Microsoft Dynamics CRM 4 For Dummies
Microsoft Dynamics CRM 4 For Dummies

Author: Joel Scott

Publisher: John Wiley & Sons

Published: 2008-07-08

Total Pages: 432

ISBN-13: 0470343257

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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 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!

Microsoft Dynamics CRM 2011 Applications (MB2-868) Certification Guide
Microsoft Dynamics CRM 2011 Applications (MB2-868) Certification Guide

Author: Danny Varghese

Publisher: Packt Publishing Ltd

Published: 2013-04-19

Total Pages: 432

ISBN-13: 1849686513

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This Certification guide will follow a step-by-step approach to instruct the reader what they need to know to be able to become certified with Microsoft Dynamics CRM 2011.If you will implement Microsoft Dynamics CRM 2011, this book is for you. You should have a working knowledge of Microsoft Windows, Microsoft Internet Explorer, and Microsoft Office.

Mastering Microsoft Dynamics 365 Implementations
Mastering Microsoft Dynamics 365 Implementations

Author: Eric Newell

Publisher: John Wiley & Sons

Published: 2021-04-27

Total Pages: 556

ISBN-13: 1119789338

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Confidently shepherd your organization’s implementation of Microsoft Dynamics 365 to a successful conclusion In Mastering Microsoft Dynamics 365 Implementations, accomplished executive, project manager, and author Eric Newell delivers a holistic, step-by-step reference to implementing Microsoft’s cloud-based ERP and CRM business applications. You’ll find the detailed and concrete instructions you need to take your implementation project all the way to the finish line, on-time, and on-budget. You’ll learn: The precise steps to take, in the correct order, to bring your Dynamics 365 implementation to life What to do before you begin the project, including identifying stakeholders and building your business case How to deal with a change management throughout the lifecycle of your project How to manage conference room pilots (CRPs) and what to expect during the sessions Perfect for CIOs, technology VPs, CFOs, Operations leaders, application directors, business analysts, ERP/CRM specialists, and project managers, Mastering Microsoft Dynamics 365 Implementations is an indispensable and practical reference for guiding your real-world Dynamics 365 implementation from planning to completion.

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 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 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.

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.

Microsoft Dynamics CRM 4 Integration Unleashed
Microsoft Dynamics CRM 4 Integration Unleashed

Author: Marc Wolenik

Publisher: Pearson Education

Published: 2009-10-27

Total Pages: 801

ISBN-13: 0768689082

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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.