Chapter 2. Setup and Common Tasks
Now that you understand some of the background and benefits 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’ll concentrate on the information that 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 somewhat familiar with using the Microsoft Dynamics CRM user interface ...
Get Working with Microsoft Dynamics® CRM 2011 now with the O’Reilly learning platform.
O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.
