Working with Microsoft Dynamics CRM 4.0
Get a practical introduction to Microsoft Dynamics CRM now updated for Microsoft Dynamics CRM 4.0. Microsoft Dynamics CRM is a value-packed customer-relationship management (CRM) solution for small- and mid-market businesses. The latest version adds workflow management capabilities, and will be delivered as an on-demand service through Microsoft® Office Live. With topics that include developing new functionality, designing implementations, and integrating Microsoft CRM with other business applications including Microsoft Office Outlook®, Microsoft Office InfoPath®, and Microsoft SharePoint® Products and Technologies this is one of the only books written for both developers and those who implement business solutions. Authored by experienced practitioners, this book provides case studies, integration and performance guidelines, and toolsets the information you need to help you create successful CRM solutions. This book also explains how to maintain Microsoft Dynamics CRM 4.0, making it of interest to IT professionals who support Microsoft Dynamics CRM 4.0 users. And power users will learn how to customize individual Microsoft Dynamics CRM 4.0 experiences. Key Book Benefits: Delivers practical information from expert authors who have deployed, customized, and maintained Microsoft Dynamics CRM in the field Provides case studies, integration and performance guidelines, and toolsets Includes code samples, and demo data will be available on the Web. Purchase Here.
Programming Microsoft Dynamics CRM 4.0 (Pro-Developer)
Get hands-on and conceptual guidance for creating and adapting customer relationship management (CRM) solutions-direct from leading CRM consultants. This reference details design and coding practices that allow you to customize Microsoft Dynamics CRM 4.0 to meet specific business needs. Get expert insights on customization, integration, and extension; end-to-end solution designs from the product team; and numerous case studies that demonstrate how to customize Microsoft Dynamics CRM as a business solution. The book covers the three major deployment options available: on-premises, partner-hosted, and CRM Live. Purchase Here.
Microsoft Dynamics CRM 4 For Dummies
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! Purchase Here.
Microsoft Dynamics CRM 4.0 Step by Step
The smart way to learn Microsoft Dynamics CRM 4.0 and Microsoft Dynamics Live CRM one step at a time! Work at your own pace through the easy numbered steps, practice files on CD, helpful hints, and troubleshooting tips to master the fundamentals of working with the latest version of Microsoft Dynamics CRM. You ll learn the specifics of tracking customer communications, how to use e-mail templates for mass communication, the ins and outs of reporting and data analysis, and other essential tasks. With Step by Step, you can take just the lessons you need or work from cover to cover. Either way, you drive the instruction, building and practicing the skills you need, just when you need them! Includes a companion CD with hands-on practice files. Key Book Benefits:
Lets you take just the lessons you need or work from cover to cover you set the pace Covers all the fundamentals, from tracking customer communication to reporting and data analysis Features easy-to-follow lessons and hands-on skill-building exercises Includes a companion CD with skill-building exercises. Purchase Here.
Microsoft Dynamics CRM 4.0 Unleashed
Microsoft® Dynamics CRM 4.0 Unleashed presents start-to-finish guidance for planning, customizing, deploying, integrating, and managing Dynamics CRM in your unique business and technical environment. Authored by two leading Microsoft Dynamics implementers, this book systematically explains how the system works, why it works that way, and how you can leverage it to its fullest advantage.
The authors present clear examples, proven best practices, and pitfalls to avoid in using every significant Dynamics CRM capability. The far-reaching coverage ranges from Dynamics CRM’s sales, marketing, and customer service features to its automated workflows; from Outlook and Office integration to reporting and security. The authors offer independent insight into Dynamics CRM’s most powerful new features, from its improved interface to its new mail merge and data migration tools.
This book is for every IT professional who intends to work with Dynamics CRM, regardless of their experience with Dynamics or other CRM solutions. The authors provide example-rich, realistic coverage of advanced Dynamics customization, extensibility, and integration: information that is available nowhere else.
Detailed information on how to…
- Set up, configure, and maintain all facets of Dynamics CRM in any organization or industry
- Thoroughly understand both the on-premise and hosted versions of Dynamics CRM
- Make the most of Dynamics’ new features, including email, the Outlook client, Internet Facing Deployment (IFD), and relationships
- Manage sales leads, opportunities, accounts, contacts, marketing lists, sales collateral, campaigns, quotes, orders, and invoices
- Improve customer service by integrating schedules, cases, contacts, product/service information, and more
- Build powerful automated workflows that streamline key sales tasks and liberate salespeople for more effective selling
- Efficiently administer and secure any Dynamics CRM implementation
- Drive greater value by integrating Dynamics CRM with Microsoft Office productivity tools
- Customize and extend Dynamics CRM using Visual Studio, .NET, and custom plug-ins and add-ons
Purchase Here.
