By Marc J. Wolenik
Microsoft® Dynamics CRM 4.0 Unleashed presents start-to-finish tips for making plans, customizing, deploying, integrating, and handling Dynamics CRM on your distinctive company and technical surroundings. Authored through best Microsoft Dynamics implementers, this ebook systematically explains how the method works, why it really works that approach, and the way you could leverage it to its fullest virtue.
The authors current transparent examples, confirmed most sensible practices, and pitfalls to prevent in utilizing each major Dynamics CRM strength. The far-reaching insurance levels from Dynamics CRM’s revenues, advertising, and customer support gains to its computerized workflows; from Outlook and place of work integration to reporting and protection. The authors provide self reliant perception into Dynamics CRM’s strongest new gains, from its greater interface to its new mail merge and information migration instruments.
This ebook is for each IT expert who intends to paintings with Dynamics CRM, despite their adventure with Dynamics or different CRM strategies. The authors offer example-rich, real looking assurance of complex Dynamics customization, extensibility, and integration: info that's to be had nowhere else.
Detailed info on how to…
- Set up, configure, and keep all features of Dynamics CRM in any association or industry
- Thoroughly comprehend either the on-premise and hosted models of Dynamics CRM
- Make the main of Dynamics’ new gains, together with e mail, the Outlook purchaser, web dealing with Deployment (IFD), and relationships
- Manage revenues leads, possibilities, debts, contacts, advertising and marketing lists, revenues collateral, campaigns, costs, orders, and invoices
- Improve customer support through integrating schedules, instances, contacts, product/service info, and more
- Build strong computerized workflows that streamline key revenues initiatives and unencumber salespeople for more desirable selling
- Efficiently administer and safe any Dynamics CRM implementation
- Drive larger price by way of integrating Dynamics CRM with Microsoft workplace productiveness tools
- Customize and expand Dynamics CRM utilizing visible Studio, .NET, and customized plug-ins and add-ons
ON THE WEB:
Download all of this book’s examples and resource code at informit.com/title/9780672329708
Read Online or Download Microsoft Dynamics CRM 4.0: unleashed PDF
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Additional resources for Microsoft Dynamics CRM 4.0: unleashed
The connector is not required to be installed separately for non-Internet Facing Deployments (IFD); however, it has these specific requirements: • The connector setup must be run after the CRM is set up. • The connector can be set up only on a computer that has SQL Server Reporting Services installed. 0 reports. The installation process of the connector is explained further in Chapter 5. E-mail Router The Microsoft CRM E-mail Router is a combination of components that enable Microsoft CRM to automatically track inbound and outbound e-mail messages: • The E-mail Router component • The Rule Deployment Manager component 51 52 The E-mail Configuration Manager is installed when the E-mail Router component is installed.
You don't "own" your data. Although this isn't entirely true, it might be. Because your data is hosted on the partner's infrastructure rather than your own, you merely access it. This can create a host of concerns for potential customers that mostly center on security questions. We're not saying that you shouldn't use or trust the Partner Hosted solutions, but be sure to check any potential service provider when considering this solution. Partners should have a very clear policy that addresses these issues so that you don't have any doubts about their reliability, pricing, or security.
It is important to note, however, that the POP3 e-mail server must be capable of supporting e-mail messages that are sent as attachments to other e-mail messages. org/html/). Of course, Microsoft Exchange is still fully supported with the E-mail Router. 0 E-mail Router: • Exchange 2003, Enterprise Edition, with SP2 • Exchange 2003, Standard Edition, with SP2 • Exchange Server 2007, Enterprise Edition • Exchange Server 2007, Standard Edition Note that Exchanger Server 2007 is supported only in 64 bits, and the Microsoft CRM E-mail Router is not supported for Microsoft Exchange 2000 and versions prior to this.