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Brown L., Gravely J. — Using Microsoft CRM
Brown L., Gravely J. — Using Microsoft CRM



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Название: Using Microsoft CRM

Авторы: Brown L., Gravely J.

Аннотация:

A sophisticated yet easy-to-use software program, Microsoft CRM handles the full range of Sales and Customer Service functions, and allows the user to access key customer and sales information from Microsoft Outlook and the Web. It is designed for rapid deployment, ease of use, and integration with Microsoft Office and Microsoft Great Plains' back-office solutions, increasing information reliability, employee usage and productivity.

Special Edition Using Microsoft CRM shows sales, service, and business development specialists how to manage small businesses with the sophisticated technology that, until now, has been reserved for large corporations. Based on the author's real-world experience building CRM systems, this book provides the expert advice that MS CRM users need. To make the move to customer-centric operations using MS CRM, companies need an in-depth guide to managing the process, using the software, and making the implementation decisions that are required.


Язык: en

Рубрика: Технология/

Статус предметного указателя: Готов указатель с номерами страниц

ed2k: ed2k stats

Год издания: 2003

Количество страниц: 552

Добавлена в каталог: 14.10.2007

Операции: Положить на полку | Скопировать ссылку для форума | Скопировать ID
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Предметный указатель
knowledgebases, searchable, Customer Service component      
KPIs (Key Performance Indicators)      2nd
languages, WSDL (Web Servcies Description Language)      
languages, WSDL (Web Services Description Language)      
languages, XML (Extensible Markup Languge) documents, creating      
Launch in App Mode key (web.config file)      
launching, Web sites      
lead conversion      
Lead Management      
lead management, marketing (business processes)      
Lead Management, user data imports      2nd 3rd
lead routing, workflow rule      
Lead screen      
Lead template      
Leads      2nd 3rd 4th 5th
Leads, converting      2nd 3rd
Leads, status      
less than sign (<)      
levels, cost levels, customer service processes      
Liberty Alliance      
license keys      2nd 3rd
License Manager      2nd
License tab      
licenses, users      
licensing      2nd 3rd 4th 5th
licensing, configuration editions      2nd 3rd
licensing, user, concurrency      2nd
licensing, user, named      2nd
linking, objects to Activities      
linking, objects to Notes      
linking, users      
Links page, customization      
links, Appointment      
links, customization      2nd
links, eResource      
links, In Progress      
links, Insert Conditions      
links, resources, online communities      
links, Show All Announcements      
lists, Actions      
lists, active, records, exporting      
lists, active, records, printing      
Local (Business Unit) Access Level      
logging      
logs, change      
looping workflow      2nd
MA (Marketing Automation)      
Mail      [See also email]
mail merge      2nd 3rd 4th 5th
mail merge, options      
mailboxes, Exchange mailbox      
Mailing Labels option (mail merge)      
Main view, customizing      
ManagedOps.com, Inc.      
Management      [See also change management]
management, account, marketing (business processes)      2nd
management, activity, Customer Service component      
management, activity, Sales;component      
management, campaign      2nd
management, campaign, Overture Software      
management, campaign, Pop Art      
management, campaign, YellowBrick Solutions      
management, case, Customer Service component      
management, case, customer service processes      2nd
management, change management, B2B (business-to-business) exchange      2nd 3rd
management, change management, B2B (business-to-business) exchange, Web services      2nd 3rd
management, change management, B2B (business-to-business) exchange, Web services (.NET)      
management, change management, B2B (business-to-business) exchange, WSDL (Web Services Description Language)      
management, change management, BPI (business process integration)      
management, change management, Internet      2nd
management, change management, IT (Information Technology)      2nd
management, change management, wireless devices      2nd
management, communication activity (customer-centricity business processes)      
management, competitor, marketing (business processes)      
management, contact management system, sales processes      
management, contact, marketing (business processes)      2nd
management, content      
