Microsoft Dynamics CRM 4.0 Step by Step

Whether you’re in sales, marketing, or customer service—quickly teach yourself how to get closer to your customers with Microsoft Dynamics CRM. With STEP BY STEP, you set the pace—building and practicing the skills you need, just when you need them!

• Create and manage accounts—for a 360¿ view of your customers and business
• Work with Microsoft Dynamics CRM directly from Microsoft Outlook
• Track customer activity; import and map data automatically
• Manage campaigns, leads, quotes, contracts, and orders
• Employ basic to advanced reporting capabilities

Your all-in-one learning experience includes:

• Files for building skills and practicing the book’s lessons
• Fully searchable eBook
• Sample chapters from related Microsoft Press books
• WINDOWS VISTA PRODUCT GUIDE eReference—plus other resources—on CD

For customers who purchase an ebook version of this title, instructions for downloading the CD files can be found in the ebook.

Online Sample Chapter

Using Advanced Find in Microsoft Dynamics CRM 4.0

Sample Pages

Download the sample content

Table of Contents

• Foreword
• Introduction
• Acknowledgments
• Information for Readers Running Windows XP
• Features and Conventions of This Book
• Using the Companion CD
• Getting Help
• Part I: Overview
  • Chapter 1: Introduction to Microsoft Dynamics CRM
  • Chapter 2: Getting Around in Microsoft Dynamics CRM
  • Chapter 3: Working with Accounts and Contacts
  • Chapter 4: Working with Activities and Notes
  • Chapter 5: Microsoft Dynamics CRM for Outlook
• Part II: Sales
  • Chapter 6: Working with Leads and Opportunities
  • Chapter 7: Working with Quotes
• Part III: Marketing
  • Chapter 8: Using Marketing Lists
  • Chapter 9: Managing Campaigns and Quick Campaigns
  • Chapter 10: Working with Campaign Activities and Responses
• Part IV: Service
  • Chapter 11: Tracking Service Requests
  • Chapter 12: Using the Knowledge Base
  • Chapter 13: Working with Contracts and Queues
• Part V: Data Management
  • Chapter 14: Detecting Duplicate Records
  • Chapter 15: Using Advanced Find
  • Chapter 16: Using the Report Wizard
  • Chapter 17: Reporting with Microsoft Office Excel
  • Chapter 18: Importing Data
• Glossary
• About Sonoma Partners
• Your All-in-One Resource
• Choose the Right Book for You

Downloads

Follow the instructions to download this book's companion files or practice files.

1. Click the Download button below to start the download.
2. If prompted, click Save.
3. Locate the .zip file on your computer. Right-click the file, click Extract All, and then follow the instructions.

Errata

We've made every effort to ensure the accuracy of this book and its companion content. Any errors that have been confirmed since this book was published can be downloaded below.

Download the errata

If you find an error, you can report it to us through our Submit errata page.