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Danny Varghese - Microsoft Dynamics CRM 2011 Applications

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Danny Varghese Microsoft Dynamics CRM 2011 Applications
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Microsoft Dynamics CRM 2011 Applications: summary, description and annotation

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A practical guide on how to use and manage Microsoft Dynamics CRM 2011 that focuses on helping you to pass the Microsoft certification exam

Overview

  • Comprehensive step-by-step guide to help you prepare for the MB2-868 exam.
  • Loaded with screenshots and key points to help you pass the certification exam.
  • Sample a 75 question practice exam to test your knowledge before you participate in the real exam.

In Detail

Managing any relationship can be difficult. Microsoft Dynamics CRM 2011 enables an organization to manage their marketing, sales, and service efforts for a customer, and give users a 360 degree view of the customer.

Microsoft Dynamics CRM 2011 Applications (MB2-868) Certification Guide will assist individuals in passing the certification exam by reviewing each topic covered by the exam in depth, providing questions to test your knowledge at the end of each chapter, and finally by providing a 75 question practice exam including answers.

Youll start with an introduction to Microsoft Dynamics CRM 2011 along with an overview of the exam, benefits of certification, and helpful exam taking tips.

The following chapters take a deeper look into the CRM application itself covering each of the key modules: marketing, sales, service, and service scheduling. At the end of the book, there is a 75 question sample certification exam.

This book will help you attain the MB2-868 certification, making you more marketable.

What you will learn from this book

  • Introduce yourself to the certification exam and helpful exam taking tips.
  • Learn about marketing automation and its application to your organization.
  • How to enable an efficient and accurate sales process.
  • Service your customers and get metrics to make sure your customers are truly happy.
  • Schedule and plan for resource allocation if needed while servicing your customers.
  • Prepare for the MB2-868 certification exam with a mock 75 question exam.

Approach

This Certification guide will follow a step-by-step approach to instruct the reader what they need to know to be able to become certified with Microsoft Dynamics CRM 2011.

Who this book is written for

If you will implement Microsoft Dynamics CRM 2011, this book is for you. You should have a working knowledge of Microsoft Windows, Microsoft Internet Explorer, and Microsoft Office.

Danny Varghese: author's other books


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Microsoft Dynamics CRM 2011 Applications (MB2-868) Certification Guide

Microsoft Dynamics CRM 2011 Applications (MB2-868) Certification Guide

Copyright 2013 Packt Publishing

All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.

Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the author, nor Packt Publishing and its dealers and distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book.

Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.

First published: April 2013

Production Reference: 1100413

Published by Packt Publishing Ltd.

Livery Place

35 Livery Street

Birmingham B3 2PB, UK.

ISBN 978-1-84968-650-1

www.packtpub.com

Cover Image by Artie Ng (<>)

Credits

Author

Danny Varghese

Reviewers

Neil Benson

Guillermo Barker Cruz

Ian Grieve

Acquisition Editor

Edward Bowkett

Lead Technical Editor

Sweny M. Sukumaran

Technical Editors

Vrinda Nitesh Bhosale

Manmeet Singh Vasir

Project Coordinator

Anurag Banerjee

Proofreader

Dirk Manuel

Indexer

Rekha Nair

Graphics

Ronak Dhruv

Aditi Gajjar

Production Coordinator

Nilesh R. Mohite

Cover Work

Nilesh R. Mohite

About the Author

Danny Varghese is a business applied technology consultant committed to providing clients with highly valued business solutions. His mission is to offer a unique blend of industry, project-management, technical, and customer-support skills to ensure his work supports the strategic objectives of his clients.

His colleagues would describe him as an energetic leader and effective communicator who works productively with clients and all levels of management. It is clear to everyone who works with him, that he is passionate about what he does, and adept in integrating technological advancement with the correct amount of improvement to the business process.

It is this same passion and aptitude that inspired him to take on the challenge of writing this book. He believes in the exponential potential of business and in sharing the knowledge required to attain that potential with others in the community. It is his hope that this book serves as a resource to solving business problems with the highest possible valued solutions.

