Microsoft Dynamics CRM 2011 Administration Bible

"Every organization that is using Microsoft Dynamics CRM 2011 needs to have a copy of this book in its library. Geoff and Matt have delivered a book that is useful for anyone from the small business CRM administrator to the enterprise CRM architect."
—Steve Blazevich, CRM Director, North America Consulting Services, Microsoft
A solid CRM strategy is smart business—here′s how you get there
Build customer relationships and CRM strategies that will help grow your business with Microsoft′s powerful Dynamics CRM software and this practical book that covers all the bases. You′ll learn the nuts and bolts of how to configure the software, automate operations, manage users, and integrate with Office—while you also get the essentials of how to capture customer data, analyze it, engage your customers, and track and report results.
Get up to speed on Microsoft Dynamics CRM 2011
Master the user interface, including all toolbars, menus, and activity types
Harness the essential Sales, Marketing, and Service functions you need
earn to manage leads, accounts, and contacts
ssue quotes, then integrate with ERP systems to create orders and invoices
Customize with visual workflow designer, interactive query builder, or other tools
Create useful reports with Business Intelligence Studio or Visual Studio
"Matthew Wittemann and Geoff Ables bring a great resource to the CRM administrator. Their Bible goes into the needed details that give the CRM administrator everything he or she needs to successfully implement and manage a Dynamics CRM 2011 organization. The authors explain both the front and back ends of the CRM story to enable administrators to know and meet their users′ needs. A much needed desktop reference!"
—Julie Yack, Microsoft CRM MVP and Founder, xRMVirtual
Visit www.dynamicscrmbible.com to access code samples, planning tools, sample r eports, templates and utilities.Track crucial customer relationships with CRMManage your Dynamics CRM 2011 installationScale a solution to meet your business needs

Spis treści:
Foreword.
Acknowledgments.
Introduction.
Part I: Laying a Solid Foundation.
Chapter 1: Familiarizing Yourself with CRM.
Chapter 2: Taking a Tour of Dynamics CRM.
Part II: Installing Dynamics CRM.
Chapter 3: Architecting Your CRM System.
Chapter 4: Installing Other Components for Dynamics CRM.
Part III: Administering Dynamics CRM.
Chapter 5: Post–Installation System Settings.
Chapter 6: Managing Users in Dynamics CRM.
Chapter 7: Using the Deployment Manager.
Chapter 8: Managing Data.
Chapter 9: Maintaining, Optimizing, and Troubleshooting Dynamics CRM.
Part IV: Using Microsoft Dynamics CRM.
Chapter 10: Getting to Know the CRM Application.
Chapter 11: Using Dynamics CRM for Outlook.
Chapter 12: Using the Sales Functions.
Chapter 13: Using the Marketing Functions.
Chapter 14: Using the Service Functions.
Part V: Customizing Dynamics CRM Through the User Interface.
Chapter 15: Realizing the Benefits of Office and SharePoint Integration.
Chapter 16: Tailoring CRM to Your Organization.
Chapter 17: Working with CRM Entities.
Chapter 18: Automating Your Organization with Processes.
Part VI: Customizing Dynamics CRM with Custom Code.
Chapter 19: Understanding the Other Customization Options.
Chapter 20: Understanding the Development Options.
Chapter 21: Working with Client–Side Customizations.
Chapter 22: Working with Server–Side Customizations.
Part VII: Visualizing Your Dynamics CRM Data with Charts, Reports, and Dashboards.
Chapter 23: Using the Built–in Reporting Tools.
Chapter 24: Working with Visualizations: Charts and Dashboards.
Chapter 25: Custom Reporting for Dynamics CRM.
Part VIII: Extending and Integrating Dynamics CRM.
Chapter 26: Connecting to Other Systems: Migration and Integration with Dynamics CRM.
Chapter 27: XRM: Going Beyond Traditional CRM.
Part IX: Appendixes.
Appendix A: Advanced Integration with SharePoint 2010.
Appendix B: Accessing and Using Online Resources.
Index.

Nota biograficzna:
Matthew Wittemann is the director of the customer relationship management (CRM) at C5 Insight (formerly Customer Connect), and a Microsoft CRM Consultant and MVP.
Geoff Ables is a CRM, database marketing, and Web 2.0 expert. He is a Managing Partner of C5 Insight.

Okładka tylna:
"Every organization that is using Microsoft Dynamics CRM 2011 needs to have a copy of this book in its library. Geoff and Matt have delivered a book that is useful for anyone from the small business CRM administrator to the enterprise CRM architect."
—Steve Blazevich, CRM Director, North America Consulting Services, Microsoft
A solid CRM strategy is smart business—here′s how you get there
Build customer relationships and CRM strategies that will help grow your business with Microsoft′s powerful Dynamics CRM software and this practical book that covers all the bases. You′ll learn the nuts and bolts of how to configure the software, automate operations, manage users, and integrate with Office—while you also get the essentials of how to capture customer data, analyze it, engage your customers, and track and report results.
Get up to speed on Microsoft Dynamics CRM 2011
Master the user interface, including all toolbars, menus, and activity types
Harness the essential Sales, Marketing, and Service functions you need
earn to manage leads, accounts, and contacts
ssue quotes, then integrate with ERP systems to create orders and invoices
Customize with visual workflow designer, in teractive query builder, or other tools
Create useful reports with Business Intelligence Studio or Visual Studio
"Matthew Wittemann and Geoff Ables bring a great resource to the CRM administrator. Their Bible goes into the needed details that give the CRM administrator everything he or she needs to successfully implement and manage a Dynamics CRM 2011 organization. The authors explain both the front and back ends of the CRM story to enable administrators to know and meet their users′ needs. A much needed desktop reference!"
—Julie Yack, Microsoft CRM MVP and Founder, xRMVirtual
Visit www.dynamicscrmbible.com to access code samples, planning tools, sample reports, templates and utilities.Track crucial customer relationships with CRMManage your Dynamics CRM 2011 installationScale a solution to meet your business needs