By Edward Kachinske
If you are a revenues expert operating Microsoft home windows, Microsoft Dynamics CRM is the proper purchaser courting administration approach for you. Why? simply because it is the basically CRM method that may be absolutely built-in into Microsoft place of work Outlook and different courses to avoid wasting time and support automate tactics. also, it has many different integrated instruments that support busy revenues pros deal with the interactions they've got with consumers, from first touch via buy and post-sales. in case you are the sort of busy revenues execs, you wish a simple reference device to maximise your use of Microsoft Dynamics CRM 2011's various characteristic set. Maximizing Your revenues with Microsoft Dynamics CRM 2011 is that instrument. The ebook explains, in concise, easy-to-understand language, how you can get the main out of this useful CRM software program. issues like operating with contacts and bills, coping with possibilities and schedules, writing letters, sending e-mails, working reviews and extra are explored in-depth. With this ebook and Microsoft Dynamics CRM 2011, you will even be capable of practice a number of different services that would accelerate your workflow and maintain your buyers chuffed. The publication even comes with a convenient reference card so you might tear out and maintain close to your machine should you want a speedy tip or shortcut.
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Select a dashboard layout and click the Edit button. 4. Reconfigure the layout of your dashboard. 5. On the ribbon in the Save group, click the Save & Close button. Maximizing Your Sales with Microsoft Dynamics CRM 2011 Task D Sharing a personal dashboard with other users or teams At some point, another CRM user might want to use one of your personal dashboards. You can share your personal dashboards with other users or teams, much in the same manner that you can share a personal view. Outlook 2010/Internet Explorer: Outlook 2003/2007: 1.
Find your record. 7. Give the new connection a connection role. 8. On the ribbon in the Save group, click Save & Close. 1. In the Navigation Pane, click Sales and then Contacts. 2. Your current contacts list should appear. 3. Locate the contact and doubleclick it. 4. Click the Search button next to the Parent Customer field to bring up a list of accounts. 5. Highlight an account record and click OK. 6. The contact is now linked with an account. The Connections entity in Microsoft Dynamics CRM 2011 is customizable.
The default dashboard should appear. On a chart, click on a data item. Configure the chart for your drilled down data. Click the OK button. Maximizing Your Sales with Microsoft Dynamics CRM 2011 Task C Viewing source records on a chart Dashboard charts are visual representations of your CRM data. If you would rather view this data in list form, then you can view the source records on a chart. The records will then appear as they do elsewhere in CRM. Outlook 2010/Internet Explorer: 1. 2. 3. 4. In the Navigation Pane, click Workplace, My Work, then Dashboards.