Microsoft Dynamics Crm 4 Users Guide

Only available on StudyMode
  • Topic: Microsoft, E-mail, Microsoft SQL Server
  • Pages : 608 (193152 words )
  • Download(s) : 39
  • Published : June 3, 2012
Open Document
Text Preview
Microsoft Dynamics CRM 4.0 User’s Guide

i

Microsoft Dynamics CRM 4.0 User’s Guide

Copyright
Information in this document, including URL and other Internet Web site references, is subject to change without notice. Unless otherwise noted, the companies, organizations, products, domain names, e-mail addresses, logos, people, places, and events depicted in examples herein are fictitious. No association with any real company, organization, product, domain name, e-mail address, logo, person, place, or event is intended or should be inferred. Complying with all applicable copyright laws is the responsibility of the user. Without limiting the rights under copyright, no part of this document may be reproduced, stored in or introduced into a retrieval system, or transmitted in any form or by any means (electronic, mechanical, photocopying, recording, or otherwise), or for any purpose, without the express written permission of Microsoft Corporation. As the software licensee, you may make reasonable customizations to the software online help documentation for your internal use only. You are solely responsible for and bear any and all liability relating to any customizations you make. This includes any adverse effect that your customizations have on any functionality of the licensed software, the software documentation itself or otherwise relating to use of your customizations. Please note that installing software upgrades may rewrite customized online help files. Microsoft may have patents, patent applications, trademarks, copyrights, or other intellectual property rights covering subject matter in this document. Except as expressly provided in any written license agreement from Microsoft, the furnishing of this document does not give you any license to these patents, trademarks, copyrights, or other intellectual property. © 2008 Microsoft Corporation. All rights reserved. Microsoft, Active Directory, ActiveX, BizTalk, Excel, Great Plains, Internet Explorer, JScript, Microsoft Dynamics, MSN, Outlook, PivotTable, PivotChart, Visual Basic, Visual Studio, Windows, Windows Live, Windows Server, and Windows Vista are trademarks of the Microsoft group of companies. All other trademarks are property of their respective owners.

ii

Microsoft Dynamics CRM 4.0 User’s Guide

Table of Contents
Chapter 1: Getting Started ................................................................ 1 Common Tasks ................................................................................. 2 Getting Started and Finding Help ............................................................................... 2 Introduction to Microsoft Dynamics CRM .................................................................. 2 Find Answers ....................................................................................................... 3 Accessibility for People with Disabilities ................................................................... 4 Welcome to the Resource Center ............................................................................ 4 Use Keyboard Shortcuts ........................................................................................ 5 Managing Records ................................................................................................... 8 Find Things .......................................................................................................... 8 Delete Things ..................................................................................................... 17 Print Things ....................................................................................................... 21 Manage Activities................................................................................................ 28 Add a Note or Attach a File .................................................................................. 37 Edit Multiple Records...
tracking img