Although MS Dynamics CRM was released to version 4.0 at the beginning of the year, it is said that version 2009 is also brewing, but there are still very few books in China. In fact, Microsoft has published several such books, including Microsoft Dynamics CRM 4.0 Step by Step. However, these books are still not available in China. (in this case, I would like to make a loud appeal to Microsoft to introduce these books as soon as possible and make local translations as soon as possible !), However, on amazon, you have to pay for books and freight, and they are the original English version.
Aside from things unrelated to the book content, this book is very suitable for people who are new to ms crm, and for those who still know little about the general concept of CRM, it is also an Enlightenment teaching material. This book not only gives a detailed description of each functional point of ms crm 4.0, but also provides examples of some common concepts in CRM, such as potential customers and business opportunities.
This book introduces the CRM 4.0 system in five parts. These five parts are divided into overview, sales, marketing, service and data management based on the functional modules and organizational structure of the CRM system.
Overview: This section introduces the CRM system and related software, describes several CRM access methods, and provides different explanations for Vista and XP users.
Sales: describes how to use potential customers, sales opportunities, and orders in the sales module to complete sales.
Market: The content involves marketing activities, marketing activity plans, fast market activities, and operations and handling of activity responses in the daily work of the Marketing Department.
Services: This section describes how to track service requests, how to use the knowledge base, and how to use contacts and queues for service work.
Data Management: many of the new functions in section 4.0 are involved in CRM system administrators. For example, record duplication detection. In addition, it also introduces advanced searching, using the Report Wizard, data import and export, and using Excel for report presentation.
This book also comes with a CD, which not only has an electronic version of this book, but also has some value-added parts. The disk contains Microsoft Computer Dictionary, Fifth Edition, Microsoft Windows SharePoint Services 3.0 Step by Step, and Microsoft Office Live Small Business: take You Business Online, Working With MS DynamicsCRM4.0 2 ndED, Beyond Bullet Points: Using Microsoft Office PowerPoint 2007 to Create Presentations That Inform, Motivate, and Inspire, and Windows Vista Product Guide. In addition, the exercises in this book also contain installation files on the CD, which can be installed and used by readers.
All in all, this book is suitable for beginners. For those who have mastered ms crm and who need advanced development, implementation, and deployment, the Working With MS DynamicsCRM4.0 2 ndED on the CD may be more appropriate. I would like to add that the books published by Microsoft are indeed admirable in terms of unified style and meticulous handling.