By Edward Kachinske, Timothy Kachinske

Microsoft Dynamics CRM 4.0 is a completely built-in buyer courting administration (CRM) approach that offers busy revenues pros the aptitude to simply create and preserve a transparent view of shoppers from first touch via buy and post-sales. in case you are this sort of busy revenues pros, you would like a simple reference device to maximise your use of Microsoft Dynamics CRM 4.0 's different characteristic set. "Maximizing Your revenues with Microsoft Dynamics CRM 4.0" is that instrument. This booklet explains, in concise, easy-to-understand language, tips on how to get the main out of this progressive CRM software program. themes like operating with contacts and debts, coping with possibilities and schedules, writing letters, sending e-mails, operating stories and extra are explored in-depth. This ebook additionally covers a few administrative initiatives aimed toward IT execs seeking to organize 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 working" in Microsoft Dynamics CRM ; you will be knowledgeable!

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Jane and John are both in your database, but they work for different companies. Using the relationship feature, you can specify that Jane is the lawyer for John. To define a relationship between two contacts: 1. From the Go To drop-down at the top of the screen, choose Sales and then Contacts. 2. Your current contacts list should appear. 3. Locate the contact and double-click it. 4. On the left, click the Relationships option. 5. Click the New Customer Relationship option. 6. Specify both parties in the relationship, and choose a role for the relationship.

If a customer exists in your database twice, it might mean that two different people from your organization are dealing with the customer. It might also mean that the customer gets contacted twice each time you send out mass correspondence. Task A Finding duplicates You can create a duplicate detection job that will find similar lead, account, and contact records. Once you’ve identified the duplicates, you’re only a couple of clicks away from merging them. Without running a duplicate detection job, you can highlight any duplicate customers in a List view.

6. Click OK. 0 Task C Configuring local data groups If you have a large number of records, it’s unlikely that you’ll want access to your entire company’s database while you are offline. In the synchronization options, you can configure local data groups. Only records that are in the local data groups will be available offline. To configure local data groups: 1. In Outlook, Click CRM | Modify Local Data Groups. ) 2. A list of local data groups will appear in the Data Groups tab. 3. Double-click any data group to edit it.

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