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Microsoft Dynamics CRM 4.0 Unleashed
Microsoft(R) 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 …
Microsoft Dynamics CRM 4 for Dummies
Customer relationship management, or CRM, is certainly a hot topic in business today. If you have a small or medium-sized business, chances are you’re already aware of all it can do for you. But with so many options and so much to think about, how do you get a CRM system in place with a minimum of hassle? Well, Microsoft Dynamics CRM 4 For Dummies is a great place to start! Written by veteran CRM experts Joel Scott and David Lee, this friendly guide will have you understanding and using Micros…
Success with Microsoft Dynamics CRM 4.0
This book covers the capabilities of MS Dynamics CRM, both in the traditional functional areas of sales, marketing, and service and as an applications framework for XRM deployments. The book demonstrates Microsoft CRM best practices for design, configuration, and development. Through real world solutions & exercises, you will be given the confidence & expertise to deliver an implementation that provides long term success for your organization.
What you’ll learn:
- How to choose an implementation model (live, hosted, on premise) appropriate for your circumstances;
- Design & configuration best practices for each of the traditional functional areas of sales, marketing, and service;
- When & how to develop and extend the Microsoft Dynamics CRM application platform;
- Real world solutions that can be applied to your projects;
- How to ensure your solution evolves with your organization’s needs and provides long term business value.
Microsoft Dynamics CRM 4.0 Step by Step
The smart way to learn Microsoft Dynamics CRM 4.0 and Microsoft Dynamics Live CRM – one step at a time. Work at your own pace through the easy-to-follow lessons and practice files on CD – and master the fundamentals for tracking customer communications, using e-mail templates for mass communication, reporting and data analysis tasks, and other essential topics.
With STEP BY STEP, you can take just the lessons you need or work from cover to cover. Either way, you drive the instruction_building and practicing the skills you need, just when you need them.
Programming Microsoft Dynamics CRM 4.0
Get hands-on and conceptual guidance for creating and adapting customer relationship management (CRM) solutions – direct from leading CRM consultants. This reference details design and coding practices that allow you to customize Microsoft Dynamics CRM 4.0 to meet specific business needs. Get expert insights on customization, integration, and extension; end-to-end solution designs from the product team; and numerous case studies that demonstrate how to customize Microsoft Dynamics CRM as a business solution. The book covers the three major deployment options available: on-premises, partner-hosted, and CRM Live.
Discover how to:
- Set up the development environment;
- Enhance the product’s APIs with your own code;
- Execute business logic using plug-ins;
- Build custom workflows that extend native workflow functions;
- Create user-friendly integration with scripts & application extensions;
- Code custom pages optimized for MS Outlook with Offline Access;
- Extend MS Dynamics CRM using ASP.NET;
Working with Microsoft Dynamics CRM 4.0, Second Edition
Microsoft Dynamics CRM is a customer-relationship management (CRM) solution for small- and mid-market businesses. The latest version adds workflow management capabilities, and can be delivered as an on-demand service through MS Office Live.
With topics that include developing new functionality, designing implementations, and integrating MS CRM with other business applications _ including MS Office Outlook, MS Office InfoPath, & MS SharePoint Products & Technologies _ this book is written for developers & those who implement business solutions.
The book provides case studies, integration & performance guidelines, and toolsets _ the information you need to help you create successful CRM solutions.
This book also explains how to maintain Microsoft Dynamics CRM 4.0, making it of interest to IT professionals who support MS Dynamics CRM 4.0 users. And power users will learn how to customize individual MS Dynamics CRM 4.0 experiences. Get code samples on the Web.
Microsoft Dynamics CRM 4 Integration Unleashed
The authors walk you through integrating Dynamics CRM with SharePoint, Office Communicator, PerformancePoint, BizTalk, Silverlight, VoIP phone systems, and both Google & MSN mapping tools. They also present a full analysis of the CRM Accelerators & advanced topics and three full chapters on integration using Scribe’s state-of-the-art adapters and templates. You’ll discover how to extend Dynamics CRM 4 with enterprise dashboards, stronger “deep-dive” data analysis, & more. Wolenik & Bhaiya even demonstrate how to make custom Dynamics CRM applications available directly to your customers, without compromising security.
- Use Dynamics CRM 4 as an “xRM” platform for developing custom applications to enhance any type of business relationship;
- Leverage new Azure cloud computing solutions for Microsoft Dynamics CRM;
- Design infrastructure to efficiently run your customized Microsoft Dynamics CRM implementation;
- Extend CRM internally, with plug-ins, source-to-source integration, IFRAME-based custom application integration, and CRM JScript;
- Extend CRM externally, with CRM Accelerators, public Web services, direct SQL interaction, and customer-facing Web sites;
- Implement KPIs and gain deeper business insight by integrating Dynamics CRM 4 with Microsoft Office PerformancePoint;
- Create dashboards and other visual CRM tools with Microsoft Silverlight;
- Develop custom CRM applications with Visual Studio;
- Integrate CRM with Team Foundation Server;
- Use Scribe templates & adapters to streamline data integration and migration.On the web: Download all examples and source code presented in this book.
Teach Yourself Microsoft Dynamics CRM 4 in 24 Hours
Using a straightforward, step-by-step approach, this book offers a quick way for you to get started with Dynamics CRM by leveraging real business examples, practice exercises, and big picture theory. In addition to learning how to use the core application, you will develop a deeper understanding of how Dynamics CRM fits into today’s business needs.
Step-by-step instructions carefully walk you through the questions, issues, and tasks most common to Dynamics CRM.
Quizzes & Exercises at the end of each chapter help you build & test your knowledge.
By the Way notes present interesting pieces of 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:
- Orchestrate a successful CRM project; Identify building blocks of Dynamics CRM;
- Automate processes; Create & manage your business units & users;
- Use & maintain security roles; Redefine an account;
- Import new contacts & distribute leads; Create marketing campaigns & capture the results;
- Convert a lead to an account & contact; Configure your display;
- Capture contact & activity details; Email directly from Dynamics CRM;
- Master scheduling; Integrate Dynamics CRM with MS Excel & other applications;- Create simple workflows; Customize and add utilities.