April 2011
Intermediate to advanced
624 pages
16h 43m
English
Content preview from Working with Microsoft Dynamics® CRM 2011Become an O’Reilly member and get unlimited access to this title plus top books and audiobooks from O’Reilly and nearly 200 top publishers, thousands of courses curated by job role, 150+ live events each month,







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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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