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Working with Microsoft Dynamics CRM 2011

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We love Microsoft Dynamics CRM 2011, and we hope that by the time you finish reading this book, you will love Microsoft Dynamics CRM, too. We understand that you might be skeptical about the possibility of falling for a piece of software, but we want you to know right up front that our goal is to show you all of the wonderful and amazing benefits the Microsoft Dynamics CRM application can provide for your business.

Configure, adapt, and extend Microsoft Dynamics CRM 2011—guided by two of the leading implementation specialists in the field. Whether you’re an IT professional, a developer, or a power user, you’ll get pragmatic, hands-on insights for customizing CRM in your organization—with or without programming.

Discover how to:

  • Set up and configure your system
  • Plan and configure security settings and information access
  • Easily customize form attributes, views, and relationships
  • Create and deploy custom reports
  • Use xRM to quickly create and efficiently manage line-of-business applications
  • Automate business workflows
  • Extend Microsoft Dynamics CRM with scripts and assemblies
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