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

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Workshop

Jack BlackHat has a small business called BlackHat Magic, which offers magic performances to individual families for birthday parties and celebrations, and to large corporations for trade shows and employee festivals. Jack uses Microsoft Dynamics CRM to track specific details on the contacts he works with and the families and companies who engage him. Jack has added a number of custom fields to his version of Microsoft Dynamics CRM so that he can track the different preferences of his contacts as well as the various associated birthdays, anniversaries, and special events. Jack also likes to remember everyone he meets, so he spends extra effort to capture details that helps him remember his hundreds of contacts. These details include ...

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