Getting Started

Book excerpt: Getting Around in Microsoft Dynamics CRM Online

The chapter "Getting Around in Microsoft Dynamics CRM" from the book Microsoft Dynamics CRM 4.0 Step by Step provides you with foundational information to help you work with and navigate Microsoft Dynamics CRM Online. The chapter covers some of the fundamentals of using Microsoft Dynamics CRM Online, including user interface elements, personal options, lookup fields, and the Resource Center and Help. This chapter is free to download from the link below.

The Microsoft Dynamics CRM 4.0 Step by Step book guides readers through Microsoft Dynamics CRM Online, providing introductory steps to advanced tasks through easy-to-follow language and clear instructions.

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Microsoft Dynamics CRM 4.0 Step by Step

Cover: Microsoft Dynamics CRM 4.0 Step by Step

Audience:

Beginners

Language:

English

Authors:

Jim Steger, Mike Snyder, Brad Bosak, Corey O'Brien, Philip Richardson

ISBN-10:

0-7356-2576-X

ISBN-13:

978-0735625761

List Price:

$29.99

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Chapter 2: Getting Around in Microsoft Dynamics CRM Online

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About the Authors

Mike Snyder is recognized as an industry-leading CRM expert. Mike is a cofounder and principal of Sonoma Partners, a Chicago-based consulting firm that specializes in Microsoft Dynamics CRM Online implementations. Microsoft twice awarded Sonoma Partners the Global Microsoft CRM Partner of the Year.

Jim Steger has architected and led multiple award-winning Microsoft Dynamics CRM Online deployments, including complex enterprise integration projects. He's been developing solutions and writing code forMicrosoft Dynamics CRM Online since the version 1.0 beta. He acted as a technical reviewer for several of the Microsoft Dynamics CRM Online certification exams. He is also a cofounder and principal of Sonoma Partners.