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Community Reviews. Showing Rating details. More filters. Sort order. Dec 05, David Roberts rated it really liked it. Nonetheless I think this book is interesting and sometimes you can buy new software on sites like Amazon that are unused but old. CRM or customer relationship management software started out as something to help salesmen manage their customer details but although the name has stuck they now have branched out with many more features so it is quite relevant to employees like managers.

Microsoft Dynamics CRM 4 For Dummies by Joel Scott

Among the deatures is a product catalogue builder which is most useful to sales people. There is also a campaign which can be used for any kind of promotion and includes a mail merge feature so you can type a letter once and automate the process of adding clients details to each letter. There is a report builder which is a free download for budding programmers and is also included with Visual Studio which if you subscribe to the most recent cloud version is free to departments with 5 or less programmers.

I did quite enjoy reading this book and I am sure the most recent version can't be that different to this version of Dynamics CRM 4. Pierre Hulsebus rated it it was ok Dec 30, Hechizero rated it did not like it Jul 23, Marcin rated it really liked it Mar 04, Ahmed Din rated it really liked it Jan 08, Jason added it Jul 16, Learn more. Helpful resources. Community Forums. Ask a question.

Replies 8 All Responses Only Answers. Hi, could you provide your CRM version?

Actions and Detail Panel

Dynamics CRM What is a site map Designer? Dynamcics for Sales Basics. Different Sales Module Entities.

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How to create a lead. How to create an opportunity? How to add a Lead Source? How to convert a lead to an Opportunity.

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