book use the sample data utility that Microsoft Dynamics CRM includes.
You can only modify or add data to a field. ● You cannot use the edit multiple records feature to edit certain fields in Microsoft Dynamics CRM, such as the Parent Account field of the account record or the Parent Customer field of a contact record. ● The edit multiple records feature updates only the selected records on the page; you cannot use it to update all of the records in the view if the records span multiple pages. ● If a data field is read-only on the form, you cannot edit it with the multiple record edit tool.