Microsoft Dynamics CRM 4.0 step by step /

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Whether you're in sales, marketing, or customer service-quickly teach yourself how to get closer to your customers with Microsoft Dynamics CRM. With STEP BY STEP, you set the pace-building and practicing the skills you need, just when you need them! Create and manage accounts-for a 360o view of...

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Bibliographic Details
Call Number:Libro Electrónico
Other Authors: Snyder, Mike
Format: Electronic eBook
Language:Inglés
Published: Redmond, Wash. : Microsoft Press, ©2009.
Series:Step by step (Redmond, Wash.)
Subjects:
Microsoft CRM.
Microsoft CRM
Customer relations > Management > Data processing.
Management information systems.
Systèmes d'information de gestion.
BUSINESS & ECONOMICS > Customer Relations.
Customer relations > Management > Data processing
Management information systems
Online Access:Texto completo (Requiere registro previo con correo institucional)
Table of Contents:
  • pt. I. Overview
  • 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. Microsoft Dynamics CRM for Outlook
  • pt. II. Sales
  • 6. Working with leads and opportunities
  • 7. Working with quotes
  • pt. III. Marketing
  • 8. Using marketing lists
  • 9. Managing campaigns and quick campaigns
  • 10. Working with campaign activities and responses
  • pt. IV. Service
  • 11. Tracking service requests
  • 12. Using the knowledge base
  • 13. Working with contracts and queues
  • pt. V. Data management
  • 14. Detecting duplicate records
  • 15. Using Advanced Find
  • 16. Using the Report Wizard
  • 17. Reporting with Microsoft Office Excel
  • 18. Importing Data.

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