Microsoft Dynamics CRM 4 For Dummies PDF Download

Author: Joel Scott
Publisher: John Wiley & Sons
ISBN: 1118052609
Category : Computers
Languages : en
Pages : 432

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Book Description
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 Microsoft’s CRM solution in a jiffy. Whether you’re considering a CRM system for the first time or you’ve decided to switch from another system to Microsoft Dynamics CRM, this book will make it easy to: Maintain and manage all your customer information Personalize Microsoft CRM to work for your business Set up CRM to support sales, marketing, and customer service Use the Outlook client Manage territories and business units Create and manage activities Generate quotes and invoices Implement and manage a marketing campaign Work with contracts, and much more Microsoft Dynamics CRM 4 For Dummies is packed with information on the latest version, It will help you get a unified view of your customer information and interactions through integrated sales, marketing, and customer service features. And that, as every business owner knows, is important to improving your bottom line!

Author: Renato Bellu
Publisher: John Wiley & Sons
ISBN: 111950886X
Category : Computers
Languages : en
Pages : 386

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Book Description
Accelerate your digital transformation and break down silos with Microsoft Dynamics 365 It’s no secret that running a business involves several complex parts like managing staff, financials, marketing, and operations—just to name a few. That’s where Microsoft Dynamics 365, the most profitable business management tool, comes in. In Microsoft Dynamics 365 For Dummies, you’ll learn the aspects of the program and each of its applications from Customer Service to Financial Management. With expert author Renato Bellu’s clear instructions and helpful tips, you’ll be managing to your fullest advantage before you know it. Let’s get started! Digitally transform your business by connecting CRM and ERP Use data to make decisions across all business functions Integrate Dynamics 365 with Office 365 and LinkedIn Manage financials and operations Are you running a dynamic business? This book shows you how!

Author: Joel Scott
Publisher: For Dummies
ISBN: 9780471799450
Category : Computers
Languages : en
Pages : 0

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Book Description
Manage sales, service, and marketing processes all together Find out how to manage customer information to make your business more productive Whether you're completely new to customer relationship management (CRM) software or you just want the scoop on the newest version, this handy guide will get you going. Discover how to set up CRM 3, navigate and customize the system, use it to work with your accounts and contacts, collect leads, forecast sales, run reports, and much more. Discover how to * Develop and manage customer relationships * Implement a sales process * Set up security and access rights * Generate quotes, orders, and invoices * Manage leads and opportunities * Create and use product catalogs

Author: Jim Steger
Publisher: Microsoft Press
ISBN: 0735638268
Category : Computers
Languages : en
Pages : 824

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Book Description
Get answers to common questions about setting up the design environment and building custom solutions with Microsoft Dynamics CRM. Delve into core architecture, tools, and techniques, and learn how to exploit powerful customization features. Authored by industry-leading experts, this book shows how to deliver intelligent CRM solutions that meet the unique challenges and requirements of your business. 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 and application extensions Code custom pages optimized for Microsoft Outlook with Offline Access Extend Microsoft Dynamics CRM using ASP.NET Create advanced Windows Workflow Foundation solutions Extend multilingual and multicurrency features Construct a custom security-access solution Get code samples on the Web.

Author: Anne Stanton
Publisher: Sams Publishing
ISBN: 0672335379
Category : Business & Economics
Languages : en
Pages : 517

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Book Description
This title explains how the core Dynamics CRM 2011 fits in today's organizations and explains everything users and managers need to make the most of it.

Author: Renato Bellu
Publisher: John Wiley & Sons
ISBN: 0470466162
Category : Computers
Languages : en
Pages : 435

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Book Description
If you’re accountable for accounting in a mid-level business, Microsoft Dynamics GP accounting software can be your best friend. Microsoft Dynamics GP For Dummies improves the friendship by highlighting the most useful and practical features, dispelling the most common misconceptions, and letting you in on the best tips and tricks — all in plain English! Microsoft Dynamics GP For Dummies shows you how to set up and use this modular accounting program. You’ll learn to customize Dynamics Great Plains, get around the program, create a company, build an effective chart of accounts, and maintain a general ledger. You’ll find out how to: Create invoices and bill your customers, manage receipts, and easily match payments to invoices Set up vendors quickly and easily Customize GP fit your business perfectly and make the home page more efficient Work with the modules you’ll use most often in the Purchasing, Sales, Inventory, and Financial series Safeguard your database and set up a disaster recovery plan containing all the right steps Use Professional Services Tools and utilities to find and fix data discrepancies Get inventory under control Close your books at year end and use shortcuts to easily print reports from all the data you’ve collected Save keystrokes with Quick Journal and batch frequency Leverage the interoperability between Dynamics GP and Microsoft Office applications Make upgrading hassle-free Microsoft Dynamics GP For Dummies helps you make this sometimes-complex program do your bidding, which might account for your rising popularity in the office! Note: CD-ROM/DVD and other supplementary materials are not included as part of eBook file.

