Microsoft Dynamics CRM 2011 administration bible
An in-depth, expert guide to Microsoft Dynamics CRM 2011 from Microsoft CRM experts! What better way to learn how to administer Dynamics CRM 2011 than from two Microsoft CRM experts? This in-depth Bible is packed with expert guidance on the latest version of Microsoft's hot CRM product. Whether...
| Autor principal: | |
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| Otros Autores: | |
| Formato: | Libro electrónico |
| Idioma: | Inglés |
| Publicado: |
Indianapolis, Ind. :
Wiley
c2011.
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| Edición: | 1st edition |
| Colección: | Bible
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| Materias: | |
| Ver en Biblioteca Universitat Ramon Llull: | https://discovery.url.edu/permalink/34CSUC_URL/1im36ta/alma991009628487406719 |
Tabla de Contenidos:
- Microsoft Dynamics CRM 2011 Administration Bible; About the Authors; Credits; Part I: Laying a Solid Foundation; Managing Customers with CRM; Chapter 1: Familiarizing Yourself with CRM; Getting Acquainted with CRM: Concepts and Terminology; Understanding What Makes Microsoft Dynamics CRM Unique; XRM: Extending CRM; Planning a Successful CRM Project; Summary; Chapter 2: Taking a Tour of Dynamics CRM; Looking at What's New in Microsoft Dynamics CRM 2011; Changes to the User Experience; Choosing a Deployment Option; System Requirements; Accessing CRM; Summary; Part II: Installing Dynamics CRM
- Chapter 3: Architecting Your CRM SystemPlanning Your Installation Strategy; Breaking Out Server Roles; Installing the Dynamics CRM Server; Upgrading the Dynamics CRM Server; Summary; Chapter 4: Installing Other Components for Dynamics CRM; Installing Ancillary Server Components; Configuring Dynamics CRM for External Access; Intergrating E-Mail with Dynamics CRM; Installing the Outlook Client; Summary; Part III: Administering Dynamics CRM; Chapter 5: Post-Installation System Settings; Putting Your Dynamics CRM House in Order; Taking Your Network and Domain Policies into Consideration
- Planning and Implementing Your Organization's StructurePreparing for Your First User; Summary; Chapter 6: Managing Users in Dynamics CRM; Understanding Licensing Options; Authenticating Users; Managing Users; Summary; Chapter 7: Using the Deployment Manager; Using the Deployment Manager Console; Summary; Chapter 8: Managing Data; Importing Data with the Import Data Wizard; Detecting Duplicates; Cleaning Up Your Data with the Bulk Deletion Wizard; Summary; Chapter 9: Maintaining, Optimizing, and Troubleshooting Dynamics CRM; Maintaining Dynamics CRM; Optimizing Dynamics CRM
- Troubleshooting Errors and Performance ProblemsSummary; Part IV: Using Microsoft Dynamics CRM; Chapter 10: Getting to Know the CRM Application; Navigating the Dynamics CRM Interface; Record Ownership; Connections and Customer Relationships; Managing Activities with Dynamics CRM; Using Queues; Working with E-mail Templates; Merging Duplicate Records; Using Your Mobile Device with Dynamics CRM; Summary; Chapter 11: Using Dynamics CRM for Outlook; Comparing the Outlook and Web Versions of Dynamics CRM; Using Dynamics CRM within Outlook; Using the Outlook Extensions; Summary
- Chapter 12: Using the Sales FunctionsUnderstanding the Sales Lifecycle; Managing Leads; Managing Oppurtunities; Working with the Product Catalog; Working with Quotes, Orders, and Invoices; Summary; Chapter 13: Using the Marketing Functions; Managing Campaigns; Using Quick Campaigns; Working with Marketing Lists; Other Marketing Functions; Summary; Chapter 14: Using the Service Functions; Managing Cases; Scheduling Service; Summary; Part V: Customizing Dynamics CRM Through the User Interface; Chapter 15: Realizing the Benefits of Office and SharePoint Integration
- Exporting and Importing Data with Microsoft Excel
