• Überblick

Microsoft Dynamics CRM 4.0 Step by Step

Build exactly the skills you need. Learn at the pace you want.

The smart way to learn Microsoft Dynamics CRM 4.0 - one step at a time!

Whether you´re in sales, marketing, or customer service - quickly teach yourself how to get closer to your customers with Microsoft Dynamics CRM. With Step by Step, you set the pace - building and practicing the skills you need, just when you need them!

• Create and manage accounts - for a 360° view of your customers and business
• Work with Microsoft Dynamics CRM directly from Microsoft Outlook
• Track customer activity; import and map data automatically
• Manage campaigns, leads, quotes, contracts, and orders
• Employ basic to advanced reporting capabilities

Your all-in-one learning experience includes:

• Files for building skills and practicing the book´s lessons
• Fully searchable eBook
• Sample chapters from related Microsoft Press books
• Windows Vista Product Guide eReference - plus other resources - on CD

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.

Kara O´Brien is a senior project director at Sonoma Partners and certified in Microsoft Dynamics CRM. Kara has led Microsoft Dynamics implementation projects for not-for-profit organizations as well as companies in the real estate, financial services, and other industries. Prior to Sonoma Partners, Kara worked as a marketing manager at Encyclopedia Britannica and as a software developer at Jones Lang LaSalle. She holds a bachelor´s degree in communications from Northwestern University.

Brendan Landers is a senior project director at Sonoma Partners and certified in Microsoft Dynamics CRM. Brendan has led numerous Microsoft Dynamics implementation projects for companies in the following industries: professional and financial services, education, healthcare, hospitality, and others. Prior to Sonoma Partners, Brendan worked at Information Resources, Inc. as a Director of Quality Assurance and Delivery where he led several data quality and business intelligence initiatives. He holds a bachelor´s degree in management information systems from the University of Iowa.