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

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Workshop

Smith Incorporated is a company that sells manufacturing products to auto body shops around the world. On a regular basis, the marketing department at Smith Incorporated purchases lists of leads that include all the new auto body shops in the United States. The lists that it purchases are downloaded and are in text file format. The marketing department takes the list, opens it in Microsoft Excel, and adds a column labeled Source. It populates the Source column with the name of the list it purchased. The department also deletes one or two columns of the spreadsheet that contain data that it can immediately see is not of interest. When it finishes the review, the department saves the file as a CSV file and imports it into the Leads entity ...

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