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


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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