By Mike Snyder
The good way to profit Microsoft Dynamics CRM 2011 - one step at a time! Use the easy-to-follow classes to grasp the basics of making and coping with money owed; operating without delay inside commonplace instruments equivalent to Microsoft Outlook; monitoring purchaser job and communications; dealing with campaigns, leads, rates, contracts, and orders; and making use of easy to complex reporting features. contains downloadable, ready-made perform records and entire ebook.
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Extra resources for Microsoft Dynamics CRM 2011 Step by Step
Info Setting a Default Personal View 33 Important The default view loads first for each web browsing session; however, Microsoft Dynamics CRM also keeps track of your most recently visited view within a web session and displays that first for convenience. In this exercise, you will set a new default personal view. SET UP Use the Internet Explorer web browser to navigate to your Microsoft Dynamics CRM website, if necessary, before beginning this exercise. 1. Navigate to the Accounts view. The default view for Accounts is My Active Accounts, so you will see that first.
3. Locate the State/Province field, and type Illinois in the field. 4. Click the Save button. Microsoft Dynamics CRM updates the State/Province field of the selected records and closes the Edit Multiple Records dialog box. Using Quick Find to Search for Records in a View Even with the sorting features in views, sometimes it can be time consuming to manually look for a particular record, especially if the view contains a large number of records. To help address this concern, Microsoft Dynamics CRM includes a Quick Find feature that allows you to search for records by using keywords or wildcard characters.
If necessary, we will highlight any areas of the software in which the book examples vary by deployment type. Integrating with Other Microsoft Products In addition to the integration with Microsoft Outlook discussed earlier in this chapter, Microsoft Dynamics CRM integrates with several other Microsoft software applications: Excel You can export your Microsoft Dynamics CRM data into Excel with the click of one button and create Excel files that dynamically update when data in the Microsoft Dynamics CRM system changes.
Microsoft Dynamics CRM 2011 Step by Step by Mike Snyder