Microsoft Dynamics CRM 2011 Applications (MB2-868) Certification Guide.
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. If you will implement Microsoft Dynamics CRM 2011, this book is for you. You should have a working knowledge of Microsoft Window...
Saved in:
| Online Access: |
Full text (MCPHS users only) |
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| Main Author: | |
| Format: | Electronic eBook |
| Language: | English |
| Published: |
Packt Publishing,
2013
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| Subjects: | |
| Local Note: | ProQuest Ebook Central |
Table of Contents:
- Table of Contents; Microsoft Dynamics CRM 2011 Applications (MB2-868) Certification Guide; Microsoft Dynamics CRM 2011 Applications (MB2-868) Certification Guide; Credits; About the Author; Acknowledgement; About the Reviewers; www.packtpub.com; Support files, e-books, discount offers, and more; Why subscribe?; Free access for Packt account holders; Instant updates on new Packt books; Preface; What this book covers; What you need for this book; Who this book is for; Conventions; Reader feedback; Customer support; Errata; Piracy; Questions; 1. Microsoft Dynamics CRM 2011 Overview.
- Introduction to CRM 2011Sales module; Business scenarios; Leads; Accounts; Contacts; Opportunities; Products; Quotes; Orders; Invoices; Competitors; Goals; Marketing module; Business scenarios; Marketing lists; Campaigns; Sales literature; Customer service module; Business scenarios; Cases; Knowledge base articles; Contracts; Service calendar; Microsoft Dynamics CRM 2011 training and certifications; Training courses and examination; For users; For implementers and administrators; Applications; Installation; Customization and configuration; For developers; Extending; Certifications.
- Microsoft Certified Technology Specialist (MCTS)Microsoft Certified IT Professional (MCITP); Benefits of certification; Exam MB2-868; How to study for the exam; Hands-on experience; How to register for your exam; Exam languages; Exam fees; Retaking the exam; What to expect at the test center; How to make the best use of your time; How to answer the questions; Summary; 2. Activities and Notes; Activities; Business scenarios; Custom activities; Activity attributes; Common attributes; E-mail specific attributes; Phone call specific attributes; Letter specific attributes; Fax specific attributes.
- Appointment specific attributesCreating activities; Completing activities; Viewing activities; Viewing activities on a record; Activity roll-up; Activity views; E-mail templates; Creating e-mail templates; Direct e-mails using e-mail templates; Notes; Creating notes; Test your knowledge; Summary; 3. Managing Marketing Automation Applications
- Marketing Lists and Campaigns; Introduction to marketing list core records; Creating and managing marketing lists; Creating static marketing lists; Business scenarios; Managing members dialog box; Updating static marketing lists.
- Creating dynamic marketing listsBusiness scenarios; Copying a dynamic marketing list to a static marketing list; Copying marketing lists; Deleting and deactivating marketing lists; Dynamic versus static marketing lists; Creating and working with campaigns; Business scenarios; Planning activities; Creating planning activities; Campaign activities; Creating campaign activities; Campaign responses; Targeted products; Adding targeted products; Sales literature; Adding sales literature; Target marketing lists; Adding marketing lists; Related campaigns; Adding related campaigns.
