Helps sales professionals and managers quickly gain productivity using Microsoft Dynamics CRM 4.0
The easy-to-use format of the book provides step-by-step instructions to complete specific tasks (one task per page) making it a quick, handy reference for busy professionals
Provides an easy-to-use reference tool, providing corporate sales representatives or sales managers
Table of Contents
Getting Started
1. Working with Leads
2. Working with Accounts
3. Working with Contracts
4. Finding Your Data
5. Using Microsoft Dynamics CRM within Outlook
6. Managing Opportunities
7. Scheduling Activities within Microsoft Dynamics CRM
8. Managing Campaigns
9. Marketing Lists
10. Mail Merge
11. Sending E-mail
12. Managing Contracts
13. Managing Cases
14. Using the Knowledge Base
15. Service Scheduling
16. Import and Export
17. Running Reports
18. Using Workflow
19. Setting CRM Options
20. Defining Entities and Fields
21. Managing Users and Security Roles
22. Creating Business Units and Teams
23. Sharing and Assigning Records
24. Ten Products That Extend Microsoft Dynamics CRM's Functionality
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Specifications
Imprint
Thomson Press (India) Ltd
Publication Year
2010
Manufacturing, Packaging and Import Info
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