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Published: 4/12/2008
Updated: 5/28/2009
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As you design your implementation of Microsoft Dynamics CRM you can find useful information in articles related to configuring security, marketing, service, and sales functionality in Microsoft Dynamics CRM.
Videos
Configuring data duplication settings
Microsoft Dynamics CRM has data duplication functionality to keep unnecessary and redundant information out of the system. This demonstration covers how to configure the data duplication settings for your business as well as how to run duplicate detection jobs. Length: 08:27 minutes
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Working with security roles
This demonstration steps your through maintaining security roles in Microsoft Dynamics CRM. Learn how to create and modify security roles and privileges for your organization. Length: 09:58 minutes
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How to implement territory management
This video walks you through the steps of creating and managing sales territories for your sales team. Length: 10 minutes
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Security
Design considerations for business units
Use business units to design an organizational structure that enforces security within Microsoft Dynamics CRM.
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Why can't I see some of the menus or buttons?
This article discusses why you may not see or be able to use some menus or buttons and explains security roles.
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Marketing
4 ways to put campaign responses to work for you
A customer responded to your marketing campaign. Now what? Using campaign responses in Microsoft Dynamics CRM, you can record this interest to track for reporting and follow-up.
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Sales
Prevent lead build-up by bulk processing leads
Keep your lead list current by bulk disqualifying stale leads or converting a group of leads to accounts, contacts, or opportunities.
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Speed up data synchronization
Improve synchronization between Microsoft Dynamics CRM and Microsoft Dynamics CRM for Outlook.
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Establishing relationships between customer records that don't relate
Create and maintain relationships between multiple customer records.
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View and evaluate the quality of your sales territories
Evaluate sales territories using Microsoft MapPoint North America 2004 after gathering information from Microsoft Dynamics CRM and exporting it to Microsoft Office Excel 2003.
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Product pricing
Set up simple pricing
Describes how to set up a simple pricing scenario that uses a single product at a single price by using Microsoft Dynamics CRM.
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Build price lists for multiple customer segments
Describes how to set up multiple price lists that are based on customer segment by using the product catalog.
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Create a price list to use for a sales promotion
This article describes how to use the product catalog in Microsoft Dynamics CRM to set up a price list for a promotion.
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Create a price list to use for a free sample
This article describes how to set up a free sample for a product by using the Microsoft Dynamics CRM product catalog.
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Reward your customers with quantity discounts
Set up up a quantity discount price list by using the product catalog in Microsoft Dynamics CRM.
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Put strategy behind product pricing
Put strategy behind product pricing with Microsoft Dynamics CRM. This flexible pricing engine has the tools you need to calculate product prices based on a variety of pricing methods.
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Service
Let your business take a day off
Use business closures to block out people's schedules, at the same time, during holidays, company meetings, and other times your organization is unavailable for service activities and appointments.
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Simple steps to take toward accurate case resolution
Find out why cases are being resolved by customizing the resolution type.
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Capture and share your team's collective knowledge
Not everyone can be an expert. Create a knowledge base of articles to capture and share your organization's valuable information.
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Organize your data with subject trees
Sample subject trees can help you set your system up faster.
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Keep your Service Calendar healthy when an employee isn't
Find out how to update the Service Calendar when an employee calls in sick.
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Track returned products
Set up cases to track returns and generate a report to view the data collected.
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Blog Posts
Performance testing using DbPopulator
Read about using the DbPopulator tool to populate various kinds of data for performance testing.
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Troubleshooting the Microsoft Dynamics CRM E-mail Router
Get troubleshooting steps and links to additional information for issues associated with deploying the Microsoft Dynamics CRM E-mail Router.
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