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

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Workshop

Technology Titans is a technology company that offers IT services. It sells service contracts based on a number of cases (incidents), and it also offers ad hoc hourly billing. Technology Titans sells products, too, and organizes its products in the Microsoft Dynamics CRM product catalog. Technology Titans is particularly keen on utilizing Microsoft Dynamics CRM to keep track of how many cases are getting used by a variety of clients. To do this, it sets up service contracts in Microsoft Dynamics CRM for each client. Each service contract is completed and then double-checked against its accounting software to confirm that it has been billed. After the contract is set up, the contract is activated. The teams are also trained that, to offer ...

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