Book description
Microsoft® 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 Dynamics CRM capability. The far-reaching coverage ranges from Dynamics CRM’s sales, marketing, and customer service features to its automated workflows; from Outlook and Office integration to reporting and security. The authors offer independent insight into Dynamics CRM’s most powerful new features, from its improved interface to its new mail merge and data migration tools.
This book is for every IT professional who intends to work with Dynamics CRM, regardless of their experience with Dynamics or other CRM solutions. The authors provide example-rich, realistic coverage of advanced Dynamics customization, extensibility, and integration: information that is available nowhere else.
Detailed information on how to…
Set up, configure, and maintain all facets of Dynamics CRM in any organization or industry
Thoroughly understand both the on-premise and hosted versions of Dynamics CRM
Make the most of Dynamics’ new features, including email, the Outlook client, Internet Facing Deployment (IFD), and relationships
Manage sales leads, opportunities, accounts, contacts, marketing lists, sales collateral, campaigns, quotes, orders, and invoices
Improve customer service by integrating schedules, cases, contacts, product/service information, and more
Build powerful automated workflows that streamline key sales tasks and liberate salespeople for more effective selling
Efficiently administer and secure any Dynamics CRM implementation
Drive greater value by integrating Dynamics CRM with Microsoft Office productivity tools
Customize and extend Dynamics CRM using Visual Studio, .NET, and custom plug-ins and add-ons
ON THE WEB:
Download all of this book’s examples and source code at informit.com/title/9780672329708
Table of contents
- Copyright
- About the Authors
- Acknowledgments
- We Want to Hear from You!
- Introduction
- 1. New Features of Microsoft Dynamics CRM
- 2. Why Businesses Need a CRM System
- 3. The Evolution of Microsoft Dynamics CRM 4.0
- 4. Requirements for CRM 4.0
- 5. Setting Up CRM 4.0
- 6. Data Migration and Conversion
- 7. Common Functions
- 8. Working with Customers
- 9. Working with the Workplace
- 10. Working with Sales
- 11. Working with Marketing
- 12. Working with Service
- 13. Reporting
-
14. Settings and Configuration
-
Administration
- Announcements
- Business Units
- System Settings
- Users
- Privacy Preferences
- Auto-Numbering
- Security Roles
- Teams
- Languages
- Product Updates (Partner Hosted or On Premise Only)
- Billing (CRM Online Only)
- Organization Notifications and Status (CRM Online Only)
- Business Management
- Customization
- Templates
- Product Catalog
- Workflows
- Data Management
- System Jobs
- Summary
-
Administration
- 15. E-mail Configuration
- 16. Configuration and Customization Tools
- 17. Forms Authentication
- 18. Advanced Reporting
- 19. Customizing Entities
- 20. Workflow Development
-
21. Plug-Ins
-
Plug-Ins
- When Is It Recommended to Use a Plug-In?
- Modes
- Stages
- Deployment Types
- Plug-In Development
- Plug-In Deployment
- Plug-In Debugging
-
IPluginExecutionContext
- BusinessUnitId
- CallerOrigin
- CorrelationId
- CorrelationUpdatedTime
- Depth
- InputParameters
- InvocationSource
- IsExecutingInOfflineMode
- MessageName
- Mode
- OrganizationId
- OrganizationName
- OutputParameters
- ParentContext
- PostEntityImages
- PreEntityImages
- PrimaryEntityName
- SecondaryEntityName
- SharedVariables
- Stage
- UserId
- CreateCrmService
- CreateMetadataService
- Plug-In Developer Tool
- Plug-In Samples
- Summary
-
Plug-Ins
- 22. Web Services
- 23. ISV Customizations
- 24. Interacting with Custom Web Applications
- 25. Migrating Data from Other Systems to Microsoft Dynamics CRM
-
26. Third-Party Add-On Options
-
Products for Microsoft Dynamics CRM
- Integration and Migration (Scribe Software)
- Enhanced Functionality (c360)
- CRM Scanning (IntellaScan)
- SMS Add-On (withCRM)
- Field Service Management (Astea)
- Business Intelligence (Strategy Companion)
- Lotus Notes and GroupWise Integration (LinkPoint360)
- Filtered Lookups (Stunnware)
- Mobile Access for Windows (CWR Mobility)
- Mobile Access for BlackBerry (TenDigits)
- Companies That Provide CRM Solutions
- Other Resources
- Summary
-
Products for Microsoft Dynamics CRM
- 27. Other Microsoft Dynamics Products
- Default Values for Status and Status Reason Attributes
Product information
- Title: Microsoft Dynamics CRM 4.0 Unleashed
- Author(s):
- Release date: March 2008
- Publisher(s): Sams
- ISBN: 9780768680249
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