Wiley Microsoft Dynamics CRM 4 For Dummies 978-0-470-34325-8 사용자 설명서
제품 코드
978-0-470-34325-8
Contents at a Glance
Introduction .................................................................1
Part I: Microsoft CRM Basics.........................................7
Chapter 1: Taking a First Look at Microsoft CRM 4........................................................9
Chapter 2: Using the Outlook Client — Or Not.............................................................21
Chapter 3: Navigating the Microsoft CRM System .......................................................29
Part II: Setting Things Up ...........................................45
Chapter 4: Personalizing Your System...........................................................................47
Chapter 5: Managing Territories.....................................................................................63
Chapter 6: Managing Business Units and Teams..........................................................69
Chapter 7: Using the Product Catalog ...........................................................................75
Chapter 8: Understanding Security and Access Rights ...............................................89
Chapter 9: Implementing Business Rules and Workflow ...........................................101
Chapter 10: Creating and Running Reports ................................................................117
Part III: Managing Sales ...........................................135
Chapter 11: Setting Sales Quotas and Dealing with Forecasts .................................137
Chapter 12: Handling Leads and Opportunities .........................................................149
Chapter 13: Working with Accounts and Contacts ....................................................165
Chapter 14: Creating and Managing Activities............................................................179
Chapter 15: Using Notes and Attachments .................................................................191
Chapter 16: Generating Quotes, Orders, and Invoices ..............................................197
Chapter 17: Setting Up Sales Literature and Dealing with Competitors..................207
Chapter 18: Implementing Sales Processes.................................................................215
Part IV: Making the Most of Marketing ......................221
Chapter 19: Targeting Accounts and Contacts ...........................................................223
Chapter 20: Managing Campaigns ................................................................................243
Chapter 21: Integrating Your Web Site.........................................................................267
Part V: Taking Care of Your Customers .......................275
Chapter 22: Working with Cases...................................................................................277
Chapter 23: Managing Your Subjects ...........................................................................295
Chapter 24: Creating and Using the Knowledge Base................................................311
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