Part I. Overview and Setup

No two businesses in the world are exactly the same, each uses a unique set of tools and processes to manage their customers. Therefore companies need to make sure that their customer management software can easily adjust and conform to their needs. Microsoft Dynamics CRM 4.0 offers powerful configuration tools so that customers can modify and customize the software, yet administrators can use these tools through a simple and easy-to-learn Web interface.

The first three chapters of this book will cover Part I. We will give you some background on Microsoft Dynamics CRM 4.0 and then we’ll introduce some of the key Microsoft CRM terminology and concepts you’ll use throughout the entire book. After the background, we’ll jump ...

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