Book description
In just 24 sessions of one hour or less, you’ll learn how to drive powerful business results with Microsoft Dynamics CRM 2011! Using this book’s straightforward, step-by-step approach, you’ll learn how to orchestrate successful CRM projects, automate processes, create more efficient workflows, optimize sales and marketing campaigns, and integrate with your other systems to do even more. One step at a time, you’ll master new features ranging from the new Ribbon interface to SharePoint integration. Each lesson builds on what you’ve already learned, helping you get the job done fast--and get it done right!
Step-by-step instructions walk you through common tasks.
Quizzes and exercises at the end of each chapter test your knowledge.
By the Way notes present information related to the discussion.
Did You Know? tips offer advice or show you easier ways to perform tasks.
Watch Out! cautions alert you to possible problems and give you advice on how to avoid them.
Learn how to...
Get a deep jump start on Dynamics CRM
Grasp what is new in Dynamics CRM 2011
Bring together all the elements of a successful CRM project
Understand Microsoft’s roadmap for Dynamics CRM and prepare for the future
Establish a strong foundation by making the right infrastructure and security choices
Use Dynamics CRM to manage sales, leads, customer accounts, and marketing
Efficiently manage your individual contacts and activities
Take full advantage of email, Word mail merge, Excel and Outlook integration
Integrate and automate the way you manage contracts, cases, tickets, schedules, and time
Gain actionable business insights with Dynamics CRM Dashboards and Charts
Add solutions from the MarketPlace that make Dynamics CRM even more valuable
Extend Dynamics CRM with programming customizations and unique features
Table of contents
- Title Page
- Copyright Page
- Contents at a Glance
- Table of Contents
- About the Author
- Dedication
- Acknowledgments
- We Want to Hear from You!
- Reader Services
- Introduction
-
Part I. Introduction to the Business Use of Microsoft Dynamics CRM
- Hour 1. What Is Microsoft Dynamics CRM?
- Hour 2. The Basic Vocabulary of CRM Functionality
- Hour 3. Microsoft Dynamics CRM 2011: What’s New
-
Hour 4. Infrastructure Choices
- Application Placement: Choices and Implications
- Tenant Architecture and Its Implications, Including Multitenant Options
- Microsoft Dynamics CRM Infrastructure Components
- Asynchronous Services and Microsoft Workflow Foundation
- Diving into Development
- Integration Options
- Big Business Versus Small Business
- Workshop
- Q&A
- Quiz
- Answers
- Exercise
- Part II. The Structure of Microsoft Dynamics CRM
-
Part III. Getting Started Using the Software
- Hour 10. Entering Data as a Salesperson
- Hour 11. Configuring Your Interaction with Microsoft Dynamics CRM
- Hour 12. Contacts and Activity Capture
- Hour 13. Sending E-mail from Microsoft Dynamics CRM
- Hour 14. Microsoft Word Mail Merge
- Hour 15. Outlook Integration
- Hour 16. Workflows: Creating Simple Workflows
- Part IV. The Support Department
-
Part V. Reporting
-
Hour 20. Utilizing the Power of Microsoft Excel with CRM Data
- Key Concepts and Caveats
- Exporting the Right Data: Using Advanced Find
- Exporting a Static Worksheet
- Exporting a Dynamic Worksheet
- Exporting Data for PivotTable Analysis
- Adding Outside Data
- Reusing and Sharing Your Spreadsheets
- Using a Dashboard
- Using Excel to Edit and Clean Up Records
- Workshop
- Q&A
- Quiz
- Answers
- Exercise
-
Hour 21. Reporting and Query Basics
- Getting Started with Reports
- Using Reports
- Creating Your Own Reports with the Report Wizard
- Sharing a Report with Other Users
- Adding a File or Web Page as a Report
- Creating Report Snapshots (On-Premises Only)
- Tips for Keeping Reports Organized
- Creating Custom Reports Without the Report Wizard
- Workshop
- Q&A
- Quiz
- Answers
- Exercise
-
Hour 20. Utilizing the Power of Microsoft Excel with CRM Data
- Part VI. Extending the Application
- Index
Product information
- Title: Sams Teach Yourself Microsoft® Dynamics CRM 2011 in 24 Hours
- Author(s):
- Release date: January 2012
- Publisher(s): Sams
- ISBN: 9780132682138
You might also like
book
Sams Teach Yourself Microsoft® Dynamics CRM 4 in 24 Hours
In just 24 sessions of one hour or less, you will be up and running with …
book
Working with Microsoft Dynamics® CRM 2011
Configure, adapt, and extend Microsoft Dynamics CRM 2011—guided by two of the leading implementation specialists in …
book
Microsoft Dynamics™ CRM 4 For Dummies®
Customer relationship management, or CRM, is certainly a hot topic in business today. If you have …
book
Microsoft Dynamics® CRM 2011 Step by Step
The smart way to learn Microsoft Dynamics CRM 2011—one step at a time! Use the easy-to-follow …