Microsoft Dynamics CRM 4 For Dummies

Microsoft Dynamics CRM 4 For Dummies

Author: Joel Scott

Publisher: John Wiley & Sons

Published: 2011-02-10

Total Pages: 432

ISBN-13: 1118052609

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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!


Microsoft Dynamics 365 For Dummies

Microsoft Dynamics 365 For Dummies

Author: Renato Bellu

Publisher: John Wiley & Sons

Published: 2018-10-23

Total Pages: 386

ISBN-13: 111950886X

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Accelerate your digital transformation and break down silos with Microsoft Dynamics 365 It’s no secret that running a business involves several complex parts like managing staff, financials, marketing, and operations—just to name a few. That’s where Microsoft Dynamics 365, the most profitable business management tool, comes in. In Microsoft Dynamics 365 For Dummies, you’ll learn the aspects of the program and each of its applications from Customer Service to Financial Management. With expert author Renato Bellu’s clear instructions and helpful tips, you’ll be managing to your fullest advantage before you know it. Let’s get started! Digitally transform your business by connecting CRM and ERP Use data to make decisions across all business functions Integrate Dynamics 365 with Office 365 and LinkedIn Manage financials and operations Are you running a dynamic business? This book shows you how!


Maximizing Your Sales with Microsoft Dynamics CRM 2011

Maximizing Your Sales with Microsoft Dynamics CRM 2011

Author: Edward Kachinske

Publisher: Course Technology

Published: 2012

Total Pages: 0

ISBN-13: 9781435458826

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A guide to Microsoft CRM for sales professionals covers such topics as creating price lists, generating orders and invoices, tracking competitor information, creating marketing lists, and automating correspondence using Outlook and Word.


Microsoft Dynamics CRM 2011 Administration Bible

Microsoft Dynamics CRM 2011 Administration Bible

Author: Matthew Wittemann

Publisher: John Wiley & Sons

Published: 2011-01-06

Total Pages: 819

ISBN-13: 1118029216

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An in-depth, expert guide to Microsoft Dynamics CRM 2011 from Microsoft CRM experts! What better way to learn how to administer Dynamics CRM 2011 than from two Microsoft CRM experts? This in-depth Bible is packed with expert guidance on the latest version of Microsoft’s hot CRM product. Whether you’re new to Dynamics CRM or upgrading from an earlier version, you’ll get thoroughly up to speed on everything from the basics to new features and more. Brings you up to speed on Microsoft Dynamics CRM 2011, the latest version of Microsoft’s fast-growing customer relationship management software Shows you how to get the most out of the application, including configuration and customization, integrating with Microsoft Office, and automating business processes Features step-by-step instruction and in-depth coverage of all essential topics; you’ll want to keep this information-packed book at your desk as a practical reference If you want to master Microsoft Dynamics CRM 2011 for your business contacts, this is the book you need to succeed


Microsoft Dynamics CRM 2011 Cookbook

Microsoft Dynamics CRM 2011 Cookbook

Author: Dipankar Bhattacharya

Publisher: Packt Publishing Ltd

Published: 2013-06-03

Total Pages: 601

ISBN-13: 1849684537

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This is a Cookbook with recipes aimed at all levels with lots of practical walkthroughs for virtualization techniques.This book is great for Dynamics CRM 2011 professionals who have a beginner level understanding of the system and are looking to get a good grounding in how to deploy, maintain, configure, and customize a Dynamics CRM 2011 application efficiently. It's assumed that the reader has a basic level understanding of IT infrastructure topologies along with functional knowledge of Dynamics CRM 2011 Sales, Marketing, and Services modules.


Microsoft Dynamics 365 Extensions Cookbook

Microsoft Dynamics 365 Extensions Cookbook

Author: Rami Mounla

Publisher: Packt Publishing Ltd

Published: 2017-06-07

Total Pages: 459

ISBN-13: 1786466740

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More than 80 recipes to help you leverage the various extensibility features available for Microsoft Dynamics and solve problems easily About This Book Customize, configure, and extend the vanilla features of Dynamics 365 to deliver bespoke CRM solutions fit for any organization Implement business logic using point-and-click configuration, plugins, and client-side scripts with MS Dynamics 365 Built a DevOps pipeline as well as Integrate Dynamics 365 with Azure and other platforms Who This Book Is For This book is for developers, administrators, consultants, and power users who want to learn about best practices when extending Dynamics 365 for enterprises. You are expected to have a basic understand of the Dynamics CRM/365 platform. What You Will Learn Customize, configure, and extend Microsoft Dynamics 365 Create business process automation Develop client-side extensions to add features to the Dynamics 365 user interface Set up a security model to securely manage data with Dynamics 365 Develop and deploy clean code plugins to implement a wide range of custom behaviors Use third-party applications, tools, and patterns to integrate Dynamics 365 with other platforms Integrate with Azure, Java, SSIS, PowerBI, and Octopus Deploy Build an end-to-end DevOps pipeline for Dynamics 365 In Detail Microsoft Dynamics 365 is a powerful tool. It has many unique features that empower organisations to bridge common business challenges and technology pitfalls that would usually hinder the adoption of a CRM solution. This book sets out to enable you to harness the power of Dynamics 365 and cater to your unique circumstances. We start this book with a no-code configuration chapter and explain the schema, fields, and forms modeling techniques. We then move on to server-side and client-side custom code extensions. Next, you will see how best to integrate Dynamics 365 in a DevOps pipeline to package and deploy your extensions to the various SDLC environments. This book also covers modern libraries and integration patterns that can be used with Dynamics 365 (Angular, 3 tiers, and many others). Finally, we end by highlighting some of the powerful extensions available. Throughout we explain a range of design patterns and techniques that can be used to enhance your code quality; the aim is that you will learn to write enterprise-scale quality code. Style and approach This book takes a recipe-based approach, delivering practical examples and use cases so that you can identify the best possible approach to extend your Dynamics 365 deployment and tackle your specific business problems.


