Microsoft Dynamics CRM Unleashed

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9780672337031: Microsoft Dynamics CRM Unleashed
From the Publisher:

Microsoft(R) Dynamics CRM 2013 Unleashed presents start-to-finish guidance for planning, customizing, deploying, integrating, managing, and securing both cloud and on-premise based versions of Dynamics CRM. Leading Dynamics implementer Marc Wolenik fully covers Microsoft Dynamics CRM 2013, Microsoft Dynamics CRM Online Fall '13, and many features first introduced in Microsoft's "Polaris" and Update Rollup 12. You'll find thorough coverage of Dynamics' revamped "Flow" interface and advanced cross-platform mobile client support. Extensive new coverage also includes: Business Process Flows, Portable Business Logic, reporting and forms improvements, server-side email synchronization, MarketingPilot, NetBreeze, Yammer, and much more. Drawing on extensive insider knowledge, Wolenik presents proven best practices and pitfalls to avoid in using every significant Dynamics CRM 2013 capability-information available in no other book. Marc J. Wolenik, is CEO of Webfortis, a Microsoft Gold Customer Relationship Management Competency Partner that specializes in delivering Microsoft Dynamics CRM/xRM solutions for companies of all sizes. Learn from experience and dive deep into CRM technologies that cross almost every industry and vertical. His books include Microsoft Dynamics CRM 2011 Unleashed, Microsoft CRM 4 Unleashed, and Microsoft CRM 4 Integration Unleashed. Detailed information on how to...* Compare on-premise and cloud versions of Dynamics CRM, make your best choice, and deploy painlessly * Use the advanced configuration and customization options that offer you the most value * Take full advantage of Dynamics CRM's new flow interface and productivity shortcuts * Learn about new add-on features for Dynamics, including MarketingPilot, NetBreeze, and Yammer * Personalize dashboards, activities, calendars, data import/export, and more * Manage leads, opportunities, accounts, contacts, marketing lists, collateral, campaigns, quotes, orders, and invoices * Integrate schedules, cases, contacts, and product/service information * Build powerful automated workflows, processes, and complete solutions * Deliver CRM applications to smartphones and tablets, including iOS devices * Provide watch lists, automatic alerts, and other sales help through InsideView Social Insights * Extend Dynamics CRM with custom plug-ins and add-ons * Integrate Dynamics CRM 2013 with SharePoint, Azure, SQL Server, SRSS, Visual Studio, and .NET Framework ON THE WEB: Download all examples and source code presented in this book from informit.com/title/9780672337031 as it becomes available

From the Publisher:

Microsoft(r) Dynamics CRM 2013 Unleashed presents start-to-finish guidance for planning, customizing, deploying, integrating, managing, and securing the newest version of Dynamics CRM. Written by a leading Microsoft Dynamics implementer, it illuminates new opportunities to deploy CRM as a hosted service (SaaS), integrate with Azure cloud services, and extend CRM through Microsoft's new online service marketplace. The author systematically explains how Dynamics CRM works, showing why it works that way, and how to derive maximum business value from it. Drawing on insider knowledge of Microsoft's new product, the author presents clear examples, proven best practices, and pitfalls to avoid in using every significant Dynamics CRM capability. The far-reaching coverage ranges from Dynamics CRM's sales, marketing, and customer service features to its automated workflows; Outlook and Office integration to reporting and security. This edition's extensive new coverage includes new chapters on Mobility and Office 2013 integration, as well as greatly expanded coverage of CRM Online. It also contains new or expanded discussions of data visualization, SharePoint integration, user interface changes, inbuild charts, dashboards, IM and SMS communication support, auditing, no-code workflows, connections, queues, the new WCF-based programming model, UI scripting, and security.

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