Microsoft CRM Training Guide @CRMFieldGuide- New User Track

Original post here

1. Chapter 1 - Building the Foundation – This chapter lays the groundwork for understanding the various terms and parts of a CRM Organization. It includes helpful tips not covered elsewhere in the book.

2. Chapter 19 - User Adoption shares key concepts and strategies for encouraging and improving user adoption within you organization.

3. Chapter 10 - The Power of CRM & Outlook explores the benefits of integrating and synchronizing CRM and Outlook and explains how to make it happen and make the most use of the combined tools.

4. Chapter 7 - Sales Management Best Practices examines critical success factors for sales management, activity and lead management, customer, opportunity and pipeline management, and workflows and sales processes.

5. Chapter 9 - Marketing Management Best Practices is a detailed look at the benefits of CRM’s marketing tools, including marketing lists and campaigns, as well as campaign reporting.

6. Chapter 8 - Service Management Best Practices explains the optimal use of cases, contracts, articles, service scheduling and the service calendar.

7. Chapter 13 - Aligning Reports to the Audience helps the reader understand and meet the needs of different users and stakeholders by exploring the varying needs and expectations of users and using the array of out-of-the-box tools.

8. Chapter 25 - Community Resources is a plethora, a veritable cornucopia, of resources from the global community of user groups, users, MVPs, Microsofties, social media masters and blogs that can help you maximize your CRM skills and guide you to the answers you seek.