management, corporate, contributor role      
management, customer, marketing (business processes)      2nd
management, Lead Management, user data imports      2nd 3rd
management, lead, marketing (business processes)      
management, marketing list management      
management, opportunity, marketing (business processes)      
management, opportunity, Sales;component      
management, order management, Sales component      
management, performance, customer service processes      
management, pipeline management, workflow rule      
management, queue      
management, risk, pilot/prototype projects      
management, sales force (customer-centricity business processes)      2nd
management, sales literature management (customer-centricity busness processes)      2nd
Managers      [See also KB (Knowledge Base) Manager]
managers, Customization Transport      
managers, Customization Transport Manager      
managers, Deployment      
managers, Deployment Manager      2nd 3rd 4th
managers, Deployment Manager, accessing      
managers, Deployment Manager, Attributes      2nd 3rd 4th 5th 6th 7th 8th 9th
managers, Deployment Manager, Entity Mapper      2nd 3rd 4th
managers, Deployment Manager, License Manager      2nd
managers, Deployment Manager, nodes      2nd
managers, Deployment Manager, publishing configurations      2nd 3rd
managers, Deployment Manager, Schema Manager      2nd
managers, Deployment Manager, Server Manager      
managers, Deployment Manager, User Manager      2nd
managers, License Manager      2nd
managers, Query Manager      2nd 3rd 4th
managers, Sales Territory Manager      2nd
managers, Schema      
managers, Schema Manager      2nd
managers, Server Manager      
managers, Template Manager      2nd 3rd 4th
managers, User Manager      2nd
managers, Workflow      2nd
managers, Workflow Manager      2nd 3rd 4th
managers, Workflow Manager, change status workflow      
managers, Workflow Manager, manual workflow      
managers, Workflow Manager, Rules versus Sales Processes      2nd
managers, Workflow Manager, workflow, assigning      
managers, Workflow Manager, workflow, creating      
managers, Workflow Manager, workflow, triggering      2nd
manual rules, workflow      
manual workflow      
Mapped Entities tab      2nd
mapping, business processes      2nd
mapping, conversion mapping      
mapping, data mapping      
mapping, entity values      2nd
mapping, fields      
mapping, objects      2nd
mappings, creating      2nd
mappings, CRMSO      
Maps      [See also Navigation Map]
market strategists      
market strategy, B2B (business-to-business) exchange      2nd 3rd
market strategy, B2B (business-to-business) exchange, Web services      2nd 3rd
market strategy, B2B (business-to-business) exchange, Web services, .NET      
market strategy, B2B (business-to-business) exchange, WSDL (Web Services Description Language)      
market strategy, BPI (business process integration)      
market strategy, Internet      2nd
market strategy, IT (Information Technology)      2nd
market strategy, wireless devices      2nd
Market timing      2nd
Marketing      2nd
marketing (business processes)      
Marketing Automation (MA)      
Marketing Competence Web site      
Marketing Consumer Information File (MCIF)      
Marketing Encyclopedia (Sales Literature)      2nd
marketing product managers      
Marketing Professional role      
marketing sandbox      
marketing, account management (business processes)      2nd
marketing, campaigns, tracking      
marketing, competitor management (business processes)      
marketing, contact management (business processes)      2nd
marketing, contributor role      
marketing, customer management (business processes)      2nd
marketing, customer-focused      
marketing, direct email      2nd
marketing, evolution      
marketing, front-office      
marketing, lead management (business processes)      
marketing, Lead Management, user data imports      2nd 3rd
marketing, mail merge      
marketing, Marketing Encyclopedia (Sales Literature)      2nd
marketing, marketing list management (business processes)      
marketing, one-to-one      
marketing, opportunity management (business processes)      
marketing, requirements      
Marketplace      
markets, Corporate CRM, analytic applications      
markets, Corporate CRM, customer information      2nd
markets, Corporate CRM, Data Warehousing      2nd 3rd
markets, Corporate CRM, reporting      2nd
markets, CRM      2nd
markets, CRM, competitors      2nd 3rd
markets, dynamics      2nd
markets, Microsoft Reseller Partner Channel      2nd
markets, mid-sized business solutions      
markets, resources      
markets, small business solutions      
markets, use case      
MBF (Microsoft Business Framework)      2nd
