Microsoft Dynamics CRM 4.0 Unleashed

Author:   Marc Wolenik ,  Damian Sinay
Publisher:   Pearson Education (US)
ISBN:  

9780672329708


Pages:   864
Publication Date:   13 March 2008
Format:   Paperback
Availability:   Out of stock   Availability explained


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Microsoft Dynamics CRM 4.0 Unleashed


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Overview

Microsoft® Dynamics CRM 4.0 Unleashed presents start-to-finish guidance for planning, customizing, deploying, integrating, and managing Dynamics CRM in your unique business and technical environment. Authored by two leading Microsoft Dynamics implementers, this book systematically explains how the system works, why it works that way, and how you can leverage it to its fullest advantage.   The authors present clear examples, proven best practices, and pitfalls to avoid in using every significant Dynamics CRM capability. The far-reaching coverage ranges from Dynamics CRM’s sales, marketing, and customer service features to its automated workflows; from Outlook and Office integration to reporting and security. The authors offer independent insight into Dynamics CRM’s most powerful new features, from its improved interface to its new mail merge and data migration tools.   This book is for every IT professional who intends to work with Dynamics CRM, regardless of their experience with Dynamics or other CRM solutions. The authors provide example-rich, realistic coverage of advanced Dynamics customization, extensibility, and integration: information that is available nowhere else.   Detailed information on how to… Set up, configure, and maintain all facets of Dynamics CRM in any organization or industry Thoroughly understand both the on-premise and hosted versions of Dynamics CRM Make the most of Dynamics’ new features, including email, the Outlook client, Internet Facing Deployment (IFD), and relationships Manage sales leads, opportunities, accounts, contacts, marketing lists, sales collateral, campaigns, quotes, orders, and invoices Improve customer service by integrating schedules, cases, contacts, product/service information, and more Build powerful automated workflows that streamline key sales tasks and liberate salespeople for more effective selling Efficiently administer and secure any Dynamics CRM implementation Drive greater value by integrating Dynamics CRM with Microsoft Office productivity tools Customize and extend Dynamics CRM using Visual Studio, .NET, and custom plug-ins and add-ons ON THE WEB: Download all of this book’s examples and source code at informit.com/title/9780672329708

Full Product Details

Author:   Marc Wolenik ,  Damian Sinay
Publisher:   Pearson Education (US)
Imprint:   Sams Publishing
Dimensions:   Width: 23.00cm , Height: 4.70cm , Length: 17.60cm
Weight:   1.328kg
ISBN:  

9780672329708


ISBN 10:   0672329700
Pages:   864
Publication Date:   13 March 2008
Audience:   College/higher education ,  Tertiary & Higher Education
Format:   Paperback
Publisher's Status:   Out of Print
Availability:   Out of stock   Availability explained

Table of Contents

Introduction    1 1 New Features of Microsoft Dynamics CRM    3 2 Why Businesses Need a CRM System    15 3 The Evolution of Microsoft Dynamics CRM 4.0    23 4 Requirements for CRM 4.0    37 5 Setting Up CRM 4.0    55 6 Data Migration and Conversion    89 7 Common Functions    137 8 Working with Customers    179 9 Working with the Workplace    199 10 Working with Sales    241 11 Working with Marketing    283 12 Working with Service    307 13 Reporting    341 14 Settings and Configuration    375 15 E-mail Configuration    467 16 Configuration and Customization Tools    493 17 Forms Authentication    505 18 Advanced Reporting    523 19 Customizing Entities    549 20 Workflow Development    597 21 Plug-Ins    641 22 Web Services    681 23 ISV Customizations    721 24 Interacting with Custom Web Applications    735 25 Migrating Data from Other Systems to Microsoft Dynamics CRM    759 26 Third-Party Add-On Options    781 27 Other Microsoft Dynamics Products    799 Appendix    807 Index    813

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Author Information

Marc J. Wolenik is founder and CEO of Webfortis, a Northern California consulting company and Microsoft Gold Certified Partner that specializes in solutions built with Dynamics CRM. He has extensive experience with CRM implementation, integration, and migration for companies of all sizes, and is deeply involved in building custom vertical solutions around the Dynamics platform.   Damian Sinay is a Webfortis partner. Currently a development manager with senior .NET development responsibilities, he has extensive experience working with all Dynamics CRM technologies. He has participated in Dynamics CRM projects involving extremely complex customizations, integrations, and implementations.

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