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This books contains descriptions of the basic functionalities of Microsoft Dynamics CRM. It focusses on a simplification of system usage and contains easy understandable use cases.

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The book introduces Microsoft Dynamics CRM to beginners by describing the navigation, record creation, search functionalities as well as security settings. Providing step-by-step instructions it brings beginners in the position to use the functionalities purposeful and to learn the system terminology by a writing style being suitable for daily use. Furthermore it provides the knowledge how Microsoft Dynamics CRM could lead to an improved customer situation by case-related examples for operational and analytical business processes.

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Functional Basics 1
The Modules and their key components 2
The Navigation 3
Forms and Fields 4
Permissions in Microsoft Dynamics CRM 7
Field Characteristics and particular Behavior 11
Technological Basics 13
What is Microsoft Dynamics CRM about? 13
What makes Microsoft Dynamics special? 15
Individual tips - Helpful hints for daily use 19
Operative CRM 20
Communicative CRM 34
Analytic CRM 40
Collaborative CRM 46
Strategic CRM 49
Glossary 55
Functions 55
Terms 56
List of tables 58
List of figures 58
List of screenshots 58

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