Chapter 5. Setting Up Microsoft CRM
In this chapter
Arriving at Consensus
Global Settings
Microsoft CRM Organization Structure and Security
Delete Versus Deactivate
Microsoft CRM, Exchange Server, and Active Directory
The Mircosoft CRM Exchange Connector
Owners, Assignment, and Sharing
Subject Hierarchy in Microsoft CRM
Product Catalog
Template Manager
Use Case Corner
Summary
This chapter deals with setting up Microsoft CRM at the organizational level. For information about how to set user options, refer to Chapter 6, “Homepage, Workplace, and Navigation.”
Microsoft CRM marketing talked about how it requires little setup time and has a low need for consulting. However, those who have been involved in CRM projects know that a lot needs to happen outside ...
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