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Maximizing Your Sales with Microsoft Dynamics CRM 4.0

by Edward Kachinske and Timothy Kachinske

2009 (288 pages)

ISBN:9781598638189

In concise, easy-to-understand language, this book explains how to get the most out of Microsoft Dynamics CRM 4.0, and gives busy sales professionals the capability to easily create and maintain a clear view of customers.

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Maximizing Your Sales with Microsoft Dynamics CRM 4.0
Getting Started
Chapter 1	-	Working with Leads
Chapter 2	-	Working with Accounts
Chapter 3	-	Working with Contacts
Chapter 4	-	Finding Your Data
Chapter 5	-	Using Microsoft Dynamics CRM within Outlook
Chapter 6	-	Managing Opportunities
Chapter 7	-	Scheduling Activities within Microsoft Dynamics CRM
Chapter 8	-	Managing Campaigns
Chapter 9	-	Marketing Lists
Chapter 10	-	Mail Merge
Chapter 11	-	Sending E-Mail
Chapter 12	-	Managing Contracts
Chapter 13	-	Managing Cases
Chapter 14	-	Using the Knowledge Base
Chapter 15	-	Service Scheduling
Chapter 16	-	Import and Export
Chapter 17	-	Running Reports
Chapter 18	-	Using Workflow
Chapter 19	-	Setting CRM Options
Chapter 20	-	Defining Entities and Fields
Chapter 21	-	Managing Users and Security Roles
Chapter 22	-	Creating Business Units and Teams
Chapter 23	-	Sharing and Assigning Records
Chapter 24	-	Ten Products That Extend Microsoft Dynamics CRM's Functionality
Chapter 25	-	Online Resources