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Microsoft Dynamics CRM 4 for Dummies by David Lee, Joel Scott and Scott Weiss (2008, Trade Paperback)

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About this product

Product Information

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!

Product Identifiers

Publisher
Wiley & Sons, Incorporated, John
ISBN-10
0470343257
ISBN-13
9780470343258
eBay Product ID (ePID)
64345964

Product Key Features

Author
Joel Scott, Scott Weiss, David Lee
Publication Name
Microsoft Dynamics Crm 4 for Dummies
Format
Trade Paperback
Language
English
Publication Year
2008
Type
Textbook
Number of Pages
432 Pages

Dimensions

Item Length
9.1in
Item Height
1.2in
Item Width
7.3in
Item Weight
19.2 Oz

Additional Product Features

Table of Content
Introduction. Part I: Microsoft CRM Basics. Chapter 1: Taking a First Look at Microsoft CRM 4. Chapter 2: Using the Outlook Client -- Or Not. Chapter 3: Navigating the Microsoft CRM System. Part II: Setting Things Up. Chapter 4: Personalizing Your System. Chapter 5: Managing Territories. Chapter 6: Managing Business Units and Teams. Chapter 7: Using the Product Catalog. Chapter 8: Understanding Security and Access Rights. Chapter 9: Implementing Business Rules and Workflow. Chapter 10: Creating and Running Reports. Part III: Managing Sales. Chapter 11: Setting Sales Quotas and Dealing with Forecasts. Chapter 12: Handling Leads and Opportunities. Chapter 13: Working with Accounts and Contacts. Chapter 14: Creating and Managing Activities. Chapter 15: Using Notes and Attachments. Chapter 16: Generating Quotes, Orders, and Invoices. Chapter 17: Setting Up Sales Literature and Dealing with Competitors. Chapter 18: Implementing Sales Processes. Part IV: Making the Most of Marketing. Chapter 19: Targeting Accounts and Contacts. Chapter 20: Managing Campaigns. Chapter 21: Integrating Your Web Site. Part V: Taking Care of Your Customers. Chapter 22: Working with Cases. Chapter 23: Managing Your Subjects. Chapter 24: Creating and Using the Knowledge Base. Chapter 25: Managing Queues. Chapter 26: Working with Contracts. Part VI: The Part of Tens. Chapter 27: The Top 10 (or So) Add-on Products for Microsoft CRM 4. Chapter 28: Ten Ways to Get Help. Appendix A: Converting to Microsoft CRM. Appendix B: Managing Your Data. Index.
Copyright Date
2008
Topic
Management Information Systems, Customer Relations, Enterprise Applications / General
Intended Audience
Trade
Illustrated
Yes
Genre
Computers, Business & Economics

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item 1 Microsoft Dynamics CRM 4 For Dummies by Scott, Joel
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item 2 Microsoft Dynamics CRM 4 For Dummies Good Book 0 paperback
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item 3 Microsoft Dynamics CRM 4 for Dummies Joel, Lee, David, Weiss, Sco
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item 5 MICROSOFT DYNAMICS CRM 4 FOR DUMMIES By Joel Scott & David Lee **Excellent**
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Most relevant reviews

3 out of 5 stars
by jmb1970sharpeiFeb 15, 2011
Not as good as I would have hoped
Our company just switched to this CRM for our support software. There were not any formal training classes on how to use it. I was hoping this book would answer some of the questions I have been unable to figure out. It wasn't as user friendly as I had hoped.
5 out of 5 stars
by thebe2Sep 23, 2008
I love the "Dummies" books & this one is no exception.
If you're new to CRM software, this book spells it out in a logical order. And you don't have to be an IT professional to understand it.

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