He has been a consultant at Slalom Consulting for two years. Slalom Consulting has won numerous Microsoft Country Partner of the Year awards, and consistently ranks in the top 10 best places to work by Consulting Magazine and glassdoor.com.

Acknowledgement

1 Corinthians 10:31

To my Lord and Savior Jesus Christ, thank you for loving me. Everything I do and all that I am is because of you. The skills and opportunity to write this book have been a blessing and I owe everything to you.

To my wife Sharon, thank you for being the model of love, patience, and understanding. You've supported me in everything I've ever done and for that I can never repay you.

To my daughter Ariana, you are the absolute joy of my life. I didn't believe in love at first sight until you were born. "For you see, each day I love you more, today more than yesterday and less than tomorrow." Rosemonde Grard.

Mom, Dad, Denny, and Daley thank you for your continued support, teaching me to love God, work hard, and seize every opportunity.

Mom and Dad, thank you for raising such a strong Christian woman, making me feel like your son, and taking care of us with unconditional love. Shawn, thank you for being another great brother and supporting me in writing this book.

My friends, whom I consider family, you've helped mold me into the man I am today, keeping me honest and always being there when I've needed anything. Words cannot express what you've meant to me in my life.

My colleagues and friends, including Jeff Shaffer, Bryan Van Antwerp, Darren Liu, Luke Simpson, and Shelley Schmelter, you've helped me to grow professionally and to become a well-rounded technology consultant.

My colleagues and friends at Slalom Consulting including Jason Davis and Giovanni Spiteri, you are two in a long list of excellent managers giving me the support, tools, time, and latitude to pursue any career goal I've had. Jamie Burton, thank you for being the first face of the organization and always being there as a friend whenever I needed one. Charles Fabiano, Sheila Hernandez, Nirnay Patel, Jenny Meilander, Yolande Du Preez, and Stan Ray, you are one of the best and brightest teams I've ever worked with.

Last but not least, a very big thanks to everyone at Packt Publishing for giving me this opportunity. Thank you for your encouragement, guidance, and support throughout this process.

About the Reviewers

Neil Benson has been a CRM addict since 1999 and is an experienced CRM solution architect. He is a certified Microsoft Dynamics CRM consultant, and has been a Microsoft CRM MVP since 2010. An active member of the Microsoft CRM community, he runs the LinkedIn Microsoft Dynamics CRM group on behalf of Microsoft, and has spoken at numerous Microsoft conferences and CRM User Group meetings.

Neil is the author of Microsoft Dynamics CRM 2011 Customization & Configuration (MB2-866) Certification Guide , Packt Publishing , and a contributing author to The CRM Field Guide , We Speak You Learn, LLC . He lives in Manhattan Beach, California with his wife and son.

Guillermo Barker Cruz is a professional in the service industry with experience in personnel management and in working with multidisciplinary working groups. His areas of expertise are to implement creative solutions to complex problems and create a suitable work culture to ensure customer satisfaction. He has wide experience in negotiating agreements with companies, analytical skills, creativity, goal-orientation, and ability and willingness to work as a team. His experiences include working as a CRM division manager at UruIT DynamiX and Axxon Consulting, and as a service and support director at Epson.

He is an Electrical Engineer from the Universidad de Chile, a Microsoft Certified Professional, and a Microsoft Certified Trainer. He is a Microsoft Dynamics CRM trainer at Golden Training. His LinkedIn profile is http://www.linkedin.com/profile/view?id=32635763&trk=tab_pro.

Ian Grieve is a Microsoft Dynamics GP and CRM certified consultant specializing in the delivery of Microsoft Dynamics GP and CRM projects. He is a senior consultant at Perfect Image Ltd., a Microsoft Partner and VAR in the North East of England.

Ian has worked with Microsoft Dynamics GP since 2003 and, over the nine years since, has dealt with all aspects of the product life cycle, from presales, to implementation, to technical and functional training, to post go-live support, and subsequent upgrades and process reviews. Alongside his work with Microsoft Dynamics GP, he has fulfilled a similar role dealing with Microsoft Dynamics CRM, with special emphasis on project delivery and the training of end users on the management of sales, marketing, and service.

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