Microsoft Dynamics CRM 4.0
Applications
01/01/08
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Introductions
Name
Company
Job role
Experience with product
Favorite hobby/activity
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Things you need to know
• Class Information
– Starting time
– Ending time
– Breaks
– Lunch
• Facilities
– Restrooms
– Telephones
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Objectives Chapter 1
For the next 30 minutes we will work on the
following:
• Understand the benefits of using Microsoft Dynamics CRM to
support a CRM strategy
• Identify the functionality and purpose of the Microsoft Dynamics
CRM sales module
• Identify the foundation of customer relationships in Microsoft
Dynamics CRM
• Understand how Microsoft Dynamics CRM balances the needs of
usability and reporting to benefit both management and staff
• Identify the functionality and purpose of the Microsoft Dynamics
CRM service module
• Identify the functionality and purpose of the Microsoft Dynamics
CRM marketing module
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• Explain the overall value to an organization of
creating and implementing a CRM strategy.
• Discuss how Microsoft Dynamics CRM supports a
successful CRM strategy through a set of modules
organized by functional area: sales, marketing, and
service.
Overview
