Success with Microsoft Dynamics CRM 4.0: Implementing Customer Relationship Management is aimed at readers who are interested in understanding how to successfully implement Microsoft Dynamics CRM 4.0 within their projects. It is intended as an implementation roadmap for the business and technical representatives leading or engaged in a project.

The book covers the capabilities of Microsoft Dynamics CRM, both in the traditional functional areas of sales, marketing, and service and as an applications framework for XRM deployments. The book demonstrates CRM best practices for design, configuration, and development. Through realworld solutions and exercises, you will be given the confidence and expertise to deliver an implementation that provides longterm success for your organization.

CRM implementations are made up of a complex set of steps that include assessments, discovery, dialogue, envisioning, architecting, planning, and finally, developing the solution. Published works on MSCRM focus solely on the development stage the actual coding of the solution thus leaving out the majority of the core of a CRM project. This book will focus on the business level stages that are critical to a proper implementation, while illustrating concepts with code and configurations when appropriate. Microsoft Dynamics CRM is a huge subject with a large audience eager to understand advances in the technology. This book focuses on teaching these readers how to best implement MS Dynamics CRM to achieve their own goals. The book comprehensively addresses the key questions of best practice, interaction with other Microsoft server technologies and long-term sustainability, building on the basic implementation information available in many MS Dynamics CRM tutorial guides.

Autorentext
Aaron Yetter is a seasoned technology professional with extensive experience overseeing and implementing successful customer relationship management strategies and related business initiatives. His experience includes delivering customer-centric solutions for market leading companies across various industries, including healthcare, insurance, financial services, technology, and services. Aaron is a founder and principal of Altriva, a professional services firm based in Bellevue, Washington.

Inhalt
The Evolution of CRM and Microsoft Dynamics CRM.- The Evolution of CRM.- Microsoft CRM in the Market.- Implementation Planning, Approach, and Guidelines.- Planning Your CRM Initiative.- Initiating and Executing a CRM Phase.- Configuration Guidelines for Core Functionality.- Ensuring Long-Term Success with CRM.- Avoiding the Doldrums.- Opportunities to Expand the Value of CRM.