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Sams Teach Yourself Microsoft® Dynamics CRM 2011 in 24 Hours by Anne Stanton

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Capturing Processes

Microsoft Dynamics CRM helps automate processes in a few different ways. The first is that Microsoft Dynamics CRM captures, stores, and organizes data. The second is that, through the use of automation of workflow, Microsoft Dynamics CRM automates processes that would otherwise be done manually. In fact, beginners to workflow automation can take something as simple as a small business rule and apply it to something that happens in Microsoft Dynamics CRM.

Microsoft Dynamics CRM can generate an e-mail message when a new opportunity is closed with a status of win. This e-mail can also include a link that enables the sales manager to quickly click and see all the details of this win, or the e-mail can be set up to include the ...

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