
Microsoft DynamicsTM CRM 4 For Dummies®
by Joel Scott (Computer Control Corporation, Bloomfield, Connecticut); David Lee; Scott Weiss (Usable Products Company, New York)-
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Summary
Table of Contents
Introduction | |
Microsoft CRM Basics. | |
Taking a First Look at Microsoft CRM 4 | |
Using the Outlook Client รน Or Not | |
Navigating the Microsoft CRM System | |
Setting Things Up. | |
Personalizing Your System | |
Managing Territories | |
Managing Business Units and Teams | |
Using the Product Catalog | |
Understanding Security and Access Rights | |
Implementing Business Rules and Workflow | |
Creating and Running Reports | |
Managing Sales. | |
Setting Sales Quotas and Dealing with Forecasts | |
Handling Leads and Opportunities | |
Working with Accounts and Contacts | |
Creating and Managing Activities | |
Using Notes and Attachments | |
Generating Quotes, Orders, and Invoices | |
Setting Up Sales Literature and Dealing with Competitors | |
Implementing Sales Processes | |
Making the Most of Marketing. | |
Targeting Accounts and Contacts | |
Managing Campaigns | |
Integrating Your Web Site | |
Taking Care of Your Customers. | |
Working with Cases | |
Managing Your Subjects | |
Creating and Using the Knowledge Base | |
Managing Queues | |
Working with Contracts | |
The Part of Tens. | |
The Top 10 (or So) Add-on Products for Microsoft CRM 4 | |
Ten Ways to Get Help | |
Converting to Microsoft CRM | |
Managing Your Data | |
Index | |
Table of Contents provided by Publisher. All Rights Reserved. |
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