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Microsoft Dynamics CRM 4.0 Installing Guide
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Goal 4: Manage Schedulable Resources
In the following table you will find the tasks to manage resource-scheduling features in Microsoft
Dynamics CRM.
Task Subtask: Help Topic Title
Organize resources and schedule services.
Define when and where services are offered,
and which resources are required for each
type of service. (These tasks are completed in
the Business Management area of Settings.)
•
Understanding service scheduling: Configuring Service
Scheduling
• Set business closures: Work with Business Closures
• Create service sites: Work with Sites
• Create facilities/equipment: Work with Facilities and
Equipment
• Configure individual/facility work hours: Work with
Weekly Schedules
• Create resource groups: Work with Resource Groups
Goal 5: Manage Marketing
The following table lists the tasks you can perform manage marketing features in Microsoft
Dynamics CRM.
Task Subtask: Help Topic Title
Set system-wide marketing options. Set
options that apply to all campaigns and
marketing lists. (This task is completed in the
Administration area of Settings.)
•
Configure marketing settings: System Settings Dialog
Box - Marketing Tab
Goal 6: Manage Sales Transactions
The following table lists the tasks to manage sales features in Microsoft Dynamics CRM.
Task Subtask: Help Topic Title
Set up competitors for tracking won and
lost sales. Start tracking information about
competitors. To do this, you must enter data
about your competitors.
•
Create competitors: Work with Competitor Records
Manage products and price lists. Create the
product catalog, which includes all price lists
and products. (These tasks are completed in
the Product Catalog area of Settings.)
•
Understand the Product Catalog: Creating the Product
Catalog
• Create discount lists: Work with Discount Lists
• Create unit groups: Work with Unit Groups
• Create price lists: Work with Price Lists
• Create products: Work with Products