Success with Microsoft Dynamics CRM 4.0: Implementing Customer Relationship Management / Edition 1

by Aaron Yetter, Justin Mathena, Hoss Hostetler

Overview

Success with Microsoft Dynamics CRM 4.0: Implementing Customer Relationship Management is aimed at readers who are interested in understanding how to successfully implement Microsoft Dynamics CRM 4.0 within their projects. It is intended as an implementation roadmap for the business and technical representatives leading or engaged in a project.

The book covers the capabilities of Microsoft Dynamics CRM, both in the traditional functional areas of sales, marketing, and service and as an applications framework for XRM deployments. The book demonstrates CRM best practices for design, configuration, and development. Through real–world solutions and exercises, you will be given the confidence and expertise to deliver an implementation that provides long–term success for your organization.

Product Details

ISBN-13:	9781430216049
Publisher:	Apress
Publication date:	12/24/2008
Series:	Expert's Voice
Edition description:	1st ed.
Pages:	264
Product dimensions:	6.90(w) x 9.20(h) x 0.80(d)

About the Author

Aaron Yetter is a seasoned technology professional with extensive experience overseeing and implementing successful customer relationship management strategies and related business initiatives. His experience includes delivering customer-centric solutions for market leading companies across various industries, including healthcare, insurance, financial services, technology, and services. Aaron is a founder and principal of Altriva, a professional services firm based in Bellevue, Washington.

Table of Contents

The Evolution of CRM and Microsoft Dynamics CRM.- The Evolution of CRM.- Microsoft CRM in the Market.- Implementation Planning, Approach, and Guidelines.- Planning Your CRM Initiative.- Initiating and Executing a CRM Phase.- Configuration Guidelines for Core Functionality.- Ensuring Long-Term Success with CRM.- Avoiding the Doldrums.- Opportunities to Expand the Value of CRM.