O'Reilly logo

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

Stay ahead with the world's most comprehensive technology and business learning platform.

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, tutorials, and more.

Start Free Trial

No credit card required

Workshop

A small alternative medicine clinic is using Microsoft Dynamics CRM to organize and run its practice. The clinic uses the CRM scheduling features to keep track of its patient appointments. Each staff member is set up as a CRM user, and each one can access Microsoft Dynamics CRM from his or her main office machine or from any other available machine in the clinic upon individual login. The clinic also schedules appointment follow-up telephone calls, and it leverages the mailing features of Dynamics CRM to send out regular appointment postcard reminders.

The clinic also uses a sophisticated medical billing line-of-business application. This application handles the insurance company management and billing compliance. The clinic has integrated ...

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, interactive tutorials, and more.

Start Free Trial

No credit card required