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Microsoft Dynamics® CRM 4.0 Step by Step by Jim Steger Mike Snyder Kara O’Brien, and Brendan Landers

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Chapter 2. Getting Around in Microsoft Dynamics CRM

Chapter at a Glance

Getting Around in Microsoft Dynamics CRM

In this chapter, you will learn to:

Understand and work with the components of the user interface.

Use Microsoft Dynamics CRM views to work with records.

Use Quick Find to search for records in a view.

Modify your personal options to suit your individual preferences.

Work with lookup fields and use the automatic resolution feature.

Use the Resource Center to learn more about Microsoft Dynamics CRM.

Access software help within the system.

Before you can track and manage customer data in Microsoft Dynamics CRM, you need to know how to work in the user interface.

In this chapter, ...

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