Microsoft CRM 3 For Dummies

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Great work. Thank you! He took his time to explain every details you need to know about MS Dynamics. I will Surely register for more of your courses in future. Thanks Abhay Sharma. It guide you trough everything and I like the bonus in end of this course. I will recommended this course to anyone who would like to get into CRM.

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I enjoyed the learning about the CRM platform. I hope to take more courses in the future to further my career in ICT. Much appreciated" - Seraz Khan. Microsoft Dynamics is one of the hottest and fastest growing business solution in the market. Turn your knowledge into cash on Classpert! Read Instructions Read Instructions. Start Free Trial No credit card required. View table of contents. Start reading.

Book Description Customer relationship management, or CRM, is certainly a hot topic in business today. Microsoft CRM Basics 1. Tracking Your Contacts 1. Communicating with the Outside World 1. Integrating with Accounting 1. Why integrate? Other accounting systems 1. Setting Up Business Processes 1. Defining your goals 1. Implementing a pilot program 1. Live versus On-Premise 1.

Security 1. Access 1. Total cost of ownership 1. Being Mobile 1. Server Editions 1. Workgroup 1. Professional 1. Enterprise 1.

Part 1: The diligent

Migrating from one version to another 1. Using the Outlook Client — Or Not 2.

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Whirlwind Tour of the Screen 3. Navigation pane 3. Status bar 3. Window 3.

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First Things First — Signing On 3. Navigating at the application level 3.

(ebook) Microsoft CRM 3 For Dummies

Navigating at the record level 3. Your first navigation lessons 3. Filtering and Searching for Records 3. Filtering records 3. Searching with the magnifying glass icon 3. Searching with the Form Assistant 3. Searching with the Advanced Find feature 3. Using the Resource Center II. Setting Things Up 4.

Personalizing Your System 4. Tailoring the System to Suit Your Needs 4. General tab: Customizing a variety of user preferences 4. Workplace tab: Simplifying your navigation pane 4. Activities tab: Displaying appointments and setting your work hours 4. Formats tab: Adapting CRM to your part of the world 4. E-mail Templates tab: Speed the process of handling e-mails 4.

E-mail tab: Routing your CRM messages 4.

Privacy tab: Indicating when to report errors to Microsoft 4. Language tab: Choosing the language you see onscreen 4. Establishing Your User Profile 4. Providing general information about yourself 4. Joining teams to share records 4. Viewing security roles 4. Announcing which hours you'll be working 4. Monitoring workflows 5. Managing Territories 5. Setting Up Sales Territories 5. Managing Territories 6. Managing Business Units and Teams 6. Managing Business Units 6. Managing Teams 6.

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Creating teams 6. Assigning users to teams 7.

Fler böcker av författarna Microsoft CRM 3 For Dummies (For Dummies (Computers)): Joel Scott, David Lee: Books. Discover how to set up CRM 3, navigate and customize the system, use it to work with your accounts and contacts, collect leads, forecast sales, run reports, and.

Using the Product Catalog 7. Overview of the Product Catalog 7. Getting to the Product Catalog Window 7.

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Creating a Discount List 7. Creating a Unit Group 7. Creating a Price List 7. Adding Products 8. Understanding Security and Access Rights 8. Security Overview 8. Setting Restrictions with User Privileges 8. Further Defining Permissions with Access Levels 8.

Looking at Predefined Roles 8. Assigning Roles 8. Sharing Information with Others on Your Team 8. Defining a team 8. Sharing and assigning 8. Unsharing 8.

Sharing and Not Sharing Data 8. Sharing records 8. Sharing multiple records 8. Unsharing records 8. Assigning records 8.