Microsoft Dynamics® CRM 2011 Step by Step
by Jim Steger Mike Snyder and Brendan Landers
Microsoft Dynamics® CRM 2011 Step by Step
- Microsoft Dynamics® CRM 2011 Step by Step
- A Note Regarding Supplemental Files
- Acknowledgments
- Introduction
- Features and Conventions of This Book
- Using the Practice Files
- Your Companion eBook
- Book Support
- 1. Overview
- 1. Introduction to Microsoft Dynamics CRM
- What Is Microsoft Dynamics CRM?
- Microsoft Dynamics CRM Deployment Options
- Integrating with Other Microsoft Products
- Logging On to Microsoft Dynamics CRM Online
- Logging On to Microsoft Dynamics CRM
- Accessing Microsoft Dynamics CRM by Using Microsoft Dynamics CRM for Outlook
- Logging On to Microsoft Dynamics CRM via Mobile Express
- Key Points
- 2. Getting Around in Microsoft Dynamics CRM
- Understanding the Microsoft Dynamics CRM User Interface
- Using Views to Work with Data Records
- Sorting Records in a View
- Selecting and Refreshing Records in a View
- Editing Multiple Records in a View
- Using Quick Find to Search for Records in a View
- Setting a Default Personal View
- Accessing Recently Visited Records and Views
- Using Lookups and Automatic Resolution
- Setting Personal Options
- Using the Resource Center
- Accessing Help in Microsoft Dynamics CRM
- Key Points
- 3. Working with Accounts and Contacts
- 4. Working with Activities and Notes
- 5. Using Microsoft Dynamics CRM for Outlook
- Accessing CRM Records Within Microsoft Dynamics CRM for Outlook
- Accessing CRM Settings Within Microsoft Dynamics CRM for Outlook
- Synchronizing Contacts, Tasks, and Appointments
- Creating and Tracking Contacts
- Using the Add Contacts Wizard
- Creating and Tracking Tasks and Appointments
- Sending and Tracking Email Messages in Microsoft Dynamics CRM for Outlook
- Deleting Records in Microsoft Dynamics CRM for Outlook
- Going Offline with Microsoft Dynamics CRM for Outlook
- Configuring Synchronization Filters
- Key Points
- 1. Introduction to Microsoft Dynamics CRM
- 2. Sales and Marketing
- 6. Working with Leads and Opportunities
- 7. Using Marketing Lists
- Creating a Static Marketing List
- Adding Members to a List by Using a Lookup
- Adding Members to a List by Using Advanced Find
- Removing Members from a List by Using Advanced Find
- Evaluating Members Included in a List by Using Advanced Find
- Removing Selected Members from a List
- Creating a Dynamic Marketing List
- Copying Members to Another Marketing List
- Creating Opportunities from List Members
- Using Mail Merge to Generate a Word Document That Includes List Member Information
- Key Points
- 8. Managing Campaigns and Quick Campaigns
- 9. Working with Campaign Activities and Responses
- 3. Service
- 4. Reporting and Analysis
- 5. Data Management
- Glossary
- A. About Sonoma Partners
- Index
- About the Authors
- Copyright
-
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