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Sams Teach Yourself Microsoft Dynamics CRM 4 in 24 Hours 1st Edition

4 out of 5 stars 3 customer reviews
ISBN-13: 075-2063330678
ISBN-10: 0672330679
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Editorial Reviews

From the Back Cover

In just 24 sessions of one hour or less, you will be up and running with Dynamics CRM 4. Using a straightforward, step-by-step approach, this book offers a quick way for you to get started with Dynamics CRM by leveraging real business examples, practice exercises, and big picture theory. In addition to learning how to use the core application, you will develop a deeper understanding of how Dynamics CRM fits into today's business needs. Step-by-step instructions carefully walk you through the questions, issues, and tasks most common to Dynamics CRM. Quizzes and Exercises at the end of each chapter help you build and test your knowledge. By the Way notes present interesting pieces of information related to the discussion. Did You Know? tips offer advice or show you easier ways to perform tasks. Watch Out! cautions alert you to possible problems and give you advice on how to avoid them. Learn how to...
  • Orchestrate a successful CRM project
  • Identify building blocks of Dynamics CRM
  • Automate processes
  • Create and manage your business units and users
  • Use and maintain security roles
  • Redefine an account
  • Import new contacts and distribute leads
  • Create marketing campaigns and capture the results
  • Convert a lead to an account and contact
  • Configure your display
  • Capture contact and activity details
  • Email directly from Dynamics CRM
  • Master scheduling
  • Integrate Dynamics CRM with Microsoft Excel and other applications
  • Create simple workflows
  • Customize and add utilities

About the Author

Anne Stanton, Certified Microsoft Dynamics CRM professional and CRM MVP alumni, has been working with line-of-business software for professional service companies for more than 20 years. A passionate technologist with a degree in computer science and a master’s degree in business administration. She has held such positions as Vice President of Commercial Logic, Inc.; Director of Microsoft Dynamics CRM Practice at The Rand Group, LLC; and President and Owner of The Norwich Group. Anne has also been a national speaker for such events as Microsoft Convergence, SMB Nation, Information Technology Alliance, and the Association of Accounting Marketers.



Product Details

  • Paperback: 480 pages
  • Publisher: Sams Publishing; 1 edition (November 8, 2009)
  • Language: English
  • ISBN-10: 0672330679
  • ISBN-13: 978-0672330674
  • Product Dimensions: 7 x 1 x 9.1 inches
  • Shipping Weight: 1.5 pounds (View shipping rates and policies)
  • Average Customer Review: 4.0 out of 5 stars  See all reviews (3 customer reviews)
  • Amazon Best Sellers Rank: #2,504,307 in Books (See Top 100 in Books)

More About the Author

Anne Stanton lives in the Upper Valley of VT/NH. She is an avid gardener, reader, tweeter and blogger. In her spare time Anne does what she can to help others by sharing what she learns along the road of life, as information shared is information gained! Anne has a life long passion for technology, starting in the basement rooms of the University of Maryland at the side of her mother as she tackled a masters and doctorate in statistics and she loves to help leverage technology to solve real world problems.

Customer Reviews

Top Customer Reviews

Format: Paperback
Starting off with two disclaimers. First, this book was sent to me for free by the publisher seeking my review. Second, I do not see the point in flowery words for this type of thing, so this is my honest take.

So, I consider the author, Anne Stanton, a colleague and a friend. I had heard rumblings about her book, but working in the tech book industry myself I understood the need to keep it on the down-low for a while. I was certainly looking forward to the book. There are far too few books for CRM users that are any good. My go-to book recommendation has been the For Dummies series. From a user perspective, it's been the best one out there. Until now. :)

Anne (with a little help from some other super-mega CRM rock stars) takes CRM into 24 easily digestible chunks, 24 one-hour lessons. Can you take this book and go off and make CRM? YES!! Can you take it and go off and make xRM? Not so much. But that is not it's goal, so no worries.

Someone new to Dynamics CRM could pick up this book and become a proficient user quickly and easily. Someone that uses CRM could quickly brush up their skills on lesser used aspects like services and campaigns.

I had it on good authority that the chapter by Guy Riddle on Security was great, and it is. Darren Liu takes on Campaigns, my personal pain point, so many thanks Darren for giving me some more on this. Curt Spanburgh digs into Mail Merge and helps put that together with CRM quite well. Scott Head brings us Add-ins. Irene Pasternack does great coverage of Excel and Reporting.

Ok, so yes by far I love this book. It will reside next to my For Dummies book and phase itself into the #1 spot for my personal CRM reference once I master navigating the content.
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Format: Paperback
I am a Software developer looking for CRM Dynamics custom development but first wanted to explore the concepts and out of the box functionality. I have thoroughly read until Hour-7 and skimmed over the rest, the book did a great a job so far elaborating and aligning the CRM concepts that most reader will subconsciously be aware of.

I bought another text and was overwhelmed by the information presented only from a usage viewpoint. Definitely, one would have to refer an adavnced title for custom development and that's not suggested by the book's title either. However, unlike its counterparts, the book handles a simple subject with utter simplicity.

No twinkle in fifth star due to size of illustration, hardly can peek into the pictures.
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Format: Paperback
the figures and screenshots are too small!

My company has this book, which I've been using as a resource as I've been trying to teach myself MS Dynamics CRM. The figures are just too grainy, and the font within them are just too small to study comfortably. That's a shame because I think if that were fixed, this would be a great book.
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