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Calculatoare și electronice Software Microsoft Microsoft Dynamics CRM for Outlook Ghidul utilizatorului

Chapter 1: Getting Started. Microsoft Microsoft Dynamics CRM for Outlook, Microsoft Dynamics CRM 4.0

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Chapter 1: Getting Started

This chapter deals with common tasks that are necessary to understand before beginning to use Microsoft Dynamics CRM.

1 Microsoft Dynamics CRM 4.0 User’s Guide

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Cuprins

Chapter 1: Getting Started

Getting Started and Finding Help

Introduction to Microsoft Dynamics CRM

Accessibility for People with Disabilities

Welcome to the Resource Center

Use Keyboard Shortcuts

Managing Records

Manage Activities

Add a Note or Attach a File

Edit Multiple Records

Check for Duplicates

Check Your Permissions for a Record

Start an On-Demand Workflow

Sharing Records with Coworkers

Share or Assign Records

Send or Copy a Shortcut

Export Data to Excel

Work with Imports

Work with Data Maps

Install and Run the Data Migration Manager

Analyzing Information

Running Reports and Analyzing Data

Work with Advanced Find

Export Data to Excel

Default Reports

Customizing and Organizing Reports

Create, Edit, or Copy a Report Using the Report Wizard

Create and Work with Reports

Write a Report Using Report-Writing Tools

Communicating with Customers

Managing Communication Activities

Create Customer-Ready Documents and Messages

Manage Activities

Work with Integrated Instant Messenging

Managing E-mail Activities

Sending and Receiving E-mail in Microsoft Dynamics CRM for Outlook

Work with E-mail Activities

Work with E-mail Templates

Increasing Your Efficiency

Personalizing Microsoft Dynamics CRM

Configuring Personal Options

Set Personal Options

View Your User Profile

Requesting User Interface Changes

Export Data to Excel

Create, Edit, or Copy a Report Using the Report Wizard

Create and Work with Reports

Write a Report Using Report-Writing Tools

Using the Knowledge Base

Using Articles in the Knowledge Base

Work with Published Articles

Creating Workflows

Creating and Using Workflows

Workflow Lifecycle

Workflow Structure

Work with Workflows

Start an On-Demand Workflow

Communicating with other Microsoft Dynamics CRM Users

Work with Announcements

Work with Integrated Instant Messenging

Chapter 2: Sales

Managing Customer Relationships

Managing Accounts and Contacts

Work with Accounts

Work with Contacts

Generating New Sales

Work with Leads

Managing Opportunities

Work with Opportunities

Competing for Customers

Work with Competitor Records

Work with Sales Literature

Understanding Quick Campaigns

Work with Quick Campaigns

Completing Sales Transactions

Work with Quotes

Work with Orders

Work with Invoices

Chapter 3: Marketing

Running Campaigns

Planning Campaigns

Work with Campaigns and Campaign Templates

Understanding Quick Campaigns

Work with Quick Campaigns

Managing Campaign Activities and Planning Tasks

Understanding Campaign Responses

Work with Campaign Responses

Using Marketing Lists

Creating and Managing Marketing Lists

Work with Marketing Lists

Managing Customer Records

Chapter 4: Service

Scheduling Services for Your Customers

Navigating the Service Calendar

Service Calendar

Booking Service Activities in the Service Calendar

Schedule Service Activity

Work with Service Activities

Work with the Workplace Calendar

Work with Appointments

Providing Customer Service with Contracts and Cases

Creating Contracts

Work with Contracts

Work with Contract Lines

Supporting Customer Service with Microsoft Dynamics CRM

Work with Cases

Chapter 5: Microsoft Dynamics CRM for Outlook

Records and Activities in Outlook

Doing CRM Work in Outlook

Install Microsoft Dynamics CRM for Outlook

Update Microsoft Dynamics CRM for Outlook

Connect to Another Organization in Microsoft Dynamics CRM for Outlook

Sending and Receiving E-mail in Microsoft Dynamics CRM for Outlook

Working with Records and Activities in Microsoft Dynamics CRM for Outlook

Create an Activity in Outlook

Create a Record in Outlook

Working Offline

Work with Data to Take Offline

Synchronizing Information

Synchronize Data

Troubleshooting

Accessing Parts of the Application - Troubleshooting

Entering Data – Troubleshooting

Finding Data – Troubleshooting

Exporting Data to Excel – Troubleshooting

Importing Records – Troubleshooting

Configuring the Application – Troubleshooting

Sending E-mail Messages – Troubleshooting

Creating Workflows – Troubleshooting

General Issues with Microsoft Dynamics CRM for Outlook - Troubleshooting

Generating Reports – Troubleshooting

Printing and Exporting Reports – Troubleshooting

Managing Reports – Troubleshooting

Frequently Asked Questions

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