Sams Teach Yourself Microsoft Dynamics CRM 2011 in 24 Hours

Sams Teach Yourself Microsoft Dynamics CRM 2011 in 24 Hours
  • Paperback: 528 pages
  • Publisher: Sams; 1st edition (January 30, 2012)
  • Language: English
  • ISBN-10: 0672335379
  • ISBN-13: 978-0672335372
eBook Description:

Sams Teach Yourself Microsoft Dynamics CRM 2011 in 24 Hours

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!

Now, there’s a practical, hands-on guide to mastering customer relationship management with Microsoft Dynamics CRM 2011. Authored by top CRM expert and blogger Anne Stanton (“The CRM Lady”), this book explains how the core Dynamics CRM 2011 fits in today’s organizations, and explains everything users and managers need to make the most of it. Stanton begins with the absolute basics, including Microsoft Dynamics CRM’s uses, components, and functionality; business roadmaps; and infrastructure choices. Then, step-by-step, you learn how to orchestrate successful CRM projects; automate processes; create and manage business units and users; define security roles; import contacts; distribute leads; create and track marketing campaigns; convert leads to accounts and contacts; integrate with email, Excel, and other applications; and create workflows.

This edition’s new coverage includes: the Ribbon interface; integration with SharePoint, and with Azure cloud services; native integration with WSS 3.0; and more. Friendly, accessible, and conversational, this book delivers a practical grounding in Microsoft Dynamics CRM 2011 without ever becoming intimidating. Each lesson builds on everything that’s come before, helping you learn core techniques from the ground up. You will learn key concepts, syntax, and techniques through practical examples that apply CRM best practices and fully reflect today’s CRM realities.

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

Sams Teach Yourself Microsoft Dynamics CRM 2011 in 24 Hours

Now, there’s a practical, hands-on guide to mastering customer relationship management with Microsoft Dynamics CRM 2011. Authored by top CRM expert and blogger Anne Stanton (“The CRM Lady”), this book explains how the core Dynamics CRM 2011 fits in today’s organizations, and explains everything users and managers need to make the most of it. Stanton begins with the absolute basics, including Microsoft Dynamics CRM’s uses, components, and functionality; business roadmaps; and infrastructure choices. Then, step-by-step, you learn how to orchestrate successful CRM projects; automate processes; create and manage business units and users; define security roles; import contacts; distribute leads; create and track marketing campaigns; convert leads to accounts and contacts; integrate with email, Excel, and other applications; and create workflows. This edition’s new coverage includes: the Ribbon interface; integration with SharePoint, and with Azure cloud services; native integration with WSS 3.0; and more. Friendly, accessible, and conversational, this book delivers a practical grounding in Microsoft Dynamics CRM 2011 without ever becoming intimidating. Each lesson builds on everything that’s come before, helping you learn core techniques from the ground up. You will learn key concepts, syntax, and techniques through practical examples that apply CRM best practices and fully reflect today’s CRM realities.

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!

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