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Microsoft CRM 4.0 User Handbook

The Microsoft CRM 4.0 User Handbook is for people using and evaluating Microsoft CRM. A lot of ground is covered with an emphasis on providing a full and concise summary of all the features of CRM rather than a step-by-step guide.

You will understand the sales cycle, how to run a marketing campaign, and how to schedule appointments and service activities. The user interface is explored in full detail, both from a web browser and from the Outlook client for CRM, and you will learn how to run a mail merge to Word and export to Excel.

Customisation and workflow features are covered from a user point of view and we do not discuss installation or programming issues (although the author is a programmer).

Readers will want to have this book to hand as they explore Microsoft CRM and will keep it nearby on their bookshelf as they begin to use CRM to its full potential.

You can read or print out chapters online or you can buy a printed copy from or amazon in the UK or USA or at lulu or barnes and noble.

Support independent publishing: buy this book on Lulu.

 

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