About this product: Customer relationship management, or CRM, is certainly a hot topic in business today. If you have a small or medium-sized business, chances are you’re already aware of all it can do for you. But with so many options and so much to think about, how do you get a CRM system in place with a minimum of hassle? Well, Microsoft Dynamics CRM 4 For Dummies is a great place to start!
Written by veteran CRM experts Joel Scott and David Lee, this friendly guide will have you understanding and using Microsoft’s CRM solution in a jiffy. Whether you’re considering a CRM system for the first time or you’ve decided to switch from another system to Microsoft Dynamics CRM, this book will make it easy to:
Maintain and manage all your customer information
Personalize Microsoft CRM to work for your business
Set up CRM to support sales, marketing, and customer service
Use the Outlook client
Manage territories and business units
Create and manage activities
Generate quotes and invoices
Implement and manage a marketing campaign
Work with contracts, and much more
Microsoft Dynamics CRM 4 For Dummies is packed with information on the latest version, It will help you get a unified view of your customer information and interactions through integrated sales, marketing, and customer service features. And that, as every business owner knows, is important to improving your bottom line!
About this product: Get a practical introduction to Microsoft Dynamics CRM now updated for Microsoft Dynamics CRM 4.0. Microsoft Dynamics CRM is a value-packed customer-relationship management (CRM) solution for small- and mid-market businesses. The latest version adds workflow management capabilities, and will be delivered as an on-demand service through Microsoft® Office Live. With topics that include developing new functionality, designing implementations, and integrating Microsoft CRM with other business applications including Microsoft Office Outlook®, Microsoft Office InfoPath®, and Microsoft SharePoint® Products and Technologies this is one of the only books written for both developers and those who implement business solutions. Authored by experienced practitioners, this book provides case studies, integration and performance guidelines, and toolsets the information you need to help you create successful CRM solutions. This book also explains how to maintain Microsoft Dynamics CRM 4.0, making it of interest to IT professionals who support Microsoft Dynamics CRM 4.0 users. And power users will learn how to customize individual Microsoft Dynamics CRM 4.0 experiences. Key Book Benefits: Delivers practical information from expert authors who have deployed, customized, and maintained Microsoft Dynamics CRM in the field Provides case studies, integration and performance guidelines, and toolsets Includes code samples, and demo data will be available on the Web
Microsoft® Dynamics CRM 4.0 Unleashedpresents start-to-finish guidance for planning, customizing, deploying, integrating, and managing Dynamics CRM in your unique business and technical environment. Authored by two leading Microsoft Dynamics implementers, this book systematically explains how the system works, why it works that way, and how you can leverage it to its fullest advantage.
The authors present clear examples, proven best practices, and pitfalls to avoid in using every significant Dynamics CRM capability. The far-reaching coverage ranges from Dynamics CRM’s sales, marketing, and customer service features to its automated workflows; from Outlook and Office integration to reporting and security. The authors offer independent insight into Dynamics CRM’s most powerful new features, from its improved interface to its new mail merge and data migration tools.
This book is for every IT professional who intends to work with Dynamics CRM, regardless of their experience with Dynamics or other CRM solutions. The authors provide example-rich, realistic coverage of advanced Dynamics customization, extensibility, and integration: information that is available nowhere else.
Detailed information on how to…
Set up, configure, and maintain all facets of Dynamics CRM in any organization or industry
Thoroughly understand both the on-premise and hosted versions of Dynamics CRM
Make the most of Dynamics’ new features, including email, the Outlook client, Internet Facing Deployment (IFD), and relationships
About this product: Get hands-on and conceptual guidance for creating and adapting customer relationship management (CRM) solutions-direct from leading CRM consultants. This reference details design and coding practices that allow you to customize Microsoft Dynamics CRM 4.0 to meet specific business needs. Get expert insights on customization, integration, and extension; end-to-end solution designs from the product team; and numerous case studies that demonstrate how to customize Microsoft Dynamics CRM as a business solution. The book covers the three major deployment options available: on-premises, partner-hosted, and CRM Live.
About this product: The smart way to learn Microsoft Dynamics CRM 4.0 and Microsoft Dynamics Live CRM one step at a time! Work at your own pace through the easy numbered steps, practice files on CD, helpful hints, and troubleshooting tips to master the fundamentals of working with the latest version of Microsoft Dynamics CRM. You ll learn the specifics of tracking customer communications, how to use e-mail templates for mass communication, the ins and outs of reporting and data analysis, and other essential tasks. With Step by Step, you can take just the lessons you need or work from cover to cover. Either way, you drive the instruction, building and practicing the skills you need, just when you need them! Includes a companion CD with hands-on practice files. Key Book Benefits: Lets you take just the lessons you need or work from cover to cover you set the pace Covers all the fundamentals, from tracking customer communication to reporting and data analysis Features easy-to-follow lessons and hands-on skill-building exercises Includes a companion CD with skill-building exercises
About this product: As the thinkers have said, you should strive in all situations to know yourself and know your enemy. Most of history's great thinkers, however, were not in business. In business, you have to know your customer and understand how your company interacts with him or her. The current term for this is customer relationship management (CRM), and The CRM Handbook is the best textbook for managers on the mechanics of CRM. It's a standout in a field that's filled with squishy books that go on at length about how important CRM is, but which lack details. Jill Dyché provides lots of factual information, real case studies, carefully considered commentary, and reasoned criteria with which to evaluate CRM products and strategies. Though you'll certainly want to supplement Dyché's work with vendors' product literature and implementation proposals, you'll get a lot from her carefully researched book.
