Microsoft Dynamics CRM 2011 Administration Bible: Bible
Autor Matthew Wittemann, Geoff Ablesen Limba Engleză Paperback – 22 feb 2011
- Brings you up to speed on Microsoft Dynamics CRM 2011, the latest version of Microsoft s fast–growing customer relationship management software
- Shows you how to get the most out of the application, including configuration and customization, integrating with Microsoft Office, and automating business processes
- Features step–by–step instruction and in–depth coverage of all essential topics; you ll want to keep this information–packed book at your desk as a practical reference
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Specificații
Public țintă
This book is intended for new Dynamics CRM users, and those upgrading from earlier versions. It s also good for individuals administering or facilitating the software in their company, who want to customize the program and explore the workflow functionality.Descriere
"Every organization that is using Microsoft Dynamics CRM 2011 needs to have a copy of this book in its library. Geoff and Matt have delivered a book that is useful for anyone from the small business CRM administrator to the enterprise CRM architect."
Steve Blazevich, CRM Director, North America Consulting Services, MicrosoftA solid CRM strategy is smart business here′s how you get there
Build customer relationships and CRM strategies that will help grow your business with Microsoft′s powerful Dynamics CRM software and this practical book that covers all the bases. You′ll learn the nuts and bolts of how to configure the software, automate operations, manage users, and integrate with Office while you also get the essentials of how to capture customer data, analyze it, engage your customers, and track and report results.
Julie Yack, Microsoft CRM MVP and Founder, xRMVirtual
Visit www.dynamicscrmbible.com to access code samples, planning tools, sample reports, templates and utilities.
Steve Blazevich, CRM Director, North America Consulting Services, MicrosoftA solid CRM strategy is smart business here′s how you get there
Build customer relationships and CRM strategies that will help grow your business with Microsoft′s powerful Dynamics CRM software and this practical book that covers all the bases. You′ll learn the nuts and bolts of how to configure the software, automate operations, manage users, and integrate with Office while you also get the essentials of how to capture customer data, analyze it, engage your customers, and track and report results.
- Get up to speed on Microsoft Dynamics CRM 2011
- Master the user interface, including all toolbars, menus, and activity types
- Harness the essential Sales, Marketing, and Service functions you need
- earn to manage leads, accounts, and contacts
- ssue quotes, then integrate with ERP systems to create orders and invoices
- Customize with visual workflow designer, interactive query builder, or other tools
- Create useful reports with Business Intelligence Studio or Visual Studio
Julie Yack, Microsoft CRM MVP and Founder, xRMVirtual
Visit www.dynamicscrmbible.com to access code samples, planning tools, sample reports, templates and utilities.
- Track crucial customer relationships with CRM
- Manage your Dynamics CRM 2011 installation
- Scale a solution to meet your business needs
Textul de pe ultima copertă
"Every organization that is using Microsoft Dynamics CRM 2011 needs to have a copy of this book in its library. Geoff and Matt have delivered a book that is useful for anyone from the small business CRM administrator to the enterprise CRM architect."
Steve Blazevich, CRM Director, North America Consulting Services, MicrosoftA solid CRM strategy is smart business here′s how you get there
Build customer relationships and CRM strategies that will help grow your business with Microsoft′s powerful Dynamics CRM software and this practical book that covers all the bases. You′ll learn the nuts and bolts of how to configure the software, automate operations, manage users, and integrate with Office while you also get the essentials of how to capture customer data, analyze it, engage your customers, and track and report results.
Julie Yack, Microsoft CRM MVP and Founder, xRMVirtual
Visit www.dynamicscrmbible.com to access code samples, planning tools, sample reports, templates and utilities.
Steve Blazevich, CRM Director, North America Consulting Services, MicrosoftA solid CRM strategy is smart business here′s how you get there
Build customer relationships and CRM strategies that will help grow your business with Microsoft′s powerful Dynamics CRM software and this practical book that covers all the bases. You′ll learn the nuts and bolts of how to configure the software, automate operations, manage users, and integrate with Office while you also get the essentials of how to capture customer data, analyze it, engage your customers, and track and report results.
- Get up to speed on Microsoft Dynamics CRM 2011
- Master the user interface, including all toolbars, menus, and activity types
- Harness the essential Sales, Marketing, and Service functions you need
- earn to manage leads, accounts, and contacts
- ssue quotes, then integrate with ERP systems to create orders and invoices
- Customize with visual workflow designer, interactive query builder, or other tools
- Create useful reports with Business Intelligence Studio or Visual Studio
Julie Yack, Microsoft CRM MVP and Founder, xRMVirtual
Visit www.dynamicscrmbible.com to access code samples, planning tools, sample reports, templates and utilities.
