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A raference for the rest of us - Scott J.

Scott J. A raference for the rest of us - Wiley publishing , 2003. - 387 p.
ISBN: 0-7645-1698-1
Download (direct link): microsoftcrmford2003.pdf
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Microsoft Partners ....................................................296
Microsoft CustomerSource ..............................................297
MSDN ..................................................................298
Microsoft CRM SDK......................................................298
Newsgroups ............................................................299
Discussion Groups .....................................................300
eTraining .............................................................301
CRM Resources Online ..................................................301
Part VI: Appendixes...............................................................303
Chapter 26: Imitating Outlook ..............................................305
The Microsoft CRM Outlook Client ......................................306
The Microsoft CRM toolbar........................................306
The Outlook CRM Shortcuts bar ...................................307
The CRM folder list .............................................307
Creating New Records ..................................................309
Creating Other New Record Types .......................................310
Creating E-Mail Messages...............................................311
Creating an Appointment ...............................................313
Creating a Task .......................................................314
Deleting Records ......................................................315
Deleting from Outlook............................................316
Deleting from Microsoft CRM......................................316
Synchronizing .........................................................316
Going offline ...................................................317
Going online ....................................................318
The “Last One In” Rule...........................................318
Microsoft CRM For Dummies
Chapter 27: Importing and Exporting Data ..................................321
Importing Data from Outlook ..........................................322
Importing Data from Competing Systems ................................323
Spreadsheets and databases .....................................324
Accounting systems .............................................324
Paper...........................................................324
Exporting Data........................................................325
Naming a view...................................................327
Exporting from list views.......................................327
Chapter 28: Glossary.......................................................329
Chapter 29: Hardware, Networks, and Licenses ..............................337
Looking into the Required Hardware and Software Components ...........337
DNS Server .....................................................338
Microsoft Exchange Server 2000 .................................338
Microsoft SQL Server 2000 ......................................339
Microsoft Biz Talk Server 2002 .................................339
Getting the Right Software ...........................................339
Deciding on Hardware .................................................339
Small (up to 25 Users — single-box deployment) .................340
Medium (from 26 to 50 Users — two-box deployment) ..............340
Large (from 51 to 150 Users — dedicated servers) ...............341
How the Licensing Works...............................................342
Purchasing modules for Sales and Service .......................342
Getting enough licenses ........................................342
Weighing the Standard versus Professional Versions..............343
Server licenses and suites......................................344
Index............................................................................347
Introduction
Microsoft CRM just showed up on your desktop computer or on your notebook. Chances are, you already have some experience with one or more of the popular predecessors to Microsoft CRM — ACT!, GoldMine, SalesLogix, or just Outlook. Perhaps you’ve never heard of any of those other systems. In any event, now you have to get yourself up and running with this new software. If you relate to any of this, Microsoft CRM For Dummies is for you.
If nothing else, Microsoft CRM is an organizational tool. Whether you’re in Sales, Customer Service, or Management, this software will certainly provide a significant return on your investment — whether that investment is money or time.
Beyond that, if you’ve fallen in love with Microsoft Outlook and refuse to relinquish your grip on it, relax. Not only can you still use Outlook, it’s one of the primary means by which you’ll communicate with Microsoft CRM.
You may have to find out some new tricks, but, overall, you should be quite comfortable.
I wrote this book based on the second Beta release of Microsoft CRM in the autumn of 2002. Soon, this will become Microsoft CRM Version 1.0. As with every first version of software, you should expect many enhancements and fixes in the next few releases. Microsoft is renowned for collecting end-user feedback and making subsequent releases increasingly powerful and easier to use. I expect nothing less with this software. You can check the version you’re using by choosing HelpOAbout from the main menu of your copy of Microsoft CRM.
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