By Edward Kachinske, Timothy Kachinske
Microsoft Dynamics CRM 4.0 is an absolutely built-in client courting administration (CRM) method that provides busy revenues execs the potential to simply create and retain a transparent view of consumers from first touch via buy and post-sales. in case you are this sort of busy revenues execs, you wish a simple reference device to maximise your use of Microsoft Dynamics CRM 4.0 's different function set. "Maximizing Your revenues with Microsoft Dynamics CRM 4.0" is that software. This e-book explains, in concise, easy-to-understand language, find out how to get the main out of this progressive CRM software program. themes like operating with contacts and bills, handling possibilities and schedules, writing letters, sending e-mails, working studies and extra are explored in-depth. This booklet additionally covers a few administrative projects aimed at IT pros trying to manage and configure personal tastes for his or her Microsoft Dynamics CRM 4.0 clients. With this speedy, to-the-point source, you will not simply be "up and operating" in Microsoft Dynamics CRM ; you can be knowledgeable!
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Extra info for Maximizing your sales with Microsoft Dynamics CRM 4.0
To go offline: 1. You will automatically go offline when you disconnect from your network. 2. To manually go offline, click the Go Offline button on the CRM toolbar in Outlook. 3. You can tell that you are offline when the button on the toolbar reads Go Online. When you go offline, Microsoft Dynamics CRM will automatically synchronize and prepare your offline database for offline use. Hover the mouse over the Dynamics icon in the system tray (in the bottom-right corner of the taskbar) to see if Microsoft Dynamics CRM is online.
Go to the next page for instructions on how to see the results of a duplicate record search. 43 Chapter 4 Finding Your Data Task B Viewing duplicate records Once the duplicate detection job has completed, the results are viewable in the My Work section of the Workplace. For small databases, it usually only takes a few minutes to complete a duplicate detection job. Duplicate detection jobs usually finish fairly quickly, but you can always check the option to send a reminder e-mail when the job has completed.
2. Your current contacts list should appear. 3. Click the Print button on the toolbar to print a list of the contact information currently showing in the List view. 4. Double-click a contact to bring up contact details. 5. Click the Print button on the toolbar to print detailed information for the contact. If you need information printed in a specific report, consider running a report. Reports are covered in Chapter 15. 33 Chapter 3 Working with Contacts Associating contacts with other records Unless you are working in a strict business-to-consumer environment, you may need to link contacts to accounts or other contacts.