MICROSOFT DYNAMICS CRM 2011 STEP BY STEP--------PHI

Description:

Whether you are in sales, marketing, or customer service—quickly teach yourself how to get closer to your customers with Microsoft Dynamics CRM.

• Create a 360º view of your customer relationships

• Track customer activity and streamline communication

• Access data via Microsoft® Outlook®, the web, or mobile device

• Qualify leads; create opportunities

• Manage campaigns, quotes, contracts, and orders

• Set up dashboards; measure and report on key metrics

Contents:
Acknowledgments
Introduction

Part 1 Overview
1 Introduction to Microsoft Dynamics CRM 3
2 Getting Around in Microsoft Dynamics CRM 19
3 Working with Accounts and Contacts 45
4 Working with Activities and Notes 67
5 Using Microsoft Dynamics CRM for Outlook 95

Part 2 Sales and Marketing
6 Working with Leads and Opportunities 129
7 Using Marketing Lists 151
8 Managing Campaigns and Quick Campaigns 177
9 Working with Campaign Activities and Responses 19

Part 3 Service
10 Tracking Service Requests 219
11 Using the Knowledge Base 235
12 Working with Contracts and Queues 255

Part 4 Reporting and Analysis
13 Working with Filters and Charts 279
14 Using Dashboards 297
15 Using the Report Wizard 319
16 Using Advanced Find 343
17 Reporting with Excel 363

Part 5 Data Management

18 Bulk Data Importing 381