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 ...

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