3 Review(s)

Whether you are in sales, marketing, or customer service—quickly teach yourself how to get closer to your customers with Microsoft Dynamics CRM. Create a 360º view of your customer relationships Track customer activity and streamline communication Access data via Microsoft® Outlook®, the web, or mobile device Qualify leads; create opportunities Manage campaigns, quotes, contracts, and orders Set up dashboards; measure and report on key metrics Table of Contents Acknowledgments Introduction Part 1 Overview 1 Introduction to Microsoft Dynamics CRM 2 Getting Around in Microsoft Dynamics CRM 3 Working with Accounts and Contacts 4 Working with Activities and Notes 5 Using Microsoft Dynamics CRM for Outlook Part 2 Sales and Marketing 6 Working with Leads and Opportunities 7 Using Marketing Lists 8 Managing Campaigns and Quick Campaigns 9 Working with Campaign Activities and Responses Part 3 Service 10 Tracking Service Requests 11 Using the Knowledge Base 12 Working with Contracts and Queues Part 4 Reporting and Analysis 13 Working with Filters and Charts 14 Using Dashboards 15 Using the Report Wizard 16 Using Advanced Find 17 Reporting with Excel Part 5 Data Management 18 Bulk Data Importing