Maximizing Your Sales with Microsoft Dynamics CRM 4.0
Microsoft Dynamics CRM 4.0 is a fully integrated customer relationship management (CRM) system that gives busy sales professionals the capability to easily create and maintain a clear view of customers from first contact through purchase and post-sales. If you're one of these busy sales professionals, you need an easy reference tool to maximize your use of Microsoft Dynamics CRM 4.0 's varied feature set. “Maximizing Your Sales with Microsoft Dynamics CRM 4.0” is that tool. This book explains, in concise, easy-to-understand language, how to get the most out of this revolutionary CRM software. Topics like working with contacts and accounts, managing opportunities and schedules, writing letters, sending e-mails, running reports and more are explored in-depth. This book also covers some administrative tasks geared toward IT professionals looking to set up and configure preferences for their Microsoft Dynamics CRM 4.0 users. With this quick, to-the-point resource, you won't just be “up and running” in Microsoft Dynamics CRM ; you'll be an expert! Purchase Here.
Success with Microsoft Dynamics CRM 4.0: Implementing Customer Relationship Management
Success with Microsoft Dynamics CRM 4.0: Implementing Customer Relationship Management is aimed at readers who are interested in understanding how to successfully implement Microsoft Dynamics CRM 4.0 within their projects. It is intended as an implementation roadmap for the business and technical representatives leading or engaged in a project.
The book covers the capabilities of Microsoft Dynamics CRM, both in the traditional functional areas of sales, marketing, and service and as an applications framework for XRM deployments. The book demonstrates Microsoft CRM best practices for design, configuration, and development. Through real–world solutions and exercises, you will be given the confidence and expertise to deliver an implementation that provides long–term success for your organization.
What you’ll learn
- How to choose an implementation model (live, hosted, on–premise) appropriate for your circumstances
- Design and configuration best practices for each of the traditional functional areas of sales, marketing, and service
- When and how to develop and extend the Microsoft Dynamics CRM application platform
- Real–world solutions that can be applied to your projects
- How to ensure your solution evolves with your organization’s needs and provides long–term business value
Purchase Here.
Building Workflows in Microsoft Dynamics CRM 4.0, Second Edition
Dynamics CRM 4.0 is a great product, but if you don't understand its workflow capabilities, you aren't getting your money's worth. In this book, Dynamics CRM expert Richard Knudson gives you the foundation skills you need to automate tasks and implement powerful, flexible business processes in Dynamics CRM 4.0. Book purchase also includes $50 credit to subscription purchase to CRM 4.0 Workflows SkillPack, where you'll get content updated on ongoing basis and recordings of Richard presenting demos, lab solutions and more! Purchase Here.
CRM as a Rapid Development Platform - Microsoft Dynamics CRM 4.0
Leveraging Microsoft Dynamics CRM 4.0 as an application development platform to build real world business solutions that go beyond what you think of as "Just CRM" Microsoft Dynamics CRM 4.0 provides all the capabilities to be a foundation for building line of business applications and saves you a ton of time! In this book, you will learn that CRM is an application development platform not just a CRM package. We will explore how its declarative data modeling, security model, dynamic SOA Web Service creation and other platform services make it a fast and easy platform for development. CRM 4.0 uses popular developer technologies like SQL Server, SQL Server Reporting Services and Windows Workflow Foundation for process automation. See how you can build your applications on top of it, integrate with it or simply extend it using ASP.NET, SharePoint, Silverlight, Virtual Earth, Custom Workflow Activities, Mobile and more. Purchase Here.
Microsoft Dynamics CRM 4 Integration Unleashed
Microsoft Dynamics CRM 4 Integration Unleashed shows readers how to integrate and extend Microsoft Dynamics CRM 4.0 with dozens of other business applications. Virtually every organization that uses Microsoft Dynamics CRM 4.0 has a need to extend and/or integrate it with other business applications. Coverage is provided for SharePoint integration, Google and MSN map integration, VoIP phone integration (Cisco and TAPI), PerformancePoint, Silverlight, Office (including OneNote), Exchange, Communicator, and a special section on Scribe integration. This book covers many topics missing from Microsoft Dynamics CRM that many organizations desire—Dashboarding, Advanced reporting, custom/specialized integration, interoperability with other applications (Snap), as well as explaining how the database behind Microsoft Dynamics CRM 4.0 works, so users can perform their own “deep-dive” on the data if they wish. The authors show readers how to extend the application from an internal application to an external application that can be used directly by end-users (not just employees). Microsoft Dynamics CRM 4 Integration Unleashed is written by one of the leading customizers of Microsoft Dynamics CRM and author of Microsoft Dynamics CRM Unleashed. Purchase Here.