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Microsoft Dynamics CRM 2011 Unleashed
book

Microsoft Dynamics CRM 2011 Unleashed

by Marc Wolenik, Damian Sinay, Rajya Bhaiya
September 2011
Intermediate to advanced content levelIntermediate to advanced
1008 pages
24h 27m
English
Sams
Content preview from Microsoft Dynamics CRM 2011 Unleashed

Summary

The Workplace is where users will spend most of their time managing activities and customers. It is very customizable, and there are several options that enable you to extend the functionality related to customers, the Calendar, and tasks directly to mobile devices through Outlook.

Activities are how work gets assigned, managed, and completed. This chapter explained how to work not just with activities, but also how to assign them to users and queues. Activities are used to drive tasks, as well as many reports that rely on activities (the Neglected Accounts report, for example) and should be used to record every customer contact.

Duplicate detection, as well as how to work with data that can be exported and imported, showed how easy ...

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Publisher Resources

ISBN: 9780132682084Purchase book