Sams Teach Yourself Microsoft Dynamics CRM 2011 in 24 Hours (Paperback)

Anne Stanton

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商品描述

In just 24 sessions of one hour or less, you’ll learn how to drive powerful business results with Microsoft Dynamics CRM 2011! Using this book’s straightforward, step-by-step approach, you’ll learn how to orchestrate successful CRM projects, automate processes, create more efficient workflows, optimize sales and marketing campaigns, and integrate with your other systems to do even more. One step at a time, you’ll master new features ranging from the new Ribbon interface to SharePoint integration. Each lesson builds on what you’ve already learned, helping you get the job done fast--and get it done right!

 

Step-by-step instructions walk you through common tasks.

Quizzes and exercises at the end of each chapter test your knowledge.

By the Way notes present information related to the discussion.

Did You Know? tips offer advice or show you easier ways to perform tasks.

Watch Out! cautions alert you to possible problems and give you advice on how to avoid them.

 

Learn how to...

  • Get a deep jump start on Dynamics CRM
  • Grasp what is new in Dynamics CRM 2011
  • Bring together all the elements of a successful CRM project
  • Understand Microsoft’s roadmap for Dynamics CRM and prepare for the future
  • Establish a strong foundation by making the right infrastructure and security choices
  • Use Dynamics CRM to manage sales, leads, customer accounts, and marketing
  • Efficiently manage your individual contacts and activities
  • Take full advantage of email, Word mail merge, Excel and Outlook integration
  • Integrate and automate the way you manage contracts, cases, tickets, schedules, and time
  • Gain actionable business insights with Dynamics CRM Dashboards and Charts
  • Add solutions from the MarketPlace that make Dynamics CRM even more valuable
  • Extend Dynamics CRM with programming customizations and unique features

商品描述(中文翻譯)

在僅僅24個小時或更少的學習時間內,您將學會如何使用Microsoft Dynamics CRM 2011來推動強大的業務成果!通過本書直觀的、逐步的方法,您將學會如何組織成功的CRM項目、自動化流程、創建更高效的工作流程、優化銷售和營銷活動,並與其他系統集成以實現更多功能。一步一步地,您將掌握從新的功能介面到SharePoint集成的新功能。每一課都建立在您已經學到的基礎上,幫助您快速完成工作,並且做得正確!

逐步的指導將引導您完成常見任務。每章結束時的測驗和練習將測試您的知識。"順便說一下"的註釋提供與討論相關的信息。"你知道嗎?"的提示提供建議或展示更簡單的執行任務的方法。"注意!"的警告提醒您可能出現的問題,並給出避免問題的建議。

學習如何...
- 深入了解Dynamics CRM
- 理解Dynamics CRM 2011的新功能
- 將成功的CRM項目的所有元素聚合在一起
- 了解Microsoft Dynamics CRM的路線圖並為未來做好準備
- 通過做出正確的基礎設施和安全選擇來建立堅實的基礎
- 使用Dynamics CRM來管理銷售、潛在客戶、客戶帳戶和營銷活動
- 高效管理個人聯繫人和活動
- 充分利用電子郵件、Word郵件合併、Excel和Outlook集成
- 集成和自動化合同、案例、票證、日程和時間管理方式
- 通過Dynamics CRM儀表板和圖表獲得可行的業務洞察
- 添加MarketPlace中使Dynamics CRM更有價值的解決方案
- 通過編程自定義和獨特功能擴展Dynamics CRM