MBS (Microsoft Business Solutions)      
MCIF (Marketing Consumer Information File)      
media, field sales      
media, Internet      
Menu Bar (home page)      
menus, custom      
menus, File, mail merge      
merge replication      
Messages      [See email]
Messaging Port/Distribution List field      
Meta data      
METABASE database      
Metamorphosis International Web site      
methods, Create      
methods, HtmlEncode      
methods, Page Init()      
methods, Run, Section 1      2nd
methods, Run, Section 2      
methods, Run, Section 3      
methods, Run, Section 4      2nd 3rd
Microsoft      
Microsoft .NET      
Microsoft bCentral      
Microsoft Business Framework (MBF)      2nd
Microsoft Business Solutions (MBS)      
Microsoft Business Solutions CRM      
Microsoft CRM Sales for Outlook      [See CRMSO]
Microsoft CRM settings (Settings and Administration tool)      
Microsoft Gold Certifided Partner Program for Hosting and Applications Services      
Microsoft Great Plains      
Microsoft HYPERLINK Outlook, shortcut bars      
Microsoft Management Console (MMC), Deployment Manager      
Microsoft Message Queuing (MSMQ)      2nd 3rd
Microsoft Office, Integration component      
Microsoft Outlook Client      
Microsoft Outlook, access      
Microsoft Outlook, integration      
Microsoft Outlook, objects, mapping      2nd
Microsoft Outlook, synchronization, Sales component      
Microsoft Outlook, toolbars      
Microsoft Reseller Partner Channel      2nd
Microsoft SQL Desktop Edition (MSDE)      
Microsoft SQL Server 2000 [italics]      
mid-sized businesses, solutions      
middle-out implementation models, CRM projects      
middleware tools, data, transforming      
migration, Great Plains      2nd
migration, Scribe Migrate, availability      
migration, Scribe Migrate, connectivity      
migration, Scribe Migrate, customer data      
Millionaire Eagles Web site      
MIS (Senior Technical Analysts), contributor role      
Miscellaneous tab      2nd
Mixed-mode trees      
MMC (Microsoft Management Console), Deployment Manager      
Mobile Portal      2nd 3rd 4th 5th
Mobile Portal, installing      
model corrections      
Models      [See also process model]
models, best guess models, business processes, building (customer-centricity)      
models, best guess models, business processes, validating (customer-centricity)      
models, best guess [edit quotes] models, building (process model integration)      
models, best guess [edit quotes] models, validating (process model integration)      
models, business process      
models, business, customer-centricity      
models, change management      
models, diamond      
models, fluidity, change management      
models, implementation, CRM projects      
models, implementation, OLTP (online transaction processing)      
models, partnership model, business cases      
models, partnership model, business requirements      
models, partnership model, component design      2nd
models, partnership model, construction      
models, partnership model, implementing      
models, partnership model, project scope      
models, partnership model, strategic vision      
models, partnership model, testing      2nd
models, partnership model, user model      
models, swim lane process      
models, user model, partnership model      
models, viewpoint analysis models, interviews      
models, viewpoint analysis, business models (customer-centricity)      
models, viewpoint analysis, business processes (customer-centricity)      2nd 3rd
moderators, online communities      
modes, native, snapshot replication      
modules, Customer Service      2nd 3rd 4th 5th
monitoring, business performancing monitoring      
MSCRM database      
MSCRMDistribution database      
mscrm_msde database      
MSDE (Microsoft SQL Desktop Edition)      
MSDE databases      
MSMQ (Microsoft Message Queuing)      2nd 3rd
MtmlEncode method      
multifield search (c360 SearchPac)      2nd 3rd
Name field (Contract Templates)      
named user licensing      2nd
names, Organzation      
naming, schema fields      
naming, server databases      
naming, Service Contract Templates      
National Change of Address (NCOA)      
Native mode trees      
native mode, snapshot replication      
Navigation      [See report navigation]
Navigation Map      2nd
Navigation Pane (home page), Quick Create      
navigation, Quick Launch customization      2nd
Navision      2nd
NCOA (National Change of Address)      
Net      2nd
Net ($) field (Contract Line Items)      
NET, business exchange integration      
NET, customer personalization integration      
NET, distributed computing      
1 2 3 4 5 6 7 8 9 10 11
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