Microsoft Dynamics CRM 2011 Administration Bible

  • 12h 51m
  • Geoff Ables, Matthew Wittemann
  • John Wiley & Sons (US)
  • 2011

An in-depth, expert guide to Microsoft Dynamics CRM 2011 from Microsoft CRM experts!

What better way to learn how to administer Dynamics CRM than from two Microsoft CRM experts? This in-depth Bible is packed with expert guidance on the latest version of Microsoft's hot CRM product. Whether you're new to Dynamics CRM or upgrading from an earlier version, you'll get thoroughly up to speed on everything from the basics to new features and more.

  • Brings you up to speed on Microsoft Dynamics CRM 2011, the latest version of Microsoft's fast-growing customer relationship management software
  • Shows you how to get the most out of the application, including configuration and customization, integrating with Microsoft Office, and automating business processes
  • Features step-by-step instruction and in-depth coverage of all essential topics; you'll want to keep this information-packed book at your desk as a practical reference

If you want to master Microsoft Dynamics CRM for your business contacts, this is the book you need to succeed!

About the Authors

Matthew Wittemann is the director of the customer relationship management (CRM) at C5 Insight (formerly Customer Connect), and a Microsoft CRM Consultant and MVP.

Geoff Ables is a CRM, database marketing, and Web 2.0 expert. He is a Managing Partner of C5 Insight.

In this Book

  • Foreword
  • Introduction
  • Familiarizing Yourself with CRM
  • Taking a Tour of Dynamics CRM
  • Architecting Your CRM System
  • Installing other Components for Dynamics CRM
  • Post-Installation System Settings
  • Managing Users in Dynamics CRM
  • Using the Deployment Manager
  • Managing Data
  • Maintaining, Optimizing, and Troubleshooting Dynamics CRM
  • Getting to Know the CRM Application
  • Using Dynamics CRM for Outlook
  • Using the Sales Functions
  • Using the Marketing Functions
  • Using the Service Functions
  • Realizing the Benefits of Office and SharePoint Integration
  • Tailoring CRM to Your Organization
  • Working with CRM Entities
  • Automating Your Organization with Processes
  • Understanding the other Customization Options
  • Understanding the Development Options
  • Working with Client-Side Customizations
  • Working with Server-Side Customizations
  • Using the Built-in Reporting Tools
  • Working with Visualizations—Charts and Dashboards
  • Custom Reporting for Dynamics CRM
  • Connecting to other Systems—Migration and Integration with Dynamics CRM
  • XRM—Going beyond Traditional CRM