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Microsoft Dynamics CRM 4.0 Step by Step

by Mike Snyder, Jim Steger et al.

2009 (480 pages)

ISBN:9780735625761

Filled with easy numbered steps, helpful hints, and troubleshooting tips, this self-paced guide will show you the specifics of tracking customer communications, how to use e-mail templates for mass communication, reporting and data analysis, and more.

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Microsoft Dynamics CRM 4.0 Step by Step
Foreword
Introduction
Information for Readers Running Windows XP
Features and Conventions of This Book
Using the Companion CD
Getting Help
Part I - Overview
Chapter 1	-	Introduction to Microsoft Dynamics CRM
Chapter 2	-	Getting Around in Microsoft Dynamics CRM
Chapter 3	-	Working with Accounts and Contacts
Chapter 4	-	Working with Activities and Notes
Chapter 5	-	Microsoft Dynamics CRM for Outlook
Part II - Sales
Chapter 6	-	Working with Leads and Opportunities
Chapter 7	-	Working with Quotes
Part III - Marketing
Chapter 8	-	Using Marketing Lists
Chapter 9	-	Managing Campaigns and Quick Campaigns
Chapter 10	-	Working with Campaign Activities and Responses
Part IV - Service
Chapter 11	-	Tracking Service Requests
Chapter 12	-	Using the Knowledge Base
Chapter 13	-	Working with Contracts and Queues
Part V - Data Management
Chapter 14	-	Detecting Duplicate Records
Chapter 15	-	Using Advanced Find
Chapter 16	-	Using the Report Wizard
Chapter 17	-	Reporting with Microsoft Office Excel
Chapter 18	-	Importing Data
Glossary