Working with Microsoft Dynamics™ CRM 4.0, Second Edition

Chapter 2. Setup and Common Tasks

In this chapter:
Microsoft Dynamics CRM for Outlook
E-Mail in Microsoft Dynamics CRM
Mail Merge
Data Management
Queues
Summary

Now that you understand some of the background, benefits, and architecture of Microsoft Dynamics CRM, we can delve into the details of setup and common tasks in the system. Because companies of varying sizes and industries use Microsoft Dynamics CRM, we concentrate on the information that typically applies to most businesses. At this point, we assume that you have already installed the software and that you can access it from the Web client and through the Microsoft Dynamics CRM client for Microsoft Office Outlook. In addition, we also assume that you are at least a little familiar with using ...