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

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Workshop

Janet runs a boutique clothing store, and she uses Microsoft Dynamics CRM to manage her marketing efforts and her relationships with customers. Given that Janet’s store is a boutique, she has a special relationship with some of her most loyal clients, and Janet makes a point of remembering what they like. Janet captures each visitor who visits her store and who signs up for her regular mailings. Janet also uses Appointment activities to capture meetings for private showings of new clothing lines and to mark on her calendar her quarterly board meeting. Janet has rearranged the Contact form to fit her business model. She has created a new section and a set of attributes to capture details, such as favorite clothing color sets, sizes, and ...

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