Microsoft® Dynamics CRM 4.0 Unleashed presents start-to-finish guidance for planning, customizing, deploying, integrating, and managing Dynamics CRM in your unique business and technical environment. Authored by two leading Microsoft Dynamics implementers, this book systematically explains how the system works, why it works that way, and how you can leverage it to its fullest advantage.

The authors present clear examples, proven best practices, and pitfalls to avoid in using every significant Dynamics CRM capability. The far-reaching coverage ranges from Dynamics CRM’s sales, marketing, and customer service features to its automated workflows; from Outlook and Office integration to reporting and security. The authors offer independent insight into Dynamics CRM’s most powerful new features, from its improved interface to its new mail merge and data migration tools.

This book is for every IT professional who intends to work with Dynamics CRM, regardless of their experience with Dynamics or other CRM solutions. The authors provide example-rich, realistic coverage of advanced Dynamics customization, extensibility, and integration: information that is available nowhere else.

Detailed information on how to…

• Set up, configure, and maintain all facets of Dynamics CRM in any organization or industry

• Thoroughly understand both the on-premise and hosted versions of Dynamics CRM

• Make the most of Dynamics’ new features, including email, the Outlook client, Internet Facing Deployment (IFD), and relationships

• Manage sales leads, opportunities, accounts, contacts, marketing lists, sales collateral, campaigns, quotes, orders, and invoices

• Improve customer service by integrating schedules, cases, contacts, product/service information, and more

• Build powerful automated workflows that streamline key sales tasks and liberate salespeople for more effective selling

• Efficiently administer and secure any Dynamics CRM implementation

• Drive greater value by integrating Dynamics CRM with Microsoft Office productivity tools

• Customize and extend Dynamics CRM using Visual Studio, .NET, and custom plug-ins and add-ons

ON THE WEB:

Download all of this book’s examples and source code at informit.com/title/9780672329708

Amazon.com® Reader Reviews (Ranked by Helpfulness)

Average Amazon.com® Rating:  Based on 4 Ratings

A very well written book - 2008-11-17
Reviewer Rating:
This book was extremely well written. It was an easy read full of real life examples. If it were to be used as a reference book, the chapters are well organized and it would be easy fo the user to select chapters that would be relevant to thier task. I would definitely buy this book again and will look for other titles. The only thing I can think of that would have improved this title is that the screenshots are extremely small and sometimes it is hard to tell what you're looking at...I'll repost if this is different after my visit to the opthamologist. ;)

Greg Fyn
Prairie Wind PC's

Was that unleashed or unboxed? - 2009-01-12
Reviewer Rating:
While well written and informative, this title read more like a user manual than a book to help you unleash the power of CRM. I was hoping this book might help with utilizing CRM in the real world, instead I learned all about the standard opperations and configurations. I believe Dynamics CRM Unboxed to be the more appropriate title for this book. I'll have to keep looking for the book that really helps me to unleash this application.

The Perfect Reference Book... - 2009-08-31
Reviewer Rating:
I found this book to be very well written and informative. I have worked in the industry for some time now and this is not only a book I feel very comfortable referring to my customers and co-workers, but also use as a reference for myself from time to time. It is well organized and laid out. This makes it very reader friendly and you won't have to spend hours searching for the answer to your questions. I would definitely recommend this book for anyone who uses Microsoft Dynamics CRM or who is considering whether or not Microsoft Dynamics CRM will meet their business needs. Unleash the power of CRM for yourself!

Microsoft Dynamics CRM 4.0 Unleashed

Useful if you have decent computer skills. - 2009-04-01
Reviewer Rating:
I've found this book to be very helpful. I've been working to facilitate our family business's adoption of Microsoft Dynamics CRM by doing some customization and additional set-up. I turn to this book to answer questions frequently throughout the day as I work on this project. It doesn't have explicit step by step instructions so you have to be comfortable and proficient with computers. If you have good computer skills this is a good book to help customize CRM to your needs and explore the workflow functionality.

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