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EbookBell Team
4.8
14 reviews
ISBN 10: 0735648905
ISBN 13: 978-0735648906
Author: Mike Snyder
The smart way to learn Microsoft Dynamics CRM 2011—one step at a time! Use the easy-to-follow lessons to master the fundamentals of creating and managing accounts; working directly within familiar tools such as Microsoft Outlook; tracking customer activity and communications; managing campaigns, leads, quotes, contracts, and orders; and employing basic to advanced reporting capabilities. Includes downloadable, ready-made practice files and complete Book.
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
6. Working with Leads and Opportunities
7. Using Marketing Lists
8. Managing Campaigns and Quick Campaigns
9. Working with Campaign Activities and Responses
10. Tracking Service Requests
11. Using the Knowledge Base
12. Working with Contracts and Queues
13. Working with Filters and Charts
14. Using Dashboards
15. Using the Report Wizard
16. Using Advanced Find
17. Reporting with Excel
18. Bulk Data Importing
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Tags: Mike Snyder, Microsoft, Dynamics, Step