Microsoft Dynamics CRM 2011 Step by Step by Mike Snyder

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 constructing and handling debts; operating without delay inside of known instruments reminiscent of Microsoft Outlook; monitoring consumer task and communications; coping with campaigns, leads, prices, contracts, and orders; and using uncomplicated to complex reporting functions. contains downloadable, ready-made perform documents and whole booklet.

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Logging On to Microsoft Dynamics CRM Online Before you can start using Microsoft Dynamics CRM, you will need to log on to the software. How you access Microsoft Dynamics CRM will depend on how your company chose to deploy the software. If you are unsure how to access your Microsoft Dynamics CRM system, contact your system administrator. In this exercise, you will practice logging on to Microsoft Dynamics CRM Online. In the next section, you will log on to the on-premise deployment of Microsoft Dynamics CRM through the web client.

This is because Microsoft Dynamics CRM displays the last view you accessed within the web browsing session by default. 8. Now close the Internet Explorer window, open a new window, and access Microsoft Dynamics CRM again. 9. Navigate to the Accounts views, and you will see the Active Accounts view first (your default personal view). info 34 Chapter 2 Getting Around in Microsoft Dynamics CRM Accessing Recently Visited Records and Views As you spend the day working in Microsoft Dynamics CRM, you will probably find that you frequently use the same records or views again and again.

You can link records in the lookup field by using one of three techniques: Use the Look Up Records dialog box To use this technique, click the lookup icon. Microsoft Dynamics CRM will then launch the Look Up Records dialog box, which you can use to search for and select a specific record. ● Use automatic resolution To use this technique, simply start typing the name of the linked record in the lookup field. After you enter all (or a portion) of the linked record’s name, click a different form field or press the Tab key.

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