Dynamics 365 Application Development

Dynamics 365 Application Development

Author: Deepesh Somani

Publisher: Packt Publishing Ltd

Published: 2018-01-30

Total Pages: 414

ISBN-13: 1788399145

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Learn, develop, and design applications using the new features in Microsoft Dynamics CRM Key Features Implement business logic using processes, plugins, and client-side scripts with MS Dynamics 365 Develop custom CRM solutions to improve your business applications A comprehensive guide that covers the new features of Microsoft Dynamics 365 and increasingly advanced topics. Book Description Microsoft Dynamics 365 CRM is the most trusted name in enterprise-level customer relationship management. Thelatest version of Dynamics CRM comes with the important addition of exciting features guaranteed to make your life easier. It comes straight off the shelf with a whole new frontier of updated business rules, process enhancements, SDK methods, and other enhancements. This book will introduce you to the components of the new designer tools, such as SiteMap, App Module, and Visual Designer for Business Processes. Going deeper, this book teaches you how to develop custom SaaS applications leveraging the features of PowerApps available in Dynamics 365.Further, you will learn how to automate business processes using Microsoft Flow, and then we explore Web API, the most important platform update in Dynamics 365 CRM. Here, you'll also learn how to implement Web API in custom applications. You will learn how to write an Azure-aware plugin to design and integrate cloud-aware solutions. The book concludes with configuring services using newly released features such as Editable grids, Data Export Service, LinkedIn Integration, Relationship Insights, and Live Assist. What you will learn Develop apps using the platform-agnostic Web API Leverage Azure Extensions to design cloud-aware applications Learn how to implement CRUD operation Create integrated real-world apps using Microsoft PowerApps and Flow by combining services such as Twitter, Facebook, and SharePoint Configure and use Artificial Intelligence Azure Cognitive Services for Recommendation and Text Analytic services Who this book is for This book targets skilled developers who are looking to build business-solution software and are new to application development in Microsoft Dynamics 365, especially for CRM.


Microsoft Dynamics Crm 2011 Scripting Cookbook

Microsoft Dynamics Crm 2011 Scripting Cookbook

Author: Nicolae Tarla

Publisher: Packt Publishing Ltd

Published: 2013-03-26

Total Pages: 398

ISBN-13: 1849688834

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Microsoft Dynamics CRM 2011 Scripting Cookbook is full of immediately useable recipes showing you how far you can take customization in Dynamics. While the book is structured so that each recipe can be tackled separately, for novice users it is recommended to follow through all the recipes in the order in which they are presented.This book is for those new to Dynamics CRM and for business analysts interested in gaining additional product specific knowledge. Stepping through the first chapters will introduce you to the customization process and give you enough knowledge to start looking into more advanced topics. Developers and web designers of another CRM product will see how their skills can be easily adapted to start customizing Dynamics CRM 2011.You should be familiar with the basic concepts of what a CRM system is and does. Additional knowledge of the current or a previous version of Dynamics CRM will help, but is not necessary.


Microsoft CRM 3 For Dummies

Microsoft CRM 3 For Dummies

Author: Joel Scott

Publisher: For Dummies

Published: 2006-05-22

Total Pages: 0

ISBN-13: 9780471799450

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Manage sales, service, and marketing processes all together Find out how to manage customer information to make your business more productive Whether you're completely new to customer relationship management (CRM) software or you just want the scoop on the newest version, this handy guide will get you going. Discover how to set up CRM 3, navigate and customize the system, use it to work with your accounts and contacts, collect leads, forecast sales, run reports, and much more. Discover how to * Develop and manage customer relationships * Implement a sales process * Set up security and access rights * Generate quotes, orders, and invoices * Manage leads and opportunities * Create and use product catalogs


Microsoft Dynamics Crm 2011

Microsoft Dynamics Crm 2011

Author: Mark AuCoin

Publisher: Packt Publishing

Published: 2012

Total Pages: 0

ISBN-13: 9781849684408

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Microsoft Dynamics CRM 2011: Dashboards Cookbook is packed with practical step-by-step recipes covering tasks which utilize all of the new dashboard features of Dynamics CRM 2011. If you are a developer who is excited about creating, customizing, and designing Dashboards in Dynamics CRM 2011, this book is for you. You should be comfortable with general Dynamics CRM functionality for this or a previous release. This book may also be valuable to End Users and Power Users interested in the new Dashboard features of this release.