Whether you’re in sales, marketing, or customer service―quickly teach yourself how to get closer to your customers with Microsoft Dynamics CRM. With STEP BY STEP, you set the pace―building and practicing the skills you need, just when you need them!
- Create and manage accounts―for a 360¿ view of your customers and business
- Work with Microsoft Dynamics CRM directly from Microsoft Outlook
- Track customer activity; import and map data automatically
- Manage campaigns, leads, quotes, contracts, and orders
- Employ basic to advanced reporting capabilities
Your all-in-one learning experience includes:
- Files for building skills and practicing the book’s lessons
- Fully searchable eBook
- Sample chapters from related Microsoft Press books
- WINDOWS VISTA PRODUCT GUIDE eReference―plus other resources―on CD
For customers who purchase an ebook version of this title, instructions for downloading the CD files can be found in the ebook.
Mike Snyder is recognized as an industry-leading CRM expert. He is cofounder and principal of Sonoma Partners, a Chicago-based consulting firm that specializes in Microsoft CRM implementations. Microsoft twice awarded Sonoma Partners the Global Microsoft CRM Partner of the Year.
Jim Steger has architected and led multiple award-winning Microsoft CRM deployments, including complex enterprise integration projects. He’s been developing solutions and writing code for Microsoft CRM since the version 1.0 beta. He acted as a technical reviewer for several of the Microsoft CRM certification exams. Jim is also a cofounder and principal of Sonoma Partners.