- Track crucial customer relationships with CRM
- Manage your Dynamics CRM 2011 installation
- Scale a solution to meet your business needs
Cuprins
Foreword.
Acknowledgments.
Introduction.
Part I: Laying a Solid Foundation.
Chapter 1: Familiarizing Yourself with CRM.
Chapter 2: Taking a Tour of Dynamics CRM.
Part II: Installing Dynamics CRM.
Chapter 3: Architecting Your CRM System.
Chapter 4: Installing Other Components for Dynamics CRM.
Part III: Administering Dynamics CRM.
Chapter 5: Post–Installation System Settings.
Chapter 6: Managing Users in Dynamics CRM.
Chapter 7: Using the Deployment Manager.
Chapter 8: Managing Data.
Chapter 9: Maintaining, Optimizing, and Troubleshooting Dynamics CRM.
Part IV: Using Microsoft Dynamics CRM.
Chapter 10: Getting to Know the CRM Application.
Chapter 11: Using Dynamics CRM for Outlook.
Chapter 12: Using the Sales Functions.
Chapter 13: Using the Marketing Functions.
Chapter 14: Using the Service Functions.
Part V: Customizing Dynamics CRM Through the User Interface.
Chapter 15: Realizing the Benefits of Office and SharePoint Integration.
Chapter 16: Tailoring CRM to Your Organization.
Chapter 17: Working with CRM Entities.
Chapter 18: Automating Your Organization with Processes.
Part VI: Customizing Dynamics CRM with Custom Code.
Chapter 19: Understanding the Other Customization Options.
Chapter 20: Understanding the Development Options.
Chapter 21: Working with Client–Side Customizations.
Chapter 22: Working with Server–Side Customizations.
Part VII: Visualizing Your Dynamics CRM Data with Charts, Reports, and Dashboards.
Chapter 23: Using the Built–in Reporting Tools.
Chapter 24: Working with Visualizations: Charts and Dashboards.
Chapter 25: Custom Reporting for Dynamics CRM.
Part VIII: Extending and Integrating Dynamics CRM.
Chapter 26: Connecting to Other Systems: Migration and Integration with Dynamics CRM.
Chapter 27: XRM: Going Beyond Traditional CRM.
Part IX: Appendixes.
Appendix A: Advanced Integration with SharePoint 2010.
Appendix B: Accessing and Using Online Resources.
Index.
Introduction.
Part I: Laying a Solid Foundation.
Chapter 1: Familiarizing Yourself with CRM.
Chapter 2: Taking a Tour of Dynamics CRM.
Part II: Installing Dynamics CRM.
Chapter 3: Architecting Your CRM System.
Chapter 4: Installing Other Components for Dynamics CRM.
Part III: Administering Dynamics CRM.
Chapter 5: Post–Installation System Settings.
Chapter 6: Managing Users in Dynamics CRM.
Chapter 7: Using the Deployment Manager.
Chapter 8: Managing Data.
Chapter 9: Maintaining, Optimizing, and Troubleshooting Dynamics CRM.
Part IV: Using Microsoft Dynamics CRM.
Chapter 10: Getting to Know the CRM Application.
Chapter 11: Using Dynamics CRM for Outlook.
Chapter 12: Using the Sales Functions.
Chapter 13: Using the Marketing Functions.
Chapter 14: Using the Service Functions.
Part V: Customizing Dynamics CRM Through the User Interface.
Chapter 15: Realizing the Benefits of Office and SharePoint Integration.
Chapter 16: Tailoring CRM to Your Organization.
Chapter 17: Working with CRM Entities.
Chapter 18: Automating Your Organization with Processes.
Part VI: Customizing Dynamics CRM with Custom Code.
Chapter 19: Understanding the Other Customization Options.
Chapter 20: Understanding the Development Options.
Chapter 21: Working with Client–Side Customizations.
Chapter 22: Working with Server–Side Customizations.
Part VII: Visualizing Your Dynamics CRM Data with Charts, Reports, and Dashboards.
Chapter 23: Using the Built–in Reporting Tools.
Chapter 24: Working with Visualizations: Charts and Dashboards.
Chapter 25: Custom Reporting for Dynamics CRM.
Part VIII: Extending and Integrating Dynamics CRM.
Chapter 26: Connecting to Other Systems: Migration and Integration with Dynamics CRM.
Chapter 27: XRM: Going Beyond Traditional CRM.
Part IX: Appendixes.
Appendix A: Advanced Integration with SharePoint 2010.
Appendix B: Accessing and Using Online Resources.
Index.
Notă biografică
Matthew Wittemann is the director of the customer relationship management (CRM) at C5 Insight (formerly Customer Connect), and a Microsoft CRM Consultant and MVP.Geoff Ables is a CRM, database marketing, and Web 2.0 expert. He is a Managing Partner of C5 Insight.