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Working with Microsoft Dynamics CRM 4.0 - Second Edition

Customize Microsoft Dynamics CRM for your business

Get a practical introduction to Microsoft Dynamics CRM – now updated for Microsoft Dynamics CRM 4.0. Microsoft Dynamics CRM is a value-packed customer-relationship management (CRM) solution for small- and mid-market businesses. The latest version adds workflow management capabilities, and will be delivered as an on-demand service through Microsoft Office Live. With topics that include developing new functionality, designing implementations, and integrating Microsoft CRM with other business applications – including Microsoft Office Outlook, Microsoft Office InfoPath, and Microsoft SharePoint Products and Technologies – this is one of the only books written for both developers and those who implement business solutions.

Authored by experienced practitioners, this book provides case studies, integration and performance guidelines, and toolsets – the information you need to help you create successful CRM solutions. This book also explains how to maintain Microsoft Dynamics CRM 4.0, making it of interest to IT professionals who support Microsoft Dynamics CRM 4.0 users. And power users will learn how to customize individual Microsoft Dynamics CRM 4.0 experiences. This introduction includes a 120-day evaluation copy of Microsoft CRM 4.0, as well as sample data and code samples on the Web.

Discover how to:

• Set up and configure Microsoft Dynamics CRM 4.0 or Microsoft Dynamics CRM Live
• Integrate Microsoft Dynamics CRM with Microsoft Office Outlook and other business applications
• Plan and configure security settings to manage information access
• Create and deploy custom reports
• Easily customize form attributes, views, and relationships
• Automate business processes using workflow tools
• Extend Microsoft Dynamics CRM with scripts and assemblies using the software development kit

"Mike and Jim have done it again – with a comprehensive yet practical guide for users, implementers, and administrators of Microsoft Dynamics CRM 4.0. Any deployment can benefit from their examples and resources."
 – Bill Patterson, Director, Product Management, Microsoft Dynamics CRM

About the Authors Mike Snyder and Jim Steger:

Mike Snyder is cofounder and principal of Sonoma Partners, a Chicago-based consulting firm that specializes in Microsoft CRM implementations. Microsoft awarded Sonoma Partners as the Global Microsoft CRM Partner of the Year in both 2003 and 2005. Recognized as one of the industry’s leading CRM experts, Mike authors several popular newsletters and blogs about Microsoft CRM.

Prior to Sonoma Partners, Mike led multiple product development teams at Motorola and Fortune Brands. Mike graduated with honors from Northwestern´s Kellogg Graduate School of Management with a Masters of Business Administration degree, majoring in Marketing and Entrepreneurship. He has a bachelor´s degree in engineering from Notre Dame. Mike lives in Chicago, IL with his wife and three children. He enjoys ice hockey and playing with his kids in his free time.

Jim Steger is also a cofounder and principal of Sonoma Partners. He architected and led multiple award-winning Microsoft CRM deployments, including complex enterprise integration projects. He’s been developing solutions and writing code for Microsoft CRM since the version 1.0 beta. Jim also contributed to the Microsoft CRM 3.0 Technology Adoption Program and provided input for several of the Microsoft CRM 3.0 certification courses.

Prior to Sonoma Partners, Jim designed and led various global software development projects at Motorola and Acco Office Products. Jim earned his bachelor´s degree in engineering from Northwestern University. He currently lives in Chicago, IL with his wife and son. In his free time, Jim enjoys playing beach volleyball and watching football with his son.

German Edition:

"Arbeiten mit Microsoft Dynamics CRM 4.0"