Microsoft Dynamics CRM 4 For Dummies

Joel Scott, David Lee, Scott Weiss

• Publisher: For Dummies
• Year: 2011
• Print ISBN: 9780470343258
• eBook ISBN: 9781118052600
• Edition: 1
• Topic: Computer Science
• Subtopic: Entreprise Applications
• Index: Computer Science

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!

Table of contents

• Title
• Contents
• Introduction
• Part I : Microsoft CRM Basics
• Part II : Setting Things Up
• Part III : Managing Sales
• Part IV : Making the Most of Marketing
• Part V : Taking Care of Your Customers
• Part VI : The Part of Tens
• : Further Reading