• Create BookmarkCreate Bookmark
  • Create Note or TagCreate Note or Tag
  • PrintPrint
Share this Page URL
Help

Chapter 5. Setting Up Microsoft CRM

Chapter 5. Setting Up Microsoft CRM

In this chapter

Arriving at Consensus

Global Settings

Microsoft CRM Organization Structure and Security

Delete Versus Deactivate

Microsoft CRM, Exchange Server, and Active Directory

The Mircosoft CRM Exchange Connector

Owners, Assignment, and Sharing

Subject Hierarchy in Microsoft CRM

Product Catalog

Template Manager

Use Case Corner

Summary

This chapter deals with setting up Microsoft CRM at the organizational level. For information about how to set user options, refer to Chapter 6, “Homepage, Workplace, and Navigation.”


PREVIEW

                                                                          

Not a subscriber?

Start A Free Trial


  
  • Creative Edge
  • Create BookmarkCreate Bookmark
  • Create Note or TagCreate Note or Tag
  • PrintPrint