Author: Matthew Wittemann
Publisher: John Wiley & Sons
ISBN: 1118029216
Category : Computers
Languages : en
Pages : 819

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Book Description
An in-depth, expert guide to Microsoft Dynamics CRM 2011 from Microsoft CRM experts! What better way to learn how to administer Dynamics CRM 2011 than from two Microsoft CRM experts? This in-depth Bible is packed with expert guidance on the latest version of Microsoft’s hot CRM product. Whether you’re new to Dynamics CRM or upgrading from an earlier version, you’ll get thoroughly up to speed on everything from the basics to new features and more. 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 If you want to master Microsoft Dynamics CRM 2011 for your business contacts, this is the book you need to succeed

Author: Deepesh Somani
Publisher: Packt Publishing Ltd
ISBN: 1788399145
Category : Computers
Languages : en
Pages : 414

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Book Description
Learn, develop, and design applications using the new features in Microsoft Dynamics CRM Key Features Implement business logic using processes, plugins, and client-side scripts with MS Dynamics 365 Develop custom CRM solutions to improve your business applications A comprehensive guide that covers the new features of Microsoft Dynamics 365 and increasingly advanced topics. Book Description Microsoft Dynamics 365 CRM is the most trusted name in enterprise-level customer relationship management. Thelatest version of Dynamics CRM comes with the important addition of exciting features guaranteed to make your life easier. It comes straight off the shelf with a whole new frontier of updated business rules, process enhancements, SDK methods, and other enhancements. This book will introduce you to the components of the new designer tools, such as SiteMap, App Module, and Visual Designer for Business Processes. Going deeper, this book teaches you how to develop custom SaaS applications leveraging the features of PowerApps available in Dynamics 365.Further, you will learn how to automate business processes using Microsoft Flow, and then we explore Web API, the most important platform update in Dynamics 365 CRM. Here, you'll also learn how to implement Web API in custom applications. You will learn how to write an Azure-aware plugin to design and integrate cloud-aware solutions. The book concludes with configuring services using newly released features such as Editable grids, Data Export Service, LinkedIn Integration, Relationship Insights, and Live Assist. What you will learn Develop apps using the platform-agnostic Web API Leverage Azure Extensions to design cloud-aware applications Learn how to implement CRUD operation Create integrated real-world apps using Microsoft PowerApps and Flow by combining services such as Twitter, Facebook, and SharePoint Configure and use Artificial Intelligence Azure Cognitive Services for Recommendation and Text Analytic services Who this book is for This book targets skilled developers who are looking to build business-solution software and are new to application development in Microsoft Dynamics 365, especially for CRM.

Author: Nicolae Tarla
Publisher: Packt Publishing Ltd
ISBN: 1789954584
Category : Computers
Languages : en
Pages : 629

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Book Description
Explore the latest features of Dynamics 365 and Power Platform's out-of-the-box tools to build custom business solutions for your organization Key Features Discover impressive Dynamics 365 features to transform your business and increase productivity Leverage the platform's extensibility to meet your organizational needs Understand how Power Platform powers Dynamics 365 and enhances its integration capabilities Book Description Microsoft Dynamics 365 provides a vast array of tools and applications to meet various Customer Engagement requirements. This Customer Relationship Management (CRM) guide covers the latest advancements in Dynamics 365 and Power Platform that help organizations adapt to changing market conditions for agility and resilience. With this book, you'll explore the core platform functionality of Dynamics 365 and explore its wide range of components for transforming your business with new services and capabilities. You'll learn the basics of configuration and customization to enhance the functionality of Microsoft Dynamics 365 CRM and create solutions and custom applications by leveraging features such as apps, portals, automation, and business intelligence. As you advance, you'll understand how Power Platform drives Dynamics 365 and how various integration capabilities add value by providing a comprehensive view of data aggregated across different systems and data sources. Finally, you'll delve into core administration concepts that will help you to manage extensions added to the platform. By the end of this book, you'll have learned how to tailor Microsoft Dynamics 365 to fit your organization's requirements and tweak the platform to meet your business needs. What you will learn Get to grips with Power Platform for building and enhancing Dynamics 365 apps Integrate Dynamics 365 CRM with Microsoft 365, Azure, and other platforms Discover how you can customize existing entities and create new ones Explore various security features and grant users access to CRM data and functions Find out which CRM attributes are used to automate operations with programming Use internal and external social data to help users to make informed decisions Who this book is for This book is for customers and project stakeholders, new functional consultants, business administration users, and project managers looking to get up and running with the latest features of Dynamics 365 and Power Platform. This guide will help non-developers become acquainted with a no-code approach to customization and configuration. A basic understanding of relational data and customer management concepts will help you get the most out of this book.

Author: Jim Wang
Publisher: Packt Publishing Ltd
ISBN: 1849682070
Category : Computers
Languages : en
Pages : 424

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Book Description
This book is packed with practical steps and screenshots to make learning fun and addictive. You will learn to build a complete Airline Compensation Management system using Dynamics CRM 2011. If you want a focused book that gets you up-to-speed with the new features of Microsft Dynamics CRM 2011 then this is the perfect book for you.