Dyché devotes some of her (fairly slender) volume to CRM background information but quickly gets to the issues that managers confronted with CRM decisions need to consider. She makes great use of bulleted lists, scorable quizzes, and checklists (sections about what questions to ask vendors, and why, are particularly good) that you can use right now to gauge any organization's suitability to CRM and determine how they need to change in order to get the most out of their systems. --David Wall
Topics covered: Customer relationship management (CRM)--as a business practice and as a set of technologies--explained for managers and corporate planners. CRM fundamentals, CRM product selection, and internal promotion of CRM are all covered well.
In Microsoft® Dynamics CRM 4 Integration Unleashed, two leading experts present proven techniques, best practices, and example code for going far beyond the out-of-the-box capabilities of Dynamics CRM 4. Using these solutions and sample applications, you will enhance all of your company’s relationships–with vendors, distributors, employees, users, affiliates, and customers.
Authors Marc J. Wolenik and Rajya Vardhan Bhaiya walk you step by step through integrating Dynamics CRM with SharePoint, Office Communicator, PerformancePoint, BizTalk, Silverlight, VoIP phone systems, and both Google and MSN mapping tools. They also present a full analysis of the CRM Accelerators and advanced topics and three full chapters on integration using Scribe’s state-of-the-art adapters and templates. You’ll discover how to extend Dynamics CRM 4 with enterprise dashboards, stronger “deep-dive” data analysis, and much more. Wolenik and Bhaiya even demonstrate how to make custom Dynamics CRM applications available directly to your customers, without compromising security.
Use Dynamics CRM 4 as an “xRM” platform for developing custom applications to enhance any type of business relationship
Leverage new Azure cloud computing solutions for Microsoft Dynamics CRM
Design infrastructure to efficiently run your customized Microsoft Dynamics CRM implementation
Extend CRM internally, with plug-ins, source-to-source integration, IFRAME-based custom application integration, and CRM JScript
Extend CRM externally, with CRM Accelerators, public Web services, direct SQL interaction, and customer-facing Web sites
Implement KPIs and gain deeper business insight by integrating Dynamics CRM 4 with Microsoft Office PerformancePoint
Create dashboards and other visual CRM tools with Microsoft Silverlight
Develop custom CRM applications with Visual Studio
Integrate CRM with Team Foundation Server
Use Scribe templates and adapters to streamline data integration and migration
On the web:
Download all examples and source code presented in this book from informit.com/title/9780672330544.
About this product: Finally! A detailed compendium for the new CRM UI technology. Written to teach developers and CRM application consultants how to develop and customize the CRM WebClient, this book discusses the technical principles, customizing, and programming of the new user interface in detail, and explains the basic principles of the WebClient UI, as well as all customizing and enhancement options. Beginning with an explanation of the CRM WebClient frontend, you'll move on to learn about the customizing for each area of the WebClient, and wrap up with a detailed exploration of the development of custom functionality.
Success with Microsoft Dynamics CRM 4.0: Implementing Customer Relationship Management is aimed at readers who are interested in understanding how to successfully implement Microsoft Dynamics CRM 4.0 within their projects. It is intended as an implementation roadmap for the business and technical representatives leading or engaged in a project.
The book covers the capabilities of Microsoft Dynamics CRM, both in the traditional functional areas of sales, marketing, and service and as an applications framework for XRM deployments. The book demonstrates Microsoft CRM best practices for design, configuration, and development. Through real–world solutions and exercises, you will be given the confidence and expertise to deliver an implementation that provides long–term success for your organization.
What you’ll learn
How to choose an implementation model (live, hosted, on–premise) appropriate for your circumstances
Design and configuration best practices for each of the traditional functional areas of sales, marketing, and service
When and how to develop and extend the Microsoft Dynamics CRM application platform
Real–world solutions that can be applied to your projects
How to ensure your solution evolves with your organization’s needs and provides long–term business value
About this product: Microsoft Dynamics CRM 4.0 is a fully integrated customer relationship management (CRM) system that gives busy sales professionals the capability to easily create and maintain a clear view of customers from first contact through purchase and post-sales. If you're one of these busy sales professionals, you need an easy reference tool to maximize your use of Microsoft Dynamics CRM 4.0 's varied feature set. “Maximizing Your Sales with Microsoft Dynamics CRM 4.0” is that tool. This book explains, in concise, easy-to-understand language, how to get the most out of this revolutionary CRM software. Topics like working with contacts and accounts, managing opportunities and schedules, writing letters, sending e-mails, running reports and more are explored in-depth. This book also covers some administrative tasks geared toward IT professionals looking to set up and configure preferences for their Microsoft Dynamics CRM 4.0 users. With this quick, to-the-point resource, you won't just be “up and running” in Microsoft Dynamics CRM ; you'll be an expert!
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