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Mike Snyder - Microsoft Dynamics CRM 2011 Step by Step

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The smart way to learn Microsoft Dynamics CRM 2011one step at a time! Use the easy-to-follow lessons to master the fundamentals of creating and managing accounts; working directly within familiar tools such as Microsoft Outlook; tracking customer activity and communications; managing campaigns, leads, quotes, contracts, and orders; and employing basic to advanced reporting capabilities. Includes downloadable, ready-made practice files and complete Book.

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Microsoft Dynamics CRM 2011 Step by Step
Mike Snyder
Jim Steger

Copyright 2011 Mike Snyder and Jim Steger

Microsoft Press books are available through booksellers and distributors worldwide. For further information about international editions, contact your local Microsoft Corporation office or contact Microsoft Press International directly at fax (425) 936-7329. Visit our Web site at .

Microsoft and the trademarks listed at http://www.microsoft.com/about/legal/en/us/IntellectualProperty/Trademarks/EN-US.aspx are trademarks of the Microsoft group of companies. All other marks are property of their respective owners.

The example companies, organizations, products, domain names, e-mail addresses, logos, people, places, and events depicted herein are fictitious. No association with any real company, organization, product, domain name, e-mail address, logo, person, place, or event is intended or should be inferred.

This book expresses the authors views and opinions. The information contained in this book is provided without any express, statutory, or implied warranties. Neither the authors, Microsoft Corporation, nor its resellers, or distributors will be held liable for any damages caused or alleged to be caused either directly or indirectly by this book.

Microsoft Press

A Note Regarding Supplemental Files

Supplemental files and examples for this book can be found at http://examples.oreilly.com/0790145307552-files/. Please use a standard desktop web browser to access these files, as they may not be accessible from all ereader devices.

All code files or examples referenced in the book will be available online. For physical books that ship with an accompanying disc, whenever possible, weve posted all CD/DVD content. Note that while we provide as much of the media content as we are able via free download, we are sometimes limited by licensing restrictions. Please direct any questions or concerns to .

Acknowledgments

We want to thank all of the people who assisted us in writing this book. If we accidentally miss anyone, we apologize in advance. We want to thank these members of the Microsoft Dynamics CRM product team, Sonoma Partners colleagues, and friends who helped us at one point or another during the book project:

Andrew Bybee

Abhijit Gore

Girish Raja

Matt Cooper

Mahesh Hariharan

Derik Stenerson

Maureen Carmichael

Steven Kaplan

Jason Tyner

Jim Daly

Amy Langlois

Praveen Upadhyay

Stephanie Dart

Humberto Lezama Guadarrama

Sandhya Vankamamidi

Richard Dickinson

Nick Patrick

Renee Wesberry

Neil Erickson

Manbhawan Prasad

Of course, we also want to thank the folks at Microsoft Press who helped champion and support us throughout the book-writing and publishing process, including Devon Musgrave, Todd Merrill, and Ben Ryan.

And we want to thank Valerie Woolley for managing the editing and production process and ensuring a successful delivery of the book. We extend our thanks to Kathy Krause and the rest of the OTSI team who contributed to our book.

Last but not least, we want to thank Jen Ford. As the technical editor for the book, Jen worked around the clock to confirm the technical accuracy of the text. This included reviewing and testing all of our procedures and double-checking our facts.

Mike Snyders Acknowledgments

I want to thank my wife, Gretchen, who supported me during this project. Writing this book required an additional time commitment above and beyond my normal work responsibilities, and I appreciate her support. Special thanks go out to Neil Erickson, Jason Tyner, and Praveen Upadhyay who helped set up and troubleshoot a bunch of environments of the Microsoft Dynamics CRM for Outlook client! Lastly, thanks to all of my coworkers at Sonoma Partners, who allowed me the time and understanding to work on this book.

Jim Stegers Acknowledgments

I would like to thank my wife, Heidi, for her continued support in this undertaking. I also need to thank Neil Erickson, Jason Tyner, and Andrew Bybee for all of their efforts with providing us the various software builds without which we would not have been able to finish this book so quickly. I also received input from numerous members of the Microsoft Dynamics CRM product team, and I want to extend my thanks to them as well. Finally, I wish to express my gratitude to my associates at Sonoma Partners for their assistance during this process.

Brendan Landers Acknowledgments

Id like to thank all the wonderful people that made the writing process possible, including my wife, Jennifer, and daughters, Caily, Shannon, and Cassidy, who allowed me the time to work on this project. Also, Id like to thank all my colleagues at Sonoma Partners for their support during the writing process, especially Neil Erickson and Jen Ford who helped me work through a variety of challenges along the way.

Introduction

Welcome to Microsoft Dynamics CRM 2011 Step by Step ! Most likely, your organization has implementedor is considering implementinga Microsoft Dynamics CRM system, and youre ready to learn more about what the software can do.

Whether youre a sales associate following up with your top accounts, a marketing professional reaching out to prospects and customers, a customer service representative resolving customer requests and issues, or an executive manager seeking to analyze and understand all of your organizations customer interactions, Microsoft Dynamics CRM can help you do business better.

The intent of this book is to show you how to use key features in the software to understand your customers better, increase sales and productivity, and improve customer satisfaction. Its important to note that Microsoft Dynamics CRM allows administrators to easily customize the forms, fields, and other options in the software, so some of the names used in this book might not match your environment.

A Word About Sandbox Environments

If possible, ask your system administrator about setting up a second Microsoft Dynamics CRM environmentoften referred to as a sandbox environmentthat you can use to step through the exercises in this book. A sandbox environment allows you to modify records without affecting the data in your live system. Your organization might already have a staging or test environment you can use.

About the Examples in This Book

The descriptions and procedures in this book are based on the default forms and views in Microsoft Dynamics CRM. As youll learn in the chapters that follow, the software also offers several access options: CRM data can be accessed from a Windows Internet Explorer web browser, from Microsoft Outlook by using the Microsoft Dynamics CRM for Outlook feature, or from a mobile device such as a cell phone. Most of the screen shots and examples in this book show the web browser option.

Just like some of the forms, fields, and data described in this book, the security roles referenced throughout this book also might have been modified in or even removed from your system. If you do not have the access needed to view or assign security roles, talk to your system administrator about setting up a few roles for testing. For the purposes of this book, we assume that the default roles included with Microsoft Dynamics CRM have not been modified.

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