IT Customer Relationship Management
When you start using Microsoft Dynamics CRM 4.0, you receive a wealth of resources at your fingertips. In addition to a comprehensive set of Help available in the product, and a “Resource Center” that links you to the thriving CRM community, Microsoft provide a diverse range of articles aimed at helping you be effective at Customer Relationship Management (CRM).
The articles are tailored based on various roles in an organisation: Sales, Marketing, Service, and Settings.
Below are the links to these Microsoft articles in each of the subject areas. Also provided is a link to the “downloads” currently available.
IT Support Systems
Drive sales productivity, increase visibility, and expand revenues with the robust account management system of Microsoft Dynamics CRM 4.0.
Getting Started with Sales
Import your Outlook contacts into Microsoft Dynamics CRM 4.0
Diagram: Follow a lead from creation through closure
Take advantage of e-mail communication methods
Hitting the road with Microsoft Dynamics CRM for Outlook with Offline Access
Creating a winning marketing list
Diagram: Follow a campaign response through the marketing process
Create mailing labels from a marketing list
Why can’t I access some features or areas?
Top 10 keyboard shortcuts for Microsoft Dynamics CRM
Maximize Your Productivity
Close multiple activities with a workflow
Prevent lead build-up by bulk processing leads
Work while you wait: Create a printable report of phone calls
Plan a sales trip in 20 minutes
Sort records by multiple columns
Set your e-mail messages apart with a signature
Speed up data synchronization
Manage your time and activities with help from reminders
Build price lists for multiple customer segments
Reward your customers with quantity discounts
Create a price list to use for a free sample
Create a price list to use for a sales promotion
Get ready for vacation
Build Your Business
Set up simple pricing
Put strategy behind product pricing
Are your customers buying?
Organize your data with subject trees
Design considerations for business units
Are you neglecting any customers? Run a report to find out
Establishing relationships between customer records that don’t relate
View and evaluate the quality of your sales territories
Don’t lose customers when a salesperson leaves your organization
Tailor activities to match your employees’ tasks