How to Work With the Microsoft Dynamics CRM 4.0 Ebook

Small- and medium-sized businesses need every advantage they can get, especially in these tough times. The Microsoft Dynamics CRM 4.0 e-book is designed to help individual developers and companies use Microsoft Dynamics CRM 4.0 software, which is aimed at developing the customer-relationship management (CRM) side of your business. Use this e-book to make better use of Microsoft Dynamics CRM 4.0, and if you have any problems, Microsoft Dynamics has forum where you can discuss problems, ask questions and talk to fellow users (see Resources).

Instructions

1. Buy the second edition of Microsoft Dynamics CRM 4.0 e-book. The e-book can be bought from a number of vendors including Barnes and Noble, Amazon and Scribd (see Resources). Scribd even lets you look at a free preview. The e-book comes in several formats, such as ePub, iPad, iPhone, PDF and e-book for NOOKbook.

2. Open Microsoft Dynamics CRM 4.0 and your e-book. Open them on separate devices if possible or side by side if you have a larger monitor.

3. Consider the aims of your company; focus on customer relations. List your company's customer relations objectives, such as selling what the customers want, improving the customer's experience and making the company easier to access and use.

4. Read chapter 1 of the e-book, where you will learn about the software and the importance of customer-relationship management. Use this information to produce a list of problems, solutions and opportunities for your company.

5. Follow the steps in chapter 2 to set up Microsoft Dynamics CRM 4.0 and perform some common tasks.

6. Check through the contents of chapters 3 to 8. Compare what you learn with your company's needs, and re-read the appropriate sections. For example, if information access or security is an issue, see chapter 3. Another common problem is a business website's sitemap, which is addressed in chapter 6. The e-book also covers topics on reporting, analysis and workflow.

7. Read chapters 9 and 10 to extend your use of Microsoft Dynamics CRM 4.0 into new areas.

References

• Microsoft Dynamics
• Code: Microsoft Dynamics CRM 4.0
• Scribd: Working With Microsoft Dynamics CRM 4.0

Resources

• Microsoft Forums: Dynamics
• Amazon: Working With Microsoft Dynamics CRM 4.0
• Barnes and Noble: Working With Microsoft Dynamics CRM 4.0