Features and Conventions of This Book

This book has been designed to lead you step by step through all the tasks you are most likely to want to perform in Microsoft Dynamics CRM 4.0. If you start at the beginning and work your way through all the exercises, you will gain enough proficiency to be able to create and work with all of the common modules and functionality of Microsoft Dynamics CRM 4.0. However, each topic is self contained. If you have worked with a previous version of Microsoft Dynamics CRM, or if you completed all the exercises and later need help remembering how to perform a procedure, the following features of this book will help you locate specific information:

  • Detailed table of contents. Scan a listing of the book’s topics and sidebars within each chapter.

  • Chapter thumb tabs. Easily locate the beginning of the chapter you want.

  • Topic-specific running heads. Within a chapter, quickly locate the topic you want by looking at the running head of odd-numbered pages.

  • Detailed index. Look up specific tasks and features and general concepts in the index, which has been carefully crafted with the reader in mind.

  • Companion CD. Install the practice files you use while working through the step-by-step exercises, and browse a fully searchable electronic version of this book and other useful resources.

In addition, we provide a glossary of terms for those times when you need to look up the meaning of a word or the definition of a concept.

You can save time when you use this book by understanding how the Step by Step series shows special instructions, keys to press, buttons to click, and other functionality.

Convention

Meaning

This icon at the beginning of a chapter introduction indicates information about the practice files provided on the companion CD for use in the chapter.

USE

This paragraph preceding a step-by-step exercise indicates the practice files that you will use when working through the exercise.

BE SURE TO

This paragraph preceding or following an exercise indicates any requirements you should attend to before beginning the exercise or actions you should take to restore your system after completing the exercise.

OPEN

This paragraph preceding a step-by-step exercise indicates files that you should open before beginning the exercise.

CLOSE

This paragraph following a step-by-step exercise provides instructions for closing open files or programs before moving on to another topic.

1

2

Large numbered steps guide you through hands-on exercises.

1

2

Small numbered steps guide you through procedures in sidebars and expository text.

→

An arrow indicates a procedure that has only one step.

See Also

These paragraphs direct you to more information about a given topic in this book or elsewhere.

Troubleshooting

These paragraphs explain how to fix a common problem that might prevent you from continuing with an exercise.

Tip

These paragraphs provide a helpful hint or shortcut that makes working through a task easier, or information about other available options.

Important

These paragraphs point out information that you need to know to complete a procedure.

Save

The first time you are told to click a button in a chapter, a picture of the button appears in the left margin. If the name of the button does not appear on the button itself, the name appears under the picture.

In step-by-step exercises, keys you must press appear as they would on a keyboard.

A plus sign (+) between two key names means that you must hold down the first key while you press the second key. For example, "Press " means "hold down the key while you press the key."

Program interface elements and user input

In steps, the names of program elements, such as buttons, commands, and dialog boxes, and anything you are asked to type are shown in bold characters.

Glossary terms

Terms that are explained in the glossary at the end of the book are shown in bold italic characters.

Paths, URLS, and emphasized words

Folder paths, URLs, and emphasized words are shown in italic characters.

..................Content has been hidden....................

You can't read the all page of ebook, please click here login for view all page.
Reset