Client Server Systems

Download Sams Teach Yourself Microsoft Dynamics CRM 2011 in 24 Hours by Anne Stanton PDF

By Anne Stanton

In simply 24 classes of 1 hour or much less, you’ll easy methods to force robust company effects with Microsoft Dynamics CRM 2011! utilizing this book’s effortless, step by step process, you’ll easy methods to orchestrate winning CRM initiatives, automate procedures, create extra effective workflows, optimize revenues and advertising campaigns, and combine along with your different structures to do much more. One step at a time, you’ll grasp new good points starting from the hot Ribbon interface to SharePoint integration. each one lesson builds on what you’ve already discovered, aiding you get the activity performed fast--and get it performed right!


Step-by-step instructions stroll you thru universal tasks.

Quizzes and exercises on the finish of every bankruptcy try out your knowledge.

By the best way notes current details relating to the discussion.

Did You Know? guidance provide recommendation or exhibit you more uncomplicated how one can practice tasks.

Watch Out! cautions provide you with a warning to attainable difficulties and provides you recommendation on tips on how to stay away from them.


Learn how to...

  • Get a deep leap commence on Dynamics CRM
  • Grasp what's new in Dynamics CRM 2011
  • Bring jointly all of the components of a profitable CRM project
  • Understand Microsoft’s roadmap for Dynamics CRM and get ready for the future
  • Establish a robust origin by way of making the correct infrastructure and defense choices
  • Use Dynamics CRM to control revenues, leads, buyer debts, and marketing
  • Efficiently deal with your own contacts and activities
  • Take complete benefit of e-mail, notice mail merge, Excel and Outlook integration
  • Integrate and automate how you deal with contracts, circumstances, tickets, schedules, and time
  • Gain actionable company insights with Dynamics CRM Dashboards and Charts
  • Add recommendations from that make Dynamics CRM much more valuable
  • Extend Dynamics CRM with programming customizations and detailed features
  • Show description

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Additional resources for Sams Teach Yourself Microsoft Dynamics CRM 2011 in 24 Hours

Sample text

Customer service representatives often make promises during these calls, and they must follow up and remember these promises. Microsoft Dynamics CRM can easily remember promises and individual or team obligations. It can also automatically meet promises by having a workflow that kicks off on the closing of a case or an activity. Marketing Managers Marketing managers often have a specific budget or a set number of marketing dollars. They are also often focused on the ROI associated with the use of these marketing dollars.

A CRM application can help to capture some of this knowledge. It also supports company efforts to standardize, document, and automate company-specific processes. After these processes have been captured, they are not forgotten when key staff leave. As staff turnover becomes more common, the retention of this critical data becomes even more difficult. Customer information needs to be captured. The size, location, industry, products purchased, purchasing habits, and preferred service variables are all data oriented, but what about the relationship?

The person taking the order might be the same person, the same one or two people, or always someone new. In the first scenario, a relationship exists between the point person at the customer site and the point person taking the orders. After an order is placed, these two people might share more information (a laugh, a question about the weather on the other side of the country, or more personal information). If either one of these people leaves, the customer still gets service, but the service level changes.

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